Implementation
We bring deep accounting expertise to your OneStream Close & Consolidation journey, designing and delivering solutions that accelerate close cycles and unlock lasting value. By starting with your reporting, compliance, and decision-making goals, we design automated, durable solutions – not point in time builds.
Core Consolidations
- Automated Trial Balance Loading
- FX Translation
- I/C Elimination
- NCI and Minority Interest
- Close Checklist and Task Management
Multi-Stakeholder Reporting
- Proforma, GAAP and Tax Reporting
- Adjusted EBITDA Tracking
- Debt Covenant Reporting
- Automated Cash Flows
- Non-GAAP Measures
- Bank/Lender Reporting
Planning, Budgeting & Forecasting
Whether you’re building an annual budget, modeling an acquisition, or planning a strategic initiative, our OneStream Planning implementations empower rolling forecasts driven by real-time results, predictive analytics, and sensitivity modeling.
Account Reconciliation
- Automatically Load Supporting Items
- Naturally Linked with Reported Balances
- Custom Built Automation Rules
- Post Journals Back to Your ERP Directly from OneStream
BI Analytics
Reporting on balances is just the beginning of the CPM journey. We’ve helped build hundreds of dashboards for our customers that shift their FP&A team from reporting on what happened to analyzing why. Don’t settle for exporting thousands of records into Excel when you can have a dashboard produce real-time targeted detail. Analytics is where OneStream becomes a decision platform—not just a reporting system.
- Custom Dashboards & Visualizations
- Automated Data Push to Enterprise Data Lake
- Embedded Invoice Document Retrieval
- Interactive AR & AP Aging with Drill-through
AI
Optimization
Optimization
Want more from your existing OneStream investment? We help clients evolve their applications to deliver greater value and meet new business demands. Our experts pair financial DNA with deep platform expertise to ensure your OneStream environment grows strategically alongside your business – now and as you continue to scale.
- Current State Application Audit
- Debugging & Reconfiguration
- Custom & Pre-built Enhancement Services
- Enhancements Implemented in Weeks, Not Months
Support
Support
Our OneStream support services go beyond administration. We act as an extension of your finance team – owning the health, evolution, and reliability of your OneStream platform.
- System Admin Services
- Reporting and Dashboard Enhancements
- Acquisition Integration & Reporting Alignment
Solutions
We’ve developed a suite of purpose‑built, proprietary solutions designed to extend the power of the OneStream platform and help finance teams work smarter, faster, and more strategically.
User & Administrator Landing Pages
Streamlined, configurable homepage for day‑to‑day tasks and monitoring—aligned to your company’s processes and design.
- One‑click access to key financial statements and workflows, reducing reliance on complex navigation.
- User‑specific KPIs with drill‑down into financial or operational data.
- Optional C‑Suite versions tailored to highlight the reports, forecasts, and processes that matter most to executives.
Interactive Dashboards & Reporting Workspaces
Proprietary, OneStream‑built dashboards that centralize key performance insights in a clean, toggle‑friendly interface.
- Dynamic reporting across entities, business units, regions, or time periods for fast financial statement analysis.
- Trend analytics and %‑of‑sales views for any FSLI with real‑time trailing twelve‑month analysis.
- Working capital and balance‑sheet trend dashboards to support strategic planning and operational agility.
Dynamic Drill
Intuitive, frictionless tool that allows users to expand, explore, and explain financial statement balances and variances across dimensions.
- Four types of views for user preference
- Dynamic dashboards aligned with financial statement workspaces for intuitive review
- Real-time drill-down POV updates that instantly refresh dashboards and visuals
- Waterfall, Trend, Pie, and Heat Map charts comparing prior month, year, budget, and more
- Splitview shows underlying ERP(s) and system transaction details for selected balance alongside the main visual
Add-back Reporting Utility
Fast, easy‑to‑implement tool that loads and tracks add‑backs – reducing days from the reporting cycle and supporting transaction diligence.
- Highly valuable tool for Private Equity-backed businesses
- Tracks add-backs with supporting documentation
- Full P&L reporting with and without add-back impact (Normalized P&L)
- Interactive dashboards to analyze add-backs across the organization
- ERP integration to automatically populate add-backs
Mission Control
Transform your account reconciliation process with deeper balance sheet insights and reduced administrative.
- Real-time monitoring of reconciliations with filters by risk-level, entity/BU, preparer, reviewer, FS line item, and more
- Direct drill-down to reconciliations needed further review
- Faster preparation and review with direct-to-reconciliation navigation
- Dynamic translation of reconciliations and reconciling items into USD/reporting currency
- Complete, review, and approve reconciliations within each workspace
- Enables true value-add analysis by highlighting accounts with unexplained variances
FEATURED CASE STUDIES
-
Discover how AIT, a WilliamsMarston Company, helped a PE‑backed civil engineering firm replace manual, Excel‑based reporting across five ERPs with a unified platform that accelerated close, improved accuracy, and scaled to support its buy‑and‑build strategy.
-
Learn how AIT, a WilliamsMarston Company, advised a portfolio company on financial reporting automation and the implementation and optimization of OneStream, enabling the organization to achieve greater clarity, control, and scalability.
-
Learn how AIT, a WilliamsMarston Company, helped a fast‑growing, family‑owned beverage manufacturer replace manual Excel‑based processes with a unified financial reporting and planning platform to deliver accurate, real‑time insights across products, customers, and operations.
CONNECT WITH OUR ONESTREAM LEADERS
Ready for clear guidance and powerful outcomes? Reach out to our OneStream team today.
Schedule a Call
Ryan Diehl
Partner – OneStream Practice Leader
Ryan brings more than 17 years of experience to WilliamsMarston. As OneStream Practice Leader, he leads teams in delivering high‑impact OneStream implementations for enterprise and private equity-backed clients. With deep expertise in corporate performance management and financial systems design, he partners closely with CFOs, controllers, and their finance organizations to build scalable, efficient, and future‑ready consolidation, planning and reporting environments.
Before joining WilliamsMarston, Ryan was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Ryan was a Senior Director at Alvarez & Marsal where he advised clients in the Energy and Distribution industries on financial close consolidations, budgeting and forecasting transformations, long‑term strategic financial modeling, and improved end‑of‑period and SEC reporting processes. He has deep experience managing enterprise financial software implementations, including OneStream XF, SAP BPC, and Hyperion Planning, Essbase, and Hyperion Financial Management.
Ryan is a Certified Public Accountant in the State of Texas and is a OneStream Certified Professional (OCP) – Lead Architect R1.
Ryan holds a Master of Science in Finance from Texas A&M University and a Bachelor of Business Administration degree in Accounting from Texas A&M University.
Ben Novak
Partner – OneStream Practice Leader
Ben brings more than 18 years of experience to WilliamsMarston. As OneStream Practice Leader, he leads teams in delivering high‑impact OneStream implementations for enterprise and private equity-backed clients. With deep expertise in corporate performance management and financial systems design, he partners closely with CFOs, controllers, and their finance organizations to build scalable, efficient, and future‑ready consolidation and reporting environments.
Before joining WilliamsMarston, Ben was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Ben held roles in management consulting and corporate finance, focusing on financial reporting, close management, budgeting and forecasting, and broader FP&A initiatives. Throughout his career, he has driven a meaningful impact through process improvement and standardization initiatives, system implementations, and cost reduction projects.
Ben is a OneStream Certified Professional (OCP) – Lead Architect R1 and serves on the OneStream Partner Advisory Board. He has led more than 120 OneStream projects for over 50 clients across a wide range of industries and company sizes, delivering functionality including consolidation, annual budgeting, rolling forecasting, long range planning, people and capital planning, account reconciliation, transaction matching, task manager, close manager, guided reporting, parcel service, and more.
Ben holds a Bachelor of Science in Business Administration from the University of Missouri.