Shape the Future of OneStream Certification: Take the Financial Close Beta Exam
Early Access February 17
The OneStream Certified Specialist (OCS) – Financial Close Beta Exam will be open for participation from February 18 – March 11. This beta offering provides full access to the complete exam experience and is designed for practitioners working with OneStream’s Financial Close solutions—particularly professionals using RCM, TXM, reconciliation workflows, integration processes, and related functionality across OneStream 8.x environments.
Who the Exam Is For
This beta exam targets any OneStream practitioner, but specifically Administrators and Financial Close practitioners seeking to validate their expertise. Candidates should have experience with areas including:
- Reconciliation Control Manager (RCM)
- Transaction Matching (TXM)
- Reconciliation administration and reporting
- Journal entries and adjustments
- Integration between RCM and TXM components
- Workflow setup, design considerations, and security
- Cube attribute and dimension usage
- Data loading and performance management
Why Participate in the Beta
Participating in the beta provides several unique advantages:
- 70% discounted exam pricing
- Full early access to the complete exam before public release
- Opportunity to provide feedback that helps shape the final credential
- A chance to validate your real-world skills across core Financial Close capabilities
This is an ideal opportunity for professionals who want to influence final exam development while earning certification at a significantly reduced rate.
What to Expect
The exam is delivered online only, remotely proctored. Candidates should plan for:
- Use of two cameras — laptop webcam + mobile device
- Do NOT use a work computer, as the exam may not function properly
- Supported browsers: Chrome, Firefox, or Edge
- A full environment readiness check, including a sample quiz and technical verification
- A quiet, private testing location with all background applications disabled
- Awareness that dual monitors are not allowed, though an external monitor may be used if the laptop remains closed
The exam includes multiple-choice items and performance-based tasks designed to assess true product competency.
Ready to Register?
Start the process with the step-by-step guide below:
👉 Prepare today! Download the Exam Study Guide