OneStream for Financial Analysts: Certification Preparation

• Basic understanding of financial reporting and corporate performance management (CPM)
• Familiarity with Excel or similar spreadsheet tools

Audience

• Financial analysts
• Business intelligence professionals
• Finance teams looking to leverage OneStream for financial planning and analysis

OneStream is a leading corporate performance management (CPM) platform designed for financial consolidation, reporting, budgeting, and analytics.

This instructor-led, live training (online or onsite) is aimed at beginner-level financial analysts who wish to learn how to use OneStream for financial analysis, reporting, and data-driven decision-making, and prepare for relevant OneStream certifications.

By the end of this training, participants will be able to:

• Understand the core functionalities of OneStream XF.
• Navigate the OneStream interface and workspace.
• Load, transform, and validate financial data.
• Build and analyze financial reports and dashboards.
• Use OneStream’s workflow automation features for financial planning and consolidation.
• Prepare for OneStream certification exams (e.g., OneStream Certified Professional - Financial Modeler (OCP-FM), OneStream Implementation Consultant, etc.).

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to OneStream

• Overview of OneStream and its capabilities
• Understanding the corporate performance management (CPM) framework
• Installation and setup of OneStream XF

Data Management in OneStream

• Connecting to data sources
• Loading and validating financial data
• Data transformation and mapping

Financial Reporting and Analysis

• Creating financial reports with OneStream Report Studio
• Building interactive dashboards and visualizations
• Using analytics for variance analysis and performance tracking

OneStream Workflow and Automation

• Understanding OneStream workflows and task management
• Automating financial processes
• Scenario planning and forecasting

Advanced OneStream Features

• Using OneStream Marketplace solutions
• Integration with external financial and ERP systems
• Best practices for OneStream security and user management

OneStream Certification Preparation

• Overview of OneStream certification options (OCP-FM, Implementation Consultant, etc)
• Exam objectives and key topics
• Practice questions and exam preparation tips

Best Practices for Financial Analysis in OneStream

• Optimizing performance in OneStream
• Designing effective reports and dashboards
• Common pitfalls and how to avoid them

Summary and Next Steps