Senior Consultant – Implementation, Equity

🕒 September 8

🇺🇸 United States – Remote

💵 $88k - $111k / year

⏰ Full Time

🟠 Senior

🛠️ Implementation Specialist

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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

• Reconcile equity compensation financial reporting between customers’ prior results and the NextGen platform, including ASC 718 stock compensation expense, corporate and deferred tax, disclosures, and ASC 260 diluted EPS • Develop and deliver summary and detailed comparison reports for reconciliation cycles • Analyze discrepancies, quantify calculation differences, determine root causes, and recommend resolutions • Produce reconciliation documentation explaining differences between NextGen calculations and customers’ previous methods • Reconcile participant- and grant-level equity data, including grants, vesting schedules, exercises, releases, cancellations, forfeitures, and balances • Validate share balances and grant lifecycle events to confirm complete and accurate transaction-history migration • Reconcile ESPP enrollment, contribution, and purchase data and validate participant demographic, tax, and account information • Document administrative discrepancies, maintain follow-up trackers, and drive open items to closure • Partner with financial reconciliation teams to ensure administrative data ties to expense, tax, disclosure, and EPS results • Understand and coordinate dependencies across data loading, product, administrative reconciliation, and financial reconciliation teams • Validate migrated data against expected results, surface discrepancies, and confirm fixes • Document mapping logic, exceptions, and resolution steps • Serve as a senior point of contact for customer stakeholders • Ensure deliverables meet SLAs and quality standards and proactively surface risks • Lead customer conversations and follow up with actionable plans • Mentor and support junior team members

🎯 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 • Experience with equity-related disclosures and year-end tax reporting, including W-2 inserts, Forms 3921 and 3922 • Experience with data migration, mapping, and validation across financial and equity administration systems • Experience with equity management systems is desirable • Advanced proficiency in Microsoft Excel and other financial software • Familiarity with equity management platforms and financial accounting systems • Reconciliation expertise, including discrepancy/delta identification and resolution • Equity compensation financial reporting and administration knowledge • Data migration, mapping, and validation skills • DB querying/SQL, report generation, data analysis, and automation • Ability to create process documentation and SOPs and maintain work tracking • Strong written and verbal communication, including status reporting, escalations, and meeting follow-ups • Excellent accuracy, attention to detail, ability to work independently, and ability to manage multiple tasks simultaneously • Ability to communicate effectively with customers by email and in person • Background check required for employment, where permitted by country, state/province

🏖️ Benefits

• Base salary range of $88,000–$111,000 annually • Additional bonus eligibility may apply • Occasional travel to customer sites