Manager – Equity Management Operations

🔥 6 minutes ago

🇺🇸 United States – Remote

💵 $88k - $111k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

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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

• Manage the Operations team providing operational support and service delivery to outsourced equity plan administration customers • Plan, organize, and manage complex operational activities • Manage operations personnel, including hiring, training, and staff development • Develop, implement, and monitor goals, objectives, and work standards • Minimize risk associated with large amounts of data processing • Plan team goals and objectives • Coordinate operations deliverables with peers in the Administration Services group • Research and resolve escalated client inquiries with team leadership • Assist Operations Specialists with complex processing events and quarter-end activities • Facilitate problem-solving meetings and implement appropriate solutions • Coordinate projects supporting complex client needs • Communicate project findings, conclusions, and recommendations to clients and management • Perform internal control design and process testing for Sarbanes-Oxley compliance • Establish internal business processes as needed • Formulate responses to clients on complex operational issues • Research issues and recommend solutions for complex plan designs • Perform special projects as needed • Apply AI tools to draft client correspondence and report summaries, build Excel formulas and scripts, automate recurring data checks and reconciliations, flag anomalies in audit reports, and document and share efficiencies • Report to the Senior Director, Equity Management Operations

🎯 Requirements

• B.S. in Business Administration, Economics, Accounting, or Finance • 3+ years in a supervisory/management role • CEP (Certified Equity Professional) Certification or attainment within 24 months • High proficiency in Microsoft Excel, Word, PowerPoint, and Outlook • Strong analytical and independent problem-solving skills • Excellent written and verbal communication skills • Ability to work collaboratively • Adequate knowledge of organizational effectiveness and operations • Strong organizational skills • Resourcefulness and detail orientation, with ability to deliver complete and accurate results • Experience with different types of equity plans in private and public companies preferred • Salesforce experience preferred

🏖️ Benefits

• Additional bonus eligibility may apply • CEP certification attainment support within 24 months (certification requirement/eligibility) • Equal employment opportunity workplace • Confidential handling of application information • Background checks where permitted by country, state/province

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