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Financial Operations Training Program

Confidential Client•Education
Entry LevelFull-timeOn-Site$60,000 - $76,000
Penn Hills, Pennsylvania
2 Days Ago

This role involves designing and delivering intensive training programs focused on financial operations skills such as transaction processing, reconciliations, and Excel analysis for young adults pursuing entry-level finance roles. The position includes coaching and mentoring learners, collaborating with employer partners to align curriculum with hiring needs, and using data to improve training outcomes, all within a mission-driven team advancing economic mobility through education.

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Description

About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.


What You’ll Do

Confidential client is hiring a Financial Operations Training Program instructor to design and deliver career-focused, hands-on finance training for young adults preparing for entry-level finance and accounting roles. You will teach core financial operations skills, develop curriculum aligned with employer needs, coach learners on workplace readiness, and track outcomes using data.

  • Deliver structured classroom and practical training on financial operations topics (transaction processing, reconciliations, reporting)
  • Lead workshops on Excel (formulas, pivot tables), financial systems/ERP basics, and professional skills
  • Design, refine, and maintain curriculum and training materials tied to employer hiring needs
  • Coach and mentor participants—provide actionable feedback on projects, performance, and professional behaviors
  • Assess learner progress via assignments, simulations, and evaluations; maintain accurate program records
  • Partner with employer and internship partners to ensure alignment between training and placement opportunities
  • Support recruitment, orientation, and ongoing engagement of program participants
  • Use program data to identify improvements and document best practices for continuous program enhancement

Who You Are (Qualifications)

  • Bachelor’s degree in finance, accounting, business, education, or a related field
  • Experience teaching, training, or facilitating in adult learning environments (classroom or virtual)
  • Practical knowledge of basic accounting and financial operations (transaction processing, reconciliations)
  • Strong Excel skills (formulas, pivot tables) and familiarity with financial systems/ERP
  • Excellent coaching, presentation, and professional communication skills
  • Ability to work with diverse or opportunity-youth populations; experience with workforce development is a plus
  • Relevant entry-level finance or accounting certifications (e.g., CAP, Accounting Clerk certificate) preferred

Required Skills & Competencies

  • Financial operations and basic accounting
  • Excel (formulas, pivot tables) and data entry accuracy
  • Reconciliation and reporting fundamentals
  • Curriculum design and lesson planning
  • Classroom facilitation and adult learning principles
  • Performance coaching and assessment
  • Professional communication and presentation skills
  • Documentation, outcome tracking, and data-driven improvement

Employment Type, Location & Compensation

  • Location: Penn Hills, PA (on-site)
  • Employment type: Full-time or Contractor (per program needs)
  • Salary: $60,000 — $76,000 per year (range supplied by client)
  • This position includes benefits where applicable (see below)

Benefits (where eligible)

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • 401(k)

Why Join

Work with a mission-driven, inclusive team committed to expanding economic mobility through skills training and workforce development. This role provides an opportunity to shape curriculum, collaborate directly with employer partners, and make a measurable impact on participants’ career paths in finance.


Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.

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