Financial Operations Training Program

Year Up United seeks a Financial Operations Training Program professional to design and deliver intensive, career-focused training for young adults pursuing entry-level finance roles. In this role, you will teach core financial operations skills-such as transaction processing, reconciliations, Excel-based analysis, and basic accounting-while building students' professional and workplace readiness. You will coach and mentor diverse learners, collaborate with employer partners to align curriculum with real hiring needs, and use data to continuously improve outcomes. Join a mission-driven, inclusive team advancing economic mobility through education and workforce development.

Responsibilities

• Deliver structured classroom and hands-on training in financial operations topics such as transaction processing, reconciliations, and reporting
• Facilitate workshops on Excel, financial systems, and professional skills to prepare young adults for entry-level finance roles
• Design and refine curricula aligned with employer needs and industry standards in financial operations
• Coach and mentor program participants, providing feedback on performance, projects, and professional behaviors
• Collaborate with employer partners and internal teams to align training with internship and job placement opportunities
• Assess learner progress through assignments, simulations, and evaluations, and track outcomes using data systems
• Support recruitment, orientation, and ongoing engagement of program participants in the training program
• Contribute to continuous improvement initiatives, documenting best practices and testing innovative training approaches

Required Skills

• Financial operations
• Basic accounting
• Excel (formulas, pivot tables)
• Financial systems/ERP familiarity
• Data entry and reconciliation
• Curriculum design
• Classroom facilitation
• Adult learning principles
• Performance coaching
• Assessment and evaluation
• Professional communication
• Presentation skills
• Documentation and reporting