The CPM Customer Success Podcast
Tips for Office of Finance Executives on their CPM Journey
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Hear How Finance Leaders are Driving Success with OneStream
Hosted by Nova Advisory's Andy Smetana, The CPM Customer Success Podcast features real stories, strategies, and insights from finance leaders using OneStream’s unified platform to drive performance.
Episode 70 – Scaling Finance without adding Headcount.
In this episode of CPM Customer Success, 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:
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The 5 most common pain points finance teams face during growth
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How OneStream addresses data overload, IT bottlenecks, manual reconciliations, and limited visibility
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A real-world success story from a $6B global chemical company that transformed its finance operations with OneStream—without increasing headcount
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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.
YouTube
Episode 69 – Cash Planning That clicks: OneStream's Formula for Finance Agility
Let’s be honest—nobody gets excited about updating cash flow spreadsheets. But bad cash planning costs you more than just time—it erodes trust, agility, and strategic clarity.In this week’s episode of hashtagCPMcustomerSuccess Nova Advisory’s Andy Smetana unpacks:
✅ The hidden pain points behind cash planning (manual errors, data silos, reactive scenarios)
✅ How OneStream Software replaces Excel chaos with a unified, real-time cash visibility engine
✅ A real-world transformation from a global logistics powerhouse—cutting spreadsheet use by 70%, unifying 500+ entities, and turning Treasury into a strategy driver
🔁 We also share 5 expert tips for finance leaders looking to evolve their cash planning—from integrating your ERP to scenario planning that actually drives action.
🧠 If you’re a CFO, FP&A, or Treasury leader looking to lead with confidence (not just react to the past), this is a must-listen.
🎧 Watch & Listen here:
YouTube: https://lnkd.in/gdx4X2sy
Spotify: https://lnkd.in/gMV3c7U7
Apple Podcast: https://lnkd.in/g7swCpBE
Episode 68 – Data Integrity Without the Headaches: Solving Finance's Biggest Pain Points with OneStream
Episode 68 of CPM Customer Success is live — and we’re going straight to the root of finance’s biggest headache: bad data.From last-minute top-side entries to intercompany eliminations in Excel, finance teams are stuck in reactive mode. In this episode, Andy breaks down how OneStream Software unified platform stops the madness — with data quality, auditability, and trust built in from the start.
We cover:
✔ How to prevent errors before they hit your reports
✔ Why your CFO and auditors will love the Origin Dimension
✔ Real-world stories from automotive and insurance firms that replaced chaos with confidence
✔ How ESG metrics can live alongside your P&L — with the same governance
If you’re in Finance, Compliance, or the Office of the CFO, this one’s worth 20 minutes of your time. 🎧
👉 Watch & Listen now:
YouTube https://lnkd.in/gtGCP6km
Apple Podcast: https://lnkd.in/gM7uP95i
Spotify: https://lnkd.in/g6VQVC_u
Episode 67 – Consolidation at Scale: Winning the Close Across Entities, Currencies and Countries.
🔍 Still spending 10+ days on month-end close?
You’re not alone—and there’s a better way.
In Episode 67 of CPM Customer Success, we unpack why global consolidations are one of the most painful challenges in finance—and how OneStream helps companies simplify the process across currencies, jurisdictions, and entities.
🎯 What we cover:
✅ Why consolidations get so messy in global orgs
✅ 5 pain points that drain finance teams—and how to fix them
✅ Real wins from a global tech company & a top hotel chain
✅ What to look for in a consolidation platform built for growth
From tangled spreadsheets to real-time reporting, OneStream Software is helping finance teams move from manual to strategic—with less risk and more visibility.
🎧 Watch & Listen now:
YouTube: https://lnkd.in/gv4-9d9m
Apple Podcast: https://lnkd.in/gUwx5Ube
Spotify: https://lnkd.in/gwqKknqM
Start Building the System Your Finance Team Deserves
Let’s talk about the challenges holding you back—and how we can solve them together.
Episode 66 – Connected Planning, Smarter Decisions: Breaking Data Barriers with OneStream
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.
Episode 65 – Beyond Budgeting: Why Modern FP&A Teams Are Ditching the Annual Plan
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:
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Why traditional budgeting processes are falling short
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How “Beyond Budgeting” unlocks agility, responsiveness, and smarter decision-making
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What role platforms like OneStream play in enabling rolling forecasts, scenario planning, and AI-powered insights
We also spotlight two real-world success stories:
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A global water technology company, which consolidated systems and slashed load times
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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.
Episode 64 – Smarter Scenario Planning with OneStream: From What-If to What’s Next
Static spreadsheets and siloed tools can’t keep up with today’s volatility. In this episode, we explore how OneStream enables smarter, faster, and more strategic scenario planning—powered by a unified platform and AI.
Hear how global companies are using OneStream to model multiple futures, align finance with operations, and forecast with confidence. Plus, learn how Sensible AI helps automate and scale planning like never before.
Perfect for CFOs, FP&A leaders, and finance teams looking to stay ahead in uncertain times.
Episode 63 – Sensible AI, Forecasting, and Finance Automation: OneStream Splash 2025 Recap
In this episode, 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.
Episode 62 – Splash 2025
We’re bringing the energy of OneStream Software Splash 2025 straight to your ears. In this episode, we preview key themes from Day 1 of Splash 2025 in Nashville:
✨ The rise of AI in finance with Sensible AI Forecast
🌱 OneStream’s latest ESG capabilities
⚙️ No-code configurability and the Wave technical labs
📈 Real success stories from Gibson Brands & Endeavor Energy (spoiler: $40M in savings!)
If you couldn’t attend—or just want a quick hit of what matters most—this one’s for you.
Episode 61 – Women in Finance @ Splash:
Leadership, Mentorship, and the Power of Honest Conversation
In this 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 leadership qualities women bring to the table, and how mentorship and open dialogue can help break longstanding professional barriers. From personal stories to surprising statistics (including a 1,000-person webinar), it’s a powerful look at what happens when finance leadership includes every voice.
Don't Miss Episode 60 – Splash 2025: Mark Nichols on OneStream Customer Success
In this special Splash edition of the CPM Customer Success Podcast, host Andy Smetana welcomes Mark Nichols, Sales Director at OneStream Software, for a behind-the-scenes look at OneStream’s annual user conference in Nashville.
Mark shares his journey from Hyperion to OneStream, the unique culture that fuels customer success, and why Splash is a must-attend event for finance professionals. Expect insight into breakout tracks for FP&A, accounting, and executives, plus practical AI innovations, peer networking tips, and even a sneak peek at Nova Advisory’s customer spotlight with Morton Salt.
🎧 Watch or listen on your favorite platform.
Apple Podcasts
Start from the beginning or jump into the latest episodes — all available on Apple Podcasts.
Spotify
Stream the newest insights or catch up on past success stories — right here on Spotify.
YouTube
Watch full episodes and behind-the-scenes conversations anytime on our YouTube channel.
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