The Training Associates are seeking experienced Finance Training Facilitators to support a global Finance Academy training initiative beginning in 2027. Instructors will deliver two established finance courses using client-provided content: Finance Fundamentals (2.5 days) and Intermediate Finance (5 days).
Candidates must have a strong professional background in finance and proven experience facilitating multi-day, in-person training for managerial audiences. Preference will be given to instructors based in or near Houston.
Please Note: This is currently a proposal-stage opportunity, and assignments are not yet confirmed.
What You'll Do
- Deliver instructor-led Finance Fundamentals and Intermediate Finance training using existing client-owned materials.
- Facilitate engaging, in-person sessions for approximately 20–25 participants.
- Train P'L owners and mid- to senior-level managers, primarily from non-finance backgrounds.
- Adapt instruction to varying levels of financial knowledge and incorporate practical, real-world examples.
- Participate in train-the-trainer preparation to become familiar with the client's curriculum and delivery expectations.
- Maintain consistent training quality across global locations while adapting to regional and cultural differences.
- Support recurring training schedules within an assigned region.
Who We're Looking For
Must-Haves
- Based in or near one of the target delivery locations.
- Deep finance expertise and real-world professional experience, such as a former controller, finance industry professional, or individual with P'L ownership experience.
- Proven experience delivering multi-day, in-person instructor-led training to managerial audiences.
- Ability to facilitate consecutive 2.5-day and 5-day training programs.
- Strong executive presence and credibility when working with mid- and senior-level managers.
- Ability to explain financial concepts clearly to learners with varying levels of finance knowledge.
- Strong facilitation skills, including the ability to read the room, adjust instructional depth, and incorporate practical examples beyond presentation slides.
- Availability for onsite training
Nice-to-Haves
- Previous experience delivering client-owned or proprietary finance training programs.
- Experience participating in train-the-trainer programs, including shadowing, co-teaching, or teachback sessions.
- Experience facilitating finance training for global or multinational organizations.
- Familiarity with local business practices and cultural expectations in the assigned region.
Opportunity Details
- Opportunity Type: Proposal-stage opportunity
- Anticipated Start: January 2027
Course Details
- Finance Fundamentals: 2.5 days
- Intermediate Finance: 5 days
Additional Information
- Audience: P'L owners and mid- to senior-level managers
- Class Size: Approximately 20–25 participants
- 2027 Forecast: 36 courses globally (24 Fundamentals and 12 Intermediate)
- Scheduling: Recurring assignments; may schedule two consecutive 2.5-day courses within the same week.
- Compensation: Daily rate plus actual expenses; rates may vary by region.
Target Training Location
Location Preference: We are prioritizing instructors who are based locally or within reasonable traveling distance of Houston.