Finance Instructional Designer

8 hours ago

Angeles City, Central Luzon, Philippines Kresko Full time ₱240,000 - ₱480,000 per year

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:

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

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