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Retail Reimagined: Transform Retail Finance with Ascend and OneStream

From checkout to close, streamline and optimize your retail finance operations with Ascend’s implementation expertise and OneStream’s unified platform.

Ascend Partners, a OneStream Diamond Partner, delivers end-to-end financial transformation for retail enterprises, leveraging OneStream’s unified platform to streamline financial consolidation, reporting, planning, and analytics 

Why Retailers Choose OneStream

Retail finance is complex—seasonal demand, multi-banner operations, and fragmented systems demand agility. OneStream’s unified platform replaces legacy tools with a single solution for financial close, consolidation, planning, and analytics. 

Retailers gain faster month-end cycles, accurate forecasting, and real-time visibility into store performance. With dynamic reporting, integrated CapEx and workforce planning, OneStream helps optimize margins, improve compliance, and deliver the flexibility needed to thrive in today’s competitive market.

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Benefits

Financial Close & Consolidation

Accelerate month-end and quarter-end cycles with automated workflows and audit trails.

Driver-Based Planning & Forecasting

Model store-level performance and adapt quickly to market shifts.

Integrated CapEx & Workforce Planning

Align capital investments and staffing strategies with real-time financial data.

Dynamic Reporting & Analytics

Gain granular insights into margins, inventory, and operational KPIs.

Unified Finance Platform

Execute consolidations, reconciliations, reporting, planning, forecasting, and built-in governance–all in one unified, extensible platform.

How Ascend Delivers Value

Implementing OneStream in a retail environment requires more than technical know-how—it demands a partner who understands both the nuances and intricacies of retail finance and can translate them into a scalable, future-ready solution.

Ascend delivers more than technical implementation—we bring a proven approach rooted in real-world experience and precision execution. Every project is designed to fit your operational realities today while building the agility, structure, and confidence you need for long-term success.

DISCOVER THE ASCEND DIFFERENCE

  • ERP Integration Mastery

    Seamless connectivity with SAP, Microsoft Dynamics, and other retail systems.

  • Retail-Specific Configurations

    Custom fiscal calendars (13-period, 52/53-week flexibility), margin segmentation, and intercompany eliminations tailored for multi-banner operations.

  • Rapid Value Realization

    Pre-built templates and accelerators reduce implementation time while maintaining flexibility for unique business needs.

  • Continuous Optimization 

    Managed Service Operations (MSO) for ongoing support, enhancements, and performance tuning.

Retail Industry Use Cases

Seasonal Planning & Reporting

Extend fiscal periods for accurate holiday forecasting and inventory alignment.

Store-Level Performance Analysis

Drill down into profitability by store age, region, and banner.

Automated Intercompany Eliminations

Simplify reconciliation across divisions and entities.

Real-Time Data Integration

Hourly imports from POS and ERP systems for up-to-date financial visibility.

Conquer complexity and enable confident decision-making

Future-proof your Higher Education institution with OneStream solutions innovated by Ascend Partners.
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Frequently asked questions

What is financial reporting?

Financial reporting is a fundamental accounting process that leverages financial statements to unveil a company's fiscal health and performance across specific intervals, typically annually or quarterly. Put simply, it’s a crucial tool for comprehending an organization's monetary and capital standing—revealing where funds originate and more importantly, how they’re allocated. This transparency is indispensable, allowing investors and stakeholders to make well-informed business decisions rooted in the concrete financial realities of the company. 

For potential investors and lenders, scrutinizing a company's financial statements, including the balance sheet, income statement and cash flow statements, is a pivotal step in determining whether to invest or extend financial support to the enterprise. Financial reporting is the cornerstone of transparency and accountability in the business realm.

What is financial reporting?

Financial reporting is a fundamental accounting process that leverages financial statements to unveil a company's fiscal health and performance across specific intervals, typically annually or quarterly. Put simply, it’s a crucial tool for comprehending an organization's monetary and capital standing—revealing where funds originate and more importantly, how they’re allocated. This transparency is indispensable, allowing investors and stakeholders to make well-informed business decisions rooted in the concrete financial realities of the company. 

For potential investors and lenders, scrutinizing a company's financial statements, including the balance sheet, income statement and cash flow statements, is a pivotal step in determining whether to invest or extend financial support to the enterprise. Financial reporting is the cornerstone of transparency and accountability in the business realm.

What is financial reporting?

Financial reporting is a fundamental accounting process that leverages financial statements to unveil a company's fiscal health and performance across specific intervals, typically annually or quarterly. Put simply, it’s a crucial tool for comprehending an organization's monetary and capital standing—revealing where funds originate and more importantly, how they’re allocated. This transparency is indispensable, allowing investors and stakeholders to make well-informed business decisions rooted in the concrete financial realities of the company. 

For potential investors and lenders, scrutinizing a company's financial statements, including the balance sheet, income statement and cash flow statements, is a pivotal step in determining whether to invest or extend financial support to the enterprise. Financial reporting is the cornerstone of transparency and accountability in the business realm.

Begin your OneStream journey today

Frequently asked questions

How does OneStream handle 52/53 week retail calendars and 13-period structures?

OneStream natively supports complex fiscal calendars, including 13-period and 52/53-week setups, ensuring period comparability and accurate seasonal reporting. Ascend configures calendar logic, prior-year alignment, and week-53 handling to keep comps clean and executive reporting consistent across banners.

Can we forecast store-level sales and margin by SKU, banner, and region?

Yes. OneStream’s unified model supports granular, driver-based planning at store/SKU/basket level. Ascend designs the dimensionality, performance drivers (traffic, conversion, AUR, UPT), and promo/markdown levers so planners can simulate scenarios and see margin impact in real time.

How do you integrate POS, ERP (SAP/D365), and eCommerce data without delays?

OneStream connects directly to ERP and data platforms; Ascend builds robust pipelines for POS, OMS, and inventory systems with scheduled or near-real-time loads. We implement validations, drill-back/drill-through, and error handling so finance can trust the numbers at close and during in-season re-forecasting.

What about new store openings/closures, remodels, and lease accounting impacts?

Ascend configures OneStream to track openings, closures, and remodel events with driver-based ramp curves and pre/post-renovation assumptions. We also align with lease accounting needs (e.g., ROU assets, lease expenses) so P&L/CF impacts roll into management and statutory views automatically.

Can OneStream support promotions, markdown optimization, and shrink analysis?

OneStream consolidates promo calendars, markdown schedules, and shrink assumptions into the planning cycle. Ascend sets up variance bridges (price, mix, markdown, shrink, vendor funding) so finance can isolate drivers, reconcile to actuals, and optimize future promos for gross margin return on investment (GMROI).

Discover OneStream

OneStream simplifies complex financial processes into a single, intelligent platform, empowering organizations to streamline operations, improve decision-making, and drive financial transformation.

Why Ascend?

Our team possesses the perfect combination of technical expertise and extensive knowledge to provide cutting-edge solutions that perfectly align with the constantly evolving technological landscape of today and tomorrow.

Take control of your financial data

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