Learning, Development and Compliance Manager

Overview

Frank, Rimerman + Co LLP is one of the largest locally owned providers of accounting and consulting services in Northern California and trusted advisors to people and businesses across the county. We are a unique, high spirited team of 800+ professionals making creative and innovative contributions to our clients and community.

The Learning, Development & Compliance Manager is responsible for fostering a culture of continuous learning and development within the organization. This role involves designing, delivering, and managing effective training programs that align with the company's strategic goals and enhance employee skills and capabilities.

This position also oversees the processes for Continuing Professional Education (CPE) eligible training alignment with NASBA guidelines, utilizing a Learning Management System (LMS) to track CPA compliance, and guiding employees through the process of passing the CPA exams and obtaining their license.

Responsibilities

• Develop and deliver engaging and effective learning experiences for employees at all levels. This includes workshops, e-Learnings, curating resources, videos, and more.
• Responsible for oversight of the CPA licensure program; manage process to ensure junior team members timely obtain their CPA licenses
• Consult with various departments to identify training needs and create tailored learning solutions.
• Manage firm wide orientation programs, virtual and in-person, for all new-hire groups.
• Lead the training for technical trainers, ensuring their compliance with NASBA requirements.
• Consult with individuals to identify learning goals and create tailored development plans
• Facilitate virtual and in-person workshops and training sessions on topics such as leadership, career coaching, and non-technical skills.
• Evaluate the effectiveness of training programs through assessments and feedback, and make necessary adjustments to improve outcomes.
• Support the development and implementation of a coaching culture within the organization.
• Manage the logistics and administration of learning events, including venue coordination and material preparation.
• Stay up-to-date with industry trends and best practices in learning and development.
• Oversee a comprehensive Learning Management System (LMS) to track compliance, certifications, and training progress.
• Oversee Continuing Professional Education (CPE) records to ensure compliance of our Certified Public Accountants (CPAs).
• Ensure employees have the support they need from studying for the CPA exams, getting licensed, and renewing their license.
• Manage contracts with external vendors including negotiating, renewing, and evaluating for use and effectiveness.

Qualifications

This position has a pay range of $130,000 - $150,000, depending on matching qualifications, location and related experience. Applicants must be authorized to work in the United States. This position is not eligible for sponsorship and we do not sponsor applicants for work visas. It is our policy and intent to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital status, sexual orientation, age, national origin, disability, or medical condition as defined in state and federal laws. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

IND123