Training Coordinator

MBE CPAs; Portage (WI); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive medical, dental, and vision insurance

Paid Time Off (PTO)

401(k) employer matching

Tuition reimbursement

Professional growth opportunities

Bonuses for business development leads

Upward mobility and career growth potential

Job summary

MBE CPAs in Portage, Wisconsin, is looking for a Training Coordinator to support training programs and team member development. This position involves designing and delivering training, maintaining CPE records, and evaluating training effectiveness.

Key responsibilities include assisting with onboarding new hires, coordinating training logistics, and ensuring compliance. Ideal candidates will possess strong computer skills, analytical thinking, and experience in a training or HR role. This role is primarily on-site but might allow hybrid arrangements.

Qualifications

• Ability to create and maintain standardized documents.
• Proven problem-solving abilities in a team environment.
• Ability to effectively communicate ideas both verbally and in writing.

Responsibilities

• Develop and manage training programs for team members.
• Facilitate onboarding and continue education compliance.
• Assess and improve the effectiveness of training programs.

Skills

Strong computer skills

Analytical thinking

Attention to detail

Communication skills

Organization

Proactive process improvement

Microsoft Office proficiency

Education

Degree in human resources or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Adobe software

isolved's Learn & Grow LMS

Job description

What's the role?

The Training Coordinator supports the MBE Affiliate Group's firmwide training programs, systems onboarding, and documentation that contribute to team member development and career progression. This role helps ensure our people have the tools, training, and resources they need to be successful. Responsibilities include:

Training Program Development and Delivery

• Design and develop training programs for the MBE Affiliate Group team members
• Facilitate new hire systems training and serve as an ongoing resource for questions
• Develop, schedule, and manage new hire onboarding plans

Continuing Education and Compliance

• Maintain accurate documentation of all CPE requirements, designations, and renewal timelines
• Submit CPE records to the appropriate entities and oversee CPE tracking
• Support firmwide training compliance, including maintaining MBE University within isolved Learn & Grow

Coordination, Evaluation, and Continuous Improvement

• Map out annual training plans for all departments and affiliate businesses
• Market upcoming training opportunities and coordinate logistics for sessions
• Assess training effectiveness, gather feedback, and evaluate impact on skills and KPIs
• Participate in the Training Committee and support process improvement initiatives
• Assist with the first-year evaluation program and the Customized Learning Program
• Assist with the creation and maintenance of standardized documents and organizational materials

What experience and skills do I need to be successful?

• Strong computer skills with the ability to create and maintain standardized documents
• Strong analytical thinking and problem‑solving abilities
• High attention to detail and accuracy
• Clear and professional written and verbal communication skills
• Ability to listen, evaluate information, and make sound deductions
• Excellent organization and the ability to stay on task
• Able to consistently meet deadlines and follow through on commitments
• Proactive contributor to process improvement
• Comfortable working daily in Microsoft Office products, including Excel, Word, and Outlook

Preferred Qualifications

• Experience working in a training, HR, administrative, or related role
• Public speaking and presentation skills for facilitating trainings
• Adobe skills are a plus
• Experience working in isolved's Learn & Grow LMS is strongly preferred
• A degree in human resources, training, education, or a related field preferred

Great Perks and Benefits

• Competitive medical, dental, and vision insurance plans
• FSA/HSA account options
• Paid Time Off (PTO)
• 401(k) employer matching program to save for retirement
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness
• Bonuses for helping with business development leads
• Incredible potential for upward mobility and career growth

What will my schedule look like?

This role supports our office hours of Monday – Friday, 8 a.m.–5 p.m. Ideally, this role is based on‑site. We are open to experienced talent working in a hybrid arrangement with expectations to be onsite for facilitating in‑person training and new hire orientation.