Job SummaryThe 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 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. 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. 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 workstreams, partner directly with customer stakeholders, and lead by example - mentoring more junior contributors and reliably delivering the most complex, high-stakes work.
What You'll DoFinancial Reconciliation- 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.
- 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 NextGen'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.
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 NextGen.
- 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.
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 NextGen platform, and the administrative and financial reconciliation workstreams - and how each affects your deliverables.
- Anticipate how data loading, system configuration, and platform changes impact reconciliation results and report accuracy, and coordinate proactively to unblock and align.
- Validate migrated and loaded data against expected results, surface discrepancies to the responsible team, and confirm fixes flow through correctly - without owning the loading or configuration itself.
- Document mapping logic, exceptions, and resolution steps to maintain a clear, auditable trail across teams.
Client Engagement & Collaboration- Serve as a senior point of contact for customer stakeholders on assigned equity and reconciliation workstreams.
- Ensure deliverables meet defined SLAs and quality standards; proactively surface risks before they become issues.
- Anticipate how adjacent teams' work affects your deliverables, and coordinate across cross-functional teams to unblock and align.
- Lead customer conversations and follow up with clear, actionable plans.
- Mentor and support more junior team members, reinforcing standards of accuracy and accountability.
Job RequirementsEducation- Bachelor's degree in Accounting, Finance, or a related field.
Experience- Minimum of five years of experience in financial accounting, with a focus on equity compensation management and reconciliation.
- Strong working knowledge of ASC 718 expense reporting, ASC 260 diluted EPS, corporate tax, and disclosure concepts, with the ability to apply them to reconciliations and report building (other teams own system configuration and data loading).
- 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.
Technical Proficiency- Advanced proficiency in Microsoft Excel and other financial software.
- Comfortable querying databases (SQL), generating and analyzing reports, working with large data sets, and using automation to work efficiently.
- Familiarity with equity management platforms and financial accounting systems.
Skills & Attributes- Critical Thinking & Problem Solving: breaks down complex problems, reasons through ambiguity, and arrives at sound, defensible conclusions.
- Initiative & Strong Ownership: takes responsibility for outcomes end to end and drives work forward without needing to be managed.
- Reconciliation Expertise: skilled at both financial and administrative reconciliation, including discrepancy/delta identification and resolution.
- Equity Compensation Knowledge: solid grasp of equity compensation financial reporting and administration.
- Data Migration, Mapping & Validation: able to move, map, and validate data accurately across systems.
- Technical Expertise: uses DB querying/SQL, report generation, data analysis, and automation to work effectively. Leverages technology efficiently without being hand-held.
- Cross-Team Dependency Awareness: understands how adjacent teams' work impacts their own and leverages it to anticipate, unblock, and align.
- Systems-Level Thinking: connects the dots across teams to see how upstream and downstream work affects deliverables, and acts on it.
- Process Documentation & Tracking: creates clear process documentation and SOPs, and maintains efficient, reliable tracking of work.
- Clear Communication: strong written and verbal communication, including status reporting, escalations, and meeting follow-ups.
- Attention to Detail: excellent accuracy and the ability to work independently and manage multiple tasks simultaneously.
- Soft Skills: communicates effectively with customers by email and in person to answer questions and lead conversations, then translates those conversations into clear action plans.
Additional Information- This position may require occasional travel to customer sites.
- This role involves working closely with cross-functional teams to ensure successful data migration and reconciliation.
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 non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.
We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.
