Training and Implementation Consultant – Accounting

📋 Description

• Oversee comprehensive implementations of Pinewood.AI for dealership accounting and finance, from initial discovery and scoping to configuration, training, go-live, and hypercare support.

• Set up and verify financial workflows, including general ledger mappings, journal entries, reporting, and integrations with OEMs and third-party systems.

• Design, modify, and provide high-quality training for diverse audiences, ranging from entry-level clerks to controllers and financial directors, both in-person and online.

• Develop and adapt training materials specifically for the North American market, customizing terminology, spelling, examples, and process details for users in the U.S.

• Guide best practices for dealership financial workflows, covering accounts payable/receivable, bank reconciliations, manufacturer statements, compliance, and month-end procedures.

• Conduct business change initiatives including stakeholder alignment, adoption planning, and assessments of training effectiveness.

• Document lessons learned, contribute to the creation of implementation playbooks, and mentor team members to enhance overall team capabilities.

• Work collaboratively with product, support, and delivery teams to address issues, provide feedback, and enhance the overall implementation process.

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

⛳️ Requirements

• Strong background in dealership accounting, finance, or F&I operations with extensive experience in 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.

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

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

• Knowledge of 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 adept at prioritizing multiple concurrent projects.

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

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

• Strong awareness of how dealership financial performance impacts overall dealership success.

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

• Willingness and ability to travel extensively across the U.S. and Canada (approximately 80%).

🏝️ Benefits

• A highly competitive salary

• Generous car allowance

• Outstanding bonus scheme

• Flexible combination of home and office working

• 4 weeks of paid time off (PTO)

• 401k plan

• Comprehensive health insurance benefits

• Regular one-on-one meetings and opportunities for career development