Aprio PH - Senior Learning and Development Specialist

Aprio's Learning and Development team

Position Responsibilities:

• Maintain the highest ethical standards when discussing and interacting with sensitive and confidential team member data.
• Stay abreast of business, process, and skill needs, ensuring developmental opportunities remain relevant and delivered in the most effective format, or shifting based on Aprio's evolving needs.
• Conduct qualitative and quantitative analyses to assess learning needs, measure training effectiveness, and identify improvement opportunities.
• Produce virtual and in-person training through Zoom and Conferences io to ensure programs are educational, engaging, technically sound, and user-friendly, leading to a successful learning experience for team members.
• Prepare program evaluation reports using feedback and performance data to measure training program impact and improve future development initiatives.
• Prepare and develop training content and materials such as presentations, manuals, e-learning modules, and instructional guides, ensuring alignment with branding standards and NASBA requirements for CPE credits.
• Systematically assess, design, develop, implement, and evaluate training programs based on learners' needs and objectives following the ADDIE model.
• Conduct thorough learning needs analyses with SMEs and stakeholders to inform training and course development.
• Run, analyze, and present various team member reports.
• Review training content and materials such as presentations, manuals, e-learning modules, and instructional guides, ensuring alignment with branding standards and NASBA requirements for CPE credits.
• Develop high-quality and branded deliverables by proofreading materials and Projects with strong attention to detail.
• Complete necessary learning administration tasks, including creating course rosters, updating attendance in LCvista, and preparing training reports for SMEs and L&D leads.
• Execute live and hybrid event management logistics such as meeting room reservations, food ordering, printing materials, and supply orders.
• Monitor and respond to inquiries in the Learning & Development inbox.
• Coordinate with trainers to confirm availability, test technology, and equip them with training resources.
• Effectively manage time and projects in hybrid and remote environments where in-person engagement may be limited.
• Execute multiple projects simultaneously, ensuring their effective and timely completion, leveraging leadership support to prioritize as needed.
• Coordinate and collaborate with external vendors for process improvement, timely content delivery and relevant curriculum development in line with NASBA standards.
• Coordinate and schedule training sessions to ensure maximum participation and minimal operational disruption, documenting all programs in the L&D calendar for training across modalities (group live, group internet-based, hybrid, and self-study) and communicating expectations to team members.
• Demonstrate strong communication skills when working with stakeholders, training audiences of various sizes, committees, leaders, and vendors.
• Develop detailed agendas and schedules for live programs and events, including session topics, speakers, and activities.
• Facilitate Communication and coordination among all stakeholders to ensure alignment and buy in to successfully execute Projects.
• Support L&D annual planning process (update planning templates and schedules, plan and schedule training, and compile resources for upcoming training and programs).
• Leverage software, such as LCvista, Wordtune, Grammarly, and MS Office Suite, to develop training, reports, and improve workflow.
• Prepare for group-live or group-internet-based programs by testing and troubleshooting IT needs such as software access, permissions, and IT support availability.
• Support software implementation efforts that impact learning and development functions.
• Use Excel to generate and analyze pivot tables and charts to track and showcase training metrics, progress, and results to recommend refinements to the L&D strategies, programs, curriculum, and firm processes.
• Maintain L&D and pod-specific SharePoint pages to include current and up-to-date information on training and development programs for all audience levels throughout the firm.

Qualifications:

• 4-5+ Experience using training software and tracking learning content in a learning management system (LMS), preferably LCvista
• 4-5+ Experience coordinating in-person, virtual, and hybrid event management logistics
• 4-5+ Experience applying the ADDIE model and other learning theories to develop, design, and deploy training in a public accounting environment
• 4-5+Experience evaluating training program effectiveness through metrics, feedback, and assessments, making continuous improvements based on insights; Required
• 4-5+Demonstrated organization, time management, and interpersonal skills with the ability to collaborate on a diverse team and manage multiple projects simultaneously; Required
• 4-5+Experience leveraging technology to create diverse training materials, including guides, presentations, videos, and live recordings, fostering a dynamic learning environment; Required
• Experience in a client service or teaching role with a keen interest in transitioning into the training domain; Preferred
• Education Program of Study; Preferred
• Bachelor’s Degree Education, Instructional Design, Psychology, Communications, Human Resources or another related field; Required
• Master’s Certification Instructional Design; Preferred
• Master’s Degree Education, Instructional Design, Psychology, Communications, or Human Resources Preferred
• Certification Credentialing Organization; Preferred
• Digital Learning & Instructional Design Certificate Digital Learning Institute (DLI) Preferred
• Instructional Design Certificate Association for Talent Development (ATD) Preferred