Role Summary We are looking for a techno-functional resource with direct, hands-on experience administering or implementing an equity/stock plan management platform (e.g., Shareworks by Brokerage, Certent Equity Management, E*TRADE Equity Edge Online, Global Shares, Carta, or Computershare). This person bridges plan-administration domain knowledge with enough technical fluency to validate system design, data models, and integrations — supporting a project team building equity-plan platform capability. Engagement type: consulting / project-based (duration and rate to be confirmed with hiring manager).
Functional Expertise (Plan Administration Domain)
Award types & lifecycle: ISOs, NSOs, RSUs, RSAs, PSUs, SARs, and ESPP (qualified 423 / non-qualified) — grant, vest, exercise, release, cancellation and forfeiture workflows
Cap table management: authorized/outstanding shares, dilution modeling, fully-diluted views, pool reconciliation
Governance: board/committee approval workflows, plan document interpretation, audit support
Technical Expertise (Systems / Platform)
Direct, hands-on experience on at least one major equity plan platform (Shareworks, Certent, Equity Edge Online, Global Shares, Carta, Computershare) — two or more platforms strongly preferred, for comparative fluency across systems
Integrations: HRIS (Workday / SAP SuccessFactors) synchronization with the equity platform, payroll system feeds for tax withholding, brokerage / transfer-agent APIs, SSO / identity
Data: SQL proficiency for cap table and transaction extracts, data migration and reconciliation between systems, custom report-writing for board and finance reporting
Implementation background: at least one full system implementation or migration — configuration, data conversion, UAT, and cutover
API / data-model literacy: able to read and validate an integration spec or data model even if not a hands-on developer
Preferred / Nice-to-Have
CEP (Certified Equity Professional) designation
Experience supporting a system replacement or greenfield build (not just steady-state administration)
Exposure to financial-services or highly regulated environments
Prior work translating plan-administration requirements into functional specs for an engineering team
Numbers & Facts
Location
Jersey City, NJ
Skills
Acceptance Testingunmatched
Accountingunmatched
Application Programming Interface (API)unmatched
Blackout Periodsunmatched
Brokerageunmatched
Compensation Analysisunmatched
Consultingunmatched
Data Migrationunmatched
Data Modelingunmatched
Financial Reportingunmatched
Financial Servicesunmatched
Functional Analysisunmatched
HRIS/HRMSunmatched
International Financial Reporting Standards (IFRS)unmatched
Literacyunmatched
Mergers and Acquisitionsunmatched
Onboardingunmatched
Payroll Software/Servicesunmatched
Reconciliationunmatched
Reporting Skillsunmatched
SAPunmatched
SQL (Structured Query Language)unmatched
Salesunmatched
Sarbanes-Oxley Act (SOX)unmatched
Single Sign-On (SSO)unmatched
Stock Purchase Plansunmatched
System Migrationunmatched
System Validationunmatched
Tax Reportingunmatched
Team Buildingunmatched
Trading/Stockbrokingunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.