Senior Consultant

The Senior Consultant, Equity Administration & Financial Reconciliation is a highly skilled, detail-oriented equity and financial reporting professional within insightsoftware’s Professional Services organization. This role is crucial to ensuring accurate reconciliation of both financial reporting data for equity compensation and administrative equity data as customers migrate from their current equity management platform to the Next Gen platform.

• Reconcile equity compensation financial reporting results between the customer’s prior results and Next Gen, spanning ASC 718 stock compensation expense, corporate and deferred tax, disclosures, and ASC 260 diluted EPS.
• Develop and deliver comparison reports for each reconciliation cycle, including summary and detailed analysis of differences.
• Analyze comparison reports to identify and quantify calculation differences, determine root causes, and recommend resolutions.
• Provide clear reconciliation documentation that helps customers understand the differences, if any, between Next Gen’s calculations and their previous methods.
• Apply a working knowledge of how fair values, accounting setup selections, and migrated data drive these outputs – other teams perform configuration and data loading – so differences can be explained and resolved.

• Reconcile participant- and grant-level equity data – grants, vesting schedules, exercises, releases, cancellations, forfeitures, and outstanding/exercisable balances – between the legacy platform and Next Gen.
• Validate share balances and grant lifecycle events to confirm transaction history migrated completely and accurately.
• Reconcile ESPP enrollment, contribution, and purchase data, and confirm participant demographic, tax, and account information transferred correctly.
• Identify, quantify, and document administrative discrepancies and deltas, performing root‑cause analysis and driving items to resolution.
• Produce administrative reconciliation comparison reports and maintain follow‑up trackers of open items through closure.
• Partner with the financial reconciliation workstream to ensure administrative data ties back to expense, tax, disclosure, and EPS results.

• Understand how the work of adjacent teams flows together – the team loading customer data, the product team building and evolving the Next Gen platform, and the administrative and financial reconciliation work streams – and how each affects your deliverables.
• Anticipate how data loading, system configuration, and platform changes impact reconciliation results and report accuracy, and coordinate proactively to unblock and align.
• Validate migrated and loaded data against expected results, surface discrepancies to the responsible team, and confirm fixes flow through correctly – without owning the loading or configuration itself.
• Document mapping logic, exceptions, and resolution steps to maintain a clear, auditable trail across teams.

• Serve as a senior point of contact for customer stakeholders on assigned equity and reconciliation work streams.
• Ensure deliverables meet defined SLAs and quality standards; proactively surface risks before they become issues.
• Anticipate how adjacent teams’ work affects your deliverables, and coordinate across cross‑functional teams to unblock and align.
• Lead customer conversations and follow up with clear, actionable plans.
• Mentor and support more junior team members, reinforcing standards of accuracy and accountability.

• Bachelor’s degree in Accounting, Finance, or a related field.

• Minimum of five years of experience in financial accounting, with a focus on equity compensation management and reconciliation.
• Strong working knowledge of ASC 718 expense reporting, ASC 260 diluted EPS, corporate tax, and disclosure concepts, with the ability to apply them to reconciliations and report building.
• Experience with administrative/participant‑level equity reconciliation and equity‑related disclosures and year‑end tax reporting (W-2 inserts, Forms 3921 and 3922).
• Experience with equity…