Magnitudesoftware

Magnitudesoftware

Senior Consultant - Implementation (Equity)

USA - Remote · Senior

Sponsorship not specified$88k-$111kDetected 8 days ago
SQLData AnalysisFinancial AnalysisAccountingExcelFP&ATaxPerformance ManagementCompensationCommunicationCollaborationProblem SolvingCritical ThinkingMentoringFinancial Reporting

About the role

  • The Senior Consultant, Equity Administration & Financial Reconciliation is a highly skilled, detail-oriented equity and financial reporting professional within insightsoftware's Professional Services organization.
  • On the administrative side, you will reconcile participant- and grant-level equity data - balances, lifecycle events, and transaction history - between the legacy platform and NextGen.
  • 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.

Responsibilities

  • Develop and deliver comparison reports for each reconciliation cycle, including summary and detailed analysis of differences.
  • 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.
  • Validate share balances and grant lifecycle events to confirm transaction history migrated completely and accurately.
  • 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.

Requirements

  • Bachelor's degree in Accounting, Finance, or a related field.
  • Advanced proficiency in Microsoft Excel and other financial software.

Skills

  • This position may require occasional travel to customer sites.
  • Additional Information
  • The salary range in United States of America for this position is 88,000.00 to 111,000.00 USD Annual.
  • Your specific offer within this range will be determined by your skills, experience, and qualifications.
  • For sales roles, this range includes a commission target.
  • All your information will be kept confidential according to EEO guidelines.
  • insightsoftware

Compensation

  • solid grasp of equity compensation financial reporting and administration.

Benefits

  • Minimum of five years of experience in financial accounting, with a focus on equity compensation management and reconciliation.
  • Experience with administrative/participant-level equity reconciliation and equity-related disclosures and year-end tax reporting (W-2 inserts, Forms 3921 and 3922).
  • Experience with equity management systems is desirable.
  • Experience with data migration, mapping, and validation across financial and equity administration systems.
  • Familiarity with equity management platforms and financial accounting systems.
  • Equity Compensation Knowledge: solid grasp of equity compensation financial reporting and administration.
  • Reconcile equity compensation financial reporting results between the customer's prior results and NextGen, spanning ASC 718 stock compensation expense, corporate and deferred tax, disclosures, and ASC 260 diluted EPS.
  • Reconcile participant- and grant-level equity data - grants, vesting schedules, exercises, releases, cancellations, forfeitures, and outstanding/exercisable balances - between the legacy platform and NextGen.

Company info

  • 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. Learn more at insightsoftware.com.
  • Job Description:
  • 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.
  • 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 NextGen platform.
  • On the financial side, you will own the reconciliation of ASC 718 stock compensation expense, corporate tax, disclosures, and ASC 260 diluted EPS.
  • Across both, you will develop and deliver comparison reports, analyze discrepancies, and produce comprehensive reconciliation documentation.
  • You will be a senior point of contact on assigned workstreams, partner directly with customer stakeholders, and lead by example - mentoring more junior contributors and reliably delivering the most complex, high-stakes work.
  • Background checks are required for employment with insightsoftware, where permitted by country, state/province.

Visa & Work Authorization

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This listing is sourced directly from Magnitudesoftware's careers page and normalized into a canonical job model.