OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey

In this episode, we sit down with Rob Alleva, Director of Finance at Tronox, to unpack what it really takes to modernize finance in a complex, global manufacturing environment. Rob shares how Tronox approached finance transformation with a clear focus on scalability, transparency, and becoming a stronger business partner. Together with Nova's Senior VP of Delivery, Tom Foley, the group discusses the realities of managing consolidation, reporting, and planning across regions, and why legacy tools often hold finance teams back from delivering timely, actionable insights. Tom adds perspective from the consulting side, touching on Nova's NorthStar methodology and helping frame Tronox's journey within broader finance transformation trends. The conversation dives into standardization, data visibility, and automation, highlighting how the right approach enables finance teams to move beyond manual work and spend more time on analysis and decision support. From accelerating the close to enabling better conversations with the business, this episode offers a grounded look at what modern finance leadership looks like in practice.

2025 was a pivotal year for finance. In this episode, we review OneStream Software's biggest 2025 advancements, from AI-driven analytics and ESG reporting to Modern Financial Close and Version 9 enhancements. We also unpack what OneStream's $6.4B acquisition means for AI innovation and long-term strategy, and why these changes matter for CFOs seeking speed, insight, and predictability in a rapidly evolving finance landscape.

As the holidays approach, finance teams everywhere are racing toward the most important deadline of the year: the year-end close. In this festive episode of CPM Customer Success, we compare the close process to preparing for the Holiday Season. From "making the list and checking it twice" with close planning and task visibility, to "decorating" through data integration and validation, to the behind-the-scenes magic of automation, we walk through what separates a chaotic year-end from a confident one.  If a clean, stress-free close is on your wish list this year, this episode is for you.

Gartner's Magic Quadrant is one of the most referenced tools in finance technology. In this episode of CPM Customer Success, we break down Gartner's 2025 Magic Quadrant for Financial Planning Software and explain how finance leaders should interpret it beyond surface-level rankings. We explore: How Gartner evaluates vendors across Ability to Execute and Completeness of Vision The strengths and tradeoffs of other Leaders, including Anaplan, Workday Adaptive Planning, and SAP Why OneStream has been named a Leader for the fifth time, and where it consistently differentiates

As AI reshapes the modern business landscape, one truth is becoming unmistakable: the partnership between CFOs and CIOs has never been more essential. In this episode of CPM Customer Success, we explore why Finance and IT are being pulled into tighter alignment, and how the organizations that embrace this collaboration are setting themselves up for speed, clarity, and long-term strategic advantage. We look at: Why CFOs and CIOs increasingly overlap in decisions around data, automation, forecasting, and governance How AI exposes gaps in cross-functional alignment, and accelerates the need for shared vision The role OneStream's expert ecosystem plays in creating a common language between Finance and IT A real-world customer example where better collaboration cut a 10-day consolidation issue down to just 3 days Why ongoing guidance matters after implementation, and how Nova Advisory's SMART Services help organizations sustain momentum with proactive, expert support Whether you're a CFO looking to modernize your close, a CIO responsible for data integrity, or a finance leader navigating AI-driven transformation, this episode offers a grounded, practical view of what strong collaboration looks like, and why it's becoming a defining factor in enterprise success.

In this episode, we take a straightforward look at what's really happening with Oracle Hyperion Financial Management (HFM) and what it means for Finance teams planning their next move. We break down the current support picture for HFM 11.1.2.x and 11.2, clarify what "Continuous Innovation" does—and doesn't—provide, and outline the risks organizations face when staying on a system that's no longer evolving. You'll hear a real-world success story about a 174-year-old company that transitioned from a complex, aging HFM environment to a unified OneStream platform that now supports consolidation, reporting, reconciliations, and future expansion—all with dramatically improved stability and visibility. We also walk through a practical migration roadmap: assessing your current HFM footprint, designing a unified model, converting rules and integrations, running parallel closes, and rolling out advanced capabilities like dashboards, reconciliations, and AI-driven forecasting. Whether you're considering an upgrade to 11.2, debating Oracle Cloud EPM, or exploring modern platforms like OneStream, this episode gives Finance leaders the clarity they need to make confident, future-proof decisions.

In this special Thanksgiving episode of CPM Customer Success, we break down one of OneStream's newest announcements: their newly expanded strategic alliance with Microsoft. From AI-driven variance analysis inside Copilot, to real-time insights delivered in Teams, to intelligent forecasting in Excel — this partnership has the power to redefine how finance teams work, collaborate, and make decisions. We walk through: How SensibleAI™ Agents are transforming Microsoft 365 into a finance intelligence hub Why unified CPM platforms outperform disconnected legacy tools How global organizations like Tronox simplified planning, forecasting, and reporting The key steps finance teams should take now to prepare for AI-enabled workflows Perfect for listeners preparing their 2026 finance strategy… or just getting ready for a well-deserved holiday break!

In this episode of CPM Customer Success, we explore OneStream's global research report, Finance 2035: Return to Investment, and what it reveals about the future of finance leadership. Drawing insights from more than 2,000 business leaders and investors, this episode breaks down the qualities of the Investable CFO, a finance leader who blends governance, growth, technology, and talent into a single strategic vision.  We discuss how unified data, intelligent automation, and real-time insight are becoming non-negotiable expectations for modern finance teams. You'll also hear a real-world transformation story from Johnson Outdoors, a global outdoor recreation company that modernized its consolidation, reporting, and budgeting processes through OneStream. Their journey highlights the trust, transparency, and agility that finance organizations must embody to thrive in the decade ahead. If you're a CFO, CAO, Controller, Finance Director, FP&A leader, or anyone navigating digital transformation in finance, this episode looks at what 2035 demands and what you can begin building today.

In this episode, we explore how finance leaders can safeguard their organizations against today's growing risks, from cloud outages to cybersecurity breaches. Discover how OneStream Software is engineered with governance, control, and business continuity in mind, helping teams protect their data and stay operational even when the unexpected happens. Andy breaks down: Why fragmented systems increase security vulnerabilities How OneStream's unified architecture and built-in auditability enhance data protection Real-world stories of organizations maintaining uptime and resilience Whether you're a CFO, CAO, or Director of Finance, this episode offers actionable insights to help you strengthen your financial systems and sleep easier at night. Brought to you by Nova Advisory: a Diamond OneStream implementation partner helping finance teams simplify complexity and elevate performance. https://www.novaadvisory.com  

CFOs and FP&A leaders are flooded with shiny "modern planning" tools, but which ones actually scale with control?  In this episode, Andy welcomes back Dave Collins, Director of Strategic Alliances at OneStream, to compare OneStream vs. Pigment in plain finance terms. We dig into the pitfalls finance teams report with lightweight, cube-based planning tools, fragile models, technical debt, and "too many cooks" changing calculations, then contrast that with OneStream's unified platform: governed workflows, data quality checks, and extensible dimensionality that lets you plan and consolidate in one application. Dave unpacks why consolidation isn't just "aggregation," how to avoid fragmentation from bolt-ons, and what real governance looks like when actuals, planning, reporting, and AI all live together. Brought to you by Nova Advisory: a Diamond OneStream implementation partner helping finance teams simplify complexity and elevate performance. https://www.novaadvisory.com    

Discover the story behind OneStream. From its roots as a bold response to fragmented finance systems to its latest breakthrough: OneStream Genesis. In this episode, we explore how finance leaders Tom Shea and Bob Powers reimagined corporate performance management with a single, unified platform. Now, over a decade later, OneStream Genesis is redefining what's possible for finance teams, introducing a no-code framework that puts agility and innovation directly in the hands of users. You'll hear how organizations like Signode Industrial Group and OSI Group have leveraged OneStream's unified platform to accelerate close cycles, enhance reporting, and empower finance teams to focus on insight over integration. Join us as we unpack: The origin and vision behind OneStream's "One platform, one truth" philosophy How Genesis enables finance to design, extend, and deploy without coding The new era of intelligent, self-sufficient finance transformation Brought to you by Nova Advisory — a Diamond OneStream implementation partner helping finance teams simplify complexity and elevate performance. https://www.novaadvisory.com

Global volatility, trade wars, and currency fluctuations are rewriting the playbook for today's finance leaders. In this episode of CPM Customer Success, host Andy Smetana explores how CFOs, Controllers, and FP&A Directors can turn uncertainty into opportunity, with clarity, speed, and confidence. Discover how OneStream Software helps finance teams: Consolidate, plan, and forecast in real time Run scenario modeling to evaluate tariff and cost impacts Use rolling forecasts to stay agile amid rapid market shifts Automate consolidation and reporting to free up time for analysis Featuring real-world examples from two global companies, this episode shows how leading organizations are thriving through economic disruption with a unified CPM platform that empowers better decisions, faster. Brought to you by Nova Advisory — a Diamond OneStream implementation partner helping finance teams simplify complexity and elevate performance. https://www.novaadvisory.com/finance-transformation    

Finance teams today are expected to close faster, provide daily insights, and stay ahead of new compliance demands, all with fewer resources. In this episode of CPM Customer Success, we explore how OneStream's Productivity Pack gives Finance the tools to work smarter: No-Code Allocations: Faster, IT-free allocation models Analytic Drill-Down: Flexible, intuitive data exploration Admin Assist: 35+ prebuilt reports and utilities that streamline administration Hear how organizations are using these tools to speed up closes, improve transparency, and strengthen compliance — all within OneStream's unified platform. ⭐️ Learn more about how Nova Advisory helps organizations transform their financial processes: https://www.novaadvisory.com/  

In many organizations, Sales and Finance operate in silos — Sales focuses on territories, quotas, and incentives, while Finance forecasts revenue at a high level. What happens next? Disconnected plans, constant reconciliations, and missed opportunities. In this episode of CPM Customer Success, Nova Advisory explores how OneStream's Sales Planning and Sales Performance Management solutions bring Sales and Finance together on a unified platform. We'll break down the risks of fragmented planning, showcase real-world examples of companies that eliminated spreadsheet chaos and incentive misalignment, and share practical steps for adopting a unified approach. ⭐️ Learn more about how Nova Advisory helps organizations transform their financial processes: https://www.novaadvisory.com/finance-transformation  

Finance leaders face constant pressure to close faster, forecast more accurately, and provide insights that drive strategy. In this episode, we explore how OneStream's 123 Solutions give teams a head start with pre-built, configurable tools for planning, reporting, and scenario modeling. Discover how these solutions help finance reduce manual work, improve accuracy, and respond to change with agility, so leaders can spend less time crunching numbers and more time shaping the future.     

AI may be everywhere in today's headlines, but what really matters to finance leaders is trust, transparency, and results.   In this episode, we break down OneStream's SensibleAI portfolio: Studio, Forecast, Agents, and Account Reconciliations—and explore how they're reshaping Corporate Performance Management.   You'll learn how SensibleAI: ·       Improves forecast accuracy by up to 25% while cutting cycle times by 85% ·       Empowers finance teams with conversational AI agents and anomaly detection ·       Strengthens compliance with explainable, auditable AI models ·       Elevates Finance from reporting the past to driving future strategy   With real-world examples and market context, this episode shows why SensibleAI is more than hype; it's practical AI the Office of Finance can actually trust.

Reconciliations don't have to be painful. In this episode, we explore how OneStream's Transaction Matching (TXM) transforms one of finance's most time-consuming bottlenecks into a streamlined, automated process. Learn why manual matching in spreadsheets creates risk, how TXM delivers speed and accuracy with configurable rules and direct integrations, and why its unified platform advantage sets it apart. You'll also hear two CPM customer success stories about a fast-growing services company, and a financial institution, that showcase how TXM shortened their close, improved accuracy, and freed finance teams to focus on strategy.

Numbers alone don't tell the full story.  In this episode, we explore how OneStream's Narrative Reporting empowers finance leaders to combine financial data with commentary, creating clear, contextual reports that drive action. Discover the challenges of traditional reporting, the key features of narrative reporting, from governance control to workflow management, and how organizations are using it to deliver board-ready insights. If you're ready to turn raw numbers into meaningful stories, this episode is for you.

Siloed data is one of the biggest challenges facing today's finance leaders. When finance, operations, and planning teams work in disconnected systems, decisions are delayed, forecasts are distorted, and strategy is put at risk. In this episode of the CPM Customer Success, we unpack the hidden costs of silos and explore how OneStream's unified platform breaks down these barriers. We'll cover: The top five pain points finance leaders face with siloed data How OneStream integrates with 150+ systems for real-time insight Why guided workflows, drill-back capabilities, and clean data are game changers Customer examples of faster forecasting, streamlined reporting, and institution-wide visibility A practical playbook for leaders ready to start tearing down silos

Dynamic Allocations in OneStream: From Pain Points to Strategic Advantage In this episode of the CPM Customer Success Podcast, host Andy Smetana dives into the power of dynamic allocations in OneStream — and how they can transform accuracy, efficiency, and transparency in resource planning. Discover how to move beyond fragile, error-prone spreadsheets to a fully integrated, real-time allocation process based on true business drivers. You'll hear about a top U.S. insurance broker that slashed its month-end allocation process from days to minutes while building trust across the organization. Andy unpacks common allocation challenges, the benefits of OneStream's dynamic allocation capabilities, and practical tips to kickstart your own transformation!