ERIC L. HELM
South Jordan
Summary
Experienced Training and Implementation Consultant with 20 years in software training and 25 years in accounting. Led full-cycle system implementations, developed training curricula, and enhanced operational and financial processes across various organizations. Expertise in translating complex accounting and software concepts into practical learning solutions.
Overview
37
37
years of professional experience
Work History
Client Consultant / Client Trainer
PCLM Business Solutions
South Jordan
01.2025 - 01.2026
- Led implementation engagements from initial discovery through go-live, guiding clients through system setup, data migration, and process alignment.
- Delivered customized software training to clients, ensuring smooth adoption of business management tools and operational workflows.
- Assessed client needs, creating tailored training plans, documentation, and support resources that facilitated effective learning.
- Provided ongoing consulting, enabling clients to optimize system utilization, streamline accounting processes, and enhance reporting accuracy.
- Built strong client relationships by offering responsive support, clear communication, and practical solutions to operational challenges.
- Collaborated with internal teams to relay client feedback, influencing product enhancements and improving overall user experience.
Senior Consultant / Client Trainer
Lightspeed DMS LLC
South Jordan
01.2005 - 01.2025
- Lead onsite, virtual, and classroom-based training for clients on dealer management software, accounting workflows, and operational best practices.
- Managed multi-day implementation projects, guiding clients through system setup and data validation to ensure successful process adoption.
- Develop advanced training curriculum, documentation, and instructional materials used across the organization.
- Facilitate multi-client classroom sessions, virtual workshops, and specialized training programs.
- Partnered with client leadership to customize training agendas and resolve operational challenges, enhancing financial accuracy.
- Act as a client advocate to the development team, providing user-driven insights to enhance software functionality.
- Mentor and train internal staff to ensure readiness for client-facing roles and consistent delivery quality.
- Supported clients in configuring accounting systems and ensuring reporting accuracy to optimize financial processes.
Accounting Clerk
Sun Optics / Insight Eyeworks
01.1999 - 01.2004
- Managed daily accounting operations, streamlining A/R, A/P, cash handling, and reconciliations to enhance financial accuracy.
- Prepared financial reports and facilitated month-end close activities to ensure timely financial visibility.
- Maintained accurate accounting records, reinforcing compliance with internal controls to safeguard organizational assets.
Health Plan Document Specialist
First Health
01.1994 - 01.1999
- Prepared and updated health plan documentation to ensure compliance and accuracy.
- Coordinated with internal teams to deliver plan materials accurately and on time.
Accounting Clerk
Corporation of the Presiding Bishopric
01.1989 - 01.1994
- Executed bookkeeping tasks to ensure accuracy of financial records and support reporting.
- Assisted with financial reporting, transaction processing, and record maintenance.
- Processed invoices and payments for optical products and services.
- Maintained accurate financial records using accounting software tools.
- Assisted in preparing monthly financial reports for management review.
Education
Associate Degree - Accounting
Ensign College
Salt Lake City, UT01.2005
Bachelor of Science - Business Administration
University of Phoenix
Salt Lake City, UT01.2004
Skills
- Client management
- Software implementation
- Project Coordination
- Curriculum Development
- Process Improvement
- Dealer Management Systems (DMS)
- Financial analysis
- Financial review
- Month-End Close
- A/R & A/P Processing
- Bookkeeping operations
- Team development
Timeline
Client Consultant / Client Trainer
PCLM Business Solutions
01.2025 - 01.2026
Senior Consultant / Client Trainer
Lightspeed DMS LLC
01.2005 - 01.2025
Accounting Clerk
Sun Optics / Insight Eyeworks
01.1999 - 01.2004
Health Plan Document Specialist
First Health
01.1994 - 01.1999
Accounting Clerk
Corporation of the Presiding Bishopric
01.1989 - 01.1994
Associate Degree - Accounting
Ensign College
Bachelor of Science - Business Administration
University of Phoenix