1 день назад
Consultant, Professional Services (Equity Management)
88 000 - 111 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Consultant, Professional Services (Equity Management) (Equity Data and Automation): Delivering complex, project-based equity data work covering corporate actions, reconciliation, compliance, and client guidance with an accent on Excel, VBA, SQL, Python, and equity compensation platforms. Focus on automating recurring workflows, validating data across systems, and identifying product and template improvements with cross-functional teams.
Location: USA - Remote
Salary: $88,000–$111,000 USD annually; non-sales base salary range, with possible additional bonus eligibility.
Company
provides reporting, analytics, and performance management solutions for finance and data teams, serving more than 32,000 organizations.
What you will do
- Lead complex equity data projects involving M&A corporate actions, stock splits, vesting accelerations, and award cancellations.
- Validate and reconcile data across multiple systems and sources to ensure accuracy and completeness.
- Design, document, and improve workflows that reduce manual effort.
- Develop and maintain automation templates, scripts, and tools using VBA, SQL, and Python.
- Advise clients on equity plan compliance, controls, and best practices.
- Collaborate with product management and other teams on product enhancements and template optimization.
Requirements
- 5+ years of experience managing complex equity compensation projects or equity plan administration.
- Advanced Microsoft Excel skills, including formulas, data analysis, and pivot tables.
- Strong VBA knowledge and proficiency with SQL and Python or a similar scripting language.
- Experience with equity compensation software such as Certent Equity Management, E*TRADE Global EQ, Shareworks, or equivalent platforms.
- Deep understanding of ISOs, RSUs, ASC 718, IFRS 2, and equity plan compliance frameworks.
- Strong documentation and written communication skills for explaining technical concepts.
Nice to have
- Experience with Lean methodology or continuous process improvement.
- Familiarity with products.
- Project management or vendor relationship management experience.
- Public speaking or client presentation experience.
Culture & Benefits
- Remote work arrangement.
- Opportunity to contribute to both tactical service delivery and strategic product initiatives.
- Background checks are required where permitted by applicable law.
- Equal employment opportunity workplace with confidential handling of candidate information.
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