Equity Specialist – Product Engineering

5 hours ago

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insightsoftware

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Finance • SaaS • Enterprise

insightsoftware is a comprehensive provider of solutions tailored for finance, accounting, and operations. They empower business leaders by turning data into actionable insights, aiding in strategic decision-making across organizations. Their platform connects over 200 environments including major ERPs and data sources, offering AI-enabled integration and data management solutions specifically designed for the Office of the CFO. insightsoftware's offerings include financial reporting, operational reporting, data automation, and more, all aimed at streamlining financial processes and enhancing data visibility and reliability. With a focus on automating routine workflows, they enable businesses to save time, minimize errors, and focus on strategic analysis.

1001 - 5000 employees

💸 Finance

☁️ SaaS

🏢 Enterprise

💰 Private Equity Round on 2021-07

📋 Description

• Serve as the equity domain expert for engineering and product teams, ensuring accurate representation of equity compensation concepts in system design. • Collaborate with Product Managers to define functional requirements for equity management features, including grant administration, vesting schedules, tax compliance, and reporting. • Translate complex equity plan rules and regulatory requirements into clear, actionable specifications for software development. • Validate technical designs and workflows to ensure compliance with accounting standards (ASC 718), tax regulations, and global equity plan requirements. • Partner with QA teams to develop test cases that accurately reflect equity scenarios and edge cases. • Act as a liaison during sprint planning and backlog grooming, ensuring 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 to 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. • Bonus: Experience with data modeling, APIs, or SaaS platforms in the equity domain.

🏖️ Benefits

• Background checks are required for employment with insightsoftware, where permitted by country, state/province. • All your information will be kept confidential according to EEO guidelines. • Learn more about our high-energy, high-performance global team.