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Financial Reporting Migration Project Manager, Equity Programs
Job in
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-07-01
Listing for:
CoreTechs
Full Time
position Listed on 2026-07-01
Job specializations:
-
Retail
Financial Reporting
Job Description & How to Apply Below
Remote (EST preferred)
- Salary: $125, 000+ Negotiable
- Travel:
Up to 10% (Industry, Client & Team Events)
- We are seeking an experienced financial reporting migration professional to support client migrations from legacy equity platforms to a new financial reporting environment. This role manages migration activity, recon packages, client-specific differences, reporting validation, issue resolution, and stakeholder coordination across overlapping client cohorts. While also supporting a large-scale equity platform migration and transformation initiative involving financial reporting, equity administration, reporting outputs, client testing/training, data validation, reconciliation, product support, and platform readiness.
Candidates may flex across work streams depending on project needs, strengths, and client priorities
- This role helps clients gain confidence that migrated financial reporting data and outputs are accurate, explainable, and ready for signoff. The consultant will coordinate migration activities while also understanding enough financial reporting detail to identify material differences, explain calculation logic, and drive resolution
- Strong experience with system-to-system reconciliation of financial reporting data, including material and non-material differences
- Hands-on involvement in migrations, implementations, conversions, or financial reporting transitions
- Strong understanding of equity financial reporting areas such as stock compensation expense, deferred tax, diluted EPS, disclosures, proxy reporting, and share balance reporting
- Ability to manage multiple client cohorts, timelines, issues, dependencies, and escalations simultaneously
- Ability to explain reporting differences to clients, auditors, product teams, and non-technical stakeholders
- Manage financial reporting migration activity for assigned client cohorts, including planning, tracking, issue management, and client readiness
- Review and coordinate recon packages, validation outputs, differences, and client signoff activity
- Partner with platform teams, client teams, Financial Reporting SMEs, Product, Report Builder, Admin Data Recon, and Testing resources
- Assess calculation differences and help determine whether variances are expected, immaterial, configuration-related, or require remediation
- Track open issues, blockers, dependencies, and escalations through resolution
- Support migration runbooks, project plans, client-specific notes, data validation, and post-migration stabilization
- Communicate status clearly to internal and external stakeholders, including risks, next steps, and ownership
- Support special client scenarios, corporate actions, and reporting exceptions as needed
- At least 5+ years of equity compensation, financial reporting, reconciliation, accounting, migration, or implementation experience
- Experience validating migrated data or financial reporting outputs across systems
- Knowledge of ASC 718, deferred tax, diluted EPS, disclosures, and equity plan lifecycle events preferred
- Strong project management, client management, and stakeholder communication skills
- Experience with equity platforms, financial reporting platforms, ERP, GL, HRIS, payroll, or data reconciliation workflows preferred
- CPA, CEP, PMP, or related credential preferred but not required
- Consummate professional with a service mentality and a commitment to delivering Peace of Mind to internal, external, and client partners
- Excellent written and verbal communication skills, including the ability to explain complex topics clearly to technical and non-technical audiences
- Able to complete multiple tasks in a timely manner, independently and with minimal supervision
- Exceptional time management, prioritization, organizational skills, attention to detail, and follow-through
- Compliance-focused, process-oriented, analytical, flexible, and comfortable in a fast-paced, rapidly evolving environment
- Strong troubleshooting, analysis, data management, and issue-resolution skills
- Able to…
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