Jay Ford Agustin
Addison,IL
Summary
Experienced OneStream Consultant with hands-on experience implementing and enhancing enterprise performance management solutions. Strong track record of configuring core OneStream components and building custom reports and dashboards that support data-driven decision-making. Proven experience in end-to-end implementations, delivering user training, and providing high-quality client support. Known for working closely with cross-functional teams, mentoring junior consultants, and maintaining clear, practical documentation to support both technical teams and end users.
Overview
1
1
Certification
Skills
- Ability to analyze complex technical information
- Excellent problem solver
- Good oral and written communication skill
- Can work with minimum supervision
- Ability to work under pressure
- Solid team player
Experience
Nova Advisory - Bethlehem, Pennsylvania
Senior OneStream Consultant (April 2026 - Current)
OneStream Consultant (August 2025 - April 2026)
- Led full-cycle implementations of AMCO’s Lease Accounting Solution, including requirements gathering, system setup, configuration, user training, and post-go-live support
- Maintained and enhanced OneStream environments through development of Cube Views, Reports, Dashboards, and led implementation of MarketPlace Solutions to streamline and simplify the financial close process
- Optimized client OneStream configurations by leveraging platform functionality to improve usability, efficiency, and reporting capabilities
- Managed OneStream version upgrades and created test scripts to validate system performance and functionality during deployments
- Created and maintained documentation for OneStream processes, configurations, and system functionality
- Conducted end-user training sessions on various OneStream features and business processes
- Mentored junior consultants on OneStream functionality, best practices, and client support
- Led internal and client-facing status meetings to provide project updates, track action items, and address issues
AMCO Solutions - Makati City, NCR, Philippines
Senior CPM OneStream Consultant (April 2024 - February 2025)
CPM OneStream Consultant (December 2021 - April 2024)
- Configured a wide range of OneStream components, including Cubes, Workflows, Data Sources, Transformation Rules, Form and Journal Templates, Cube Views, Dashboards, and System Security settings.
- Developed and maintained various reporting solutions in OneStream such as Custom Reports, Cube Views, Dashboards, and Report Books, supporting high-level corporate performance reviews and decision-making processes.
- Served as a trusted point of contact for client support - troubleshooting OneStream-related issues, resolving technical concerns, and delivering timely, structured responses to ensure high client satisfaction.
- Participated in the full-cycle implementation of AMCO’s Lease Accounting Solution, from gathering requirements through to system installation, configuration, training, and post-deployment support.
- Worked closely with project managers and other team members to communicate project status, address open issues, review action items, and ensure alignment with project timelines and deliverables.
- Conducted thorough user interface testing for the Lease Accounting solution, documenting defects and collaborating with development teams to validate fixes and ensure a smooth user experience before deployment.
- Facilitated training sessions and workshops for end-users and stakeholders, enhancing the adoption and proficiency of OneStream solutions across client organizations.
- Authored and maintained detailed technical and process documentation to support ongoing development, user reference, and knowledge sharing.
- Mentored other consultants on OneStream architecture, AMCO's Lease Accounting Solution, optimization strategies, and implementation best practices, fostering team capability and project success.
QBE Global Shared Services Centre - Taguig City, NCR, Philippines
Finance Service Analyst (December 2019 - December 2021)
Finance Service Specialist (January 2018 - December 2019)
- Analyzed, examined, and interpreted accounting records, reconciled reports, and financial data.
- Processing journal entries and performing accounting corrections to ensure accurate accounting records.
- Reconciliation of medium and high complexity accounts in Blackline.
- Resolves daily issues and escalations, provides valuable contributions for their resolutions, and communicates information to the POC to prevent further issues.
- Processing of invoices to relevant expense accounts and departments.
- Assists in audit-related requirements.
- Analyzes reports for trends, variances, and movements.
- Process improvements to streamline processes.
- Maintains the DTP of current processes and incorporates documentation updates as required.
Education
Bachelor of Science in Accountancy
University of Saint Louis Tuguegarao, Cagayan, Philippines
April 2017
Certification
- Certified Public Accountant (CPA) - Philippines, October 2017
- OneStream Certified Associate - OneStream, July 2023
- VB.Net Introduction - Udemy, April 2025
- The Complete SQL Masterclass - Udemy, May 2025
Areas of Expertise
● Financial Reporting and Consolidation
● Financial Analysis
● General Accounting and Reconciliation
● Lease Accounting - IFRS 16 and ASC 842
● Functional Support - HFM and OneStream
Technical Skills
- CPM Platforms: OneStream, Oracle Hyperion Financial Management (HFM), BlackLine Reconciliation
- ERP Systems: PeopleSoft Oracle
- Programming & Scripting: VBA Macros, VB.NET, SQL
- Productivity Tools: Microsoft Excel (Advanced)