Explore every episode of the podcast OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey

In our latest CPM customer success episode, we take a closer look at the realities of finance and operations inside modern retail organizations. 

From rapidly shifting consumer demand to margin pressure and supply chain volatility, the environment is intricate, and finance needs to keep up with real-time insight and strategic guidance.

Through two real-world transformation stories, we show what happens when organizations move away from patchwork processes and toward a more unified, scalable approach.

Construction finance is inherently complex, driven by long-term projects, evolving cost structures, and decentralized systems that don't always scale with growth.

In this episode, we break down how finance leaders in construction and infrastructure organizations are modernizing their approach to reporting, data management, and forecasting through two real-world case studies. 

In this milestone episode of CPM Customer Success, Andy interviews OneStream co-founder Craig Colby, who shares a critical perspective for today's finance leaders: you can't do more until you get the core right.

From fragmented systems to manual processes, many organizations are still stuck in the basics, struggling to close, consolidate, and forecast efficiently. Craig explains how unifying these core processes creates the foundation for better insights, faster decisions, and true business partnership.

We also explore OneStream's CPM Express and how it delivers rapid time-to-value with pre-built best practices, helping finance teams reduce risk, accelerate implementation, and start driving impact in weeks.

Healthcare finance operates in a highly complex environment where financial outcomes are closely tied to operational drivers. For CFOs, Controllers, and FP&A leaders, this creates a constant need for alignment between data, planning, and decision-making.

In this episode of CPM Customer Success, we explore what financial wellness looks like in a healthcare organization and how finance teams can strengthen visibility, improve agility, and support the business more effectively.

We walk through two customer stories:

A healthcare staffing organization improving workforce planning and forecasting, and a finance team enhancing FP&A within an existing system to deliver faster, more reliable insights.

These examples highlight a consistent shift toward connected data, aligned planning, and more responsive decision-making.

If you're responsible for financial planning, reporting, or strategy in healthcare, this episode offers practical perspective on how to strengthen finance's role as a driver of performance.

Is Workday Adaptive Planning truly a unified solution for financial planning, close, and consolidation? Or does a modular ERP-based architecture introduce long-term complexity for the Office of Finance?

In this episode of the CPM Customer Success Podcast, Andy Smetana of Nova Advisory sits down with Dave Collins, Senior Director of Solutions Consulting at OneStream, to provide a strategic comparison of Workday Adaptive vs. OneStream and what "unified" really means in Corporate Performance Management (CPM).

As Workday expands its messaging around consolidation capabilities, many CFOs, CAOs, Controllers, and FP&A leaders are evaluating whether an ERP-driven approach to financial close can deliver the scalability, governance, and control required in today's environment.

Distribution finance is complex: thin margins, thousands of SKUs, intercompany inventory transfers, fluctuating freight costs, and constant working capital pressure.

Yet many organizations are still managing consolidation and reporting with disconnected systems and spreadsheets.

In this episode of CPM Customer Success, we explore the biggest financial challenges facing wholesale and industrial distribution companies—from fragmented ERP environments to slow, risk-prone close cycles and limited margin visibility.

Through two real-world customer stories, we highlight how a unified CPM platform helped modernize consolidation, automate intercompany processes, accelerate close, and deliver deeper insight into profitability by SKU, customer, and region.

Industrial manufacturing finance is complex by nature.

Multiple ERPs, acquisitions, intercompany activity, and heavy Excel reliance can make it difficult for leaders to gain clear visibility into performance.

In this episode, we explore how modern finance teams are turning that complexity into clarity using a unified CPM platform.

Through three real-world transformation stories from the industrial manufacturing sector, we break down how finance leaders solved critical challenges around working capital visibility, post-acquisition carve-outs, and operational reporting. You'll hear how organizations used OneStream to establish a single source of truth, introduce structured workflows, and give executives the transparency they need to confidently answer questions about cash flow, receivables, and business performance.

If you're a CFO, Controller, or FP&A leader navigating the realities of manufacturing finance, this episode highlights what it takes to build an "ironclad" finance function, one that replaces fragmented processes with visibility, accountability, and faster decision-making.

In this episode, Andy explores what it takes to build "Five-Star Finance" in the food manufacturing industry.

From multi-plant operations and volatile commodity pricing to thin margins and acquisition-driven growth, finance teams in food manufacturing face unique complexity.

Yet many are still relying on disconnected systems and Excel-heavy processes to close, consolidate, and forecast.

One CPM Customer Success Story we share is that of a 100-year-old poultry and meat producer that reduced close time, eliminated manual intercompany processes, and unified consolidation, reconciliations, and planning on a single platform.

If you're a CFO, Controller, or FP&A leader in food manufacturing looking to modernize your close, improve margin visibility, and forecast with confidence, this episode delivers practical insight you can apply immediately.

Finance teams in the energy, utilities, and renewable energy sectors face unique challenges, complex ownership structures, multi-entity consolidation, regulatory reporting, and constant market volatility.

In this episode of CPM Customer Success, we discuss how CFOs, Controllers, and FP&A leaders are modernizing close, consolidation, and planning with a unified CPM platform.

We share two customer examples to bring this to life:

A fast-growing renewable energy developer that outgrew Excel as its portfolio of solar projects expanded.

One of the world's largest battery recycling enterprises with a fragmented financial process. 

If you're a leader in the energy or utilities space looking to deliver faster insights, improve confidence in the numbers, and support the transition to a more dynamic energy future, this episode is for you!

FP&A is at an inflection point.

As we move toward 2026, finance leaders are being asked for more than reports and variance explanations.

They're being asked for perspective, options, and confidence—confidence that decisions are backed by accurate, timely, and defensible numbers.

In this episode, we explore how AI and automation are reshaping the FP&A function, and what that means for Heads of FP&A, CFOs, and Controllers supporting planning. 

We unpack why traditional, spreadsheet-driven models are breaking down in today's volatile environment and how leading organizations are shifting from static analytics to intelligent, driver-based planning.

You'll learn what FP&A looks like in high-performing organizations, where automation fits (and where it doesn't), and how finance teams are evolving from hindsight-focused reporting to forward-looking decision support.

We also share real-world examples of how modern planning design dramatically shortens forecast cycles, improves confidence in the numbers, and elevates FP&A into a true internal advisory role.

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!

In this episode of CPM Customer Success, host Andy Smetana welcomes back Dave Collins, Director of Strategic Alliances at OneStream Software, to tackle a question every finance leader is asking:

👉 Should financial consolidations live in your ERP or your Corporate Performance Management (CPM) system?

Dave breaks down:

• Why ERP software falls short for complex consolidations

• How OneStream drives faster closes, reduces risk, and slashes technical debt

• Some real-world wins from global organizations

• Why starting with CPM, not ERP, is key for future-ready finance teams

If your team is navigating M&A, multi-entity structures, or audit pressure, this episode is a must-listen.

📩 Subscribe to our newsletter for weekly episodes & insights: novaadvisory.com/podcast

In this episode of CPM Customer Success, we explore how OneStream's relational blending capability empowers FP&A teams to plan faster, forecast smarter, and tie every strategic decision back to granular operational data — all in real time.

This episode covers:

• The biggest pain points finance teams face when working with disconnected data

• How relational blending allows real-time integration of HR, sales, project, and operational data into financial models

• Real-world use cases, including People Planning, CapEx, Zero-Based Budgeting, and Lease Accounting

• A detailed success story from a large state university in the Southeast that streamlined 24 legacy apps and enabled planning across 25,000 employees with OneStream

Whether you're struggling with siloed systems, Excel chaos, or slow decision cycles, this episode will help you reimagine FP&A with a unified, driver-based approach.

Subscribe to stay ahead in your finance transformation journey.

In this episode of CPM Customer Success, host Andy breaks down how modern finance teams can scale smarter—not bigger—by embracing OneStream's unified platform. As organizations grow, complexity compounds: more data, more reporting demands, more pressure—yet finance headcount often stays flat.

Andy explores how finance leaders can bridge the "scaling gap" without overburdening IT or drowning in disconnected spreadsheets. You'll hear about:

• The 5 most common pain points finance teams face during growth

• How OneStream addresses data overload, IT bottlenecks, manual reconciliations, and limited visibility

• A real-world success story from a $6B global chemical company that transformed its finance operations with OneStream—without increasing headcount

• Key platform features like extensible dimensionality, task management, automation, and built-in AI forecasting

Whether you're managing growing transaction volumes, trying to eliminate shadow systems, or aiming for faster, more accurate closes—this episode shows you how to scale with confidence.

💡 Learn how Nova Advisory helps organizations modernize finance with scalable solutions.

📩 Subscribe to the weekly podcast newsletter: novaadvisory.com/podcast

Manual spreadsheets, broken forecasts, and outdated cash views—sound familiar? In this episode of CPM Customer Success, host Andy Smetana dives into one of the most overlooked challenges in corporate finance: cash planning. But we're not talking about business-as-usual budgeting. We're talking about automated, integrated, and strategic cash planning powered by OneStream.

You'll discover how OneStream's unified platform replaces silos and guesswork with real-time visibility, scenario modeling, and agility—so finance can lead with confidence. We break down the pain points plaguing FP&A, treasury, and accounting teams, and show how OneStream flips the script—from reactive reporting to forward-looking leadership.

Plus, don't miss a compelling customer success story from one of the world's largest logistics firms, who transformed their fragmented global cash management into a streamlined, intelligent process—with 70% fewer spreadsheets, real-time visibility across 500+ entities, and far more strategic decision-making.

If you're a finance leader tired of playing catch-up with cash flow, this one's for you.

👉 Subscribe to the CPM Customer Success newsletter for weekly episodes and insights: novaadvisory.com/podcast

In this episode of CPM Customer Success, we dive deep into one of the most persistent challenges in Finance: data integrity. Host Andy walks through how fragmented systems, manual reconciliations, and inconsistent data definitions wreak havoc on financial reporting and compliance. But the real focus? How OneStream solves it all in one unified platform.

Learn how OneStream's built-in Data Quality Engine catches issues at the source—before the close, before the audit, and before trust erodes. We spotlight two powerful success stories: a global auto supplier and a leading insurance company that both transformed their close cycles and restored confidence in their numbers.

Expect actionable insights on:

• Automating data validation and intercompany eliminations

• Eliminating Excel-based reporting risks

• Strengthening SOX and IFRS compliance

• Integrating ESG reporting with finance data

• Enabling full audit traceability and drill-down transparency

Whether you're dealing with five ERPs, preparing for regulatory audits, or chasing intercompany mismatches across time zones, this episode is your blueprint for building trust, speed, and control into your finance operations—with OneStream.

🎯 Subscribe now and turn data chaos into financial confidence.
https://www.novaadvisory.com/podcast

Consolidations don't have to be a 15-day nightmare. In Episode 67, Andy MNA breaks down why global close processes are so hard—and how OneStream simplifies it all.

From currency translations to intercompany eliminations, we uncover the tools and success stories (tech + hospitality) that prove what's possible when your platform just works. If you're scaling globally, this is your playbook.

http://www.novaadvisory.com/podcast

Finance can't lead from behind siloed systems. In this episode, we explore how OneStream connects financial and operational data—giving leaders a unified view to forecast faster, plan smarter, and act with confidence. We break down the real cost of disconnected planning, reveal the top pain points CFOs face, and share how integrated data transforms decision-making. Plus: real-world wins from a water treatment company and Academic Medical Centers.

Check all episodes from this Nova Advisory podcast, here:
http://www.novaadvisory.com/podcast

Beyond Budgeting: Why Modern FP&A Teams Are Ditching the Annual Plan

Traditional budgeting is slow, rigid, and often outdated before the quarter even ends. In this episode of CPM Customer Success, we unpack why leading finance teams are leaving the annual plan behind and embracing a more agile, data-driven approach to planning.

Join us as we break down:

• Why traditional budgeting processes are falling short

• How "Beyond Budgeting" unlocks agility, responsiveness, and smarter decision-making

• What role platforms like OneStream play in enabling rolling forecasts, scenario planning, and AI-powered insights

We also spotlight two real-world success stories:

• A global water technology company, which consolidated systems and slashed load times

• An Auto Industry company, who unified finance processes and gained product-level visibility 12 days faster

If you're tired of chasing accuracy in spreadsheets, and ready to elevate finance into a true strategic partner — this episode is your blueprint for change.

🔮 Smarter Scenario Planning with OneStream: From What-If to What's Next

In this episode, we explore how finance leaders are using OneStream to shift from reactive planning to proactive, AI-powered decision-making.

We cover:

• The friction of traditional scenario planning

• How OneStream unifies data and logic into a single platform

• Real-world examples from global manufacturers

• How AI is reshaping forecasting and risk management

🎧 Tune in to learn how OneStream helps you move from "What if?" to confidently knowing "What's next."

Subscribe to our newsletter: https://www.novaadvisory.com/podcast

In this episode, host Andy Smetana recaps the major announcements and innovations from OneStream's Splash 2025 conference in Nashville.

From the debut of Sensible AI to hands-on tools like AI Forecasting, AI Studio, and Smart Agents, Andy breaks down how OneStream's latest capabilities are helping finance teams move faster, forecast smarter, and ditch the manual grind. Discover real-world success stories, like Endeavor Energy cutting forecast time from 2 days to 10 minutes—without a single data scientist.

Whether you're already using OneStream or exploring your next CPM solution, this episode will give you a clear picture of what's now and what's next.

https://www.novaadvisory.com/podcast

In this Splash 2025 episode, host Andy Smetana from breaks down what finance leaders can expect from OneStream's flagship user conference in Nashville.

From Sensible AI Forecast and ESG innovations to real-world success stories from Gibson Brands and Endeavor Energy, this episode is your front-row seat to OneStream's biggest announcements. We also spotlight how OneStream's no-code tools and unified platform are helping finance teams move faster, forecast better, and scale smarter.

👉 Don't forget to subscribe to the CPM Customer Success Weekly Newsletter for more OneStream news and episodes! https://www.novaadvisory.com/podcast

For this week's episode, Andy Smetana is joined by Pam McIntyre, SVP & Corporate Controller at OneStream Software, and Susan Maron, Chief of Staff at Nova Advisory, for a refreshingly honest and inspiring conversation.

Together, they explore the origins of OneStream's Women in Finance initiative, the unique leadership qualities women bring to the table, and how mentorship and open dialogue can help break longstanding professional barriers. Expect personal stories, surprising statistics (including a 1,000-person webinar turnout), and practical advice for women navigating the path to leadership.

Whether you're a rising star or a seasoned executive, this episode is a reminder that transformation in finance goes beyond software—it's also about empowering people.

✨ Attending Splash in Nashville?

Join us for the Women in Finance Luncheon at OneStream Splash, proudly sponsored by Nova Advisory. This exclusive event features a powerhouse panel moderated by Hope King (founder of Macro Talk, former Axios reporter), with leaders from Girls Who Code, the National Women's Soccer League, and OneStream Software.

📍 Karl F Dean Grand Ballroom

📅 Thursday, May 15

🕔 12:30 PM – 2:30 PM CDT

Add the luncheon to your schedule!

In this special edition of CPM Customer Success, host Andy MNA welcomes Mark Nichols, Sales Director at OneStream Software, for a behind-the-scenes look at the OneStream Splash Conference. With Nashville as the backdrop, Mark discusses what makes Splash a can't-miss event for finance and accounting professionals.

Listeners will hear Mark's career journey from Hyperion to OneStream, his perspective on the unique culture that drives customer success, and a deep dive into what attendees can expect—from targeted tracks for FP&A, accounting, and executives, to immersive demos on OneStream's unified platform and practical AI innovations.

You'll also learn how:

• Splash helps prospects validate OneStream as a strategic solution

• Existing customers expand platform use cases like forecasting and reconciliations

• Sensible AI is driving better forecast accuracy without overwhelming finance teams

• To network effectively with peers, consultants, and OneStream leaders (costumes encouraged!)

Plus, get a preview of Nova Advisory's customer spotlight with Morton Salt, and tips on post-conference follow-up to build a solid internal business case for OneStream adoption.

🎧 Subscribe for more success stories, interviews, and finance transformation tips at https://www.novaadvisory.com/podcast

Strategic Planning: Align, Model, and Move — All in OneStream

In this episode of CPM Customer Success, we explore how finance and accounting leaders can transform strategic planning from a disconnected corporate exercise into a dynamic, agile, and insights-driven process — using OneStream.

Whether you're building a 5-year plan, launching a new initiative, or managing capital and workforce decisions across divisions, this episode breaks down the tools and tactics to do it right.

🔍 We cover:

• The top 5 pain points holding strategic planning back — and how to solve them

• OneStream's unique approach to unifying strategic, financial, and operational planning

• How real-time scenario modeling empowers faster, better decisions

• The power of AI-driven forecasts, built-in dashboards, and extensible planning

• A success case from a global manufacturer that slashed their close cycle and built a robust 5-year plan — all in OneStream

🏛️ Plus:

We take a special look at strategic planning for government agencies, and how OneStream is helping public sector leaders align mission-critical goals with transparent, auditable funding and resource plans.

🎯 Whether you're a CFO, controller, or FP&A lead — if you're ready to lead with confidence and plan with purpose, this episode is for you.

visit https://www.novaadvisory.com/podcast

🚨 New Episode: The Close Before the Close

What if your account reconciliations didn't have to wait until the books were closed?

What if you could see risk sooner, automate low-impact accounts, and speed up your close without sacrificing accuracy?

In our latest solo episode of CPM Customer Success, we dive into OneStream's Account Reconciliation solution—and how it's helping finance teams reclaim time, reduce audit risk, and gain real-time visibility into their balance sheet.

💡 You'll hear:

• Why spreadsheets and Blackline just don't cut it anymore

• How OneStream enables real-time reconciliation status and auto-certification

• What happened when global manufacturer switched platforms—and saved over $100K/year

📊 If you're in Finance or Accounting leadership, and your recs feel like a bottleneck, this episode is your blueprint for winning before the close even finishes.

https://www.novaadvisory.com/podcast

Let's face it—capital planning is one of the most important, yet most frustrating, parts of the finance function. From siloed spreadsheets to unclear ROI metrics and approval chaos, most organizations are making multimillion-dollar decisions without full visibility or confidence.

In this solo episode of CPM Customer Success, we break down how OneStream's Capital Planning solution—available in the OneStream Marketplace—is helping finance and accounting leaders streamline capex planning, gain real-time insights, and unlock long-term value from their investments.

We'll cover:

• What modern capital planning should look like
• The top 5 pain points most finance teams struggle with
• How OneStream simplifies fixed asset tracking, depreciation, and capital forecasting
• Real-world results, including:
• A federal agency that cut 300+ hours/month in reporting
• A global manufacturer that eliminated Excel chaos and improved asset governance

If you're responsible for budgeting, forecasting, or managing strategic investments, this episode gives you a practical look at how OneStream can transform the way you plan and prioritize capital.

Listen all our episodes here: https://www.novaadvisory.com/podcast

If your workforce planning process still runs on spreadsheets, late-night version control emails, and guesstimates about labor costs — it's time for an upgrade.

In this solo episode, we explore the power of People Planning — one of the most practical and impactful solutions in the OneStream Solution Exchange.

You'll learn how finance teams can take full ownership of headcount forecasting, compensation modeling, and scenario planning — all inside the same platform they already use for close, reporting, and budgeting.

✅ Plan new hires, transfers, contractors, and merit increases

✅ Align labor assumptions with your financial and operational models

✅ Automate calculations with global drivers for taxes, salaries, and benefits

✅ Get real-time dashboards and pixel-perfect reporting

✅ Hear a success story from a global manufacturer who cut forecast cycles and aligned headcount with production demand

Whether you're an FP&A leader, controller, or CFO — this episode gives you a practical roadmap to move from firefighting to strategic workforce planning.

In this episode of CPM Customer Success, host Andy Sana welcomes back Dave Collins, Director of Solutions Consulting at OneStream Software, for a deep-dive discussion into one of the most common comparisons finance teams are making today: OneStream vs. Anaplan.

Dave breaks down the core differences between modular "connected planning" tools like Anaplan and OneStream's unified, extensible CPM platform. They explore:

• The scalability limitations of cube-based models

• How OneStream eliminates technical debt through unification

• Real-world examples of organizations transitioning from Anaplan to OneStream

• Integration and data quality strategies that actually work

• Why AI, automation, and built-in financial intelligence are reshaping performance management

Whether you're an FP&A leader, IT stakeholder, or evaluating CPM solutions across your organization, this episode offers strategic insight to help you make a smarter, future-ready decision.

🎧 Listen now, and subscribe to the CPM Customer Success newsletter at https://www.novaadvisory.com/podcast to stay in the loop.

Is your finance team stuck in spreadsheets, waiting for an ERP upgrade to improve reporting and forecasting? You might be putting the cart before the horse. In this episode of the CPM Customer Success Podcast, host Andy Smetana of Nova Advisory dives into the critical question: Should you implement CPM (Corporate Performance Management) or ERP first?

Many companies assume ERP is the backbone of their business, but finance leaders know that transactions alone don't drive insights. Andy shares why leading with CPM, powered by OneStream, is the smarter, faster, and more strategic choice for finance teams looking to eliminate manual processes, accelerate decision-making, and gain a single source of truth.

Hear real-world success stories—like how Mexico's largest logistics company streamlined 15 ERPs with OneStream—and discover how an EPM-first approach can transform finance without waiting for a multi-year ERP overhaul.

🔹 Subscribe to CPM Customer Success for more expert insights!

🔹 Stay up to date—sign up for the CPM Customer Success Newsletter at

 https://www.novaadvisory.com/podcast

🚀 Spreadsheet Chaos: Final_v2_FINAL_NoReally—Breaking Free for Good 🚀

We've all been there—emailing spreadsheets back and forth, each with a new "final" version that's anything but final. Version control issues, formula errors, and last-minute reconciliations turn finance teams into spreadsheet firefighters instead of strategic leaders.

In this episode of CPM Customer Success, we tackle the spreadsheet chaos problem head-on and explore how OneStream provides a single, controlled, AI-powered solution to eliminate these inefficiencies for good.

🔹 Why spreadsheets—despite their flexibility—become a bottleneck as finance teams grow
🔹 The hidden costs of disconnected, manual processes (errors, compliance risks, and lost productivity)
🔹 How a unified CPM platform like OneStream transforms planning, forecasting, and financial close
🔹 Real-world success stories from companies that have cut month-end close times in half and improved forecast accuracy

If your finance team is stuck in a cycle of spreadsheet struggles, this episode is your escape plan. Tune in now and discover how to reclaim your time, improve accuracy, and elevate finance to a true strategic function.

🎧 Listen now: http://www.novaadvisory.com/podcast

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