Lead Learning Systems Analyst

Bachelor’s degree and 3–4+ years of experience administering an enterprise LMS; LCvista strongly preferred (or equivalent accounting-industry LMS). Understanding of accounting/CPA regulatory environments, especially CPE crediting, reporting rules, Board requirements, and jurisdiction changes. Proficiency with SCORM/xAPI, CSV workflows, HTML, SSO, and API integrations. Experience with analytics tools (LCvista Analytics, Power BI, or Tableau). Strong writing ability for communication and training enablement. Experience curating technical learning libraries. Background in accounting, professional services, compliance, or PE-backed organizations preferred.

Serve as Crete’s lead LCvista expert, owning configuration, setup, SSO, permissions, role structures, firm segmentation, and potential future multi-LMS instance alignment. Manage jurisdiction-specific rules, tracking updates across all 50 states and ensuring CPE compliance meets Board of Accountancy requirements. Lead UAT, regression testing, and rollout of new system releases, features, and integrations. Provide Tier-2 support for firm admins; lead troubleshooting and escalate issues to LCvista as needed. Maintain the LMS data architecture with alignment to UKG and PerformYard. Curate Crete’s full learning library. Monitor and update CPE metadata, expirations, certificates, and technical requirements to ensure jurisdictional accuracy. Assign required CPE by level, role, service line, and region—ensuring protections for audit, tax, and CAS rules. Manage bulk imports, vendor licensing, content mapping, metadata cleanup, and external provider relationships. Partner with L&D on skill-based learning paths, technical academies, and foundational learning plans. Draft firm-wide communications on compliance deadlines, content launches, onboarding, or system changes. Build job aids, tip sheets, 2-minute training videos, and “how-to” micro-learning using tools like Colossyan. Own and maintain Crete’s intranet learning hub. Partner with leaders to monitor compliance risk and proactively communicate needed actions. Track all CPE completion across firms—ensuring each learner meets state, AICPA, and service-line-specific requirements. Produce analytics dashboards: completions, licensing gaps, overdue CPE, provider utilization, and training ROI. Collaborate with the Lead – Performance Analytics to sync learning and performance data (e.g., linking competencies to development). Monitor learning engagement and recommend strategies to increase adoption. Build and support new firm learning plans during acquisition integration (Day 1–90). Align onboarding and mandatory learning flows across firms. Coordinate with Talent Integration to create scalable processes that support multi-entity growth. Support the development of annual content roadmap, vendor reviews, and technical learning frameworks.