Project Manager - Finance

Training Lead – Project Titan/Project Dione

·                           6 Month Contract

·                           Equivalent of Level E

·                           Based in York

Role Purpose

The Training Lead is responsible for designing, developing, and delivering a comprehensive training curriculum that enables colleagues to understand and operate effectively within the Investment Reporting Team. This includes translating complex Finance technical concepts, data, and reporting concepts into accessible learning content and ensuring individuals are fully prepared for new processes, systems, controls, and reporting outputs.

The role acts as a bridge between Finance technical teams, business SMEs, and stakeholders to ensure training is accurate, aligned to programme outcomes, and supports successful implementation.

Key Responsibilities

1. Learning Programme Design

·       Develop a structured, multi‑module learning programme covering core investment reporting topics (e.g., complex reporting, Investment reporting, Asset validations, Clearwater Analytics, Solvency reporting, Credit Risk reporting)

·       Define learning objectives for each module aligned to business processes and new “To‑Be” operating models

·       Translate technical requirements into accessible training content suitable for different audiences

2. Training Content Development

·       Create high‑quality training materials including e‑learning modules, scenario-based exercises, data flow walkthroughs, and process demonstrations.

·       Ensure all materials reflect new system functionality, integrations, reconciliations, controls, and reporting outputs.

·       Work with SMEs, data specialists, and finance technical teams to validate accuracy of content.

·       Development of modules using essential learning software (Elucidat) to create and maintain the modules

3. Stakeholder Engagement & Collaboration

·       Partner with project managers, business leads, SMEs, and vendors to gather insights and requirements for training design

·       Present training approaches in business‑friendly language and gain approval for curriculum and materials

4. Training Delivery & Facilitation

·       Coordinate pilot sessions, manage feedback loops, and iterate content to improve clarity and learner experience.

5. Readiness, Deployment & Support

·       Develop learning deployment plans

6. Quality, Controls & Governance

·       Ensure all training materials meet internal governance and documentation standards

·       Maintain audit‑ready training documentation including version controls and evidence of learning delivery

·       Monitor and assess training effectiveness using feedback and performance metrics

Key Skills & Experience

Technical & Reporting Knowledge

·       Strong understanding of investment assets (liquid and illiquid), classifications, lifecycle events, and data flows

·       Knowledge of IFRS reporting, Solvency II investment QRTs, and credit‑risk‑related reporting requirements

·       Familiarity with analytics systems and ERP platforms used in investment or financial reporting environments

Training & Learning Expertise

·       Experience designing structured learning programmes or technical training pathways

·       Ability to simplify complex technical concepts for learners with varying levels of expertise

·       Skilled in creating engaging, accessible materials across multiple formats

·       Effective communication, influencing, and stakeholder management capabilities