Role Description The Alberta Association of Immigrant Serving Agencies (AAISA) is seeking a Subject Matter Expert (SME) to update and facilitate the existing Working with Immigrant Seniors course for settlement practitioners and service providers. The updated training will strengthen participants’ capacity to effectively support newcomer seniors through culturally responsive, anti-racist, trauma-informed, and GBA+ approaches that respond to the current and emerging needs of newcomer seniors in Canada. The selected SME will deliver a facilitated workshop that will later be adapted into an online, self-paced course. Qualifications - In-depth knowledge of core skills, strategies, and processes related to supporting newcomer seniors, elder abuse, trauma-informed approaches, and culturally responsive practices. - Experience working with older adults and understanding their settlement and integration needs and challenges. - Demonstrated experience facilitating learning and development workshops for adult learners. - Knowledge of and/or experience working within the settlement and integration sector is considered an asset. - Familiarity with online learning environments preferred (e.g., Moodle, etc.). - Familiarity with online webinar platforms preferred (e.g., Zoom, Microsoft Teams, etc.). - Fluency in English, both written and verbal; fluency in French would be considered an asset. Requirements - Assist in developing a plan with a timeline for each project component and deliverable. - Conduct a literature review and explore current best practices to identify key areas of focus for the workshops and modules of the online self-paced course. - Ensure all facilitated workshops and online self-paced course components are developed in alignment with AAISA’s settlement practitioner competency framework and current contextual needs. - Provide the content for the online facilitated and self-paced course including drafts, revisions, and finals. - Meet with AAISA’s programs & services department to plan for the development of the online self-paced course. - Collaborate with AAISA’s learning & Technology Coordinator to develop content in relation to AAISA’s structure of the online self-paced course. - Commit to generation of digital learning resources for the online self-paced course. - Attend a virtual technology orientation session with AAISA’s Learning & Technology Coordinator. - Create an Evaluation of Effectiveness of Learning for the online self-paced course modules. Benefits - Opportunity to contribute to the professional development of settlement practitioners. - Engagement in a meaningful project that supports newcomer seniors. - Collaboration with a respected organization in the settlement and integration sector. Company Description The Alberta Association of Immigrant Serving Agencies (AAISA) is a non-profit umbrella organization that has represented, supported, and advocated for Alberta’s settlement and integration sector since 1980. Collectively, AAISA member agencies offer services to newcomers in over 22 municipalities across the province.

• End-to-end ownership of annual operating plans, long-range financial models, and rolling forecasts • Financial modeling to evaluate growth initiatives, pricing strategies, payments economics, and capital allocation decisions • Reporting and analysis of core SaaS and payments metrics, including ARR, MRR, churn, net revenue retention, LTV/CAC, payment volume, and take rate • Development and maintenance of executive-level Tableau dashboards providing real-time visibility into performance, trends, and risk • Board-ready reporting and analysis, including quarterly board presentations and ad-hoc investor requests • Variance analysis with clear identification of root causes, risks, and corrective actions • Continuous improvement of FP&A, reporting, and BI processes through automation, advanced analytics, and AI-enabled forecasting • Practical application of AI-assisted tools to improve efficiency across forecasting, scenario modeling, variance analysis, and executive reporting • Partnership with Product, Sales, Payments, and Operations leaders to influence decision-making through data

• Provide excellent customer service to our clients; • Deliver consultative, solution-oriented support to clients, resolving questions and mediating conflicts with partners and suppliers; • Import credit operations into the system and manage the sale of these assets to associated funds; • Support management of the Balance Sheet and Income Statement (DRE), ensuring the numbers reflect the business’s strategic reality; • Perform accounts payable/receivable routines, financial reconciliations and administrative tasks with precision and attention to detail; • Prepare monthly and ad-hoc reports based on bancarization area data and client information; • As we are constantly evolving and growing, we expect you to adapt quickly to new scenarios and help improve our internal processes by proposing efficiency gains.

• Oversee and direct the specialty banking activities of the team • Cultivate account relationships and ensure strong credit quality thresholds are met • Monitor and coach performance of team members • Create a strategic plan for the Financial Institutions Group • Ensure compliance with regulatory policies and standards