Learning Delivery Specialist, Accounting

Training Delivery & Facilitation

• Deliver high-quality training on financial management systems, ERP modules, workflows, and reporting tools.
• Facilitate sessions for accounting audiences, including AP/AR specialists, accountants, controllers, and finance leaders.
• Adapt explanations and content dynamically based on the client’s accounting structure, chart of accounts, controls, and business rules.
• Explain complex financial concepts (e.g., accruals, deferred revenue, reconciliations, fund accounting) in accessible terms for diverse learners.
• Use scenarios, examples, and demonstrations specific to accounting operations in the community association management environment.

Accounting & ERP Product Expertise

• Maintain deep subject-matter expertise in financial products, including general ledger, AP/AR, budgeting, reporting, bank reconciliation, allocations, and month-end processes.
• Understand how accounting workflows translate into system actions and vice versa.
• Stay informed on product enhancements, new finance features, and regulatory impacts that may affect training.

Curriculum Collaboration

• Partner with L&D Specialists and Instructional Designers to co-create facilitator guides, demos, and delivery tools for financial training.
• Ensure financial training materials accurately reflect accounting best practices, internal controls, and compliance considerations.
• Provide feedback to curriculum teams on where learners struggle, what workflows need clearer documentation, or what needs re-sequencing for better comprehension.

Learner Engagement & Applied Learning

• Facilitate hands-on practice: journal entries, AP workflows, reporting drills, reconciliations, and approval pathways.
• Adjust pacing and depth based on learners’ accounting backgrounds (novice to advanced).
• Field complex accounting questions and provide real-world examples to bridge theory and system behavior.
• Tailor training session flow based on the client’s accounting maturity, staff size, and process complexity.
• Create inclusive, supportive learning environments where people feel safe asking questions and exploring complexity.
• Tailor explanations, workflows, and scenarios based on learner roles (e.g., community manager, accounting, support, board members, etc.).
• Navigate challenging questions and high-pressure moments with confidence and professionalism.

Continuous Improvement

• Collect insights on where financial users encounter friction and collaborate with Product Learning & Enablement to inform product enhancements.
• Recommend improvements to financial curricula, demo data, and practice exercises.
• Provide feedback to implementation and support teams on recurring accounting issues observed during training.