Finance Instructional Designer

2 weeks ago

Work from Home, Philippines Kresko Full time ₱570,000 - ₱1,142,000 per year

We're looking for a Finance Documentation & Content Specialist to help capture, document, and package our finance and accounting workflows into clear, easy-to-follow materials. The goal is to turn complex financial processes into practical learning tools, from written SOPs to visual explainers, for our internal bookkeeping and analyst teams.

Responsibilities:

  • Work closely with our finance and accounting team to understand real workflows and translate them into structured documentation.
  • Create clear SOPs, process maps, and checklists that reflect real operational steps.
  • Develop training materials in various formats — written guides, visuals, and short explainer clips when needed.
  • Use annotated screenshots and examples to make content more engaging and easier to understand.
  • Organize and maintain all materials in ClickUp and shared drives for easy access.

Requirements:

  • 2–4 years of experience in finance, accounting, instructional design, or process documentation.
  • Background in Finance, Accounting, or FP&A — familiarity with tools like QBO, Xero, or Google Sheets is a big plus.
  • Experience as an Instructional Designer, Technical Writer, or Process Documentation Specialist.
  • Proven ability to develop SOPs and structured training materials.
  • Comfortable using different media (text, visuals, short videos) to communicate processes.
  • Familiarity with Google Docs/Sheets, ClickUp, Loom, or Descript.
  • Strong attention to detail and a knack for simplifying complex information.

Ideal Candidate:

  • You design learning experiences that help others do their jobs better.
  • You can learn quickly from subject matter experts and translate their knowledge into clear workflows.
  • Organized, responsive, and proactive communicator.

Deliverables:

  • Step-by-step SOPs and checklists with screenshots or visuals.
  • Process documentation organized by topic or workflow.
  • Occasional short explainer videos or annotated screen recordings (when suitable).

Job Type: Part-time

Pay: Php Php570.00 per hour

Expected hours: No less than 15 per week

Benefits:

  • Flexible schedule
  • Flextime
  • Work from home

Application Question(s):

  • Can you share an example of a process guide or SOP you created (preferably related to finance or accounting)?
  • How do you approach documenting processes when the team has limited time to explain them?
  • What tools do you typically use for documentation and visuals?
  • Have you worked on training or instructional design projects before?
  • How do you usually manage communication, feedback, and deadlines when collaborating remotely?

Work Location: Remote

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