Equity Specialist – Product Engineering

Job not on LinkedIn

🕒 September 29

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🪄 Product Specialist

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

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insightsoftware

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🏢 Enterprise

💰 $798.6M Private Equity Round - insightsoftware on 2021-07

SaaS • Finance • Enterprise

insightsoftware is a provider of financial and operational reporting software and data analytics solutions for the Office of the CFO. Its cloud-enabled platform and pre-built connectors integrate with major ERPs (Oracle, SAP, Microsoft and 140+ others) to deliver financial reporting, budgeting/planning, consolidation, tax and lease lifecycle management, embedded analytics, and automation tools. The company serves finance, accounting, and operations teams with AI-enabled features, data virtualization, and turnkey templates to accelerate reporting, planning, and compliance.

📋 Description

• Serve as the equity domain expert for engineering and product teams • Collaborate with Product Managers to define functional requirements for equity management features, including grant administration, vesting schedules, tax compliance, and reporting • Translate equity plan rules and regulatory requirements into actionable software development specifications • Validate technical designs and workflows for ASC 718, tax regulations, and global equity plan compliance • Partner with QA teams to develop test cases covering equity scenarios and edge cases • Liaise during sprint planning and backlog grooming to ensure equity-related features are prioritized and implemented correctly • Provide guidance on data structures, integration points, and reporting needs related to equity plans • Monitor industry trends and regulatory changes and advise on product roadmap adjustments • Conduct training sessions for engineering and product teams on equity concepts and compliance requirements

🎯 Requirements

• Certified Equity Professional (CEP) Level 3 required • 5+ years of experience in equity compensation administration or consulting • Strong knowledge of global equity plan structures, tax compliance, and accounting standards (ASC 718) • Experience working with software development teams or technology platforms related to equity management • Familiarity with Agile methodologies and tools (e.g., Jira, Confluence) • Excellent written and verbal communication skills • Ability to create detailed functional specifications and acceptance criteria • Experience with data modeling, APIs, or SaaS platforms in the equity domain is a bonus • Ability to write SQL queries for data validation and reporting • Understanding of relational database design and equity-related data structures • Knowledge of RESTful APIs for integration with external systems • Experience with reporting and visualization tools (e.g., Power BI, Tableau) • Exposure to equity management software (e.g., Shareworks, Carta, Certent) • Familiarity with scripting languages (Python or similar) for data analysis or automation • Understanding of Git-based workflows for collaboration with engineering teams

🏖️ Benefits

• Additional bonus eligibility may apply • Background checks are required for employment where permitted by country, state/province • Equal employment opportunity workplace