OneStream, Inc. announced a significant leadership transition that will shape the company’s financial stewardship and AI‑driven growth strategy. Bill Koefoed, who has served as chief financial officer for six years, will step down effective December 31, 2025. John Kinzer, a board member and former CFO of HubSpot and Blackboard, will assume the role of interim CFO on January 1, 2026, while Koefoed will remain on the board as a senior advisor through April 1, 2026. In addition, Pamela McIntyre will be promoted to chief accounting officer, also effective January 1, 2026.
Scott Leshinski, the executive vice president of AI & operational analytics, will be promoted to president on January 1, 2026. Leshinski will oversee global sales, marketing, revenue operations, and customer success, positioning the company to accelerate its “AI‑first” go‑to‑market strategy. Chief executive officer Tom Shea will continue to lead technology and product innovation, ensuring that the new leadership structure aligns with OneStream’s cloud‑based subscription model.
OneStream’s financial backdrop underscores the strategic importance of these changes. The company reported $154.3 million in revenue for the third quarter of 2025, up from $147.6 million in Q2 and $136 million in Q1, reflecting a steady quarterly growth trajectory. Gross margin stood at 67.91 percent, while net margin remained negative at –14.5 percent, a common challenge for high‑growth SaaS firms investing heavily in AI. Liquidity is strong, with a current ratio of 2.37, and the company serves more than 1,700 customers, including a significant portion of the Fortune 500. A 60 percent year‑over‑year increase in AI bookings during the first nine months of 2025 highlights the market’s appetite for OneStream’s AI‑enabled finance solutions.
Management emphasized the rationale behind the moves. CEO Tom Shea said, “Bill’s leadership has been instrumental in scaling the business and navigating the public markets. We are grateful for his contributions and confident that John’s experience in SaaS will guide us through this transition.” Leshinski added, “I’m honored to take on the role of president at a time when AI is central to our platform, and I look forward to driving growth across sales, marketing, and customer success.” Bill Koefoed noted, “We have the best product portfolio we’ve ever had going into any year,” underscoring the company’s confidence in its product strategy.
The CFO transition ensures continuity and injects seasoned financial expertise during a period of rapid AI expansion. John Kinzer’s background in public SaaS companies positions him to manage the company’s financial discipline while supporting aggressive growth initiatives. The promotion of Leshinski signals a decisive shift toward an AI‑first operating model, aligning leadership with the company’s core growth engine. While profitability remains a challenge, the strong gross margin, robust liquidity, and expanding customer base provide a solid foundation for sustained execution.
These leadership changes position OneStream to accelerate its AI strategy, strengthen financial stewardship, and maintain momentum in its subscription‑based cloud platform. The company’s focus on AI, coupled with experienced interim leadership, is expected to support continued revenue growth and deepen its market leadership in finance technology.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.