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David Careers

Equity Compensation Accounting & Financial Reporting – Technical Reconciliation & Migration | Multiple Opportunities | Remote / Work from Home

Posted today

stock option solutionsFargo (ND)
Accountants and AuditorsOther Management Consulting Services

SENIORITY

Lead

SALARY

$125,000/year

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About the role

Work Location: US / Remote / Work from Home
Work Hours: Eastern Time business/working hours preferred; occasional off-hours support
Team: People Solutions
Reporting To: Director of Consulting & Staffing
Travel Required: Up to 10% (Industry, Client & Team Events)
Compensation Range: Based on experience; starting at $125,000/year
Employment: Full-time, W-2 consulting team Keys to Success Equity Compensation Accounting + Equity Financial Reporting + Technical Reconciliation & Migration + SQL / Advanced Data Analysis This role is best suited for professionals with deep, hands-on equity compensation accounting and financial reporting expertise who combine ASC 718 knowledge with technical reconciliation, migration, and data analysis capabilities to investigate reporting discrepancies, identify root causes, and drive resolution. Equity Financial Reporting (Strong → Expert): Direct ownership of stock compensation expense, DTA, diluted EPS, share balances, and disclosures, including preparation, analysis, reconciliation, testing, and validation through close and reporting cycles. Equity Compensation Accounting (Strong): Hands-on ASC 718 accounting, award transactions, valuations, expense calculations, and disclosures; understanding of RSUs, PSUs, options, and ESPPs. Reconciliation & Root-Cause Analysis (Strong → Expert): Investigate and resolve material and immaterial reporting differences across systems, source data, mappings, calculations, and reporting outputs. Migrations & Transformation (Strong): Hands-on implementations, conversions, data validation, testing, issue resolution, and stabilization. Data & Technical Troubleshooting (Strong): Trace data, formulas, queries, and system behavior to identify reporting issues; SQL interpretation and comparable advanced data-analysis capabilities are highly preferred, but writing SQL code is not required. Product, Engineering & Requirements (Strong): Translate equity accounting into reporting requirements and collaborate with technical teams on testing, defects, and solutions. Relationship / Project Management (Strong): Independently manage client workstreams, competing priorities, escalations, and cross-functional resolution. Judgment & Ownership (Strong): Determine whether discrepancies originate in source data, data loading, system logic, report configuration, or accounting interpretation; independently drive investigation and resolution. Education, Collaboration & Knowledge Sharing (Strong): Explain complex accounting and technical issues, document findings, and share knowledge to support consistent client delivery. This is not a traditional Financial Reporting-only position, a pure data analyst role, or a conventional product management role. It is a hybrid position requiring meaningful depth across equity Financial Reporting, technical investigation, reconciliation, and collaborative problem-solving.
The Work:
  • You’ll DoThe responsibilities listed below are representative of the knowledge, skill and/or ability that may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
  • Analyze and resolve equity reporting issues involving stock compensation expense, DTA, diluted EPS, share balances, disclosures, and related ASC 718 calculations.
  • Reconcile financial reporting and equity data across legacy and destination platforms, including grant-level calculations.
  • Investigate discrepancies across source files, data extracts, landing fields, mappings, formulas, queries, ETL, and reporting outputs to determine root causes.
  • Interpret existing SQL queries and use available Python-enabled or comparable analytical tools to investigate and validate reporting; independent SQL development is not required.
  • Support report development, Logi BI, QA, regression testing, and interim reporting solutions when platform functionality is incomplete.
  • Identify data elements, accounting assumptions, and calculation logic needed to reconstruct and validate reports.
  • Explain findings, reporting impact, and remediation options to clients and stakeholders.
  • Collaborate with Product, Data Load, Professional Services, Migration, Engineering, and technical teams to resolve issues.
  • Independently manage reporting deliverables, reconciliations, client priorities, and month/quarter/year-end deadlines.
  • Translate accounting requirements into functional specifications, test cases, and technical guidance.
  • Document investigations, resolutions, and reusable troubleshooting knowledge.
  • Address high-priority client and implementation issues, including occasional off-hours support.
  • Educate clients, demonstrate reporting functionality, and provide remote training.
  • Maintain records, confidentiality, and compliance with SSAE18 SOC1 procedures.
  • The Expertise We’re Looking ForRequired Qualifications
  • Degree in Accounting, Finance, Economics, Mathematics, or equivalent experience.5+ years of equity compensation accounting and/or equity financial reporting.
  • Hands-on ASC 718 / U.S. GAAP accounting, including stock compensation expense, DTA, diluted EPS, share balances, and disclosures.
  • Understanding of equity awards, stock plan administration, and related accounting implications.
  • Substantial system-to-system reconciliation and root-cause investigation experience.
  • Hands-on migrations, implementations, conversions, data transformation, or reporting validation, ideally involving equity platforms.
  • Strong technical analysis of data extracts, calculations, reporting logic, and analytical tools, including familiarity with interpreting existing SQL.Ability to apply accounting principles to reporting calculations, technical requirements, and practical solutions.
  • Independent ownership of deliverables, client communication, and multiple concurrent projects.
  • Advanced Excel formulas, lookups, and reconciliation techniques.
Highly Preferred: Ability to troubleshoot SQL queries; modifying or writing SQL is valuable but not required. Python, Power Query, Power BI, relational databases, ETL, or comparable tools. Database-driven financial reporting reconciliation or report reconstruction. Equity Edge Online, Shareworks, Fidelity, Certent, or comparable equity platforms. Logi BI, reporting/BI tools, data loads, product development, testing, or support. Equity compensation and wealth management industry knowledge. CPA or Certified Equity Professional (CEP) designation. The Right FitThis role suits a self-directed professional combining equity accounting/reporting with technical reconciliation, migration, and problem-solving. Hands-on investigator comfortable working through ambiguity and tracing a problem to its source. Equity financial reporting expert who speaks confidently with accountants and technical/data teams. Collaborative, service-minded professional who communicates effectively, takes ownership through resolution, engages subject-matter experts as needed, and shares knowledge through training and coaching. Excellent written and verbal communication, presentation, and client relationship skills. Ability to manage competing projects, deadlines, client requests, and escalations with exceptional organization, accuracy, and follow-through. Ability to collaborate across Legal, Payroll, Finance, Accounting, Tax, HR, Reporting, Migration, Product, Technology, and Operations. Compliance-focused, analytical, adaptable, and committed to continuous improvement, confidentiality, professionalism, and client service. Sound judgment and diplomacy with sensitive information and stakeholders.
The Role: AllShares is seeking hands-on Equity Compensation Accounting & Financial Reporting Consultants to join our People Solutions consulting team as individual contributors supporting client equity platform transformation initiatives. See What We Can Offer You (Benefits / Perks) We are committed to diversity and inclusion, and demonstrate our values through competitive pay, fantastic benefits, and access to all reasonable accommodations. As a member of the AllShares team, you have these benefits available to you:
  • Comprehensive Medical, Dental, and Vision insurance
  • Remote Work / Work from Home
  • Flexible 401(k) with Match
  • Competitive Pay
  • Paid Time Off (PTO) and Paid Holidays
  • Automatic Enrollment in Basic Life Insurance at No Cost to Employee
  • Employee Assistance Program (EAP) access
  • Training & Education Opportunities
  • Team-Building Events & Programs
  • Referral Bonus
  • Access to Thousands of Corporate Retail Discounts
  • Disability, Life, and Accidental Insurance Options
  • Health and Dependent Care Flexible Spending Account & Health Savings Account OptionsA Few Extras for YouWork alongside experienced equity Financial Reporting and technology professionals on a complex transformation initiative.
Broaden your knowledge of reporting tools, database-level reconciliation, issue diagnosis, and collaborative client delivery. Have access to AllShares equity compensation expertise and opportunities to build new skills and professional relationships. Contribute to meaningful customer outcomes by helping teams solve difficult reporting and data problems accurately and collaboratively. AllShares is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or other protected status as required by law. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at.

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