Process Trainer F & A

Company Description

Sutherland is looking for a self-motivated, team-oriented and career-oriented person to join us as a Lead - New Hire Training. We are a group of driven and hard-working individuals. If you are looking to build a fulfilling career and are confident you have the skills and experience to help us succeed, we want to work with you!

Job Description

This role requires the Lead Trainer to support Training Delivery for an esteemed client in the student support program industry. The training delivery includes and is not limited to designing, delivering Process Specific and Foundation training and supporting the Asst Manager in executing Knowledge Transfer (KA and KC) for new programs and transitions. The Lead Trainer will be responsible for managing ongoing training interventions for the assigned Lines of Business and Programs through managing recurring Process Document and Training Content updates and approvals. The candidate will also be required to ensure effective dissemination of the process changes and process and product updates to existing and new hires.

The role will encompass:

• The Training Specialist will play a key role in supporting Finance & Accounting (Record to Report / Accounts Payable) learning initiatives by identifying training needs, designing training solutions, and ensuring capability development across the function.
• The role involves close collaboration with the Assistant Manager, cross-functional stakeholders, and the Global Training Leader to drive an effective end-to-end training lifecycle.

Training Needs & Stakeholder Management

• Support the Assistant Manager in engaging and managing stakeholders across multiple business units and client verticals.
• Identify, assess, and document training needs across RTR/AP processes and related sub-functions.

Training Design & Delivery

• Design, develop, and deliver training programs tailored to F&A environments, covering process expertise, system usage, compliance, and soft skills.
• Conduct onboarding and ongoing training sessions for new hires and existing employees.
• Ensure successful certification and readiness of trainees transitioning into production roles.

Training Content & Documentation

• Create, update, and standardize training materials such as manuals, SOPs, decks, task guides, and digital learning assets.
• Continuously refresh content to reflect new process releases, policy updates, and system enhancements.
• Review ERP/system documentation to remain current with new updates.

Performance Evaluation & Reporting

• Evaluate trainee performance, identify skill gaps, and provide structured feedback to improve learning outcomes.
• Maintain detailed records of training sessions, assessments, participant progress, and process updates.

Collaboration & Special Initiatives

• Work with the Assistant Manager to provide inputs to the Global Training Leader for Monthly, Quarterly, and Annual business reviews.
• Contribute to New Sales and Solutioning initiatives by supporting Knowledge Acquisition plans.
• Support in capability-building initiatives including content design, learning needs assessment, e-learning development, and training effectiveness measurement.

Operational & Behavioral Competencies

• Demonstrate strong communication and interpersonal skills to interact with teams across levels.
• Effectively handle operational scenarios through proactive thinking and problem-solving.
• Adapt to fast-paced, dynamic environments and collaborate within cross-functional teams.
• Support decision-making through data-driven analysis and insights.

Qualifications :

Position Requirements:

Educational Qualification - bachelors degree in business administration, Finance, or a related field.

Experience

• Minimum 4+ years in a Third-Party Outsourcing (BPO) environment, preferably in B2C operations or F&A training.
• Experience in delivering structured training programs in a process-oriented environment.
• Exposure to transitions and knowledge transfer (preferred).

Technical Skills

• Finance Domain: Working knowledge of RTR or AP processes; familiarity with ERP platforms (SAP/Oracle/Workday/others).
• Excel (IntermediateAdvanced):
• VLOOKUP
• Pivot Tables
• SUMIFS / COUNTIFS
• Charts & chart analysis
• Merging data
• Conditional formatting
• Data validation

Behavioral Skills

• Strong verbal and written communication skills.
• Excellent interpersonal capabilities with the ability to engage with all organizational levels.
• Capability to work under pressure and meet tight deadlines.
• Passion for training, coaching, and employee development.
• Intermediate to Advance excel skills for L3 - resources should be able to use following functions
• VLOOKUP
• Pivot Tables
• SUMIFS, COUNTIFS
• Charts & Chart Analysis
• Merge Data
• Conditional formatting
• Data Validation