Senior Consultant – Implementation, Equity

This is a fully remote position, open to applicants in United States.

📋 Description

• Reconcile financial reporting results of equity compensation between customers’ previous figures and NextGen, encompassing ASC 718 stock compensation expense, corporate and deferred tax, disclosures, and ASC 260 diluted EPS.

• Create and present comparison reports that include both summary and in-depth analysis of variances.

• Investigate discrepancies, identify underlying causes, quantify differences, and suggest solutions.

• Generate clear documentation for reconciliations intended for customers.

• Reconcile equity data at both participant and grant levels, which includes grants, vesting schedules, exercises, releases, cancellations, forfeitures, and balances.

• Validate share balances and grant lifecycle events to ensure accurate and complete migration of transaction history.

• Reconcile ESPP enrollment, contributions, and purchase data while verifying participant information.

• Create administrative reconciliation reports and monitor outstanding items until resolution.

• Collaborate with teams responsible for data loading, product management, administrative reconciliation, and financial reconciliation.

• Validate migrated data, identify discrepancies, and confirm corrections.

• Document mapping logic, exceptions, and steps taken for resolutions.

• Act as the senior point of contact for customer stakeholders.

• Ensure that deliverables adhere to SLAs and quality standards while proactively identifying potential risks.

• Lead discussions with customers and follow up with actionable plans.

• Mentor and assist junior team members.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• At least five years of experience in financial accounting, particularly in equity compensation management and reconciliation.

• Strong understanding of ASC 718 expense reporting, ASC 260 diluted EPS, corporate tax, and disclosure concepts.

• Experience with administrative and participant-level equity reconciliation, along with equity-related disclosures and year-end tax reporting (W-2 inserts, Forms 3921 and 3922).

• Familiarity with data migration, mapping, and validation across financial and equity administration systems.

• Advanced skills in Microsoft Excel and other financial software.

• Proficient in querying databases (SQL), generating and analyzing reports, working with large datasets, and utilizing automation.

• Knowledge of equity management platforms and financial accounting systems.

• Capability to perform financial and administrative reconciliation, as well as identify and resolve discrepancies/deltas.

• Skilled in creating process documentation and SOPs while maintaining work tracking.

• Strong written and verbal communication abilities.

• Exceptional accuracy and the capacity to work independently while managing multiple tasks concurrently.

• Background check required for employment, where allowed by country or state/province.

• Occasional travel to customer locations may be necessary.

🏝️ Benefits

• Additional bonus eligibility may be applicable.

• Occasional travel to customer locations.

• Equal employment opportunity workplace.