Training & Compliance Coordinator

TRAINING & COMPLIANCE COORDINATOR

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 17 regional offices, 900 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up?

Our partner firm, Abacus! is hiring!

Objective:

The Training & Compliance Coordinator curates, coordinates, and champions firm training and compliance programs to help employees develop, apply, and own their skills. This full-time, professional role will design and deliver firm-wide learning strategies that develop our people and support firm goals in technical excellence, leadership, client service, and culture.

Essential Functions:

1. Design and Lead Training Strategy: Develop and implement a cohesive training calendar that includes technical, professional, leadership, and culture-based learning programs. Align the learning approach with firm strategic goals and internal development frameworks.

2. Coordinate Signature Training Programs:
Oversee, facilitate, and coordinate firm-led training experiences including:

a. Culture Training (Abacus Kickstart, New Hire Orientation Curriculum, Culture Guide Refreshers)

b. Career Growth Training (Soft Skills, Performance Development, Utilizing Career Growth Guide)

c. Technical Training (CPA-required, maintain credentials, software-specific, client service)

d. Leadership the Abacus Way (design, scheduling, content, support)

e. Supervisor Training

f. Lunch & Learns (content calendar, facilitator coordination, tracking)

3. Ensure Compliance Standards: Maintain awareness of AICPA and NASBA guidelines. Oversee required compliance for all internal and external CPE offerings, including peer review planning. Track and support licensure, certifications, and compliance documentation.

4. Maintain Learning Records & Systems: Manage the Learning Management Software (LMS), ensuring all CPE and internal courses are logged, accessible, and user-friendly. Act as system administrator and employee support resource.

5. Coach Employees in Their Learning Journey: Help employees understand their individual learning paths, recommend appropriate internal and external training opportunities, and connect learning to their role growth and performance goals.

6. Support External Training & Client Education: Coordinate logistics and support for employees attending or delivering external training. Assist in developing and delivering training opportunities for clients as needed.

7. Evaluate Training Impact: Monitor, track, and evaluate training participation, feedback, and effectiveness. Make strategic recommendations for enhancements.

8. Steward Firm Resources: Manage spending & investment costs and vendor relationships related to training. Make wise, value-added decisions that advance firm education and development.

Competencies:

1. Strategic Communication – Clear, thoughtful, and motivating verbal and written communication

2. Growth Mindset – Always learning, improving, and seeking creative learning solutions

3. Ethical Practice – Maintains confidentiality and models high-integrity behavior

4. Business Acumen – Understands how people development supports firm success

5. Critical Evaluation – Uses data and feedback to evaluate training impact

6. Planning & Execution – Prioritizes, organizes, and delivers with excellence

7. Relational Intelligence – Understands people, team dynamics, and learning styles

Supervisory Responsibility

Reports directly to the Catalyst of Excellence

No direct supervisory responsibilities, but high levels of cross-functional coordination, public speaking and instruction.

Position Expectations & Work Environment

Full-time, salaried, exempt role with flexibility in work hours and location

Primarily based in Springfield, MO; some travel to other offices and participation or travel may be needed for key events

Required Education & Experience

Bachelor’s degree in Education, Organizational Development, HR, or related field

3+ years of experience in training, professional development, or people strategy preferred

Knowledge of LMS systems and training compliance preferred

Physical Demands

The physical demands described are representative of those necessary for an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision abilities required by this job include close vision and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description does not list all the duties of the job. You may be asked to perform other assignments and duties. You will be evaluated in part based on your performance of the tasks listed in this job description.

Abacus!, one of the fastest growing firms in the regional area, is wholly dedicated to helping our clients achieve their financial objectives while also allowing our employees to reach their greatest potential. Our team of Abacus Professionals provide a distinctive level of service in tax, audit, accounting, and business consulting. Our passion for our clients and employees is the driving force behind all our work and the reason we are recognized as an entrepreneurial leader.

Your Abacus Experience: You’ll find that things are distinctively different here at Abacus, and we’re proud of it. We center on one key component: people. We foster an environment of growth, trust, and confidence and you’ll see it in daily interactions, hear it regular conversations, and live it as part of our Abacus Culture.

Our Award-Winning Firm: We’re proud to be recognized by local, regional, and national organizations for our distinctive culture, great work environment, and our focus on ethics, quality and economic impact. Abacus’ distinctions include:

1. Inside Public Accounting’s Top 300 Firm in the U.S. #280 – 2024

2. An Inside Public Accounting’s Fastest Growing Firm in the U.S. - 2024

3. Accounting Today’s No. 16 Fastest-Growing Firm in the U.S. – 2024

4. An Accounting Today’s Top Regional Leader in the Midwest – 2023, 2024

5. Inside Public Accounting’s Best of the Best Firms – 2023

6. A Biz 417’s Best Place to Work – 2021, 2022, 2023, 2024

7. An Accounting Today’s Top 100 Best Firms to Work For – 2009, 2010, 2020

8. 2021 Better Business Bureau Torch Award Recipient – highlighting ethics and quality

9. Finalist for Springfield Business Journal’s Economic Impact Awards – 2021, 2023

Website: AbacusPro.com

Abacus! is an equal opportunity employer. Hiring decisions are administered without regard to race, color, creed, religion, sex, pregnancy, sexual orientation, gender identity, age, national origin, ancestry, citizenship status, disability, veteran status, genetic information, or any other basis protected by applicable federal, state or local law.

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance and short-term disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

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