OneStream Software
OneStream offers a unique financial platform for complex organizations with a culture that features global reach and local expertise.
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OneStream Software
Tom is a co-founder of OneStream™, an original architect of the OneStream platform and serves as CEO of the company. Tom’s mission is to change the entire corporate performance management (CPM) ecosystem with a solution that combines power and flexibility with ease of use, deployment and maintenance. Since he began working on OneStream over 10 years ago, Tom has remained dedicated to delivering value, success and support to users. His passion and true strength stems from a deep, unique understanding of Finance combined with technology that leads to truly innovative and revolutionary products.

Prior to OneStream, Tom was a co-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 Management and achieved a better way to manage data quality for Hyperion products by providing a packaged product every company could use. Tom is a graduate of Oakland University, where he earned his BS in Accounting and Finance as well as an MBA in Systems Analysis and Design.

Bob is a co-founder of OneStream™, the inventor of Extensible Dimensionality™ and serves as Chief Technology Officer of the company. With over 25 years of experience working with corporate performance management (CPM) suites and platforms, Bob is passionate about helping businesses effectively and efficiently manage and streamline their CPM processes. Together Bob and Tom Shea architected OneStream to be the only extensible CPM platform that simplifies complex business processes and replaces multiple legacy applications and cloud point solutions. In his current role as Chief Technology Officer, Bob is dedicated to solving the business problems users face and building a clear vision for the platform to support OneStream customers as their organizations grow.

Bob started his career as a Satellite Systems Engineer at SAIC in 1987. In that capacity, he gained an appreciation for the processes and discipline required to design and deliver complex systems, and he acquired a strong passion for implementing software that solves problems for end-users. In 1995, Bob joined Hyperion Solutions and advanced from Senior Software Engineer to Vice President of Software Development over his 12-year tenure. 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 Consolidation and Reporting. 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 where he was responsible for a multi-tenant cloud-based SaaS solution. Bob is a graduate of the University of Massachusetts where he earned his BS in Electrical Engineering.

Craig is a OneStream™ co-founder and serves as President of the company. With over 20 years of experience in finance software, Craig is passionate about communicating value to customers and dedicated to OneStream’s mission of delivering 100% customer success. He has a passion for working with enterprise executives to solve for their most sophisticated business problems and building long-term and trusted relationships with OneStream’s customers and partners. Craig’s values are rooted in effectively setting customer expectations with regards to the product, solutions, support and services and he is committed to maintaining an organizational culture that makes it easy for customers and partners to do business with OneStream.

Prior to OneStream, Craig co-founded UpStream Software where he led all go to market functions including marketing, alliances and sales. He also served as Director of Sales for Financial Data Management (FDM) at Hyperion Solutions where he managed the FDM Specialist Sales Organization and was responsible for achievement of worldwide sales targets. Craig is a graduate of Western Michigan University, where he earned his BBA in Finance.

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.

Holly Koczot is Senior Vice President, General Counsel and Corporate Secretary at OneStream. Holly joined the OneStream Legal Team in December of 2018, bringing with her over a decade of broad legal experience. Since joining OneStream, Holly leads and continues to grow a legal team that is able to support and scale OneStream’s global legal strategies within its ever-expanding global footprint.

In her role, Holly provides legal counsel to the OneStream board of directors, executive leadership and senior management regarding worldwide legal and regulatory affairs, including corporate governance and business policy issues. She is responsible for legal support across all company departments and advises the executive leadership team on the interrelated legal issues across sales, marketing, finance, human resources, and engineering departments.

Holly is a graduate of Kalamazoo College and the University of Detroit Mercy School of Law. She enjoys spending time with her husband and two young children, skiing, golfing, running and practicing yoga.

Danielle Crane is the Chief People Officer 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.

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.

Mark Sims is the Chief Customer Officer at OneStream Software, helping our customers achieve their digital transformation needs to solve complex business problems. With over 30 years of industry experience, Mark is a Corporate Performance Management (CPM) pioneer. He oversees OneStream’s global Office of the Customer, which includes Global Education Services, North American Professional Services, Customer Support and Operations, and Advanced Application Solutions.

Mark and his teams are known for their relentless focus on keeping the customer journey at the heart of their work to achieve OneStream’s mission – “Every customer is a reference, one success at a time.” His expertise in enterprise-wide business modeling enables customers to make real-time decisions critical in today’s rapidly changing business environment.

Before joining OneStream, Mark served as Managing Director, Planning and Strategy at Huron and Vice President, Customer Success at Anaplan. Mark’s previous professional experience also includes leading the Presales and Consulting teams at Hyperion and Oracle. He was also the National Managing Partner in charge of Grant Thornton Enterprise Performance Management (EPM) practice, where he built their end-to-end EPM capabilities and Enterprise Resource Planning (ERP) integration known as “Business Harmony.”

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.

Tim is the Chief Marketing Officer of OneStream, with responsibility for market strategy, building brand, and advancing customer engagement and demand globally. With over 20 years of experience in SaaS software, Tim is a proven transformation agent with a passion for creating markets, fostering operational excellence, and cultivating customer success.

Prior to joining OneStream, Tim was executive vice president, business strategy and chief marketing officer (CMO) at Citrix (NASDAQ: CTXS), where he helped advance the firm’s SaaS transition and operating model and drive focused strategic growth initiatives. He also led global marketing strategy and operations – including brand, communications, demand, product, digital, field, and adoption marketing functions – forwarding the company’s vision of delivering a secure digital workspace platform to empower people, teams, and organizations to do the best work of their lives. Tim was also part of the leadership that propelled SAP’s (NYSE: SAP) successful transition to the cloud as CMO of the company’s Cloud and Line of Business unit, which included Ariba, Concur, Fieldglass, SuccessFactors, and SAP Business ByDesign. He joined SAP when the company acquired Ariba, where he was SVP of Business Network Strategy and global CMO. Tim holds a bachelor’s degree from Boston College and completed the CMO Program at Northwestern University, Kellogg School of Management.

Tom is a co-founder of OneStream™, an original architect of the OneStream platform and serves as CEO of the company. Tom’s mission is to change the entire corporate performance management (CPM) ecosystem with a solution that combines power and flexibility with ease of use, deployment and maintenance. Since he began working on OneStream over 10 years ago, Tom has remained dedicated to delivering value, success and support to users. His passion and true strength stems from a deep, unique understanding of Finance combined with technology that leads to truly innovative and revolutionary products.

Prior to OneStream, Tom was a co-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 Management and achieved a better way to manage data quality for Hyperion products by providing a packaged product every company could use. Tom is a graduate of Oakland University, where he earned his BS in Accounting and Finance as well as an MBA in Systems Analysis and Design.

General (Ret) David H. Petraeus is a Partner with the global investment firm KKR and Chairman of the KKR Global Institute, which supports KKR’s investment committees, portfolio companies, and limited partners with analysis of geopolitical and macro-economic trends, as well as environmental, social, and governance issues. He is also a member of the boards of two of KKR’s companies: Optiv and OneStream.

Prior to joining KKR, Gen. Petraeus served over 37 years in the U.S. military, culminating his career with six consecutive commands, five of which were in combat, including command of coalition forces during the Surge in Iraq, U.S. Central Command, and coalition forces in Afghanistan.

Following his service in the military, Gen. Petraeus served as the Director of the CIA during a period of significant achievements in the global war on terror.

Gen. Petraeus has received numerous U.S. military, State Department, NATO, and United Nations medals and awards, including four Defense Distinguished Service Medals, the Bronze Star Medal for Valor, and the Combat Action Badge. He has also been decorated by 13 foreign countries.

Since leaving government, he has also served as a Visiting Professor at CUNY’s Macaulay Honors College, a Judge Widney Professor at the University of Southern California, and a Senior Fellow at Harvard University. Additionally, General Petraeus is a member of the boards of the Institute for the Study of War, the Atlantic Council, the Woodrow Wilson Center for International Scholars, and over a dozen veterans service organizations

Gen. Petraeus graduated with distinction from the U.S. Military Academy in 1974 and earned a Ph.D. from Princeton University’s Woodrow Wilson School of Public and International Affairs. He subsequently taught international relations and economics at USMA.

Dave Welsh is a Member and is Head of TMT Growth Equity within KKR's Private Equity platform, where he serves on the TMT growth equity investment committee. Prior to joining KKR, Mr. Welsh was a Partner with Adams Street Partners, where he focused on technology growth equity investments. Earlier in his career he was Executive Vice President of corporate development and strategy at McAfee, Inc., a General Partner at Partech Ventures and vice president of corporate development at Portal Software.

He currently serves on the Board of Directors of Cherwell, Five9, ForgeRock and OneStream. He is also a Board Member of SEO Scholars SF and the Special Olympics of Northern Calif & Nevada, and is the former Chair of the Board of Trustees of the Athenian School. He holds a B.A., cum laude, from UCLA and a JD, order of the coif, from UC Berkeley and Harvard Law Schools.

Kara Wilson is a strategic advisor for KKR within the technology practice. She has over 25 years of experience in driving go-to-market strategies for both large and medium companies as well as hypergrowth start-ups.

She has held marketing leadership roles with some of the technology industry’s most influential companies, including Okta, FireEye, Rubrik, Success Factors, SAP, Cisco, and PeopleSoft. Kara currently sits on the boards of Paychex, Epicor, OutSystems, KnowBe4, OneStream, Calabrio, and Corel.

Most recently, she was chief marketing officer for Rubrik, where she was responsible for the company's global marketing initiatives. Prior to Rubrik, Kara was EVP and CMO for cybersecurity company FireEye, where she helped launch the most successful security IPO in market history.

She is a graduate of the University of California, Berkeley.

Bradley Brown (Menlo Park) joined KKR in 2018 and is a Managing Director on the Technology industry team within KKR’s Americas Private Equity platform. He is currently a member of the Board of Directors of Alludo, Barracuda, Cloudera, Ensono, OneStream, and Optiv, and a Board Observer at BMC and OutSystems. Before joining KKR, Mr. Brown was a partner at Pennant Capital Management, where he invested in the public market across sectors. Prior to Pennant, he worked at Hellman & Friedman in San Francisco and Goldman Sachs in New York. Mr. Brown holds a B.S. from MIT and an M.B.A. from Harvard Business School.

Mike Burkland joined Five9 as president and CEO in January 2008. In December 2017, he transitioned to Executive Chairman for health reasons. During his time as CEO, Five9 revenue increased by 20x to over $200 million annually and the company's valuation increased by more than 100x. Five9 has grown into one of the largest and fastest growing providers of cloud contact center software. As CEO, Mike was responsible for the company’s strategic direction, financial success, and operational excellence.

Before Five9, Mike was the CEO of a handful of enterprise software and cloud companies in market segments ranging from systems management and content management to security and CRM. He has also led three private companies through successful acquisitions by larger public companies. Earlier in his career, he held various positions at Oracle and BMC. Mike holds MBA and BA degrees from the University of California at Berkeley.

John Kinzer is an Operating Partner of Stripes Group focusing on SaaS investments. Currently, John serves on the Outsystems board and is the chairman of the audit committee.

Previously, he served as Chief Financial Officer of HubSpot, the inbound marketing and sales SaaS company, where he led a successful IPO in 2014 and saw the company grow from $80 million to $500 million and to over a $6 billion market cap.

Prior to HubSpot, John served as CFO for Blackboard, Inc., the leading SaaS education company. He played a key role in taking Blackboard public in 2004 and reaching over $500 million in revenue before being acquired by a private equity firm. Earlier in his career, Kinzer held leadership roles at MCI and Arthur Andersen, LLP.

John is a passionate supporter of his alma mater, Virginia Tech where he sits on Founder’s Circle of the Apex Center for Entrepreneurs.

Jonathan Mariner is a private investor, entrepreneur, and independent board member with more than two decades of experience working in professional sports. He’s currently the Founder and President of TaxDay, LLC, a private software firm that helps users track their multi-state travel for tax purposes. He also serves as a Senior Advisor to Overtime Sports, the newest sports network focused on young, digital-native sports fans. He spent over 14 years with Major League Baseball, as EVP and CFO under Commissioner Allan (“Bud”) Selig, and later as Chief Investment Officer under Commissioner Rob Manfred. Prior to that he served a 9-year stint as EVP and CFO of the Florida Marlins Baseball Club, and as VP and CFO of the Florida Panthers Hockey Club. Mr. Mariner sits on the Board of Directors of Tyson Foods, Inc.; McGraw Hill Education; and The Investors Exchange (IEX). He also serves as a board member on Little League Baseball International; the Board of trustees at Darden School at the University of Virginia; and on the Knight Commission for Intercollegiate Athletics. Mr. Mariner graduated from the University of Virginia with an accounting degree, received his MBA from Harvard Business School, and is a former Certified Public Accountant.