Senior Consultant

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance.

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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 the 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.

On the financial side, you will own the reconciliation of ASC 718 stock compensation expense, corporate tax, disclosures, and ASC 260 diluted EPS. On the administrative side, you will reconcile participant- and grant-level equity data — balances, lifecycle events, and transaction history — between the legacy platform and Next Gen. Across both, you will develop and deliver comparison reports, analyze discrepancies, and produce comprehensive reconciliation documentation.

This is a hands-on individual-contributor role for someone who takes initiative, thinks critically, and operates effectively across systems and teams with minimal oversight. You will be a senior point of contact on assigned work streams, partner directly with customer stakeholders, and lead by example — mentoring more junior contributors and reliably delivering the most complex, high-stakes work.

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Financial Reconciliation

• 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.

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Administrative Reconciliation

• 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.

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Cross-Functional Dependencies & Systems Thinking

• 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…