PBMares is a leading regional accounting and business consulting firm serving the Mid Atlantic as well as specialty areas nationwide and internationally. PBMares, LLP is the result of a merger between PBGH, LLP and Witt Mares, PLC. This merger created the largest Virginia-based CPA firm, based on number of CPAs. With over 250 employees in Virginia and Maryland, we are a full-service accounting and advisory firm with a known reputation for integrity and ethical leadership. In 2016 we also earned the honor of being named one of the largest accounting firms in the nation on the IPA 100, by INSIDE Public Accounting, the leading public accounting publication.
We’re growing! Come grow with us!
The Learning & Development Manager is responsible for the overall design, development, delivery, evaluation, and management of firm-wide learning and career development programs in accordance with the strategic and organizational direction of the firm. Oversees and administers all learning programs for professional and administrative staff while working closely with the COO and Director of Human Resources on the overall development, goals and activities of the program. This is primarily a program management role with assistance from the firm's administrative staff on the execution and implementation of the responsibilities below.
This role can sit in any of our eight locations in Virginia (Fairfax, Warrenton, Harrisonburg, Fredericksburg, Richmond, Williamsburg, Newport News, or Norfolk) as well as our Baltimore location.
Create, develop, and maintain learning curriculum, including a CPE curriculum, for all firm members ensuring all curriculum adheres to the firm’s strategic initiatives.
Collaborate with Service Line Leaders and other managers to create learning curriculum that meets the needs of each department and their members. Ensure a well-rounded curriculum is offered.
Negotiate and coordinate the use of outside consultants to ensure they meet the learning needs and effectiveness criteria established by the firm. Coordinate content and logistics including material reproduction, registration, and evaluation.
Manage and execute the firm’s Leadership Development Program annually including internal marketing and communications, internal recruitment, creation of annual calendar, booking speakers and working with the participants on various projects and activities.
Coordinate internal presentations by collaborating with presenters on developing content, sending out appropriate materials and setting up appropriate facilities as necessary; administer presentation evaluations to gather and analyze feedback.
Evaluate effectiveness for all courses, both by internal and external instructors to ensure learning supports firm’s organizational needs. Obtain and maintain learning effectiveness ratings on all instructors. Provide regular feedback to instructors to ensure they continue to meet the firm’s expectation for delivery and content.
Conduct and review surveys of all firm learning sessions to ensure learning is effective and make changes as needed.
Develop, monitor and manage annual learning budget; review and approve staff expenses related to learning; maintain appropriate records and receipts.
Ensure all courses are effectively communicated internally
Maintain Checkpoint, the firm’s internal Learning Management System, including the input and maintenance of course information, monitoring registrations, running needed reports and issuing certificates of completion. Provide orientation to any new employees on CPE process and records as part of New Hire Orientation process.
Assist employees in developing personal development plans. Monitor personal development plan for each employee.
Maintain an electronic learning and development resource library
Maintain all employee licensing files and information; provide regular and up-to-date information to business partners; research State Boards of Accountancy rules to identify out- of-state licensing requirements for staff; complete applications and monitor license status as required.
Monitor continuing education compliance for various licenses and certifications; collaborate with individuals to ensure all requirements are met; assist with CPA application process.
Maintain the firm’s NASBA accreditation
Manage the firm’s reimbursement program; maintain all files and records; respond to questions; track and approve all reimbursement cost.
Develop and document firm-wide learning SOPs.
Create, monitor and review specific learning curriculum for onboarding sponsors to train new hires.
Annual review, development and implementation of the firm’s New Hire Orientation program.
Annual review of learning policies and procedures with recommendations for updates.
Maintain knowledge base of changing and emerging developments within the profession and externally in order to anticipate, plan and present courses on emerging issues utilizing new and innovative delivery methods. Research available learning sources for appropriate content and method information to be used as resources and future learning partners.
Meet with all firm members quarterly to discuss progress of learning paths, learning goals and individual learning needs.
At least 5 years’ relevant experience
Bachelor’s Degree in related field required, Master’s Degree in Human Resource Management and Organizational Development desired
Experience managing the training department in a public accounting firm highly desired
Knowledge in the fundamentals of organizational development and adult learning
Skill in communicating effectively with a variety of personalities across all levels of the organization
Ability to craft course curriculum designed to meet the needs of the participants.
Ability to develop and implement strategic initiatives for and organization.
Ability to define priorities and to handle multiple tasks and projects.
Ability to work under pressure; maintain problem-solving attitude.
Ability to communicate, motivate and cooperate with all levels of staff.
PBMares is a leading regional accounting and business consulting firm serving the Mid Atlantic as well as specialty areas nationwide and internationally. PBMares, LLP is the result of a merger between PBGH, LLP and Witt Mares, PLC. This merger created the largest Virginia-based CPA firm, based on number of CPAs.
We offer a full range of financial and business advisory services, including man...agement consulting, pension
plan design and administration, investment management, accounting and auditing, and comprehensive taxation and tax planning. It’s not just the services we provide, but how we provide them that makes the difference for you.