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Sr Learning Specialist - Accounting

United States, Richardson · Job Posted May 29, 2026
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Job Description

The Accounting Process Specialist is primarily responsible for supporting the Learning and Development Team, and branches undergoing a new system implementation by creating and performing needs assessments for the branch or organization and developing the processes and training materials needed for the functioning of the organization. The Specialist would design and facilitate both initial and recursive training required for Branch Office Client Management, Customer Service, and Accounting. The Specialist would also contribute to the design and facilitation of both live and online training and contribute to online content curation and learner engagement. While the primary area of responsibility will be new system implementations, specific projects are determined at the direction of the Regional Vice President of Operational Integrations within the Transformation Team. This role is remote but travel is required.

Job Responsibility

  • Gather information from SMEs and the L&D Team to design content and training materials for classroom, web, and online learning
  • Develop assessment tools to evaluate the impact of employee training
  • Develop assessment tools to evaluate the effectiveness and impact of the programs
  • Interface with home office, branch and CSSC leadership to include directors, managers, and supervisors as necessary in the development and production of training products and tools
  • Catalog and maintain training documents
  • Develop curriculum for Train the Trainer sessions for new Learning Specialists and Branch Trainers
  • Other duties as assigned
  • Moderate travel required – up to 50%

Requirements

  • Bachelors Degree preferred
  • 5 years of industry accounting experience of equivalent
  • Demonstrated training or equivalent experience
  • Knowledge of Microsoft Office products (Outlook, Excel, Word, Power Point, Mix, etc.) at a proficient level
  • Knowledge of Associa Systems including C3, TownSq, Strongroom, Branch Access and others that may added to the platform
  • Knowledge of Client Accounting best practices using Associa Systems
  • Instruction Design for live and virtual training
  • Conflict resolution skills
  • Polished public speaking and webinar hosting
  • Exceptional communication skills (phone, interpersonal, written, verbal, etc.)
  • Professional appearance and conduct
  • Professional customer service skills
  • Project Management at a proficient level
  • Self-motivated, proactive, detail oriented and a team player
  • Time management and time critical prioritization skills
  • Valid driver's license
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