POSITION SUMMARY
The Finance Trainer will create, deliver, and facilitate training for the Finance department. The Finance Trainer will also focus on development programs that enhance financial quality, emphasize our commitment to caring for our customers, and promote performance, productivity, and career development. This position reports directly to the Director of Finance and ensures that Billing Business Unit and Corporate standards are met, while initiating and institutionalizing process improvements.
PRINCIPAL DUTIES AND RESPONSIBILITIES
- Create training materials, delivery methods and development programs for employees in alignment with the Billing unit and company strategy and standards.
- Present information, using a variety of instructional techniques and formats.
- Organize and develop training procedure manuals, guides and course materials.
- Recommend training programs to enhance end user experience.
- Monitor, measure, evaluate and record training activities and program effectiveness.
- Evaluate training materials for continuous improvement.
- Develop alternative training methods if expected improvements are not seen.
- Monitor training costs to ensure budget is not exceeded and justify expenditures.
- Stay up to date with current developments of training content and delivery methodologies.
- Participate in curriculum design and development. Recommend and participate in the redesign and maintenance of training materials.
- Adhere to Federal and State laws and regulation.
- Any other duties needed to help fulfill the Association’s Mission, abide by the Association’s Values and fulfill the Association’s Strategic Objectives.
EDUCATION AND EXPERIENCE
- Bachelor's degree or equivalent in accounting or a related field.
- Minimum 3 years of accounting experience.
- Minimum 2 years as a trainer and/or developer.
- Knowledge of systems and processes related to treasury, financial management and billing.
- Demonstrated presentation and communication skills (verbal and written).
- Duck Creek Insurance Suite billing and policy experience preferred.
- Insurance background a plus.
- Proficient with Microsoft Office Suite of products.