Preferred Knowledge/Skills:

Demonstrates intimate abilities and/or a proven record of success in the following areas:

Working knowledge of a variety of learning solutions/methods, including a baseline

understanding of instructional design, adult learning theory, measurement/learning outcomes,

major learning technologies and problem-based learning approaches and how to leverage these

given the business needs of stakeholders, (e.g. make links between issues, trends, disruptive

forces and the services we offer);

Understanding of instructional design and business knowledge/acumen;

Demonstrating the ability to translate business strategy into capability needs and then into a

learning strategy;

Teaming across functions, markets, Lines of Service;

Understanding of NASBA and AICPA CPE requirements;

Analyzing and synthesizing significant amounts of information from multiple sources (including

BU, LoS priorities) and effectively translate this information into recommended learning solutions

and a learning strategy for a business area;

Working knowledge of project management and experience guiding/overseeing many complex

project teams, as well as understanding change management concepts and techniques

including the identification of change impacts and recommendations;

Delegating and driving accountability across a multi-functional team and across multiple

projects;

Consulting with business sponsors and project teams to translate business strategy into

capability needs and then into a learning strategy;

Working knowledge of budgets, resourcing, forecasts and other management reporting

responsibilities;

Possessing ability to prioritize, make decisions and drive outcomes, while considering multiple

factors such as risk, cost, timing, outcome, etc.;

Intentionally build diverse teams and initiate open and candid coaching conversations at all

levels;

Working effectively with key business sponsors, Knowledge Management (KM), Meeting &

Event Services (MES) and HR and across other IFS and Human Capital functional teams,

focusing on improving deliverables, process and integration of teams, as appropriate, to

accomplish goals;

Capturing and assessing learning needs and gaps and work on the definitions of outcomes and

measurement that meet the needs of the stakeholders from the business;

Assessing value and effectiveness of learning solutions and strategy and articulating and

communicating value delivered to sponsors/stakeholders;

Communicating effectively, and building relationships with executive stakeholders;

Facilitating effective meetings;

Having working knowledge of negotiation skills including conflict resolution;

Proactively integrating wellbeing team planning and integrating protected time planning and

promote team flexibility;

Proactively identifying issues so that client needs are addressed and resolved in a timely

manner to the appropriate team/leader; and; and,

Providing attention to quality and detail while employing big-picture, high-level thinking.

Demonstrates intimate abilities and/or a proven record of success in a professional services

environment utilizing an array of digital skills to drive higher value, lower cost, and a

tech-enabled learning experience, including:

Using design thinking (including persona development, affinity mapping, journey mapping, and

prototyping);

Maintaining knowledge of current and emerging learning technology trends and experience

innovating with new learning technology tools; and,

Using firm technology to drive efficiency, productivity, and collaboration.