Finance & Accounts Trainer

Cogneesol; Mohali; On-site; INR 400,000 - 520,000; Full time

Job summary

Cogneesol in Mohali invites an experienced Finance & Accounts Trainer to bridge theory and practice, delivering training on R2R, P2P, and O2C, and developing material.

You will conduct assessments, mentor learners, and tailor content to ERP systems like QuickBooks, NetSuite, and Workday, with advanced Excel skills.

This role requires 3–8 years total experience, 1–3 years training, and a passion for building job-ready professionals in a dynamic SSC/BPO environment.

Qualifications

• Bachelor’s degree in Commerce or equivalent
• MBA/M.Com preferred for finance-focused roles
• 3–8 years of overall experience in finance/accounts
• 1–3 years of training experience in related topics
• Hands-on experience in R2R, P2P, O2C, AP, AR, GL

Responsibilities

• Deliver highly engaging, outcome-driven training sessions combining theory and practice
• Train on Finance & Accounting processes and ERP systems
• Develop training materials, manuals, case studies, and assessments
• Conduct refresher sessions and workshops as required
• Assess learners' understanding and provide coaching/mentoring to improve outcomes

Skills

Communication

Presentation

Mentoring

Education

B.Com

M.Com / MBA (Finance)

Tools

QuickBooks

NetSuite

Workday

Microsoft Excel

Job description

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.