Education
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. A Master’s degree or certification in Process Excellence (e.g., Lean, Six Sigma) is preferred.
Experience
8+ years of experience in FP&A, financial training, or process excellence roles.
Job Overview
The Process Trainer will be responsible for designing, delivering, and continuously improving training programs that enhance the knowledge, skills, and capabilities of the FP&A team. This role focuses on process excellence, ensuring that all financial processes are optimized, standardized, and aligned with industry best practices. The Process Trainer will work closely with cross-functional teams to identify training needs, develop training materials, and facilitate training sessions, ultimately driving process efficiency and accuracy within the FP&A department.
Job Responsibilities
Training Development & Delivery:
- Design, develop, and deliver comprehensive training programs for FP&A team members, focusing on financial processes, tools, and best practices.
- Create and maintain training materials, including manuals, guides, e-learning modules, and videos.
- Conduct hands-on training sessions, workshops, and one-on-one coaching to ensure thorough understanding and implementation of financial processes.
Process Excellence:
- Lead initiatives to streamline and optimize FP&A processes, ensuring they are efficient, effective, and aligned with organizational goals.
- Develop and implement process improvement methodologies, including Lean, Six Sigma, and other process excellence frameworks.
- Collaborate with stakeholders to identify process gaps and develop solutions that enhance process efficiency and accuracy.
Performance Assessment:
- Assess the effectiveness of training programs through evaluations, feedback, and performance metrics.
- Provide regular reports on training outcomes and recommend improvements to ensure ongoing process excellence.
- Monitor the adoption of new processes and tools, providing additional training and support as needed.
Stakeholder Collaboration:
- Work closely with FP&A leadership, subject matter experts, and cross-functional teams to identify training needs and ensure alignment with business objectives.
- Partner with the process excellence team to drive continuous improvement initiatives and support organizational change management.
Documentation & Compliance:
- Ensure all training materials and process documentation are up-to-date, comprehensive, and compliant with regulatory and company standards.
- Maintain accurate records of all training activities, participant progress, and process changes.
Continuous Improvement:
- Stay updated on the latest trends, tools, and best practices in FP&A, process excellence, and training methodologies.
- Identify opportunities for continuous improvement in training delivery, process management, and stakeholder engagement.
Desired Skills
- Proven experience in developing and delivering training programs, particularly in financial processes.
- Strong knowledge of FP&A processes, financial modeling, budgeting, forecasting, and reporting.
- Experience in implementing process improvement methodologies like Lean or Six Sigma.
- Excellent communication, presentation, and facilitation skills.
- Strong analytical skills with the ability to identify process gaps and recommend solutions.
- Ability to work independently and as part of a team, managing multiple priorities in a fast-paced environment.