Job Description
Finance & Accounts Trainer
Job Title: Finance & Accounts Trainer
Reporting To: Internal Training Manager
Location: Mohali
Working Hours: 2:00 PM to 11:00 PM
Job Summary
We are looking for a passionate and experienced Finance & Accounts Trainer who can bridge the gap between theoretical accounting concepts and real-world business applications through innovative and industry-focused training methodologies.
The ideal candidate will be responsible for delivering training on Finance & Accounting processes, developing training content, conducting assessments, and helping learners become job-ready professionals.
The candidate should have strong hands-on experience in finance operations such as R2R, P2P, and O2C, along with a good understanding of ERP systems and accounting best practices. Excellent communication, presentation, and mentoring skills are essential for this role.
Key Responsibilities
1. Training Delivery
Conduct training sessions on the following topics:
- Record-to-Report (R2R)
- Procure-to-Pay (P2P)
- Order-to-Cash (O2C)
- Cash Flow Statements
- Financial Statement Analysis
Budgeting and Forecasting
-
Responsibilities include:
- Deliver highly engaging, outcome-driven, and interactive training sessions that combine conceptual learning with practical applications.
- Ensure trainees understand accounting principles, finance processes, and industry best practices.
- Conduct refresher sessions and workshops as required.
Encourage active participation and create an interactive learning environment.
-
2. Training Content Development
Prepare and continuously improve training materials, including:
- Training presentations (PPTs)
- Training manuals and handbooks
- Case studies and practical exercises
MCQs, quizzes, and assessments
-
Additional responsibilities:
- Design scenario-based exercises and industry-specific case studies.
- Update training content based on business requirements, process changes, and trainee feedback.
- Develop engaging learning materials to improve knowledge retention and learner experience.
Create training roadmaps and learning plans for different learner groups.
-
3. ERP & Technology Training
Train learners on the following systems and tools:
- QuickBooks
- NetSuite
- Workday
- Microsoft Excel (Advanced)
Responsibilities include:
- Explain how ERP systems support finance and accounting operations.
Train learners on practical business scenarios using ERP applications.
-
4. Assessment, Coaching & Mentoring
- Conduct tests, assignments, and practical evaluations.
- Assess trainees’ understanding, technical skills, and overall performance.
- Provide regular feedback, coaching, and mentoring.
- Monitor learner progress and recommend improvement plans.
- Identify training gaps and provide additional support where required.
- Support trainees to become job-ready and achieve learning objectives.
- Maintain training records, attendance, and performance trackers.
- Support process improvement initiatives and special projects.
6. Additional Responsibilities
- Assist the Internal Training Manager in various activities and projects as assigned from time to time.
- Collaborate with cross-functional teams to identify training needs and implement learning solutions.
Participate in initiatives that promote a culture of continuous learning and professional development.
-
Educational Qualifications
Qualification
Requirement
Bachelor's Degree
B. Com (Mandatory)
Master's Degree
M.Com / MBA (Finance) – Preferred
Experience Required
Overall Experience
3 – 8 Years
Training Experience
1 – 3 Years Preferred
Finance Experience
Hands-on experience in R2R, P2P, O2C, AP, AR, GL
Industry Exposure
Shared Services / KPO / BPO / Consulting
Preferred Candidate Profile
The ideal candidate should:
- Have strong practical knowledge of Finance & Accounting processes.
- Possess hands-on experience in R2R, P2P, and O2C processes.
- Be able to design and deliver scenario-based and case-study-driven training programs.
- Have experience working with ERP systems such as QuickBooks, NetSuite, and Workday (preferred but not mandatory).
- Be proficient in Microsoft Excel and reporting tools.
- Have experience training freshers as well as experienced professionals.
Be proactive, adaptable, and eager to learn new technologies and business processes.
-
Other Requirements
- Willingness to learn new technologies, ERP systems, and evolving accounting practices.
- Flexibility to conduct training sessions during different shifts based on business requirements.
- Ability to adapt training methods according to the learning needs of trainees.
- A positive attitude with a passion for teaching and helping others grow.
- Strong sense of ownership, accountability, and commitment to providing high-quality training.
- Ability to collaborate effectively with managers and team members on training
- Willingness to take on additional responsibilities and support the organization as needed.
