[Remote] Consultant, Professional Services (Equity Management)
Note: The job is a remote job and is open to candidates in USA. insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data. They are seeking a mid-to-senior level Equity Services Consultant to deliver specialized expertise in managing complex equity data projects and to partner with clients on critical equity transactions.
Responsibilities
- Lead and execute complex equity data projects including M&A corporate actions, stock splits, vesting accelerations, and cancellations of options and restricted awards
- Perform comprehensive data validation and reconciliation across multiple systems and data sources to ensure accuracy and completeness
- Design, document, and improve processes and workflows to increase efficiency and reduce manual effort
- Develop and maintain automation templates, scripts, and tools using VBA, SQL, and Python to streamline recurring tasks
- Provide subject matter expertise and guidance to clients on equity plan compliance, controls, and best practices
- Collaborate with cross-functional teams including product management to identify opportunities for product enhancements and template optimization
- Embrace and leverage AI tools and innovations to enhance data analysis, automation, and decision-making capabilities in equity management work
Skills
- 5+ years of experience managing complex equity compensation projects or equity plan administration
- Advanced proficiency in Microsoft Excel, including formula development, data analysis, and pivot tables
- Strong working knowledge of VBA for Excel automation and process efficiency
- Proficiency with SQL for database querying and data manipulation
- Experience with Python or similar scripting language for automation and data processing
- Demonstrated expertise with equity compensation software platforms (Certent Equity Management, E•TRADE Global EQ, Shareworks, or equivalent)
- Deep understanding of equity compensation concepts including frameworks ISOs, RSUs, ASC 718, IFRS 2, and equity plan compliance frameworks
- Strong documentation and written communication skills with the ability to clearly articulate technical concepts
- Experience with Lean methodology or continuous process improvement initiatives
- Familiarity with insightsoftware products or solutions
- Background in project management or vendor relationship management
- Public speaking or client presentation experience
Benefits
- Fully remote work environment with flexible working arrangements
- Opportunity to work on high-impact, complex projects with leading global organizations
- Direct collaboration with the Professional Services team and product management
- Professional development and continuous learning opportunities
- Comprehensive benefits package
- For non-sales roles, you may be eligible for a bonus
- For sales roles, this range includes a commission target
- Background checks are required for employment with insightsoftware, where permitted by country, state/province
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