Process Trainer - US Accounting

Role Details:

Designation Team Leader / Manager Department L&D
Grade 5D / 4C Sub Grade Intermediate Level
Role Process Trainer – US Accounting Process Learning & Development
Reporting to Gargi Pandit Department Head Kevin Dias

IJP Criteria:

  • Minimum of one year's continuous employment with the organization is mandatory.
  • Employee must have received "Met Expectation" & above rating in last appraisal.
  • Employees who have been promoted in the past year through an appraisal IJP are ineligible to reapply through IJP.
  • Employees may apply for roles that are one level higher than their current position for Vertical IJP.
  • Employees may apply for roles at the same level as their current position for Lateral IJP.
  • Employees must not be on a Corrective Action Plan (CAP) or have received any formal warnings from HR.
  • Employees must remain with the organization for at least one year after being promoted through the internal job posting (IJP) process.
  • A minimum tenure of 18 months in the new role is mandatory before employees can apply for any subsequent role change or IJP.
  • This internal job posting (IJP) is for Ahmedabad & Mumbai locations for the US Accounting role, employees can work from any respective location, as this opportunity is open only for roles that require working from office from Ahmedabad or Mumbai location.
  • Employees who were rejected in a recent internal job posting (IJP) are ineligible to apply for new IJPs for six months following the month of their rejection.
  • Employees currently on notice period must withdraw their resignation if they wish to apply through the internal job posting (IJP) process.

Interview & Selection Process:

  • Application Review: The HR team will verify all applications according to IJP criteria.
  • Round One: The recruitment team, along with the hiring manager and department head, will conduct interviews to evaluate candidates based on the assessment criteria.
  • Round Two: Global CHRO and the COO will review and approve the final fitment.

Desired Skills:

  • Academic: Graduate or Post-Graduate degree in Commerce, or an equivalent professional accounting qualification.
  • Experience: 3-4 years of hands-on experience in US Accounting or international Accounting.
  • Accounting Software: Familiarity with leading accounting platforms such as QuickBooks, Sage Intacct, or Xero is highly advantageous, alongside an ability to adapt to new software quickly.
  • Office Productivity: Sound proficiency in MS Office, with advanced knowledge of MS Excel and Outlook.
  • Analytical Thinking: Superior analytical and problem-solving skills with a highly detail-oriented approach to financial data.
  • Communication: Exceptional verbal and written English communication skills for effective client and team interaction.
  • Adaptability & Collaboration: Proven ability to work both independently and collaboratively across different organizational levels, with the flexibility to adapt to varying shift timings.

Job Description:

  • Core Domain Expertise: Deep understanding of US GAAP, accrual accounting, bank reconciliations, accounts payable/receivable workflows, and month-end closing processes.
  • Accounting Platforms: Proficiency in teaching and navigating cloud accounting software (e.g., QuickBooks Online, Xero, NetSuite – alike software).
  • Process Mapping: Ability to train team members on reading general ledgers and identifying accounting anomalies.

Aligned Competencies & Behaviors

  • Constructive Communication: Translates complex accounting workflows and debit/credit adjustments into clear, simple instructions.
  • Collaboration & Co-Creation: Partners closely with accounting operations team leads to identify skill gaps in ongoing client deliverables and co-design targeted refresher training modules.
  • Execution Excellence: Holds high, disciplined standards for training documentation, ensuring internal candidates master the precise processing standards expected by clients.

Additional Details:

Qualification Graduate in Commerce / Postgraduate in Commerce
Language Proficiency (If Any) English, Hindi, Marathi.
Required Certifications (If Any) QuickBooks Certification
Computer Proficiency & specifications Sound Knowledge of MS Office, mainly MS Excel and MS Word
Behavioral Competencies (ASK Framework) Should be a cultural fit for PABS