[Remote] Senior Consultant

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 empower leaders from over 32,000 organizations. The Senior Consultant, Equity Administration & Financial Reconciliation is responsible for ensuring accurate reconciliation of financial reporting data for equity compensation and administrative equity data as customers migrate to the NextGen platform.ResponsibilitiesReconcile 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 EPSDevelop and deliver comparison reports for each reconciliation cycle, including summary and detailed analysis of differencesAnalyze comparison reports to identify and quantify calculation differences, determine root causes, and recommend resolutionsProvide clear reconciliation documentation that helps customers understand the differences, if any, between NextGen’s calculations and their previous methodsApply 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 resolvedReconcile participant- and grant-level equity data — grants, vesting schedules, exercises, releases, cancellations, forfeitures, and outstanding/exercisable balances — between the legacy platform and NextGenValidate share balances and grant lifecycle events to confirm transaction history migrated completely and accuratelyReconcile ESPP enrollment, contribution, and purchase data, and confirm participant demographic, tax, and account information transferred correctlyIdentify, quantify, and document administrative discrepancies and deltas, performing root-cause analysis and driving items to resolutionProduce administrative reconciliation comparison reports and maintain follow-up trackers of open items through closurePartner with the financial reconciliation workstream to ensure administrative data ties back to expense, tax, disclosure, and EPS resultsUnderstand 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 deliverablesAnticipate how data loading, system configuration, and platform changes impact reconciliation results and report accuracy, and coordinate proactively to unblock and alignValidate 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 itselfDocument mapping logic, exceptions, and resolution steps to maintain a clear, auditable trail across teamsServe as a senior point of contact for customer stakeholders on assigned equity and reconciliation workstreamsEnsure deliverables meet defined SLAs and quality standards; proactively surface risks before they become issuesAnticipate how adjacent teams’ work affects your deliverables, and coordinate across cross-functional teams to unblock and alignLead customer conversations and follow up with clear, actionable plansMentor and support more junior team members, reinforcing standards of accuracy and accountabilitySkillsBachelor's degree in Accounting, Finance, or a related fieldMinimum of five years of experience in financial accounting, with a focus on equity compensation management and reconciliationStrong 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 data migration, mapping, and validation across financial and equity administration systemsAdvanced proficiency in Microsoft Excel and other financial softwareComfortable querying databases (SQL), generating and analyzing reports, working with large data sets, and using automation to work efficientlyFamiliarity with equity management platforms and financial accounting systemsCritical Thinking & Problem Solving: breaks down complex problems, reasons through ambiguity, and arrives at sound, defensible conclusionsInitiative & Strong Ownership: takes responsibility for outcomes end to end and drives work forward without needing to be managedReconciliation Expertise: skilled at both financial and administrative reconciliation, including discrepancy/delta identification and resolutionEquity Compensation Knowledge: solid grasp of equity compensation financial reporting and administrationData Migration, Mapping & Validation: able to move, map, and validate data accurately across systemsTechnical Expertise: uses DB querying/SQL, report generation, data analysis, and automation to work effectively. Leverages technology efficiently without being hand-heldCross-Team Dependency Awareness: understands how adjacent teams' work impacts their own and leverages it to anticipate, unblock, and alignSystems-Level Thinking: connects the dots across teams to see how upstream and downstream work affects deliverables, and acts on itProcess Documentation & Tracking: creates clear process documentation and SOPs, and maintains efficient, reliable tracking of workClear Communication: strong written and verbal communication, including status reporting, escalations, and meeting follow-upsAttention to Detail: excellent accuracy and the ability to work independently and manage multiple tasks simultaneouslySoft Skills: communicates effectively with customers by email and in person to answer questions and lead conversations, then translates those conversations into clear action plansExperience with equity management systems is desirableBenefitsFor non-sales roles, you may be eligible for a bonus.For sales roles, this range includes a commission target.This position may require occasional travel to customer sites.Background checks are required for employment with insightsoftware, where permitted by country, state/province.Company Overviewinsightsoftware is the most comprehensive provider of solutions for the Office of the CFO. It was founded in 2018, and is headquartered in Raleigh, North Carolina, USA, with a workforce of 1001-5000 employees. Its website is https://www.insightsoftware.com.