Program Overview

Year Up Financial Operations Program

The Year Up Financial Operations program is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. This Career Pathways finance training program also involves accounting training for those interested in becoming an accounting professional.

Program Overview

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm. If you receive an internship, it may be at leading organizations in the Phoenix area.

Eligibility Criteria

To be eligible for the program, you must:

• Be a high school graduate or GED recipient
• Be eligible to work in the U.S.
• Be available Monday-Friday throughout the duration of the program
• Be highly motivated to learn technical and professional skills
• Not have obtained a Bachelor's degree
• You may be required to answer additional screening questions when applying

Program Benefits

Upon completion of the program, you will gain:

• Professional business and communication skills
• Interviewing and networking skills
• Resume building
• Ongoing support and guidance to help you launch your career
• An educational stipend of $525 per week during the internship phase

Curriculum

The program includes in-depth classes in:

• IT Support
• Banking
• Customer Success
• Financial Operations
• Business Operations

Career Outcomes

75% of program graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of $53,000 per year.

Financial Operations Training

The Financial Operations job training program is designed for young adults aged 18-29, offering a unique opportunity to step confidently into the financial arena. The program focuses on:

• Financial Operations Fundamentals
• Data Management, Analysis & Reporting
• Essential Skills Training
• Process Analysis

Skills Development

In the Financial Operations training program, you will develop a diverse skill set, including:

• Financial Operations: Interpret and record common financial transactions into a general ledger and navigate basic financial statements
• Financial Report Analysis: Review reports and apply common financial analysis techniques to gain insights into a business's financial health
• Investment Operations: Understand and describe the key characteristics, benefits, and risks of investment products
• Process Analysis: Apply common analysis techniques to interpret a business process and identify opportunities for improvement
• Data Analysis: Utilize data analysis tools in Excel to identify, analyze, and interpret trends, patterns, or insights to support business decisions
• Data Reporting: Use common data visualization tools to develop reports that demonstrate effective storytelling with data

Essential Soft Skills Development

The program also focuses on developing essential soft skills, including:

• Business Communications: Develop communication strategies for in-person and digital platforms
• Workplace Collaboration: Contribute meaningfully to meetings and demonstrate initiative and leadership
• Technology Essentials: Use common email, editing, and conferencing tools and leverage AI in a business setting
• Data Analysis: Gather and analyze data to drive business insights and enable decision-making
• Workplace Navigation: Display self-advocacy when communicating about challenges and expectations
• Self-Development: Identify and implement strategies that target improvement on strength and growth areas

Career Opportunities

Upon completing the Financial Operations training program, you will be fully equipped to take on diverse roles in financial operations and accounting, such as:

• Fund Accounting
• Portfolio Administration
• Client Services Support
• Reconciliation Analyst
• Transaction Processing
• Billing/Payroll Specialist
• Financial Data/Budget Analyst
• Business/Process Analyst