Learning Delivery Specialist, Accounting

Associa; Richardson (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Associa seeks a Training Delivery & Facilitation professional to deliver high-quality training on financial management systems, ERP modules, and reporting tools. You’ll tailor content for AP/AR specialists, accountants, controllers, and finance leaders in the community association management space.

You will adapt explanations to client COA structures, explain complex concepts in accessible terms, and collaborate with Curriculum teams to ensure accurate materials and effective delivery.

Qualifications

• Bachelor's degree in accounting/finance or related field.
• CPA/CMA or equivalent certification preferred but not required.
• 3+ years of experience in accounting roles.
• Experience with financial systems, ERPs, accounting software, or SaaS financial modules.
• Prior training, workshop facilitation, or mentoring experience strongly preferred.
• Strong understanding of accounting principles, financial controls, and ERP workflows.
• Excellent facilitation and communication skills.
• Work location & model: DFW, on-site 5 days per week.
• Travel requirements: 20-25%.

Responsibilities

• Deliver high-quality training on financial management systems, ERP modules, workflows, and reporting tools.
• Facilitate sessions for accounting audiences, including AP/AR specialists, accountants, controllers, and finance leaders.
• Adapt explanations and content dynamically based on the client's accounting structure, chart of accounts, controls, and business rules.
• Explain complex financial concepts (e.g., accruals, deferred revenue, reconciliations, fund accounting) in accessible terms for diverse learners.
• Use scenarios, examples, and demonstrations specific to accounting operations in the community association management environment.
• Maintain deep subject-matter expertise in financial products, including general ledger, AP/AR, budgeting, reporting, bank reconciliation, allocations, and month-end processes.
• Understand how accounting workflows translate into system actions and vice versa.
• Stay informed on product enhancements, new finance features, and regulatory impacts that may affect training.
• Partner with L&D Specialists and Instructional Designers to co-create facilitator guides, demos, and delivery tools for financial training.
• Ensure financial training materials accurately reflect accounting best practices, internal controls, and compliance considerations.
• Provide feedback to curriculum teams on where learners struggle, what workflows need clearer documentation, or what needs re-sequencing for better comprehension.
• Facilitate hands-on practice: journal entries, AP workflows, reporting drills, reconciliations, and approval pathways.
• Adjust pacing and depth based on Learners' accounting backgrounds (novice to advanced).
• Field complex accounting questions and provide real-world examples to bridge theory and system behavior.
• Tailor training session flow based on the client's accounting maturity, staff size, and process complexity.
• Create inclusive, supportive learning environments where people feel safe asking questions and exploring complexity.
• Tailor explanations, workflows, and scenarios based on learner roles (e.g., community manager, accounting, support, board members, etc.).
• Navigate challenging questions and high-pressure moments with confidence and professionalism.
• Collect insights on where financial users encounter friction and collaborate with Product Learning & Enablement to inform product enhancements.
• Recommend improvements to financial curricula, demo data, and practice exercises.
• Provide feedback to implementation and support teams on recurring accounting issues observed during training.

Skills

Facilitation

Communication

Problem-solving

Adaptability

Training delivery

Education

Bachelor's degree in Accounting/Finance/Business Administration or related field

CPA/CMA or equivalent certification preferred

Tools

ERP systems

SaaS financial modules

Job description

With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com.

Job Description

Training Delivery & Facilitation

• Deliver high-quality training on financial management systems, ERP modules, workflows, and reporting tools.
• Facilitate sessions for accounting audiences, including AP/AR specialists, accountants, controllers, and finance leaders.
• Adapt explanations and content dynamically based on the client's accounting structure, chart of accounts, controls, and business rules.
• Explain complex financial concepts (e.g., accruals, deferred revenue, reconciliations, fund accounting) in accessible terms for diverse learners.
• Use scenarios, examples, and demonstrations specific to accounting operations in the community association management environment.

Accounting & ERP Product Expertise

• Maintain deep subject-matter expertise in financial products, including general ledger, AP/AR, budgeting, reporting, bank reconciliation, allocations, and month-end processes.
• Understand how accounting workflows translate into system actions and vice versa.
• Stay informed on product enhancements, new finance features, and regulatory impacts that may affect training.

Curriculum Collaboration

• Partner with L&D Specialists and Instructional Designers to co-create facilitator guides, demos, and delivery tools for financial training.
• Ensure financial training materials accurately reflect accounting best practices, internal controls, and compliance considerations.
• Provide feedback to curriculum teams on where learners struggle, what workflows need clearer documentation, or what needs re-sequencing for better comprehension.

Learner Engagement & Applied Learning

• Facilitate hands-on practice: journal entries, AP workflows, reporting drills, reconciliations, and approval pathways.
• Adjust pacing and depth based on Learners' accounting backgrounds (novice to advanced).
• Field complex accounting questions and provide real-world examples to bridge theory and system behavior.
• Tailor training session flow based on the client's accounting maturity, staff size, and process complexity.
• Create inclusive, supportive learning environments where people feel safe asking questions and exploring complexity.
• Tailor explanations, workflows, and scenarios based on learner roles (e.g., community manager, accounting, support, board members, etc.).
• Navigate challenging questions and high-pressure moments with confidence and professionalism.

Continuous Improvement

• Collect insights on where financial users encounter friction and collaborate with Product Learning & Enablement to inform product enhancements.
• Recommend improvements to financial curricula, demo data, and practice exercises.
• Provide feedback to implementation and support teams on recurring accounting issues observed during training.

Requirements

Minimum Qualifications & Role Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or related field required.
• CPA, CMA, or equivalent accounting certification preferred but not required.
• 3+ years of experience in accounting roles.
• Experience with financial systems, ERPs, accounting software, or SaaS financial modules.
• Prior training, workshop facilitation, or mentoring experience strongly preferred.
• Strong understanding of accounting principles, financial controls, and ERP workflows.
• Excellent facilitation and communication skills.
• Ability to translate accounting terminology into learner-friendly examples.
• Strong problem-solving skills and adaptability during live training.
• Comfort navigating software systems and explaining technical workflows.
• Work location & model: DFW, on-site 5 days per week.
• Travel requirements: 20-25%.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.