What are the responsibilities and job description for the Learning and Development Manager position at Delap LLP?
Learning and Development Manager
Delap, one of Oregon's largest locally owned accounting and financial services firms, delivers innovative and proactive financial solutions to businesses, business owners, and wealthy individuals. Delap provides a full range of services including Business Advisory, Assurance, Tax, IT Assurance, Wealth Advisory, Cybersecurity, Managed IT Services, and Client Recruiting across all industries to help clients meet their strategic goals and business needs.
We are proud to have been named by both Oregon Business Magazine & the Oregonian as a top workplace for multiple years, including being voted the #1 medium-sized company in 2019 by the Oregonian (100-500 employees). We've also recently been named one of Oregon's Most Admired Companies and one of the Healthiest Employers in Oregon by the Portland Business Journal.
Our proactive approach, client-centric mindset, and team spirit proves our commitment to investing in the success of others – our clients, our employees, and our community.
The Learning and Development Manager will oversee and administer all learning and development programs for professional and administrative staff.
Delap Core Values
- Engagement – Bring energy, excitement, and positivity to the job. Commit to high levels of quality and client service. Be willing to go above and beyond.
- Teamwork – Take time to teach, encourage, and support others. Effectively communicate and actively collaborate. Focus on team success.
- Adaptability – Seek opportunities to learn and continually improve. Request feedback and use it to grow. Adjust to challenges to necessary changes with flexibility.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Roles and responsibilities include (but are not limited to):
- Collaborate with HR and firm leaders to identify, measure, and support learning outcomes and competencies needed to develop programs that support the achievement of Delap’s strategic plan. Training programs include (but are not limited to):
- New hire onboarding
- Offshore team training
- General and specialized technical training
- Leadership and soft skills training
- Cultural alignment training
- Software training
- Policy and procedure training
- Billing, accounts receivable, and firm economics training
- Consult, facilitates, and promotes standardized training methodologies and programs that support organizational and individual goals and business needs.
- Partner with HR and firm leaders to define career paths, competencies, and related development programs for employees.
- Partner with Resource Management to ensure individuals are assigned engagements/tasks that support developmental growth opportunities.
- Evaluate the effectiveness, value and ROI of these programs, systems, and services.
- Negotiate and coordinate the use of any outside training consultants to ensure they meet the training needs and effectiveness criteria established by Delap. Work with outside vendors to provide relevant and timely in-house training. Coordinate content and logistics including material reproduction, registration, and evaluation.
- Develop, monitor, and manage annual learning budget; review and approve employee expenses related to learning; coordinate with Controller to maintain appropriate records and receipts.
- Manage the firm’s tuition reimbursement program; maintain all files and records; respond to questions and inquires' track course completion and grades.
- Evaluate effectiveness for all courses, both by internal and external instructors to ensure training supports organizational needs. Conduct and review surveys of all firm learning sessions to ensure learning is effective and make changes, as needed. Attending firm learning sessions as needed to assess their effectiveness. Obtain and maintain training effectiveness ratings on all instructors.
- Collaborate with HR in providing coaching to coaches regarding career paths, goal setting and soft skills development for their direct reports.
- Monitor continuing education compliance for various licenses and certifications; collaborate with individuals to ensure all requirements are met; assist with CPA application process; assist staff with out of state CPA licenses to convert; monitor completion of requirements; create and distribute status reports to firm leaders.
- Maintain a calendar and schedule for all learning curriculum to ensure appropriate staff registrations, discounts, and on-time registrations.
- Develop, implement, and maintain all learning and development policies, standards, processes, and tools while ensuring compliance with firm regulatory CPE and NASBA requirements.
- Ability to innovate new methods of training for different learning styles.
- Perform other duties as assigned.
Supervisory Responsibility
This position could potentially have supervisory responsibilities.
Physical Demands & Office Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- While performing the duties of this job, the employee is regularly required to talk or hear.
- The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
Position Type/Hours of Work
This is a full-time position, and hours of work and days are Monday through Friday, 8:00am to 5:00pm.
Requirements and Qualifications
- Strong organizational and time management skills with the ability to work on multiple projects simultaneously.
- Strong communication skills with the ability to interact with professionals at all levels, both internally and externally.
- Ability to work independently with expanding duties and responsibilities.
