Learning Business Partner, Assurance

BPM

United States, CA

JOB DETAILS
SKILLS
Accounting, Adult Learning, Analysis Skills, Business Process Management, Business Strategy, Certified Public Accountant (CPA), Communication Skills, Content Delivery/Distribution, DNA, Entrepreneurship, Financial Trend Analysis, Human Resources, Instructional Design, Insurance Regulations, Maintain Compliance, Needs Assessment, Onboarding, Organizational Skills, Process Improvement, Program Evaluation, Project/Program Management, Requirements Management, Talent Management, Team Player, Training/Teaching Curriculum, eLearning
LOCATION
United States, CA
POSTED
1 day ago
BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.
What you get:
Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.

Who is successful at BPM:
· Caring people who put others first
· Self-starters who embody the BPM entrepreneurial spirit
· Authentic individuals with a diverse point of view
· Lifelong learners with a drive to excel
· Resilient people who rise to the occasion

Job Summary:


The Learning Business Partner is a key member of the Learning, Development & Engagement team, serving as a strategicpartnerandliaison betweenthe Assurance Departmentand the L&D function.This role partners with business leadersanticipate future capability needs based on trends in the accounting profession and Assurance practice, aligning learning strategies with organizational and market demands.

This roleis responsible forshaping 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 betweenAssuranceand the Learning,Development, and Engagementteam, ensuring effective communication and alignment of learning initiatives with business objectives.

  • Act as a strategicpartnerto business leaders,proactively identifying capability gaps and recommending forward-looking learning strategies informed byinternal and externaltrends.

  • 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 Strategistand the larger L&D Teamto createengaging learning materials, including presentations, manuals, e-learning modules, and hands-on exercises.

  • Facilitateexperienced hireonboardingincluding technical and softwaretraining

  • 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 deliverand support delivery ofcomprehensive 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 offercomparable live trainings.

  • Perform other duties as assigned by the Director orSeniorManager of Learning, Development & Engagement.

Qualifications:

  • Bachelor’s degree in a relevant field (e.g., Business, Education, Human Resources, or related discipline).

  • Minimum of5-7years of experience inAssurance, 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.

  • Experiencefacilitatinglearning 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 tointerpret industry, regulatory and business trends and translate them into actionable learning strategies

  • Professionalism, adaptability, and a collaborative mindset.

  • Willingness to travelapproximately 25%

About the Company

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BPM