Training Manager

Required Qualifications

• Bachelor's degree (foreign equivalent or higher).
• Four (4) years of full-time experience leading and conducting training efforts in a financial environment.
• Project management experience.
• Experience with Microsoft Office Suite and/or Google Workspace.

Preferred Qualifications

• Advanced degree (foreign equivalent or higher).
• Experience working in higher education, non-profit, or similar institutions.
• Experience working with Learning Management Systems (LMS) and e-learning authoring tools (e.g., Articulate Storyline or Adobe Captivate) to create simulated system environments.
• Familiarity with Persona Based training.
• Experience designing training for financial systems, such as Budgeting, Planning, and Forecasting tools (e.g., Oracle EPBCS, Workday Adaptive Planning, or PeopleSoft Financials).
• Proven experience training end-users on complex financial workflows, including budgeting, forecasting, and expense management systems.

Brief Description Of Duties

The Training Manager serves as the strategic training lead across all transformation initiatives within the Budget, Financial Planning and Analysis office at Stony Brook University. This role operates with a high degree of independence and is responsible for designing, implementing, and sustaining a comprehensive training infrastructure that supports the University’s evolving financial systems, processes, and policies. The Training Manager partners closely with finance leadership, technical teams, and campus stakeholders to identify capability gaps and deliver targeted, persona-based training solutions. This role ensures that the University’s financial community is equipped with the knowledge, tools, and data literacy required to effectively manage budgets, forecasts, and financial operations in a complex and changing environment. This position requires a self-directed leader who can independently assess needs, develop strategy, execute training programs, and continuously improve learning outcomes with minimal oversight.

Training Needs Assessment & Analysis

• Independently assess training needs across diverse stakeholder groups impacted by financial systems and process changes: Lead workshops and discovery sessions to evaluate readiness, knowledge gaps, and user challenges.
• Partner with budget analysts and functional teams to identify recurring errors, inefficiencies, and areas for targeted intervention.
• Analyze gaps related to key financial cycles, including budget development, mid-year forecasting, and year-end close.

Training Strategy & Program Development

• Develop and execute a comprehensive, scalable training strategy aligned with BFPA and University-wide transformation goals: Define training approaches tailored to different audiences, balancing instructor-led, self-service, and digital learning methods.
• Build and maintain an annual training roadmap aligned with fiscal milestones and system rollouts.
• Ensure training programs support both initial adoption and long-term sustainability.

Training Design & Content Development

• Design high-quality, persona-based training materials tailored to user roles (e.g., executives, budget managers, administrative staff): Develop multi-format learning solutions including instructor-led sessions, e-learning modules, job aids, videos, and quick reference guides.
• Create realistic, scenario-based training using simulated system environments where applicable.
• Establish and facilitate “Budget Labs” and “Office Hours” to provide hands-on support and reinforce learning.
• Collaborate with stakeholders to review and continuously refine training content.

Training Delivery & Facilitation

• Lead end-to-end training delivery, including scheduling, logistics, and execution.
• Coordinate with technical teams to establish and maintain training environments.
• Deliver engaging, effective training sessions for end users and leadership audiences.
• Lead “train-the-trainer” programs to build internal capacity among super users and SMEs.
• Provide ongoing education through refresher sessions, targeted workshops, and 1:1 support.

Training Evaluation & Continuous Improvement

• Define and track key performance indicators (KPIs) to measure training effectiveness and adoption.
• Design and administer surveys, feedback mechanisms, and knowledge assessments.
• Analyze training outcomes and identify opportunities for improvement.
• Develop and maintain user support resources, including FAQs and knowledge bases.
• Deliver regular reporting and insights to leadership on training impact, risks, and opportunities.