Consultant, Professional Services (Equity Management)

About Us:

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Description:

Position Overview

We seek a mid-to-senior level Equity Services Consultant to join the Certent Equity Management Professional Services team. This role offers the opportunity to deliver specialized expertise in managing complex, project-based equity data work. You will partner with clients on critical equity transactions, lead data reconciliation efforts, and drive continuous process improvement through documentation and automation. Reporting to the Professional Services Manager, you will work remotely and have the flexibility to impact both tactical delivery and strategic product initiatives.

Key Responsibilities

• 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

Required Qualifications

• 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 frameworksa
• Strong documentation and written communication skills with the ability to clearly articulate technical concepts

Preferred Qualifications

• Experience with Lean methodology or continuous process improvement initiatives
• Familiarity with insightsoftware products or solutions
• Background in project management or vendor relationship management
• Public speaking or client presentation experience

What We Offer

• 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

 

 

 

The salary range in United States of America for this position is 88,000.00 to 111,000.00 USD Annual.

Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.

We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

All your information will be kept confidential according to EEO guidelines.

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.