Bookkeeping and Accounting Learning Facilitator

The Fitzmorris Group is seeking a motivated and expert Bookkeeping and Accounting Learning Facilitator to join our dynamic team. This is a unique opportunity for an individual passionate about educating others in financial principles and practices. As a facilitator, you will play a pivotal role in designing and delivering training programs that enhance our team's understanding of bookkeeping and accounting procedures. You will be responsible for creating a supportive and engaging learning environment and enabling participants to develop essential skills that are critical for their personal and professional growth. Your expertise in accounting combined with your ability to convey complex ideas simply will be instrumental in helping diverse learners grasp key concepts. We are committed to fostering a culture of continuous improvement and knowledge sharing, and your contributions will be central to achieving these goals. The ideal candidate will blend their practical accounting experience with a talent for teaching and a genuine desire to empower others. If you are ready to make a significant impact in our organization and help shape the future of our team members, we would love to hear from you and discuss how you can contribute to our mission.

The Opportunity

You: You’re a financial guru who believes in the power of teaching learners how to connect the foundational principles of bookkeeping and accounting to their everyday lives. You are the innovative and tech-savvy facilitator who can dynamically demonstrate how to operate the functions and commands of QuickBooks live in the classroom while making students feel comfortable and confident. You teach from the heart, mind, and spirit to connect learning outcomes to results. You have the energy and passion to bring The Fitzmorris Group’s transformational learning courses and programs to life for our diverse learners and clients.

Your purpose: As the need arises, we will count on you to deliver innovative, intensive, interactive, and innovative learning experiences in a virtual classroom environment for subjects at the novice, intermediate, or expert level.

Responsibilities

Your work:

• Deliver multi-day/weeklong courses and learning experiences in a defined area of expertise to meet the needs of an identified employee population or client group
• Connect basic bookkeeping and accounting principles to QuickBooks online
• Teach students about the principles of payroll management including but not limited to calculating employee wages, classifying workers, and overseeing payroll functions
• Demonstrate to students how QuickBooks online is utilized in typical business environments
• Utilize a variety of teaching methods and materials which are appropriate for students with diverse educational backgrounds and learning styles
• Manage and facilitates online courses using Zoom, Microsoft Teams, Adobe Connect, D2L Brightspace, and WebEx applications
• Implement student engagement strategies such as chat, whiteboard, breakout rooms, and class polls to create a transformative virtual learning environment like in-person courses
• Utilize applicable facilitation/training aids, manuals, and materials as needed or requested
• Share personal experiences and stories relevant to the subject matter to further support what you teach
• Maintain updated awareness of developments in your subject matter area
• Continually improves the quality of virtual instruction by researching and utilizing innovative methodologies, techniques, and delivery methods
• Research literature and other materials to assure services are developed to the most current evidence-based practices in the subject of the program
• Exercise open, professional, and respectful communication with students and the Fitzmorris Group team
• Provide a safe, thriving, and respectful learning environment for all students
• Establishing rapport and professional relationships with students to encourage participation
• Evaluate students to measure their progress in achieving training/course objectives and inform students promptly of their progress.
• Prepare training evaluation report and analysis to be submitted to The Fitzmorris Group’s leadership team
• Attends meetings, training, and orientations as required
• Performs other related duties as assigned

Requirements

EXPERIENCE

3-5 years of experience teaching, training, or utilizing QuickBooks in an occupational setting. Self-employed or small business owners in the finance and accounting industry are strongly encouraged to apply.

EDUCATION

Required qualifications may vary by discipline taught, but generally include Bachelor’s degree or higher from a regionally accredited institution is required. Additional certification(s) in subject matter area or industry assessment(s) preferred. A combination of education and experience equivalent to a Bachelor's degree in the specific program being served is considered.

KNOWLEDGE, SKILLS, AND ABILITIES

• Solid understanding of the three levels of QuickBooks Online or Desktop
• Knowledge of business and accounting terms such as profit, ROI, assets, liabilities, etc.
• Knowledge of adult learning theory and practice, facilitation and training techniques, and instructional design methods
• Apply critical, theoretical, and practical knowledge of the subject matter
• Mastery of appropriate teaching, group facilitation, audience engagement, and mediation skills
• Ability to connect learning with the application, create learning context, provide solutions, understand course materials
• Communication skills to convey key concepts, actively listen, question, and summarize to elicit the sense of the group
• Motivation skills to optimize learning performance of the individual and on group level
• Excellent interpersonal and presentational skills to communicate and engage with diverse audiences
• Frequently communicates with students who have inquiries related to their career training program. Must be able to exchange accurate information in these situations.
• Requires the application of effective written and oral communication skills to effectively create and facilitate workshops, training sessions, and training materials
• Experienced in teaching in an online setting using applications such as Zoom, Microsoft Teams, Adobe Connect, D2L Brightspace, WebEx, and similar technical applications
• Integrates technology into the learning experience such as live polling, Twitter Chat, YouTube videos, mobile learning, etc.
• Proficient in MS Office applications specifically Word, Excel, and PowerPoint, knowledgeable of Dropbox and Google Apps such as Google Forms and Drive
• Responds effectively to changes, keeps calm under pressure
• Ability to meet deadlines for reports and other required paperwork

PHYSICAL DEMANDS/WORKING CONDITIONS

This is a physically demanding position in a fast-paced environment that requires constant and repetitive movement of fingers, hands, and wrists. To be successful in this position, you must be able to:

• Hybrid work is a work arrangement in which some, or all, of the work, is performed from home or another off-site location
• Must be willing to work a flexible schedule including day, evening, and/or weekend hours to accommodate various class schedules
• Work in a sitting position for long periods (up to 6 hours) on a computer
• Ability to lift the phone, hold it, and listen to it for extended periods
• Constantly operates office activities working in a home-based worksite (e.g., filing, keyboarding, computer research, reading, and writing). Such activities may also include the use of office equipment (e.g., telephone, computer, scanner, printer, desk, cloud storage)
• Must have a valid driver’s license and reliable transportation for frequent travel to and from client locations locally or regionally if needed.

Benefits

It is the policy of The Fitzmorris Group to provide equal employment opportunities without regard to race, color, religion, sex, gender identity and expression, national origin, age, disability, sexual orientation or veteran’s status.