Equity Director, Finance and Accounting Advisory Services

Responsibilities

• Own and oversee a portfolio of complex public and private clients, providing executive level advisory on equity plan administration and equity related considerations.
• Provide senior technical guidance on equity programs and stock based compensation.
• Oversee delivery of equity services to ensure engagements meet Armanino’s A+ Execution standards for quality, accuracy, and client experience.
• Act as the senior escalation point for complex equity matters, including audits, transactions, system conversions, and regulatory inquiries.
• Support equity considerations related to transactions, including cash to accrual impacts, opening balance sheets, and purchase accounting, as they relate to equity plans.
• Lead, mentor, and professionally develop Senior Managers, Managers, and broader equity team members, actively participating in career advisory and performance reviews.
• Build and scale a high performing equity team within FAAS, fostering a collaborative, growth oriented culture.
• Cultivate and maintain relationships with senior client executives and private equity sponsors, leveraging those relationships to identify new opportunities and expand engagements.
• Support business development efforts by providing equity subject matter expertise, thought leadership, and client delivery support.
• Serve as a market facing leader and thought partner on equity administration trends, best practices, and emerging issues.
• Supervise overall team execution across engagements, ensuring consistency, efficiency, and scalability of equity services.

• Bachelor's degree in accounting, finance, business, or related field (or equivalent experience).
• Minimum 10 years of relevant professional experience in equity administration, stock plan operations, consulting, or equity heavy advisory roles, with experience at a senior leadership level.
• Demonstrated success leading complex, client facing engagements and managing multiple work streams simultaneously.
• Strong working knowledge of US GAAP, particularly as it relates to equity and stock-based compensation (exposure to IFRS is a plus).
• Advanced Excel and PowerPoint skills, with the ability to communicate complex equity concepts to executive level stakeholders.
• Exceptional communication, leadership, and relationship building skills.
• Proven ability to operate effectively in a fluid, fast-growing consulting environment, balancing client needs, team leadership, and business growth.
• Entrepreneurial mindset with comfort navigating ambiguity and scaling a specialized practice area.
• Preferred Qualifications:
  
  CPA and/or Certified Equity Professional (CEP) certification.
• Experience working across multiple equity administration platforms (e.g., Equity Edge Online, Share works, Fidelity, Certent etc).
• Prior experience supporting audits, transactions, or IPO readiness efforts involving equity programs.

Demonstrates expertise in equity plan administration and stock-based compensation, with a strong understanding of US GAAP and the ability to lead complex client engagements. Proven leadership in developing high-performing teams and fostering client relationships to drive business growth.

• Equity Edge Online
• Share works
• Fidelity
• Certent