Senior Consultant – Implementation, Equity
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Job Description
Senior Consultant managing financial reconciliation for equity compensation at insightsoftware. Ensuring data accuracy across platforms during customer migrations to NextGen with a focus on equity management.
Responsibilities:
- Reconcile equity compensation financial reporting results between the customer’s prior results and NextGen.
- Develop and deliver comparison reports for each reconciliation cycle.
- Analyze comparison reports to identify and quantify calculation differences.
- Provide clear reconciliation documentation that helps customers.
- Reconcile participant- and grant-level equity data between the legacy platform and NextGen.
- Validate share balances and grant lifecycle events.
- Identify, quantify, and document administrative discrepancies and deltas.
- Serve as a senior point of contact for customer stakeholders on assigned equity and reconciliation workstreams.
Requirements:
- Bachelor’s degree in Accounting, Finance, or a related field.
- Minimum of five years of experience in financial accounting, with a focus on equity compensation management and reconciliation.
- Strong working knowledge of ASC 718 expense reporting, ASC 260 diluted EPS, corporate tax, and disclosure concepts.
- Experience with administrative/participant-level equity reconciliation and equity-related disclosures and year-end tax reporting.
- Experience with equity management systems is desirable.
- Advanced proficiency in Microsoft Excel and other financial software.
- Comfortable querying databases (SQL), generating and analyzing reports, working with large data sets, and using automation to work efficiently.
Benefits:
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
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