OneStream for Financial Analysts: Certification Preparation Training Course
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.
Course Outline
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
Requirements
- 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
Open Training Courses require 5+ participants.
OneStream for Financial Analysts: Certification Preparation Training Course - Booking
OneStream for Financial Analysts: Certification Preparation Training Course - Enquiry
Testimonials (4)
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
Personal service and orientated to my needs
ANN - New Vitality Clinic
Course - GnuCash for Business Accounting
I liked the alistair's knowledge and presentation style.
yvette pranger
Course - Strategic Planning in Practice
I was benefit from the interesting and clear ideas and suggestions.
Vincent van Walt
Course - A Practical Guide to Successful Pricing Strategies
Provisional Upcoming Courses (Contact Us For More Information)
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