Finance & Accounts Trainer

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

• 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.
• 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.
• 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.
• 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.
• 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

Criteria Requirement 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.