Copilot for Finance Adoption & Training Lead

Helprise; Warsaw (IN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Private medical care

MultiSport card

Life insurance

Individual development budget

Job summary

A leading training organization is seeking an experienced AI Trainer to provide training on Copilot for Finance. The role involves delivering both remote and onsite training sessions, focusing on AI adoption in Finance functions. Candidates should have proven training experience, knowledge of Finance, and strong Excel skills. The position offers flexibility in work hours and the possibility of hybrid work. Benefits include private medical care, a MultiSport card, and an individual development budget.

Qualifications

• Proven experience delivering training or workshops.
• Experience in Finance, FP&A, Controlling, or Accounting.
• Ability to explain technical concepts in a business-friendly way.

Responsibilities

• Deliver training sessions on Copilot for Finance.
• Conduct workshops for Finance teams.
• Present AI use cases in Finance.

Skills

Training delivery

Finance knowledge

Financial reporting

Advanced Excel skills

Presentation skills

Client interaction

Tools

Microsoft 365

Power BI

Microsoft Copilot

Job description

Helprise is an organization that combines global reach with local talent. We work for companies that value quality, partnership, and responsibility, creating teams that really work. By precisely matching skills and business needs, we connect specialists with projects where their knowledge has a real impact. By joining us, you become part of an environment where matching is not a coincidence, but a decision.

We are looking for an experienced AI Trainer to deliver Copilot for Finance training sessions for finance teams. This role combines remote work with onsite workshops at client locations and focuses on driving AI adoption within Finance functions.

Work model:Remote + onsite client training sessions (business travel required)

YOU WILL

• Deliver remote and onsite training sessions on Copilot for Finance
• Conduct workshops for Finance, FP&A, Controlling, and Accounting teams
• Present AI use cases in Finance (forecasting, variance analysis, reporting automation)
• Prepare training materials, exercises, and demo scenarios
• Support clients in adopting AI tools within Microsoft 365 ecosystem
• Run interactive workshops and Q&A sessions
• Tailor training content to different seniority levels (analysts to leadership)
• Collaborate with stakeholders and project teams on client side
• Provide post-training recommendations and best practices

YOU NEED

• Proven experience delivering training, workshops, or enablement sessions
• Experience in Finance (FP&A / Controlling / Accounting / Finance Business Partner)
• Strong understanding of financial reporting and analysis
• Advanced Excel skills and experience working with financial data
• Ability to explain technical concepts in a business-friendly way
• Strong presentation and facilitation skills
• Willingness to travel for onsite training sessions
• English min. B2/C1

Nice to have

• Experience with Copilot for Finance or Microsoft Copilot
• Knowledge of Power BI / Power Query / Power Platform
• Experience with Microsoft 365 ecosystem
• Experience in Finance transformation or automation projects
• Microsoft / AI / Finance certifications
• Experience training corporate clients

Work flexibility
We give you the opportunity to adjust your work to your lifestyle. We offer flexible hours as well as the possibility of remote or hybrid work, depending on the role and your preferences.

Various forms of cooperation
At Helprise, you can choose the model that best suits your needs. We offer both employment contracts and flexible B2B cooperation options.

Basic benefits package
We care about the health and well-being of our employees - we provide private medical care, a MultiSport card, and life insurance.

Development on your terms
We provide an individual development budget that you can use for your professional growth. As a Lumina Learning partner, we also give you access to unique tools and the support of certified practitioners, so you can better understand your potential and strengthen your talents.