Corporate Training - Equity of Earnings Specialty (Remote)

Our client is looking for a Trainer/Lecturer to join its professional education and training business. The company provides professional skill development, continuing education, and best-in-class training for mergers and acquisitions (“M&A”) professionals. Common
training clients include financial due diligence (“FDD”) or transaction advisory services (“TAS”) teams within accounting firms, investment banks, private equity firms, leveraged lenders, M&A attorneys, and corporate development teams. Trainings are delivered in person (often at the client site) or virtually and can range from half a day to multiple weeks. The opportunity is a great fit for those with an M&A/transaction services background who like to drop some knowledge, have a passion for teaching others, find it rewarding when learners have those “ah ha” moments, and are able to deconstruct and explain concepts in digestible chunks.

Most of the current company  trainers are all active M&A professionals who train part-time. This role would be for a full-time training position. Should the candidate prefer, there is an opportunity for this role to be a hybrid role—part-time trainer and part-time due diligence advisory professional. This role entails learning existing course materials and mastering how it needs to be delivered, leading client trainings (some delivered as a team, others delivered solo), improving upon existing course materials, and expanding / developing new course material. As many trainings are delivered on-site at client’s offices, travel is part this role. The principals for the company and its sister due diligence advisory business are based in Richmond, VA and Fort Lauderdale, FL; however, this can be a remote position (with travel), so candidates can reside in a variety of geographies.

Experience & Skills (What you bring to the table):
 A minimum of 6+ years of total work experience with at least 4+ years of financial due diligence
(e.g., quality of earnings due diligence) experience
 No prior training or teaching experience needed, however considered a plus
 Must be comfortable speaking / presenting in front of small and large groups
 Strong presentation skills and presence, including ability to read a room and adapt style and
pacing to keep audience engaged
 Advanced Excel skills, including use of best practices; experience with PowerBI or other data
analysis and/or visualization programs is preferred but not mandatory (must be willing to learn
this over time)
 Analytically and quantitatively inclined, including having the ability to analyze large data sets,
sanity check analyses, and architect and build forecast models
 Deep knowledge of business models and competitive forces
 Strong business acumen; strong logic and reasoning skills
 Ability to think about a problem, industry, or company at both the macro-level and the micro-level; ability to think strategically and tactically
 Ability to communicate effectively (in writing, via phone, and in person) with a wide variety of
individuals and backgrounds; ability to geek out on technical topics but still be able to ‘dumb
down’ the information to make it intuitive and accessible to people first learning the topics
 Cares more about truly understanding the ‘so what’ of how things work than the associated jargon
 Pays close attention to detail
 Strong business writing and editing skills
 Takes ownership of assignments big and small
 Takes pride in work, constantly looks to improve their craft, and absorbs feedback
 Curious by nature; lifelong learner

Responsibilities (What you will be doing):
 Lead client trainings (in-person—travel required and virtually), sometimes solo and other times
as part of a small team
 Must be COVID-19 vaccinated (required by some clients to enter their offices)
 Assist and at times take the lead on refining existing curriculum; must be able to think like a novice learner on a variety of topics
 Assist and at times take the lead on developing new curriculum
 Work with instructional designer teammates on adapting or developing curriculum to be
delivered via different mediums (e.g., virtual on-demand, hybrid, etc.)

Salary Range: based upon experience

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