TECHNOLOGY PARTNERS

OneStream Performance Without Compromise


CFO Solutions works with OneStream to help organizations strengthen financial and operational performance management.

OneStream brings planning, reporting, consolidation, close, and analytics together in a unified platform, helping finance teams improve visibility, simplify processes, and make more informed decisions as business needs evolve.
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30
+
Resources
100
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Completed Projects
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Our Approach

Strategic OneStream Guidance & EPM Expertise

We help clients define business requirements, evaluate how OneStream fits within their finance environment, and build a roadmap that supports both current priorities and long-term growth. From planning and reporting to consolidation, close, and ongoing optimization, our team helps organizations get more value from the platform while building processes finance teams can manage with confidence.

OneStream Services Across the EPM Lifecycle

Supporting OneStream strategy, implementation, optimization, and ongoing success

Leadership Team
Sean Souza, Senior Partner at CFO Solutions, providing leadership in technology-based finance solutions and process optimization.

Sean Souza

Senior Partner

Sean is passionate about integrating technology-based solutions with functional process optimization to enhance the finance function. He combines technology, process and project management expertise with broad finance experience to implement best practice solutions in complex, global environments.
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Shaun Zeldes

Partner

With more than a decade dedicated to EPM solutions, Shaun delivers on all aspects of technology management. He specializes in data modeling, architecture and data management for both consolidation and budgeting solutions. Shaun has a Management Information Systems degree from Oakland University.

Take the Next Step
with OneStream

Talk with our team about your goals, current environment, and how OneStream could support your finance processes and long-term plans.

Schedule a Discovery Call
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Andrew Murphy
Senior Manager
OneStream Services