OneStream Announces Leadership Updates
Rhea-AI Summary
OneStream (Nasdaq: OS) announced a CFO transition, a new President focused on AI, and a new Chief Accounting Officer effective Jan 1, 2026, as it prepares for the next growth chapter.
CFO Bill Koefoed will depart as CFO on Dec 31, 2025 and remain as Senior Advisor through Apr 1, 2026. John Kinzer will join immediately as Strategic Advisor and become Interim CFO on Jan 1, 2026. Scott Leshinski is promoted to President to lead an AI-first go-to-market approach after 60% year-over-year AI bookings growth in the first nine months of 2025. Pam McIntyre is named Chief Accounting Officer.
Positive
- AI bookings +60% year-over-year (first nine months of 2025)
- Scott Leshinski promoted to President to scale AI go-to-market (effective Jan 1, 2026)
- John Kinzer named Interim CFO (effective Jan 1, 2026) with prior Board audit chair experience
Negative
- CFO Bill Koefoed to depart as CFO on Dec 31, 2025
News Market Reaction
On the day this news was published, OS gained 0.44%, reflecting a mild positive market reaction. Argus tracked a trough of -7.5% from its starting point during tracking. Our momentum scanner triggered 64 alerts that day, indicating high trading interest and price volatility. This price movement added approximately $22M to the company's valuation, bringing the market cap to $5.05B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peers showed mixed moves, with BOX at -0.56%, QLYS at +0.51%, STNE at +2.42%, CALX at +0.04%, and ZETA at +0.77%, suggesting today’s leadership news is more stock-specific than sector-driven.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 04 | Gartner recognition | Positive | +0.7% | Named 5x Leader in 2025 Gartner Magic Quadrant for Financial Planning. |
| Dec 02 | Leadership changes | Positive | +0.4% | CFO transition plus new President and Chief Accounting Officer appointments. |
| Nov 18 | Strategic partnership | Positive | -0.7% | Expanded Microsoft alliance to integrate SensibleAI Agents across Microsoft 365. |
| Nov 06 | Earnings release | Positive | -5.1% | Q3 2025 revenue growth and improved losses but shares fell post-report. |
| Oct 30 | AI research study | Neutral | -0.3% | Survey of 350+ CFOs on AI leadership, investment, and deployment challenges. |
Recent AI- and recognition-focused announcements (e.g., Gartner leadership, Microsoft alliance) showed modest or even negative next-day moves, while earnings produced a larger negative reaction, indicating that positive headlines have not consistently translated into positive price action.
This announcement continues a series of AI- and finance-focused milestones for OneStream. In Q3 2025, the company reported total revenue of $154.3M with improving operating metrics, yet shares fell 5.12% the next day. Subsequent AI research and a Microsoft alliance highlighted demand for finance AI but saw muted to negative reactions. Recognition as a 5x Leader in Gartner’s 2025 Magic Quadrant brought only a 0.73% move. Today’s leadership update, emphasizing AI growth and bookings strength, fits this pattern of strategically positive news against a still-subdued share price backdrop.
Market Pulse Summary
This announcement details a CFO transition, creation of an Interim CFO role, a new President focused on an AI-first go-to-market strategy, and a new Chief Accounting Officer. It underscores strong AI momentum, including 60% year-over-year AI bookings growth in the first nine months of 2025 and survey data from 350+ CFOs indicating rising AI spend. In light of earlier AI partnerships, Gartner recognition, and recent earnings, investors may watch how leadership execution, AI bookings trends, and revenue growth metrics evolve.
Key Terms
AI technical
Chief Accounting Officer financial
SaaS technical
GAAP financial
AI-generated analysis. Not financial advice.
OneStream initiates CFO transition plan, appoints new President to accelerate AI leadership, creates new Chief Accounting Officer role
Under the CFO transition plan, OneStream CFO Bill Koefoed will depart his current role effective December 31, 2025. As the Company begins conducting a search to identify a permanent successor for Mr. Koefoed, John Kinzer, a longtime member of OneStream's Board of Directors (the "Board") and former CFO of HubSpot and Blackboard, has agreed to immediately join the Company as a Strategic Advisor and, effective January 1, 2026, assume the role of Interim CFO. Mr. Koefoed will continue as a Senior Advisor to OneStream through April 1, 2026 to ensure a smooth transition. Mr. Kinzer will remain on the Board but has ceased his service on its Audit and Compensation, Nominating and Governance Committees.
"On behalf of everyone at OneStream, I want to thank Bill for his tremendous leadership and partnership over the last six years. He has been instrumental in the OneStream journey, providing strategic insight, rigor and a steady hand as we scaled the business and acclimated to the public markets. We are immensely grateful for Bill's contributions to OneStream's many successes, including executing against our strategic objectives as a public company," said Tom Shea, CEO & President. "As we begin our search for a new CFO, John brings extensive knowledge of OneStream and our financials, having served as the Chair of the Board's Audit Committee since 2020. His strong finance experience, including as a CFO at public software companies, positions him well to serve as our Interim CFO as we look to drive growth and long-term shareholder value."
The Company today also announced the promotion of Scott Leshinski, current Executive Vice President – AI & Operational Analytics, to President of OneStream effective January 1, 2026. Mr. Leshinski's leadership as general manager of OneStream's AI business unit and strategy has been instrumental in advancing and growing the Company's marquee portfolio of purpose-built Finance AI products. OneStream has become a market leader in AI solutions for the Office of the CFO, with
As the newly appointed President, Mr. Leshinski will oversee OneStream's global sales, marketing, revenue operations and customer success to implement an AI-first go-to-market approach to capitalize on this exciting momentum and support continued long-term growth by scaling the Company's multi-product strategy. He will report to Mr. Shea, OneStream's co-founder and technical visionary, who will continue to lead the Company's technology and AI product innovation and pipeline.
"I'm honored to take on the role of President at such an exciting time for OneStream," said Scott Leshinski. "AI is now at the core of nearly everything we do, and I look forward to building on the momentum we're seeing for our portfolio of purpose-built Finance AI solutions – including SensibleAI™ Forecast, SensibleAI Studio, and SensibleAI Agents – to scale growth and adoption of our market-leading Finance AI-powered products to a broader set of customers and markets."
Additionally, Pam McIntyre, current Senior Vice President – Corporate Controller, was promoted to a newly-created Chief Accounting Officer position effective January 1, 2026. Ms. McIntyre has been essential to evolving and scaling OneStream's financial operations, controls and reporting through the Company's transition to SaaS and to the public markets. In her new role, Ms. McIntyre will oversee corporate and regulatory accounting, tax and treasury matters, managerial and external financial reporting, and statutory and GAAP accounting policy.
"Our talented bench of executives brings deep expertise, proven leadership and a relentless commitment to helping Finance leaders exceed their potential," added Mr. Shea. "In his new role as President, we believe Scott will help us capitalize on the growth we're seeing for our portfolio of purpose-built AI solutions. Scott's appointment, together with the new leadership roles, will support our ability to unlock the immense value of Finance AI for more customers and expand our leadership position as a provider of AI solutions for the Office of the CFO."
About OneStream
OneStream is how today's Finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It's the leading enterprise Finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution.
We deliver a comprehensive cloud-based platform to modernize the Office of the CFO. Our Digital Finance Cloud unifies core financial and broader operational data and processes and embeds AI for better planning and forecasting, with an extensible architecture, so customers can adopt and develop new solutions, achieving greater value as their business needs evolve.
With over 1,700 customers, including
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this press release may be forward-looking statements. In some cases, you can identify forward-looking statements by terms such as "may," "will," "should," "expects," "plans," "anticipates," "could," "intends," "targets," "projects," "contemplates," "believes," "estimates," "predicts," "potential" or "continue" or the negative of these terms or other similar expressions. Forward-looking statements contained in this press release include, but are not limited to, statements regarding OneStream's business strategy and future growth, including adoption of its Finance AI products, ability to scale its multi-product strategy, expectations about its Chief Financial Officer transition plan and the addition of its President and Chief Accounting Officer to its leadership team. Forward-looking statements are subject to known and unknown risks, uncertainties, assumptions and other factors. Some of these risks are described in greater detail in OneStream's filings with the Securities and Exchange Commission ("SEC"), including OneStream's Quarterly Report on Form 10-Q for the quarter ended September 30, 2025 filed on November 6, 2025, as well as other filings that OneStream may make from time to time with the SEC. It is not possible for OneStream's management to predict all risks, nor can it assess the impact of all factors on OneStream's business or the extent to which any factor, or combination of factors, may cause OneStream's actual results to differ materially from those contained in any forward-looking statements it may make. These factors may cause OneStream's actual results, performance or achievements to differ materially and adversely from those anticipated or implied by its forward-looking statements. Furthermore, if OneStream's forward-looking statements prove to be inaccurate, the inaccuracy may be material. In light of the significant uncertainties in these forward-looking statements, you should not rely on these statements or regard these statements as a representation or warranty by OneStream or any other person that OneStream will achieve its objectives and plans in any specified timeframe, or at all. OneStream undertakes no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Contacts
INVESTOR CONTACT
Anne Leschin
VP, Investor Relations and Strategic Finance
OneStream
investors@onestreamsoftware.com
MEDIA CONTACT
Victoria Borges
VP, Corporate Communications
OneStream
media@onestreamsoftware.com
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SOURCE OneStream, Inc.
FAQ
Who will serve as Interim CFO of OneStream (OS) and when does the role begin?
When does OneStream CFO Bill Koefoed leave his CFO role (OS)?
What AI growth did OneStream (OS) report in 2025 and how will leadership change support it?
Who is the new Chief Accounting Officer at OneStream (OS) and when is the appointment effective?
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