Copilot for Finance Adoption & Training Lead
At a glance
Senior Learning & Development role at Helprise. Remote, Poland · contract.
Pay not stated Learning & Development salary
hrroles summary, based on the employer's posting.
What you'll do
- Lead remote and onsite Copilot for Finance sessions for finance teams, including FP&A, controlling and accounting
- Use finance examples such as forecasting, variance analysis and reporting automation to explain AI applications
- Build learning materials, practice tasks and demonstrations, then adapt them for analysts through leadership
- Guide interactive workshops and Q&A, helping clients adopt AI tools in Microsoft 365
- After training, share practical recommendations and work with client stakeholders and project teams
What you bring
- You have delivered training, workshops or enablement sessions and have experience in finance
- You understand financial reporting and analysis, and can work with financial data using advanced Excel
- You can explain technical ideas in business terms and facilitate presentations effectively
- You have English proficiency at B2 or C1 level and are willing to travel for client workshops
Who this fits
This senior contractor role suits someone who can train finance teams and translate AI concepts into practical business examples. The work combines remote delivery with onsite client sessions, so business travel is required. The role is based in Warsaw, Poland.
From the employer
Helprise is an organization that combines global reach with local talent. We work for companies that value quality, partnership, and responsibility, creating teams that really work. By precisely matching skills and business needs, we connect specialists with projects where their knowledge has a real impact. By joining us, you become part of an environment where matching is not a coincidence, but a decision.
We are looking for an experienced AI Trainer to deliver Copilot for Finance training sessions for finance teams. This role combines remote work with onsite workshops at client locations and focuses on driving AI adoption within Finance functions.
Work model: Remote + onsite client training sessions (business travel required)
Requirements
YOU WILL
- Deliver remote and onsite training sessions on Copilot for Finance
- Conduct workshops for Finance, FP&A, Controlling, and Accounting teams
- Present AI use cases in Finance (forecasting, variance analysis, reporting automation)
- Prepare training materials, exercises, and demo scenarios
- Support clients in adopting AI tools within Microsoft 365 ecosystem
- Run interactive workshops and Q&A sessions
- Tailor training content to different seniority levels (analysts to leadership)
- Collaborate with stakeholders and project teams on client side
- Provide post-training recommendations and best practices
YOU NEED
- Proven experience delivering training, workshops, or enablement sessions
- Experience in Finance (FP&A / Controlling / Accounting / Finance Business Partner)
- Strong understanding of financial reporting and analysis
- Advanced Excel skills and experience working with financial data
- Ability to explain technical concepts in a business-friendly way
- Strong presentation and facilitation skills
- Willingness to travel for onsite training sessions
- English min. B2/C1
Nice to have
- Experience with Copilot for Finance or Microsoft Copilot
- Knowledge of Power BI / Power Query / Power Platform
- Experience with Microsoft 365 ecosystem
- Experience in Finance transformation or automation projects
- Microsoft / AI / Finance certifications
- Experience training corporate clients
Benefits
Work flexibility
We give you the opportunity to adjust your work to your lifestyle. We offer flexible hours as well as the possibility of remote or hybrid work, depending on the role and your preferences.
Various forms of cooperation
At Helprise, you can choose the model that best suits your needs. We offer both employment contracts and flexible B2B cooperation options.
Basic benefits package
We care about the health and well-being of our employees - we provide private medical care, a MultiSport card, and life insurance.
Development on your terms
We provide an individual development budget that you can use for your professional growth. As a Lumina Learning partner, we also give you access to unique tools and the support of certified practitioners, so you can better understand your potential and strengthen your talents.
Integration and shared experiences
We regularly enjoy new experiences together and build relationships in an inspiring atmosphere. From cooking sessions, through yoga weekends in nature, to the thrill of escape rooms.