Client Accounting Training & Development Specialist

FTE Client Accounting Training & Development Specialist
Hybrid/New York City

The Opportunity

We are seeking a Client Accounting Training & Development Specialist to join our Firm. This individual will be responsible for designing and implementing learning and development programs that support the needs of the Client Accounting department including: training in business applications, professional skills and Client-specific processes and procedures, in both physical and virtual classroom settings. Responsibilities also include testing new programs, developing new processes and creating, revising, delivering, and tracking all training necessary to manage change and integrate new programs and processes into the daily work routine.

• Responsible for designing and implementing learning and development programs that support the needs of the Client Accounting department including: training in business applications, professional skills and Client-specific processes and procedures, in both physical and virtual classroom settings.
• Responsible for testing new programs, developing new processes and creating, revising, delivering and tracking all training necessary to manage change and integrate new programs and processes into the daily work routine.
• Schedules, tracks and provides training to a diverse group of users, including managers and supervisors, all groups within the department (e.g., Compliance, Billing & Collections, Strategy & Analysis), introductory training for new hires and training for other departments (e.g., Secretarial Services).
• Follows established department curriculum and provides recommendations for updates to keep information aligned with current policies, procedures, and billing trends.
• Creates, updates and maintains training materials, including PowerPoint presentations, training manuals, handouts, practice exercises and system documentation.
• Evaluates and revises training and development programs as necessary, to adapt to the changing needs of the department and our Clients.
• Keeps training programs interactive and engaging for trainees.
• Conducts technical and professional skills training sessions tailored for specific users' roles, departments and level of experience.
• Works with managers/supervisors on transitioning new hires from training to mentoring.
• Tests software upgrades and implementations, documents new/modified procedures, creates and provides training, assists with developing test cases, identifying people to test, troubleshooting issues and conducting follow-up.
• Technical Training:
• Trains identified Client Accounting personnel, domestic and international, on core department programs (e.g., Aderant Expert, Star Collect) and macro reporting tools, ensuring thorough knowledge of the resources available for their specific job functions.
• Actively participates in the testing, documentation, and implementation of new and upgraded business applications.
• Documents and provides training on Client-specific processes and procedures.