Copilot for Finance Adoption & Training Lead

O tym stanowisku

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.