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insightsoftware

Connected Solutions for the Office of the CFO

Consultant, Professional Services – Equity Management

ConsultantConsultantFull TimeRemoteSeniorTeam 1,001-5,000H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

9 days ago

Salary

$88K - $111K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglishPythonSQLVBA

Job Description

Consultant, Professional Services – Equity Management

insightsoftware

• 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

Job 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

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