Client Accounting Training & Development Specialis

The Oneil Search Group; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

A consulting firm located in New York seeks a Training Designer to develop and implement training programs for the Client Accounting department. Responsibilities include creating interactive training materials, evaluating training needs, and conducting technical and professional skills training for personnel. The ideal candidate has experience in training program development and excellent communication skills. This position requires a Bachelor's degree in a related field.

Qualifications

• Experience in designing and delivering training programs is required.
• Strong analytical skills to assess training efficacy are essential.
• Ability to adapt training content to various audiences.

Responsibilities

• Design and implement learning and development programs.
• Evaluate and adapt training materials to meet changing needs.
• Conduct professional skills training tailored to user roles.

Skills

Training program development

Communication skills

Ability to evaluate training needs

Technical skills training

Interpersonal skills

Education

Bachelor's degree in Education, Human Resources or related field

Tools

PowerPoint

Aderant Expert

Star Collect

Job description

• Responsible for designing and implementing learning and development programs that support the needs of the Client Accounting department including: training in business applications, professional skills and Client-specific processes and procedures, in both physical and virtual classroom settings.
• Responsible for testing new programs, developing new processes and creating, revising, delivering and tracking all training necessary to manage change and integrate new programs and processes into the daily work routine.
• Schedules, tracks and provides training to a diverse group of users, including managers and supervisors, all groups within the department (e.g., Compliance, Billing & Collections, Strategy & Analysis), introductory training for new hires and training for other departments (e.g., Secretarial Services).
• Follows established department curriculum and provides recommendations for updates to keep information aligned with current policies, procedures, and billing trends.
• Creates, updates and maintains training materials, including PowerPoint presentations, training manuals, handouts, practice exercises and system documentation.
• Evaluates and revises training and development programs as necessary, to adapt to the changing needs of the department and our Clients.
• Keeps training programs interactive and engaging for trainees.
• Conducts technical and professional skills training sessions tailored for specific users' roles, departments and level of experience.
• Works with managers/supervisors on transitioning new hires from training to mentoring.
• Tests software upgrades and implementations, documents new/modified procedures, creates and provides training, assists with developing test cases, identifying people to test, troubleshooting issues and conducting follow-up.
  • Technical Training:
    • Trains identified Client Accounting personnel, domestic and international, on core department programs (e.g., Aderant Expert, Star Collect) and macro reporting tools, ensuring thorough knowledge of the resources available for their specific job functions.
    • Actively participates in the testing, documentation, and implementation of new and upgraded business applications.
    • Documents and provides training on Client-specific processes and procedures.
  • Professional Skills Training:
    • Partners with Client Accounting managers and supervisors to validate and develop professional skills training programs.
    • Develops, delivers, and maintains various professional skills training programs, i.e. communication, writing, customer service, etc.
    • Demonstrates effective interpersonal, written, and verbal communication skills to facilitate effective work relationships with others.
    • Manages Firm resources responsibly.
    • Complies with and understands Firm operation, policies, and procedures.
    • Performs other related duties as assigned.