Consultant, Professional Services – Equity Management

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $88k - $111k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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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

• 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