Job Summary:
The Learning Business Partner is a key member of the Learning, Development & Engagement team, serving as a strategic partner and liaison between the Assurance Department and the L&D function. This role partners with business leaders anticipate future capability needs based on trends in the accounting profession and Assurance practice, aligning learning strategies with organizational and market demands.
This role is responsible for shaping and influencing the learning strategy, advising on technical and professional skill development priorities, and ensuring programs are forward-looking and aligned to firm growth. This includes oversight of continuing professional education (CPE), curriculum strategy, and driving a culture of continuous development.
Key Responsibilities:
Serve as the primary liaison between Assurance and the Learning, Development, and Engagement team, ensuring effective communication and alignment of learning initiatives with business objectives.
Act as a strategic partner to business leaders, proactively identifying capability gaps and recommending forward-looking learning strategies informed by internal and external trends.
Monitor external trends in the accounting profession, Assurance standards, and regulatory environment, and translate insights into learning priorities and program recommendations.
Collaborate with stakeholders to ensure learning strategies are aligned with both immediate and long-term business goals.
Lead the strategic oversight of learning solutions, delegating development and delivery where appropriate.
Provide governance and guidance over onboarding and core curriculum programs
Collaborate with our Learning Content Strategist and the larger L&D Team to create engaging learning materials, including presentations, manuals, e-learning modules, and hands-on exercises.
Facilitate experienced hire onboarding including technical and software training
Facilitate technical training sessions, adapting content and delivery to effectively engage learners across varying experience levels—from A1s through Partners
Coordinate CPE activities between the department and L&D, ensuring compliance with professional development requirements.
Design, develop, and deliver and support delivery of comprehensive new hire onboarding programs tailored to departmental needs.
Assess and evaluate the effectiveness of learning programs, making data-driven improvements as needed.
Foster a culture of continuous learning and professional growth within the department.
Coordinate with global offices to offer comparable live trainings.
Perform other duties as assigned by the Director or Senior Manager of Learning, Development & Engagement.
Qualifications:
Bachelor’s degree in a relevant field (e.g., Business, Education, Human Resources, or related discipline).
Minimum of 5-7 years of experience in Assurance, including at least 2 years in a Manager-level role.
Active CPA license required.
Experience in learning strategy, talent development, or L&D partnership roles preferred
Familiarity with CPE requirements and coordination is a plus.
Experience facilitating learning experiences and applying adult learning principles to create engaging, retention-focused content
Additional Skills:
Excellent communication and relationship-building skills, with the ability to engage stakeholders at all levels.
Strong project management and organizational abilities.
Knowledge of instructional design principles and adult learning methodologies.
Analytical and critical thinking skills to assess learning needs and measure program effectiveness.
Ability to interpret industry, regulatory and business trends and translate them into actionable learning strategies
Professionalism, adaptability, and a collaborative mindset.
Willingness to travel approximately 25%
Skills Required
- Bachelor's degree in a relevant field (Business, Education, Human Resources, etc.)
- Minimum of 5-7 years of experience in Assurance
- At least 2 years in a Manager-level role
- Active CPA license
- Experience in learning strategy, talent development, or L&D partnership roles
- Familiarity with CPE requirements and coordination
- Experience facilitating learning experiences
BPM LLP Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BPM LLP and has not been reviewed or approved by BPM LLP.
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Leave & Time Off Breadth — Policies include generous PTO, multiple firm holidays, and seasonal breaks, with unlimited PTO available for certain roles. Feedback suggests these options enhance overall value even in a demanding industry.
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Healthcare Strength — Multiple medical, dental, and vision plan choices are offered with a strong employer-paid share, alongside HSA options and mental-health resources. Feedback suggests the breadth and depth of coverage are a core strength of the package.
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Flexible Benefits — Flexible and remote/hybrid work options are emphasized, along with alternative schedules. Feedback suggests this flexibility is a meaningful component of total rewards.
BPM LLP Insights
What We Do
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries. In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com
