Aprio PH - Learning and Development Senior Specialist, Assurance Training

Position Responsibilities

Core L&D Functions

• 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.

Communication, Project Management, and Time Management Functions

• 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.

Technology Functions

• 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.

Qualifications

• 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)…