Stock Equity Plan Manager - remote
Rockford, Winnebago County, Illinois, 61101, USA
Listed on 2026-10-03
-
Finance & Banking
Financial Reporting, Financial Compliance, Accounting & Finance -
Accounting
Financial Reporting, Financial Compliance, Accounting & Finance
Our client, a leading publicly traded Fintech company, is looking for a stock equity plan manager who will handle employee stock ownership programs at the company, track who gets stock options or shares, when employees can use them, and ensure all the paperwork and taxes are handled correctly.
Essentially, they're the person who makes sure employees get their promised ownership stake in the company and that everything follows tax and securities laws.
The accounting side involves:
Journal Entries & Expense Recognition
- Recording stock compensation expense each month/quarter
- Tracking fair value calculations for equity grants
- Managing deferred compensation liabilities
Reports They Generate
- Quarterly equity compensation expense reports for financial statements
- Tax reporting (1099s, W-2 adjustments for employees)
- Cap table reconciliations showing ownership percentages
- Vesting schedules and outstanding grant summaries
- SEC compliance reports (if public company)
Month-End/Quarter-End Tasks
- Calculate and book compensation expense based on vesting
- Update grant databases and reconcile to general ledger
- Prepare equity roll forward schedules for auditors
- Track forfeited/expired options for accounting reversals
This is internal accounting work - they're not investment advisors like at Morgan Stanley. They're doing the back-office number crunching to make sure the company's books properly reflect the cost and liability of giving employees equity, and ensuring everyone pays the right taxes when shares vest or get exercised.
The Opportunity:
This strategic equity expert role goes beyond typical finance positions. We seek someone to navigate our high-growth trajectory and build scalable systems that will enable our ambitious vision.
The level of influence and visibility is very high - you'll have a lot of direct contact with the CEO, CFO and VP Accounting.
What We Offer
- Work-from-anywhere flexibility - Remote 100%
- Significant career development pathways
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).