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About the role
Key responsibilities & impact- Serve as the primary liaison between Assurance and the Learning, Development, and Engagement team, ensuring effective communication and alignment of learning initiatives with business objectives.
- Act as a strategic partner to business leaders, proactively identifying capability gaps and recommending forward-looking learning strategies informed by internal and external trends.
- Monitor external trends in the accounting profession, Assurance standards, and regulatory environment, and translate insights into learning priorities and program recommendations.
- Collaborate with stakeholders to ensure learning strategies are aligned with both immediate and long-term business goals.
- Lead the strategic oversight of learning solutions, delegating development and delivery where appropriate.
- Provide governance and guidance over onboarding and core curriculum programs.
- Collaborate with our Learning Content Strategist and the larger L&D Team to create engaging learning materials, including presentations, manuals, e-learning modules, and hands-on exercises.
- Facilitate experienced hire onboarding including technical and software training.
- Facilitate technical training sessions, adapting content and delivery to effectively engage learners across varying experience levels—from A1s through Partners.
- Coordinate CPE activities between the department and L&D, ensuring compliance with professional development requirements.
- Design, develop, and deliver and support delivery of comprehensive new hire onboarding programs tailored to departmental needs.
- Assess and evaluate the effectiveness of learning programs, making data-driven improvements as needed.
- Foster a culture of continuous learning and professional growth within the department.
- Coordinate with global offices to offer comparable live trainings.
- Perform other duties as assigned by the Director or Senior Manager of Learning, Development & Engagement.
Requirements
What you’ll need- Bachelor’s degree in a relevant field (e.g., Business, Education, Human Resources, or related discipline).
- Minimum of 5-7 years of experience in Assurance, including at least 2 years in a Manager-level role.
- Active CPA license required.
- Experience in learning strategy, talent development, or L&D partnership roles preferred.
- Familiarity with CPE requirements and coordination is a plus.
- Experience facilitating learning experiences and applying adult learning principles to create engaging, retention-focused content.
- Excellent communication and relationship-building skills, with the ability to engage stakeholders at all levels.
- Strong project management and organizational abilities.
- Knowledge of instructional design principles and adult learning methodologies.
- Analytical and critical thinking skills to assess learning needs and measure program effectiveness.
- Ability to interpret industry, regulatory and business trends and translate them into actionable learning strategies.
- Professionalism, adaptability, and a collaborative mindset.
- Willingness to travel approximately 25%.
Benefits
Comp & perks- Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
- Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
- Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
- Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
learning strategytalent developmentinstructional designadult learning principlesproject managementdata-driven improvementsCPE coordinationonboarding programstechnical traininglearning materials development
Soft Skills
communication skillsrelationship-buildingorganizational abilitiesanalytical skillscritical thinkingprofessionalismadaptabilitycollaborative mindsetstakeholder engagementcontinuous learning culture
Certifications
Bachelor’s degreeCPA license
