Leadership Team

As the inventors of the market-leading CPM solutions of the past decade and the leaders of those organizations, our experience in delivering solutions to the largest and most sophisticated organizations in the world translates to lower risk and more confidence in your success.

Tom Shea

Chief Executive Officer Read Bio
Tom is an original founder of OneStream Software and an original architect of OneStream XF. Prior to OneStream Tom was an original founder of UpStream Software in January of 2000 where he invented and architected UpStream TB and later UpStream WebLink. These products pioneered a new space called Financial Data Quality and achieved a better way to manage data quality for Hyperion products by providing a packaged product (UpStream/FDM) every company could use.

He is passionate when it comes to delivering value, success and support. Tom’s passion and true strength stems from a deep, unique understanding of Finance that leads to truly innovative and revolutionary products. Tom began working on OneStream XF more than 10 years ago and his vision is to change the entire CPM ecosystem with a solution that combines power and flexibility with ease of use, deployment and maintenance.

Bob Powers

Chief Technology Officer Read Bio
Bob started at Hyperion Solutions in 1995 and advanced from Senior Software Engineer to Vice President of Software Development in a 12 year period. Initially, Bob worked on Hyperion Enterprise, built the Hyperion Schedules Module and managed Hyperion’s first OLAP product. Over the next several years, Bob invented, architected, implemented and led the development organization for Hyperion Financial Management (HFM). This was the first product with an OLAP engine designed specifically for Financial Reporting and Consolidation. He was later responsible for Hyperion Strategic Finance and assimilating the newly acquired MDM and UpStream/FDM organizations into Hyperion.

In 2007, Bob left Hyperion to join Allegient Systems as Chief Technology Officer (CTO) where he was responsible for a multi-tenant cloud-based SaaS solution that facilitates legal bill review for insurance companies. After gaining first-hand experience with modern cloud-based technologies and working for years to integrate multiple incompatible products, Bob was convinced there must be a better way to help businesses manage their CPM activities. Bob is an original founder of OneStream Software and inventor of Extensible Dimensionality™. He and Tom Shea architected OneStream XF to be the only extensible CPM platform that simplifies complex business problems and provides the exact same capabilities regardless of whether it is used in the cloud or on-premise.

Craig Colby

President Read Bio
Craig was a founder of UpStream Software in January of 2000 and an original founder of OneStream Software. Craig has a Finance education and background, however, his passion is communicating value to customers. The key to delivering 100% customer success starts with effectively setting expectations with regards to the product, solutions, support and services.

He has a passion for working with financial applications that combine ease of ownership, maintenance and use with the power to solve any complexity. Craig is committed to an organizational culture that makes it easy for customers and partners to do business with OneStream. He knows if you do business with OneStream, you will receive the attention and support you need to deliver success.

Bill Koefoed

Chief Financial Officer Read Bio
Bill is the Chief Financial Officer at OneStream Software, responsible for optimizing performance and producing next-level growth. Bill has more than 25 years of technology industry experience. Before joining the company in November 2019, Bill served as Chief Financial Officer for online retailer, Blue Nile and prior to that was a partner and CFO for BCG Digital Ventures, part of The Boston Consulting Group.

At BCG, he helped build, launch, and grow category-changing businesses for some of the world’s most influential companies. He was named ‘CFO of the Year’ by the Portland Business Journal while serving as CFO for IT automation firm Puppet Inc. He was the CFO of Microsoft’s Skype Division and before that, the general manager for investor relations at Microsoft. Bill also served in leadership roles at Hewlett-Packard, PricewaterhouseCoopers, and Arthur Andersen. Bill is an MBA and BS graduate of University of California, Berkeley and a Certified Public Accountant. He enjoys spending time with his wife and two sons, skiing, playing tennis and rooting for the Cal Bears.

Jeff DeGrieck

Chief Operating Officer Read Bio
Jeff was an original founder of UpStream Software in January of 2000 and was involved in the design, development, and architecture of UpStream TB and then UpStream WebLink. Jeff then transitioned to head the services and support departments within the organization.

After UpStream, Jeff went on to be a director of development at Hyperion Solutions and then Oracle Corporation before co-founding OneStream Software. Jeff utilizes his many years of experience in the CPM field and cross-departmental knowledge to ensure organization and customer success. He is a graduate of Michigan State University, where he earned a bachelor’s degree in Finance and Accounting.

Dave Kasabian

Chief Marketing Officer Read Bio
Dave brings more than 20 years of experience in the Corporate Performance Management (CPM) market to his role as Chief Marketing Officer at OneStream. Most recently he was Vice President of Marketing at Wolters Kluwer and Chief Marketing Office at Tagetik Software prior to the acquisition of Tagetik by Wolters Kluwer. Dave’s prior experience also includes several years as a Research Director at AMR Research (acquired by Gartner), as an independent analyst covering the CPM market, and product marketing and product management roles at former CPM vendors Cartesis and Hyperion Solutions. His unique combination of CPM domain expertise and experience developing value-based, multi-channel marketing strategies perfectly align with OneStream’s growth plans and mission of 100% client success.

Holly Koczot

Vice President, Legal Read Bio
Holly Koczot is the Vice President of Legal at OneStream Software. Holly joined OneStream in December 2018 as Legal Counsel and was promoted to Senior Legal Counsel in October 2019. Holly began work at OneStream focusing on customer contracts, working closely with the OneStream Sales and Cloud teams, and has since expanded her scope to include employment law, corporate governance and IPO readiness. Holly now leads a legal team of five people and plans to continue to expand our legal team internationally.

Holly has worked in the public and private sectors, as a judicial attorney and as transactional attorney in corporate contract and legal departments. She attended Kalamazoo College where she received her B.A. and she received her J.D. from the University of Detroit Mercy. Holly is a member of the State Bar of Michigan, Association of Corporate Counsel and the Michigan Counsel of Women in Technology Foundation. Holly prides herself on creating a legal department that is accessible, fun, and part of the OneStream fabric.

Mark Angle

Chief Information Officer Read Bio
Mark has over 20 years of experience spanning almost every area of information technology and services. Prior to working at OneStream, he held a variety of leadership positions at thyssenkrupp in areas including data center operations, service desk, enterprise architecture, service delivery, and production IT. Mark has also held technical roles in the vendor managed retail inventory and entertainment industries.

Mark joined OneStream in 2016 and has taken Information Services from its infancy to an organization capable of supporting a fast growing volume of customers and employees. His background and intuitive skills have provided OneStream with the ability to continue to scale its delivery in line with company growth and provide just-in-time runway for the future. Mark attended Marist College completing a program designed for data center professionals and Utah Valley University where he became certified as a commercial pilot. Mark’s passions lie at the intersection of technology, science, and nature but he gets his in-office adrenaline rush leading collaboration discussions or presenting to a customer.

Stephanie Cramp

Senior Vice President of Global Alliances Read Bio
Stephanie Cramp is the Senior Vice President of Global Alliances at OneStream Software. She brings with her deep sales expertise having spent 20yrs matching needs with solutions as it relates to people, process and systems within Private Equity, Manufacturing, Financial Services, Healthcare and Business Service sectors. Spanning IT Professional services, Operational management consulting and ERP Software sales, Stephanie brings a unique perspective to solving customer problems.
Recently, Stephanie attained her Certificate of Professional Development at The Wharton School, Aresty Institute of Executive Education. She is active in the Philadelphia technology market, devoting her time leading Women in Tech, an organization supporting women to Learn, Lead and Connect with their Tech community.

Jim Campbell

Senior Vice President, Global Sales Read Bio
With over 20 years’ experience as an entrepreneur and sales executive, Jim has a proven track record of success with organizations such as Oracle, Hyperion and UpStream Software, where his strategic, honest and common sense approach to business were large contributors to his success.

Jim joined OneStream in 2013 and has responsibility for all OneStream sales activities. Jim is a graduate of Western Michigan University, where he earned a bachelor’s degree in Business Administration with a concentration in Finance and Accounting.

Ken Hohenstein

Senior Vice President , North America Sales Read Bio
Ken joined OneStream with nearly 20 years of executive leadership and excellence in the Corporate Performance Management (CPM) arena. He has been instrumental in the global growth and adoption of CPM and has worked with corporations of all sizes and industries helping them improve their business performance. Most recently, Ken was a Managing Director at Huron Consulting Group, where he led the largest Oracle/Hyperion consulting organization in North America. From 2000 to 2015, Ken held several executive leadership positions at Hyperion as well as Oracle including Group Vice President of North American Sales for Analytics. In these roles, Ken successfully led field teams throughout North America helping clients realize the benefits of CPM.In 2016, Ken joined OneStream as Vice President of Sales and he strongly believes OneStream XF will drastically improve the corporate performance management market. His strategic insight, passion for customer success, and collaborative leadership style perfectly align with the culture of OneStream Software and the mission of 100% client success. Ken is a graduate of The University of Massachusetts, Amherst, Isenberg School of Management.

Peter Fugere

Chief Solution Officer Read Bio
Peter Fugere is the Chief Solutions Architect Officer at OneStream Software where he develops and leads programs to help the team achieve highest possible customer satisfaction including; application design reviews, growing the services group, quality assurance check points, supporting partners and documenting best practices.

He spends a majority of time working on strategic clients and developing solutions maximizing the value of our largest client’s investments in OneStream. Peter has spent 20 years delivering solutions for clients, including many Fortune 100 companies. He is well known for his successful book on delivering Corporate Performance Solutions. He holds a Bachelor of Arts in Economics from the University of Massachusetts, Amherst and a Master in Business Administration from Northeastern University, Boston Massachusetts.

Ricardo Rasche

Senior Vice President, International Sales Read Bio
Ricardo has 20+ years of EPM experience with most of that time opening new markets and leading international expansions. Besides sales and management roles, he has also consulted with major clients in North America, Europe, and Latin America in the areas of financial modeling, strategic and operational planning, as well as consolidation & reporting.

Prior to OneStream, he was at Hyperion Solutions where he was responsible for global market development for their Strategic Finance solution before co-founding a consulting firm (Meridian) that focused on Hyperion implementations. He joined the OneStream family in 2013 and relocated to Switzerland where was responsible the EMEA region covering all aspects of sales, management, partner development, and delivery while ensuring 100% customer success. He is now responsible for International Sales across EMEA, Latin America, and Asia Pacific.

Martha Angle

Vice President, Global Culture, Diversity, & People Read Bio
Martha Angle is Vice President, for Global Culture, Diversity, & People for OneStream Software. Martha prides herself on creating an HR department that is accessible, fun, and part of the OneStream fabric. She joined the team in 2015 and has made it her mission to grow the employee base with the most passionate professionals available at a pace that matches the extraordinary growth of the company.

Beyond talent management and building culture, the most interesting parts of Martha’s role are presenting the OneStream story to its various constituencies, identifying and attracting world-class talent into the network, and assisting OneStream leaders in delivering the full power of OneStream to their clients. She and her team are focused on growth, employee engagement, and elevating OneStream’s diverse talent. Under her leadership, OneStream has been recognized by the Detroit Free Press as a Top Workplace in 2019.

Martha holds a Senior Professional in Human Resources – International (SPHRi) certification from the HR Certification Institute – HRCI and a Bachelor of Arts in English and Philosophy from the University of Michigan–Flint. Outside of work, Martha is a proud mom of two elementary school kids and welcomes any excuse to host events to celebrate her friends and family.

Steve Mebius

Chief Enablement Officer Read Bio
Steve is a finance and Enterprise Performance Management professional that spent his early career in various Finance roles at larger multi-national companies. Following his passion for technology enablement for finance and finance process, he joined Hyperion’s Consulting Services to lead and design EPM solutions, and continued consulting as a Management Consultant at the Hackett Group until he joined OneStream in 2013. His primary focus is on delivering solutions in the areas of EPM, and Finance Process Improvement.

He has focused on leading delivery of solutions, with specific expertise in the area of financial close, consolidation, reporting and FP&A with 18 years of experience with the design, build, implementation and project management of EPM solutions. Steve has a B.A in International Studies – Finance and Latin America, from the University of Michigan, and a Masters in International Management from Thunderbird – The American Graduate School of International Management. As Chief Enablement Officer, Steve is responsible for managing the Global Consulting Services Team, both leading designs and overseeing implementations of OneStream-led projects, along with supporting our partners and customers in partner-led projects. Steve is responsible for oversight of OneStream University and Academy, OneStream’s Remote Consulting team, and Global Partner Enablement, after years of leading OneStream’s Consulting Organization.

Matthew Rodgers

Senior Vice President, EMEA Managing Director Read Bio
Matthew leads OneStream’s EMEA organisation shaping the strategy, direction and goals for OneStream in the region. His focus is on ensuring all areas related to business performance, customer success and operations are aligned to OneStream’s objectives.

Matthew joined OneStream in 2015 to help lead OneStream’s entry into the EMEA market initially leading the solutions consulting team. Since then he has been instrumental in ensuring OneStream’s continued growth and success in EMEA. Prior to joining OneStream Matthew had roles in Hyperion Solutions and Oracle where he focused on Enterprise Performance Management products and processes.

Bill Lovelace

Senior Vice President, Solution Consulting Read Bio
Bill started at Hyperion Solutions in 1994 where he worked on Micro Control and Hyperion support hotline later moving into pre-sales to become one of the lead HFM resources in North America. Bill left Hyperion in 2005 to lead the pre-sales team at UpStream Software. When UpStream was acquired by Hyperion in 2008, Bill returned to Hyperion/Oracle as a Strategic Solutions Consultant working on the largest and most complex customers. Bill finished his Hyperion/Oracle tenure with The Hackett Group working with customers implementing the Hyperion EPM products.

Bill’s reputation in the industry is unprecedented along with his extensive detailed knowledge of the complexities associated with the Global Fortune 1000 organizations. At OneStream, Bill leads the global pre-sales team helping customers find a new way to solve age old finance problems. Bill is a graduate of Marist College.

Jerri McConnell

Vice President of Partner Enablement Read Bio
Jerri is the Director of Consulting Services for EMEA. In addition to managing the EMEA consulting team, she serves as a Senior Design Architect and Subject Matter Expert, both leading designs and overseeing implementations of OneStream-led projects, along with supporting OneStream partners and customers in partner-led projects.

Jerri began her career over 25 years ago as an auditor after earning her BBA in Accounting from Texas State University. After earning her MBA in Business Computer Information Systems from the University of North Texas, she joined Comshare where she was responsible for the implementation of consolidation and financial reporting solutions. For the past 20 years, she has successfully implemented solutions for Comshare FDC and MPC, Hyperion Enterprise, Oracle HFM, and SAP BPC. She joined OneStream in 2014 and hasn’t looked back.

Todd Allen

Vice President Client Services Read Bio
Joining OneStream in the fall of 2011, Todd Allen heads up the Enablement arm of the organization which contains Customer Success, Training and OneStream Academy. These Enablement teams work closely with the whole organization to develop and establish the right tools to ensure a successful customer experience. Todd has 20 years of software industry experience in a variety of arenas, including traceability systems on factory floors, healthcare solutions, software startups, and implementation consulting services. Along with his peers, he carries a deep passion for customer success and exceeding the status quo..!

Pam McIntyre

Corporate Controller Read Bio
Pam McIntyre is the Corporate Controller of OneStream, joining the organization with a breadth of expertise in controlling and finance leadership. Pam joined OneStream with experience in both controllership, and business process design and implementation, including leading a customer implementation of OneStream Software. She has deep knowledge in financial systems and processes as well as financial reporting and analysis. She started her career as an auditor in public accounting, where she earned her CPA, and is a graduate of Oakland University with a Bachelor of Science in Accounting and Applied Technology in Business. Outside of work, Pam keeps busy with her three children and enjoys family time in northern Michigan.

John O’Rourke

Vice President of Product Marketing Read Bio
John O’Rourke is Vice President of Product Marketing at OneStream Software. With a background in accounting and finance, John has over 30 years of experience in the software industry, including 20 years of experience in product marketing at Hyperion Solutions, Oracle and Host Analytics. He has worked with many customers and partners on financial reporting and planning initiatives and has spoken and written on many topics in corporate performance management. John has also held positions in strategic marketing and product marketing at Dun & Bradstreet Software, Kenan Systems and Decisyon. John has a BS degree in accounting from Bentley University and an MBA from Boston College.

Ed DeLise

Vice President, Global Sales Operations Read Bio
Ed has been in the CPM world since 2000 in various revenue generating capacities, including running North American Sales for UpStream Software, and as a Principal of a CPM Application Performance Management software company. Ed passed the CPA exam and has a degree in Finance and Accounting from Texas A&M University, which gives him an appreciation for the challenges accounting and finance professionals face when trying to add value to their organizations.

Ed has successfully grown and led sales teams, helping them to become more efficient and effective in providing solutions to customers that ensure they are successful and happy to be references.

Danielle Crane

Vice President, Global Human Resources Read Bio
Danielle Crane is the Senior Director of Global Human Resources at OneStream Software. Danielle brings over 15 years of human resources experience, previously serving as the head of HR for a privately held start-up and a national not-for-profit. Danielle’s expertise in design thinking, and her passion for putting the human at the center, enables her to build simplified, high-performing HR functions that fuel organizational growth and success.

Danielle earned a B.A. in Human Resources and English from Albion College and a M.B.A. from Walsh College. She holds the PHR, SHRM-CP and CPLP certifications, and is a certified practitioner of Human Centered Design through the LUMA Institute. She is the proud recipient of the 2015 “Michigan’s Top HR Professional” MISHRM award and the American Society for Employers’ HR Executive of the Year award in 2016. Danielle enjoys getting outside as much as possible with her husband and son, and typically reads a book a week.

Jeremy Guttman

Vice President, Product Management Read Bio
Jeremy brings 20 years of experience in corporate performance management (CPM) and data analytics to the role of Vice President of Product Management at OneStream.

Jeremy is a collaborative leader with proven success managing teams and building application platforms focused on the intersection of planning & data analysis. Prior to OneStream, Jeremy served in leadership roles in Product Management, Services, & Support at Tidemark prior to the acquisition by Longview Solutions. Jeremy's experience also includes Anaplan, SAP, and OutlookSoft where he held a variety of roles focused on helping Fortune 500 customers build & implement scalable business solutions.

Johan Edlund

Vice President, EMEA Sales Read Bio
Johan joined OneStream early 2020 from IBM, where he over the past 12 years lead Sales teams across Europe for the IBM Analytics & Watson family and also helped evolve the IBM partner Ecosystem.

Prior to IBM Johan was a Sales Director at Progress Software for 7 years, taking Sonic Software to the Nordic / European market, including winning both new clients & business partners and to help build a vertical focused sales team.

Johan believes that the core values in helping our clients on their digital journey, to help turn enterprise wide information into competitive assets, is done in close partnership, and underpinned by a market leading Platform. This will help both transform large enterprise customers, as well as helping to create new successful businesses, all with the 100% focus on client success.