→Responsibilities related to one's technical skills and routine duties that support the L&D Department.
→Uphold the highest ethical standards when handling and discussing sensitive or confidential team member information.
→Design, deliver, and continuously enhance technical Assurance training programs for Philippine-based Assurance professionals supporting U.S. clients, ensuring alignment with Aprio’s standards and learning strategy.
→Monitor, track, and report on the effectiveness and impact of training programs using the Kirkpatrick Model and ROI Institute methodologies, supported by data-driven insights and measurable outcomes.
→Partner with U.S. and Philippine Assurance leaders, subject matter experts, and Learning & Development colleagues to assess evolving business, process, and skill needs, ensuring all learning solutions remain relevant and aligned with Aprio’s goals.
→Conduct both qualitative and quantitative learning needs analyses to identify skill gaps, measure training effectiveness, and recommend improvement strategies.
→Stay current on U.S. Assurance developments, industry best practices, and emerging trends in learning and development to ensure training remains practical, engaging, and future-ready.
→Act as an internal learning consultant, assessing needs, recommending solutions, and implementing targeted learning interventions to strengthen team capabilities.
→Recommend and lead innovative learning initiatives—such as new learning technologies, facilitation methods, or communication approaches—to enhance program reach and effectiveness.
→Design, develop, and execute comprehensive learning strategies and curricula that align with Aprio’s business objectives and industry-leading standards.
→Collaborate closely with Assurance SMEs and stakeholders to conduct learning needs analyses and co-develop course content that reflects real-world client work scenarios.
→Build and maintain strong partnerships with Assurance SMEs, internal trainers and facilitators by clarifying expectations, reviewing materials, and guiding their instructional approach for consistent delivery quality.
→Work closely with the Learning & Development leadership team to ensure Assurance training initiatives align with compliance requirements, internal standards, and professional development goals.
→Prepare, analyze, and present reports and insights on team member participation, progress, and performance across learning programs.
→Review and update learning materials—including presentations, manuals, e-learning content, and facilitator guides—to ensure technical accuracy, brand consistency, and adherence to NASBA and CPE standards when applicable.
→Coordinate participation of Philippine-based Assurance professionals in external training, certifications, or Assurance-related conferences to enhance technical competence and professional growth.
→Manage the end-to-end Assurance learning curriculum for Philippine-based professionals, serving as the primary contact for all training-related support, guidance, and inquiries.
→Facilitate and deliver instructor-led and virtual sessions on technical U.S. Assurance topics, ensuring engaging and impactful learning experiences that drive professional excellence.
→Responsibilities related to managing one's projects to deliver work timely and efficiently, while maintaining effective communication with relevant stakeholders.
→Collaborate closely with U.S. Assurance leaders, Professional Practice Group (PPG), offshore operations teams, and L&D partners to identify technical and process-related training needs, design training schedules, and ensure alignment with client and business priorities.
→Manage multiple training projects simultaneously—ranging from curriculum design to facilitation and post-training evaluation—ensuring all deliverables are completed on time, within scope, and to Aprio’s quality standards.
→Demonstrate strong communication and stakeholder management skills when engaging with subject matter experts, Assurance partners, and cross-functional teams across Philippines and the U.S. to ensure clarity, alignment, and consistency in training initiatives.
→Coordinate and collaborate with external learning vendors or consultants to enhance content quality, streamline processes, and ensure timely and relevant delivery of technical Assurance programs in accordance with NASBA standards.
→Exhibit strong interpersonal and diplomacy skills when resolving content or implementation challenges with SMEs and senior stakeholders, maintaining collaboration and trust across all levels.
→Partner with Human Resources and Learning teams to align foundational programs—such as Assurance Boot Camps for new hires and ongoing technical upskilling—with Aprio’s broader talent development initiatives.
→Develop detailed training calendars, agendas, and event schedules that outline session topics, facilitators, learning outcomes, and timelines for both virtual and in-person learning events.
→Facilitate consistent communication and coordination among key stakeholders in the offshore teams and the U.S. to secure alignment, engagement, and support throughout each phase of program execution.
→Present updates, insights, and recommendations to various leadership groups—including HR, L&D, Partners, Professional Practice Group (PPG), and Executive Leadership—gaining buy-in for new or enhanced Assurance learning initiatives.
→Manage time and resources effectively in a hybrid and remote working environment, ensuring responsiveness, efficiency, and balance across competing priorities.
→Support the annual L&D planning cycle by updating project plans, training schedules, and resource templates to ensure timely rollout of Assurance learning programs and initiatives.
→Responsibilities related to leveraging technology to maximize the team’s impact in terms of processes and program value.
→Leverage learning technologies and productivity tools—such as LCvista, MS Office Suite, Kahoot, Canva, and other digital learning applications—to design, deliver, and evaluate high-quality Assurance training programs for Philippine-based professionals serving Aprio’s U.S. clients
→Oversee the effective use and administration of LCvista and other learning management systems (LMS) to assign, track, and report training participation, CPE compliance, and learner progress.
→Collaborate with the U.S. and Learning & Development teams to support system enhancements, data accuracy, and consistent reporting standards across regions.
→Maintain and update L&D and Assurance Training SharePoint pages, ensuring access to the latest training schedules, learning materials, recordings, and development resources for all team members.
→Use proofreading and document collaboration tools (e.g., Adobe Acrobat, or any Aprio-approved platforms) to ensure all learning content meets Aprio’s quality, branding, and compliance standards.
→Apply data analytics and visualization tools (such as Excel, Power BI, or any Aprio-approved tools) to evaluate learning effectiveness, identify trends, and provide actionable insights to stakeholders.
→Utilize virtual collaboration platforms (Microsoft Teams or similar) to facilitate live instructor-led sessions, webinars, and cross-regional meetings effectively in a hybrid environment.
→Support the integration of new learning technologies or tools that enhance engagement, such as gamification platforms, simulation tools, or interactive e-learning design software (Articulate 360, Canva, BeautifulAI or similar).
→Manage user access, permissions, and content organization within digital learning systems to ensure seamless learner experience and data confidentiality.
→Partner with IT and global L&D teams to troubleshoot technical issues, coordinate platform updates, and ensure technology readiness for upcoming Assurance training programs.
→Evaluate new digital learning tools and recommend technology solutions that promote continuous learning, knowledge sharing, and scalability across Aprio’s Philippines and U.S. Assurance teams.
→Ensure all technology-enabled learning solutions comply with NASBA and firm-specific standards for CPE accreditation and professional learning documentation.
→Bachelor’s Degree: Accounting, Education, Psychology, Communications, Commerce, Finance, Human Resources (Required)
→Master’s Degree: Commerce, Finance, Accounting, Human Resources or Business Administration (MBA) (Preferred)
→2-3 years of experience using training software and tracking learning content in a learning management system (LMS), preferably LCvista. (Preferred)
→2-3 years of experience coordinating in-person, virtual, and hybrid event management logistics. (Required)
→2-3 years proven experience applying instructional design frameworks (e.g., ADDIE) and adult learning principles to design, develop, and deliver effective technical training programs. (Required)
→2-3 years demonstrated ability to evaluate training effectiveness using learning analytics, feedback, and performance metrics, with a track record of implementing improvements based on data-driven insights. (Required)
→2-3 years strong organizational, time management, and interpersonal skills, with the ability to balance multiple priorities and build relationships across global teams. (Required)
→2-3 years proficiency in leveraging learning technologies and tools (e.g., LMS, MS Office Suite, SharePoint, Articulate360, Power BI, and virtual facilitation platforms such as Teams or Zoom). (Required)
→2-3 years of experience in a client service or teaching role with a keen interest in transitioning into the training domain. (Preferred)
→Certified Public Accountant (CPA) – PH/US (Required)
→Instructional Design (ID) (Preferred)
→Certified Internal Auditor (CIA): Institute of Internal Auditors Philippines (IIA-Philippines) or similar (Preferred)
→CISA (Certified Information Systems Auditor): ISACA, Unichrone or similar (Preferred)
→ACCA (Association of Chartered Certified Accountants): The ExP Group Philippines or similar (Preferred)
→IFRS Certification or Diploma (AICPA or ACCA-issued): PwC Academy or similar (Preferred)
→Digital Learning & Instructional Design Certificate: Digital Learning Institute (DLI) (Preferred)
→CLDP / CPLP / CPTD – Certified Professional in Talent Development: Association for Talent Development (ATD) / CLDP (Preferred)
→Instructional Design or eLearning Certification: ATD, USA or any Training Industry (Preferred)
→NASBA CPE Sponsor familiarity or certification in CPE program management: NASBA, AICPA, Professional Education Services (PES), The Consultants Training Institute (CTI) or any authorized training providers (Preferred)
→Training and Facilitation Certificate (TFC): Association for Talent Development (Preferred)
→Certified Learning Facilitator (CLF): International Institute for Facilitation (Preferred)
→Corporate Trainer Certification (CTC): Management and Strategy Institute (Preferred)