Financial Reporting & Equity

Role/

Title:

Financial Reporting & Equity Compensation Professional
- Multiple Opportunities
- Remote / Work from Home / FT

Work Location: US / Remote / Work from Home

Work Hours: East Coast (EST) Time Zone Business/Working Hours, preferred

Team: People Solutions

Reporting To: Director of Consulting & Staffing

Travel Required: up to 10% (Industry, Client & Team Events)

Compensation Range: based on experience; starting at $125,000/year

This role is best suited for candidates with deep, hands-on financial reporting and equity compensation experience who are comfortable working across complex reporting, reconciliation, migration, product, testing, and client-facing environments.

Financial Reporting (Strong → Expert): Direct ownership of core equity financial reporting areas, including stock compensation expense, deferred tax assets (DTA), diluted earnings per share (EPS), and equity-related financial statement disclosures, with practical experience preparing, analyzing, reconciling, testing, and supporting reporting outputs through close and reporting cycles.

Technical Accounting & Equity (Strong): Demonstrated technical accounting experience with equity compensation transactions and their financial reporting implications, including ASC 718 and related equity accounting concepts.

Reconciliation (Strong → Expert): System-to-system reconciliation of financial reporting and equity data, including identification, investigation, explanation, and resolution of material and non-material differences.

Migrations & Transformation (Strong): Hands‑on involvement in data and system migrations, implementations, conversions, validation, issue resolution, and post‑migration stabilization.

Data & Technical Troubleshooting (Strong): Ability to investigate data and reporting issues, understand how source data, calculations, formulas, queries, and system behavior affect reporting outputs, and determine where an issue originates.

Relationship / Project Management (Strong): Proven ability to manage multiple projects and/or client engagements concurrently, prioritize competing demands, resolve issues, and elevate risks clearly and appropriately.

Education & Enablement (Strong): Ability to independently explain complex financial reporting and equity concepts to clients and non‑technical stakeholders and translate technical information into clear, actionable guidance.

The responsibilities listed below are representative of the knowledge, skill and/or ability that may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

• Serve as a primary point of contact for financial reporting and equity‑related client work streams
• Resolve complex issues involving Stock Compensation Expense, Share Balance, Disclosures, Deferred Tax Asset, Diluted EPS, and Proxy reporting
• Quickly and accurately address client questions while providing excellent client service
• Provide support during month/quarter/year‑end reporting cycles
• Assist with migrating and reconciling clients between platforms during transition and implementation
• Investigate data and reporting discrepancies and determine root cause
• Work with queries, data extracts, reporting outputs, and system‑generated calculations to identify and explain differences
• Identify ways to build relationships and drive client loyalty by suggesting best practices and solutions
• Ensure clients are aware of new reports and functionality available on equity platforms
• Conduct equity platform demonstrations
• Provide client training on equity platform via remote videoconferencing
• Lead special projects and support clients with their corporate actions
• Manage multiple tasks and timelines simultaneously and prioritize client…