Careers at OSCPA

The Association

The Ohio Society of CPAs (OSCPA) offers a challenging and rewarding work environment, where you will be encouraged to learn, pushed to grow and empowered to suggest ways to enhance member value.

We are recognized as one of the nation’s top state accounting associations with members who work in public accounting, business and industry, government and education. With a staff of 40 and a $7 million operating budget, OSCPA enjoys the reputation, respect and influence of many national associations.

OSCPA advances the interests of its members through strong advocacy initiatives and a multi- faceted education program that keeps CPAs prepared to meet the challenges of an increasingly complex business and regulatory environment. The Ohio Society is located adjacent to the Easton Town Center shopping and dining complex in Columbus, Ohio. Home to The Ohio State University and top companies such as Nationwide Insurance and the Limited Brands, Columbus is a gem of the Midwest. It boasts a vibrant arts and business culture, tantalizing restaurants, great shopping, seasonal festivals, recreational and professional sports plus a diverse blend of neighborhoods that all contribute to its urban charm and family-friendly appeal.

The Ohio Society of CPAs offer a competitive compensation and benefits package that includes: 401k with company match, health, life and disability insurance, a wellness program that includes fitness center memberships, a generous professional development program for staff, a generous vacation and paid time off package, flexible work schedules and a telecommuting option.

The Ohio Society of CPAs is an equal opportunity employer.

Learning Manager - Portfolio

Supports the execution of OSCPA’s learning strategy, product development and delivery working under the direction of the Learning Senior Manager. This role encompasses the planning, execution and development of profitable, high quality professional development and learning activities that participants, members and companies value and support.

Portfolio Management

  • Implement short-term tactics and long-term strategies to meet present demands while positioning OSCPA learning for future success
  • Manage usage analysis for assigned portfolios and recommend additions/deletions from portfolio based on engagement patterns
  • Conduct research and scan the environment and competitive marketplace to monitor learning needs and identify opportunities to grow and update assigned portfolios
  • Coordinate with marketing to provide content, segment, and value insights in developing and executing marketing activities
  • Coordinate with other OSCPA functions to deliver upon the desired learning experience and defined organizational goals/objectives
  • Manage task force resources to drive identification of relevant trends, topics, content leaders, segment needs and learning objectives
  • Support Vested Learning product delivery

Product Management

  • Manage subject matter expert recruitment and coaching decisions
  • Identify and recruit a diverse portfolio of subject matter experts (SMEs) to deliver learning activities, programs, products, and/or services across OSCPA portfolio
  • Work with SMEs to refine presentation materials to meet the target audiences learning need(s) and OSCPA standards
  • Manage communications with our SMEs
  • Work with other departments to spotlight learning events and thought leaders
  • Manage product creation and update processes
  • Manage event evaluation process
  • Proof database and marketing materials for accuracy
  • Review and summarize data from subject matter expert evaluations and product performance metrics and recommend appropriate actions to continue to move the learning function forward

Operations and Financial Management

  • Input revenue, cost and attendance budgets for individual learning products
  • Reconcile and process vendor payables for learning events, correcting discrepancies as necessary to ensure accurate processing
  • Monitor budget to actual for individual learning events
  • Assist with in-house learning events as needed

Requirements:

  • A Bachelor’s degree from an accredited university
  • Ability to analyze and understand complex and diverse segments and proactively design responses to meet market demands
  • Superior organizational and communication skills (oral and written). Must be able to build and maintain relationships with a diverse group of people, lead one-one-one and small group discussions, and drive difficult conversations to successful outcomes. Must communicate and manage effectively in an environment experiencing constant disruption to fundamental business models.
  • Ability to manage multiple projects simultaneously, track deadlines & milestones and communicate status while also being attentive to details.
  • Commitment to excellence in customer service
  • Knowledge and proficiency in current Windows operating systems, current Microsoft Office products, and general knowledge of customer database applications
  • Available for mostly in-state travel, some evenings and weekends, including overnight. Must have a valid driver’s license
  • Comfortable working independently and in a team environment; maintaining a professional presence and representing OSCPA at learning events

Preferences

  • CPA (or equivalent accounting experience) preferred
  • 2+ years work experience in a professional environment

Interested candidates should send resume, cover letter and salary requirements to tcrosby@ohiocpa.com.