Financial Planning OneStream Trainer

Role Name:
Financial Planning One Stream Trainer
Location:
Toronto, ON
Duration:
Contract

JOB DESCRIPTION:

Role Overview :
This role is part of a global Financial Planning & Analysis (FP&A) process and technology transformation that includes migration of operations to One Stream. The FP&A Trainer will be responsible for driving adoption of the future state planning, budgeting, and forecasting processes implemented in One Stream. This includes educating client superusers, end-users, and internal teams on One Stream capabilities and defined processes.

The trainer would act as a bridge between the technical One Stream expertise from the product team and the functional working needs of client end users. This would involve close work and knowledge transfer with functional and technical consultants on the project to understand the customizations that have been made to the standard platform. The trainer would also need to develop and maintain training materials that would be leveraged for learning (hands-on system demonstration and business process walkthrough) sessions with the business users and often include PowerPoint instructor guides, classroom for hands-on practice, quick reference guides, competency test questions, etc.

to be used for training / knowledge sustainment.

Key Responsibilities:

• Support and deliver business-oriented training on One Stream FP&A to end users

• Lead training content development and delivery for all identified topics

• Develop quick reference guides, videos, and other training collateral addressed to business users, if needed

• Create and maintain learning plans relevant to the end user personas

• Coordinate with team members and client counterparts for training set-up and execution activities including scheduling, participation, logistics, and reporting

• Collaborate closely with functional and technical consultants to understand the configurations of the platform

• Understand and deliver training on integrations of One Stream with other existing systems in the FP&A process

• Deliver training sessions both in-person and virtually

• Open to travel (if needed) to global client locations

Skills and

Qualifications:



•

Experience:

+ years in leading development and delivery of FP&A training in One Stream

• FP&A Process Knowledge:
Hands-on experience with planning and forecasting activities or in-depth knowledge of FP&A operations

• Communication

Skills:

Clear and effective verbal and written communication. Ability to convey complex and technical information in a manner accessible to non-technical individuals.

• Learning and Development:
Willingness to learn and adapt to new training methodologies, deliverable types, and products.

• Customer Interaction:
Ability to engage with clients and understand their training needs. Customer service orientation.

•

Collaboration:

Ability to work effectively in a team and ask questions. Openness to feedback and continuous improvement.

• Instructional Design:
Proficiency in designing effective and professional training content.

• Willingness to travel for on-site training engagements and work across time zones

Other Considerations:

• Valid Onstream certification (One Stream Certified Associate, Professional, or Specialist)

• Valid financial planning certification (, FPAC, FPAP, FPAMC, etc.)

•

Experience:

+ years in leading development and delivery of FP&A training in One Stream

• FP&A Process Knowledge:
Hands-on experience with planning and forecasting activities or in-depth knowledge of FP&A operations

• Communication

Skills:

Clear and effective verbal and written communication. Ability to convey complex and technical information in a manner accessible to non-technical individuals.

• Learning and Development:
Willingness to learn and adapt to new training methodologies, deliverable types, and products.

• Customer Interaction:
Ability to engage with clients and understand their training needs. Customer service orientation.

•

Collaboration:

Ability to work effectively in a team and ask questions. Openness to feedback and continuous improvement.

• Instructional Design:
Proficiency in designing effective and professional training content.

• Willingness to travel for on-site training engagements and work across time zones