Training Coordinator

What's the role?

The Training Coordinator supports the MBE Affiliate Group's firmwide training programs, systems onboarding, and documentation that contribute to team member development and career progression. This role helps ensure our people have the tools, training, and resources they need to be successful. Responsibilities include:

Training Program Development and Delivery

• Design and develop training programs for the MBE Affiliate Group team members


• Facilitate new hire systems training and serve as an ongoing resource for questions


• Develop, schedule, and manage new hire onboarding plans

Continuing Education and Compliance

• Maintain accurate documentation of all CPE requirements, designations, and renewal timelines


• Submit CPE records to the appropriate entities and oversee CPE tracking


• Support firmwide training compliance, including maintaining MBE University within isolved Learn & Grow

Coordination, Evaluation, and Continuous Improvement

• Map out annual training plans for all departments and affiliate businesses


• Market upcoming training opportunities and coordinate logistics for sessions


• Assess training effectiveness, gather feedback, and evaluate impact on skills and KPIs


• Participate in the Training Committee and support process improvement initiatives


• Assist with the first-year evaluation program and the Customized Learning Program


• Assist with the creation and maintenance of standardized documents and organizational materials

What experience and skills do I need to be successful?

Required Skills and Experience

• Strong computer skills with the ability to create and maintain standardized documents


• Strong analytical thinking and problem-solving abilities


• High attention to detail and accuracy


• Clear and professional written and verbal communication skills


• Ability to listen, evaluate information, and make sound deductions


• Excellent organization and the ability to stay on task


• Able to consistently meet deadlines and follow through on commitments


• Proactive contributor to process improvement


• Comfortable working daily in Microsoft Office products, including Excel, Word, and Outlook

Preferred Qualifications

• Experience working in a training, HR, administrative, or related role


• Public speaking and presentation skills for facilitating trainings


• Adobe skills are a plus


• Experience working in isolved's Learn & Grow LMS is strongly preferred


• A degree in human resources, training, education, or a related field preferred

Great Perks and Benefits:

Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition:

• Competitive medical, dental, and vision insurance plans.


• FSA/HSA account options.


• Paid Time Off (PTO).


• 401k employer matching program to save for retirement.


• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.


• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.


• Bonuses for helping with business development leads.


• Incredible potential for upward mobility and career growth.

What will my schedule look like?

This role supports our office hours of Monday-Friday, 8 a.m.- 5 p.m. Ideally, this role is based on-site. We are open to experienced talent working in a hybrid arrangement with expectations to be onsite for facilitating in person training and new hire orientation.

How do I join?

The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE team.

What else are you hiring for?

See all MBE CPA's openings on their website, or reach out to our Lead Recruiting Partner, Brock Kazda, on LinkedIn.

More about the MBE Affiliate Group:

MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations, including 13 in Wisconsin in Black Earth, Door County, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo, plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.