Tech Mahindra Hiring For AR O2C Trainer

Job Description Accounts Receivable, Cash Application & Cash Management Transition Trainer

Role Summary

The Accounts Receivable, Cash Application & Cash Management Transition Trainer will lead the learning and knowledge-transfer workstream for new process transitions, migrations, and operational ramp-ups. The role requires strong hands-on expertise in customer receipts, remittance processing, cash application, bank reconciliation, unapplied and unidentified cash, cash positioning, cash forecasting support, and related controls. The trainer will convert client and SME knowledge into structured curricula and controlled learning assets, deliver process training, assess learner proficiency, support go-live readiness, and drive targeted interventions through hypercare and stabilization until successful handover to business-as-usual operations.

Process Scope

• Cash Application: Receipt identification, remittance retrieval, customer and invoice matching, posting of lockbox, ACH, wire, cheque and credit-card receipts, on-account posting, short and overpayment handling, and daily application controls.
• Unapplied and Unidentified Cash: Investigation of missing or incomplete remittances, customer outreach, ageing review, suspense-account clearance, root-cause analysis, escalation, and timely resolution of unidentified or unapplied receipts.
• Cash Management: Daily bank-statement review, bank-account reconciliation, cash-position reporting, cash visibility, intercompany and fund-transfer support, value-date and bank-charge review, and inputs to short-term liquidity and cash forecasting.
• Accounts Receivable Controls and Reconciliation: Customer-account reconciliation, general-ledger interface checks, clearing-account review, month-end support, exception handling, ageing analysis, audit evidence, segregation of duties, and compliance with approval and posting controls.
• Transition and Training: Due diligence, process discovery, knowledge capture, curriculum design, SOP development, training delivery, assessments, reverse knowledge transfer, go-live readiness, hypercare, stabilization, and handover to operations.

Key Responsibilities

• Lead the training and knowledge-transfer workstream across due diligence, discovery, knowledge acquisition, validation, pilot, go-live, hypercare, stabilization, and formal business-as-usual handover.
• Partner with transition, operations, client SMEs, treasury, IT, quality, and controls teams to validate scope, process variants, banking channels, systems, interfaces, service levels, volumes, calendars, and critical dependencies.
• Create and manage the transition training plan, curriculum, session calendar, topic tracker, learning-path matrix, attendance, risks, dependencies, action log, and governance dashboard.
• Facilitate process walkthroughs, shadowing, hands-on system practice, case-based learning, mock transactions, reverse knowledge transfer, and teach-back sessions for cash application and cash management activities.
• Develop and maintain SOPs, process maps, desktop procedures, bank and payment-method matrices, remittance guides, exception playbooks, control checklists, job aids, training decks, and assessment banks with timely SME and client sign-off.
• Deliver training on receipt identification, remittance interpretation, customer and invoice matching, posting logic, tolerances, deductions, on-account cash, unapplied and unidentified cash, bank reconciliation, cash positioning, and forecasting inputs.
• Define role-based proficiency standards and conduct knowledge checks, practical simulations, process knowledge tests, teach-backs, and certification assessments to establish production readiness.
• Identify knowledge and performance gaps, perform root-cause analysis, and deploy coaching, nesting support, refresher training, and remediation plans in partnership with operations and quality.
• Prepare go-live readiness reports covering topic completion, learner certification, documentation, system access, open gaps, critical controls, risks, dependencies, and mitigation actions.
• Support hypercare by monitoring accuracy, unapplied cash, unidentified receipts, posting timeliness, reconciliation breaks, backlogs, service levels, and recurring errors, and convert trends into focused learning interventions.
• Chair training governance reviews and provide clear status reporting on coverage, proficiency, risks, actions, owners, target dates, and readiness decisions.
• Complete structured handover to operations, including trainer and SME sign-offs, residual-risk documentation, repository ownership, refresher plans, and post-transition support requirements.

Key Skills and Competencies

• Strong end-to-end Accounts Receivable and Order-to-Cash knowledge, with hands-on expertise in cash application, customer receipts, remittance processing, unapplied and unidentified cash, deductions, customer-account reconciliation, and month-end activities.
• Practical understanding of cash management activities, including bank-statement processing, bank reconciliation, daily cash positioning, liquidity visibility, fund-transfer support, value dates, bank charges, and short-term cash forecasting inputs.

Location: Techmahindra Malad, Mumbai

We prefer only immediate Joiners.

Interested people can share resume to below email address [email removed]