Training and Implementation Consultant – Accounting

This is a fully remote position, open to applicants in United States.

📋 Description

• Execute comprehensive implementations of Pinewood.AI for dealership accounting and finance, encompassing discovery and scoping through configuration, training, go-live, and hypercare.

• Set up and validate financial workflows, which include GL mappings, journal entries, reporting, and integrations with OEMs and third-party systems.

• Design, customize, and provide high-quality training for diverse audiences, ranging from entry-level clerks to controllers and financial directors, both on-site and virtually.

• Develop and localize training materials tailored for the North American market, adjusting terminology, spelling, examples, and process details for US users.

• Guide best practices for dealership financial workflows, covering AP/AR, bank reconciliations, manufacturer statements, compliance, and month-end processes.

• Conduct business change activities, including stakeholder alignment, adoption planning, and evaluation of training effectiveness.

• Document lessons learned, contribute to implementation playbooks, and mentor colleagues to enhance team capabilities.

• Partner with product, support, and delivery teams to troubleshoot issues, provide feedback, and enhance the overall rollout process.

• Travel extensively throughout North America, approximately 80% of the time, to deliver on-site consultancy and training.

⛳️ Requirements

• Extensive experience in dealership accounting, finance, or F&I operations with a strong understanding of end-to-end financial processes.

• Proven expertise in training, facilitation, and change management for enterprise software (DMS or accounting/ERP platforms).

• Practical experience in configuring and validating financial workflows within dealership systems.

• Background in designing curricula and training materials, including localization for new markets.

• Demonstrated ability to manage complex multi-site rollouts and influence senior stakeholders effectively.

• Familiarity with major dealership management and financial systems such as CDK, Reynolds, Dealertrack, or similar platforms.

• Exceptional communication and presentation skills, capable of engaging and motivating diverse audiences.

• Highly organized, analytical, and proficient in prioritizing multiple concurrent projects.

• Proven history of enhancing implementation or training methodologies within a team or organization.

• Experience with fast-growing or international technology companies, ideally in startup-like environments.

• Strong grasp of how dealership financial performance contributes to overall dealership success.

• Adaptable and proactive, thriving in a dynamic, startup environment.

• Willingness and ability to travel extensively across the United States and Canada (around 80%).

🏝️ Benefits

• A very competitive salary

• Generous car allowance

• Excellent bonus scheme

• Flexible mix of home and office working

• 4 weeks PTO

• 401k

• Excellent health insurance benefits

• Regular 1-2-1s and career development opportunities