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OneStream Budgeting and Forecasting Services

Are You Tired of Struggling With:

  • Budget cycles that take too long and still miss the mark?

  • Forecasts that rely on manual updates and disconnected data?

  • Limited visibility into drivers, scenarios, and real-time performance?

  • FP&A teams spending more time maintaining models than guiding decisions?

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Nova Advisory: Your Trusted OneStream Diamond Implementation Partner

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Make OneStream Budgeting and Forecasting Work for Your Business

OneStream is built to unify planning, budgeting, and forecasting across the enterprise. Without the right implementation approach, however, organizations often experience:

  • Budget models that don’t reflect how the business actually operates

  • Forecasts that are difficult to update or explain

  • Manual workarounds outside the platform

  • Limited adoption across finance and operational teams

Budgeting and forecasting are strategic capabilities. They require a consulting partner who understands both OneStream’s planning architecture and the real-world demands of FP&A teams.

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A Dedicated Partner for OneStream Budgeting and Forecasting

At Nova Advisory, we specialize in OneStream planning, budgeting, and forecasting. We are not generalists. Our team works alongside finance leaders to build planning solutions that support accountability, agility, and confidence.

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Unique OneStream Solutions Delivered to Our Customers

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Certified OneStream Consultants With 20+ OneStream Architects

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of Customers Supported Through SMART With a Named Administrator

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Years of Industry Experience in All of Our Partners

Your OneStream Budgeting and Forecasting Roadmap

Adopting or improving budgeting and forecasting in OneStream does not need to be overwhelming. Our approach is structured, collaborative, and designed to move teams forward with confidence.

Here’s how we guide your planning transformation:

1. Understand What Drives Your Business
We begin with deep discovery to understand your planning goals, forecasting challenges, and decision-making requirements. We assess current models, data sources, and planning workflows across finance and the business.

2. Build a Planning Solution That Fits
Using OneStream’s full planning and FP&A capabilities, we design budgeting and forecasting models that support driver-based planning, rolling forecasts, scenario analysis, and real-time visibility.

3. Strengthen and Scale Over Time
With training, optimization, and our SMART managed services program, we help ensure your budgeting and forecasting environment continues to deliver value as your organization evolves.

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Start Building the System Your Finance Team Deserves

Let’s talk about the challenges holding you back—and how we can solve them together.

Make the Most of Your OneStream Investment

Planning Clarity. Forecast Confidence. Better Decisions Delivered.

With Nova Advisory, finance teams move from reactive planning to proactive insight. OneStream becomes a platform for informed decision-making, not just budget submissions.

Budgets that reflect real business drivers

Planning models align financial targets with operational realities, improving accountability and accuracy.

Forecasts without constant rework

Rolling forecasts and scenario modeling replace static annual cycles, allowing teams to respond faster to change.

Confidence in every assumption

Data is unified, auditable, and transparent, giving leadership trust in both the numbers and the narrative behind them.

FP&A teams that lead, not chase

With less time spent maintaining models, finance teams can focus on analysis, insight, and strategic guidance.

Don’t Let Budgeting and Forecasting Become a Bottleneck

OneStream has the power to transform enterprise planning. Without the right approach, however, organizations risk:

  • Budget cycles that consume time without improving accuracy

  • Forecasts that fail to drive action or confidence

  • Manual workarounds outside OneStream

  • Low adoption across planning stakeholders

  • Missed opportunities to guide the business proactively

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Don’t settle for a checkbox planning deployment.

Choose a OneStream Diamond Partner with deep FP&A expertise and a proven ability to deliver planning solutions that work in practice, not just on paper.

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Listen to The CPM Customer Success Podcast

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For Finance Leaders Ready to Move Forward

CPM Customer Success, hosted by Nova Advisory’s Andy Smetana, is your guide to what’s possible. Each episode features real finance leaders sharing how they left behind outdated processes, overcame complexity, and took control of their performance management with OneStream.

Listen to Strategic OneStream Guidance

Organizations that trust Nova Advisory to Optimize Their OneStream Platform

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Ready to Improve Your Budgeting and Forecasting in OneStream?

As a trusted OneStream Diamond Implementation Partner, Nova Advisory provides the strategic guidance and technical expertise needed to build budgeting and forecasting solutions that support faster planning cycles and better decisions.

What you can expect:

1. More accurate, driver-based budgets

2. Faster and more flexible forecasting cycles

3. Improved scenario planning and visibility

4. Reduced manual effort and rework

5. Greater confidence in FP&A insights

6. Stronger alignment between finance and the business

7. A OneStream planning environment designed for long-term success

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