Consultant, Professional Services – Equity Management
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Equity Services Consultant managing intricate equity transactions and driving automation innovations at insightsoftware. Collaborating with clients and teams on compliance and best practices in equity management.
Responsibilities:
- Lead and execute complex equity data projects including M&A corporate actions, stock splits, vesting accelerations, and cancellations of options and restricted awards
- Perform comprehensive data validation and reconciliation across multiple systems and data sources to ensure accuracy and completeness
- Design, document, and improve processes and workflows to increase efficiency and reduce manual effort
- Develop and maintain automation templates, scripts, and tools using VBA, SQL, and Python to streamline recurring tasks
- Provide subject matter expertise and guidance to clients on equity plan compliance, controls, and best practices
- Collaborate with cross-functional teams including product management to identify opportunities for product enhancements and template optimization
- Embrace and leverage AI tools and innovations to enhance data analysis, automation, and decision-making capabilities in equity management work
Requirements:
- 5+ years of experience managing complex equity compensation projects or equity plan administration
- Advanced proficiency in Microsoft Excel, including formula development, data analysis, and pivot tables
- Strong working knowledge of VBA for Excel automation and process efficiency
- Proficiency with SQL for database querying and data manipulation
- Experience with Python or similar scripting language for automation and data processing
- Demonstrated expertise with equity compensation software platforms (Certent Equity Management, E*TRADE Global EQ, Shareworks, or equivalent)
- Deep understanding of equity compensation concepts including frameworks ISOs, RSUs, ASC 718, IFRS 2, and equity plan compliance frameworks
- Strong documentation and written communication skills with the ability to clearly articulate technical concepts
Benefits:
- Fully remote work environment with flexible working arrangements
- Opportunity to work on high-impact, complex projects with leading global organizations
- Direct collaboration with the Professional Services team and product management
- Professional development and continuous learning opportunities
- Competitive salary and comprehensive benefits package
Similar Jobs
Associate Technical Consultant – Cranial and Spinal Technologies
Associate Technical Consultant for Cranial and Spinal Technologies supporting medical professionals in surgeries. Collaborating with sales and clinical teams to enhance patient care in Baden-Württemberg.
Lead Consultant
Lead Data Migration Consultant managing teams and delivering data projects for a global consultancy. Focused on data transformation using Syniti's tools and methodologies.
Managing Consultant
Data Migration Managing Consultant managing lead data migration consultants for global data projects at Syniti. Collaborating with customer resources to ensure project success and high-quality data delivery.
MCAD Solution Consultant
MCAD Solutions Consultant leading successful customer deployments of CAD to PLM solutions. Implementing XPLM products and processes while collaborating with technical teams.
Workday HCM Consultant
Workday HCM Consultant developing solutions in the Workday project lifecycle for global clients. Leading client deliverables while ensuring quality execution of projects across multiple domains.
Consultant II
Consultant II at SPS Commerce developing standardized solutions for a global retail trading network. Handling problem research, diagnosis, and implementation of technology products.
Workday Advanced Compensation Consultant
Workday Advanced Compensation Consultant designing and optimizing compensation programs for clients. Collaborating with organizations to implement and enhance Workday compensation solutions.
Consultor/A AVEVA PI
Consultant specializing in AVEVA PI for international projects in a fully remote setup. Seeking experienced candidates with proficiency in Google Cloud Platform and high-level English.
Senior Oracle EPM Consultant – FCC
Consultor responsible for systematized implementation and ongoing support of cloud-based EPM products and solutions. Ensuring high-quality projects that meet client needs and promote growth.
Retail Consultant
Retail Consultant ensuring maximum support for retail clients. Driving adoption and enhancing customer satisfaction with Focal's AI solutions.
Senior Underwater Acoustics Consultant
Senior Consultant in underwater acoustics at SLR Consulting, delivering assessments for environmental and marine infrastructure projects. Leading modelling, monitoring, and mitigation strategies for marine activities.
Technical Consultant III
Technical Consultant III providing strategic advice and solutions for clients to optimize their technology infrastructure. Working with clients to implement and integrate effective technology solutions.
International Consultant – Emergency Medical Teams, Logistics
Consultant providing logistics support for Emergency Medical Teams in the Western Pacific Region. Key responsibilities include training, cache management, and supporting emergency operations.
Saviynt Technical Consultant
Consultant supporting a large-scale application onboarding initiative within Saviynt IGA platform. Enabling centralized identity lifecycle management and access governance with occasional travel.
Digital Transformation Consultant
Digital Transformation Consultant engaging with key strategic customers for Docusign solutions. Guiding digital transformation efforts and leveraging Docusign platform effectively.
Senior Consultant
Senior Consultant providing strategic healthcare consulting and project leadership at Comagine Health. Leading complex client engagements to improve healthcare systems and deliver innovative solutions.
Azure Cloud Consultant
Microsoft Azure Cloud Consultant responsible for analyzing and conceptualizing cloud architectures for service supplier portal. Conducting workshops and onboarding for technical knowledge transfer.
Real Estate Sales Consultant
Real estate consultant managing client relations remotely for premium residential projects in Canada. Responsible for project presentations, client consultations, and contract signings with ongoing support.
Provider Outreach Consultant
Provider Outreach Consultant supporting healthcare providers to increase referrals for women's mental health services. Building relationships and facilitating education for clinical teams in a remote role.
Senior Process Consultant
Forward Deployed Senior Process Consultant optimizing consulting delivery for healthcare systems. Engaging clients, quantifying benefits and leading teams with a focus on AI solutions and operations.