Finance Instructional Designer
22 hours ago
Job Title: Finance Documentation & Content Specialist (Freelance)
Workstyle: Remote
Compensation Range: $6-$10/hr
Timezone:
Flexible (Asia daytime preferred)
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).
Pre-Screening Questions:
- 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?
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