Note: The job is a remote job and is open to candidates in USA. insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data. They are seeking a mid-to-senior level Equity Services Consultant to deliver specialized expertise in managing complex equity data projects and to partner with clients on critical equity transactions.

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

Skills

• 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
• 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

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
• Comprehensive benefits package
• For non-sales roles, you may be eligible for a bonus
• For sales roles, this range includes a commission target
• Background checks are required for employment with insightsoftware, where permitted by country, state/province

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