OneStream provides a unified, intelligent finance platform built to conquer complexity so finance can lead at speed and enable confident decision-making. CFO Solutions works with OneStreamto empower the enterprise with financial and operational insights to support faster and more informed decision-making — all in a platform designed to continually evolve and scale with your organization.


Strategic OneStream Planning Guidance & Industry Experience

We help clients define business processes, determine the right technology solution, create a solution roadmap, and implement and support the vision. We are passionate about what we do and you can see it when you work with us.

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Let CFO Solutions Revolutionize Your Close Management Process

Take the first step by scheduling a discovery call with our financial transformation specialist. Let’s find out how CFO Solutions can help you achieve your goals.

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Guiding Cloud EPM Implementation & Support

Advisory Services

Whether you need help selecting software, streamlining processes, or just trying to figure out how to get started, we are here to guide you.

Data Integration

No matter where or how you store it, we can help you get your data organized and working for you.

Implementation Services

Implementing new software can be daunting. We expertly manage the project while educating your team along the way.

Remediation Services

If you suspect your application is not best serving your needs or your project is showing signs of failure, we can help get you back on track.

Software Migration

When moving from one vendor solution to the next, let CFO Solutions guide you through the process.

Training & Support

A project is only half delivered without robust training and support resources. CFO Solutions is there for you.


A team with the knowledge, background, and skills to ensure success

Sean Souza

Sean Souza

Senior Partner, OneStream™ Practice

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.

Shaun Zeldes

Shaun Zeldes

Partner, OneStream™ Practice

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.

Looking to learn more about how CFO Solutions + OneStream™ can support your business challenges? Fill out the form below and a CFO Solutions team member will be in touch soon.

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