Financial Operations Training Program
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.
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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