Corporate Financial Trainer (Ref#016)

POSITION OVERVIEW

We are seeking a knowledgeable and engaging Corporate Financial Trainer to join our Learning & Development team. This role is responsible for designing, delivering, and evaluating finance-focused training programs that support financial performance and employee development across the organization. The ideal candidate combines a strong background in education and finance, is a confident facilitator, and excels in creating custom training solutions in collaboration with business lines and financial departments.

KEY RESPONSIBILITIES 

• Design and deliver comprehensive finance-related training programs, including onboarding, technical financial skills, compliance, budgeting, forecasting, and financial systems.
• Partner with the Finance Department to develop core training and skill-building for finance teams.
• Collaborate with other business lines to assess needs and create custom learning programs, including one-on-one coaching, team workshops, and tailored learning paths.
• Apply instructional design best practices to develop engaging materials such as manuals, e-learning content, presentations, and job aids.
• Evaluate training effectiveness through feedback, assessments, and performance metrics, and recommend data-driven improvements.
• Drive the implementation and use of learning technologies (e.g., Learning Management Systems) to support access and scalability.
• Work with subject matter experts to ensure training content reflects current financial practices and business priorities.
• Stay informed on emerging trends in finance and training to bring innovative learning solutions to the organization.

IDEAL QUALIFICATIONS

• Bachelor’s or Master’s degree in Education, Training & Development, or a related field combined with formal financial qualifications (e.g., degree, certification, or relevant experience in finance or accounting).
• 3–5 years of experience in corporate training or instructional design, with a strong emphasis on financial content.
• Demonstrated ability to deliver both in-person and virtual training sessions.
• Deep understanding of instructional design methodologies (e.g., ADDIE, SAM).
• Excellent facilitation, communication, and stakeholder collaboration skills.
• Experience working with LMS platforms (e.g., Cornerstone, Workday, Moodle).
• Proficiency in Microsoft Office Suite and content development tools (e.g., Articulate, Canva, Adobe Captivate).