Training and Implementation Consultant – Accounting

🕒 May 14

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛠️ Implementation Specialist

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Logo of Pinewood.AI

Pinewood.AI

201 - 500 employees

Founded 1981

☁️ SaaS

🔒 Cybersecurity

Automotive • SaaS • Cybersecurity

Pinewood. AI is a company that provides a secure and scalable ecosystem of applications designed specifically for dealership groups in the automotive industry. Their solutions aim to unlock business value, enhance performance, and drive profitability through real-time data analytics and unified data management. With certifications in ISO 27001 and ISO 9001, Pinewood. AI prioritizes data security and simplifies processes for automotive professionals across 21 countries.

📋 Description

• Deliver end-to-end implementations of Pinewood.AI for dealership accounting and finance, from discovery and scoping through configuration, training, go-live, and hypercare. • Configure and validate financial workflows, including GL mappings, journal entries, reporting, integrations with OEMs, and third-party systems. • Design, adapt, and deliver high-quality training to mixed-ability audiences, from entry-level clerks to controllers and financial directors, both on-site and remotely. • Create and localise training materials for the North American market, tailoring terminology, spelling, examples, and process detail for US users. • Coach best practices for dealership financial workflows, including AP/AR, bank reconciliations, manufacturer statements, compliance, and month-end processes. • Deliver business change activities such as stakeholder alignment, adoption planning, and measurement of training effectiveness. • Capture lessons learned, contribute to implementation playbooks, and mentor colleagues to raise capability across the team. • Collaborate with product, support, and delivery teams to resolve issues, share feedback, and improve the overall rollout process. • Travel extensively across North America, approximately 80% of the time, to deliver on-site consultancy and training.

🎯 Requirements

• Significant background in dealership accounting, finance, or F&I operations with strong exposure to end-to-end financial processes. • Demonstrable expertise in training, facilitation, and change management for enterprise software (DMS or accounting/ERP platforms). • Hands-on experience configuring and validating financial workflows within dealership systems. • Experience designing curricula and training assets, including localisation for new markets. • Proven ability to manage complex multi-site rollouts and influence senior stakeholders. • Familiarity with major dealership management and financial systems such as CDK, Reynolds, Dealertrack, or similar platforms. • Excellent communication and presentation skills, able to engage and motivate mixed ability audiences. • Highly organised, analytical, and comfortable prioritising across concurrent projects. • Proven track record of improving implementation or training methodology across a team or organisation. • Experience working with fast-growing or international technology companies, ideally in startup-style environments. • Strong understanding of how dealership financial performance drives overall dealership success. • Adaptable and proactive, thriving in a fast-changing, start-up environment. • Willing and able 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

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