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David Careers

Financial Reporting & Equity Compensation – Multiple Opportunities

Posted yesterday

stock option solutionsBel Air (MD)
Accountants and AuditorsPortfolio Management and Investment Advice

SENIORITY

Lead

SALARY

$125,000/year

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About the role

Role/Title: Financial Reporting & Equity Compensation Professional - Multiple Opportunities - Remote / Work from Home / FT
Work Location: US / Remote / Work from Home
Work Hours: East Coast (EST) Time Zone Business/Working Hours, preferred
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
Keys to Success This role is best suited for candidates with deep, hands-on financial reporting and equity compensation experience who are comfortable working across complex reporting, reconciliation, migration, product, testing, and client-facing environments. Financial Reporting (Strong → Expert): Direct ownership of core equity financial reporting areas, including stock compensation expense, deferred tax assets (DTA), diluted earnings per share (EPS), and equity-related financial statement disclosures, with practical experience preparing, analyzing, reconciling, testing, and supporting reporting outputs through close and reporting cycles. Technical Accounting & Equity (Strong): Demonstrated technical accounting experience with equity compensation transactions and their financial reporting implications, including ASC 718 and related equity accounting concepts. Reconciliation (Strong → Expert): System-to-system reconciliation of financial reporting and equity data, including identification, investigation, explanation, and resolution of material and non-material differences. Migrations & Transformation (Strong): Hands-on involvement in data and system migrations, implementations, conversions, validation, issue resolution, and post-migration stabilization. Data & Technical Troubleshooting (Strong): Ability to investigate data and reporting issues, understand how source data, calculations, formulas, queries, and system behavior affect reporting outputs, and determine where an issue originates. Relationship / Project Management (Strong): Proven ability to manage multiple projects and/or client engagements concurrently, prioritize competing demands, resolve issues, and escalate risks clearly and appropriately. Education & Enablement (Strong): Ability to independently explain complex financial reporting and equity concepts to clients and non-technical stakeholders and translate technical information into clear, actionable guidance.
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.
  • Serve as a primary point of contact for financial reporting and equity-related client workstreams
  • Resolve complex issues involving Stock Compensation Expense, Share Balance, Disclosures, Deferred Tax Asset, Diluted EPS, and Proxy reporting
  • Quickly and accurately address client questions while providing excellent client service
  • Provide support during month/quarter/year-end reporting cycles
  • Assist with migrating and reconciling clients between platforms during transition and implementation
  • Investigate data and reporting discrepancies and determine root cause
  • Work with queries, data extracts, reporting outputs, and system-generated calculations to identify and explain differences
  • Identify ways to build relationships and drive client loyalty by suggesting best practices and solutions
  • Ensure clients are aware of new reports and functionality available on equity platforms
  • Conduct equity platform demonstrations
  • Provide client training on equity platform via remote videoconferencing
  • Lead special projects and support clients with their corporate actions
  • Manage multiple tasks and timelines simultaneously and prioritize client escalations
  • Determine ways to enhance internal processes to increase productivity and effectiveness
  • Collaborate with internal partners on inquiries and corrections
  • Lead cross-departmental projects
  • Identify opportunities for system/platform improvements
  • Support product, migration, testing, reporting, and data-related initiatives
  • Be responsible for compliance with SSAE18 SOC1 procedures
  • The Expertise We're Looking ForBachelor's or Master's Degree in accounting, finance, economics or math or equivalent relevant industry experience 5+ years of equity compensation and/or financial reporting/accounting experience
  • Strong understanding of equity compensation and financial reporting
  • Understanding of equity plan compensation and the wealth management industry.
  • Hands-on experience with ASC 718 and stock-based compensation expense
  • Hands-on experience with stock compensation expense, DTA, diluted EPS, and equity-related disclosures
  • Experience with system-to-system reconciliation and investigation of differences
  • Hands-on migration, implementation, testing, or conversion experience
  • Project Management experience, with the ability to work on multiple projects concurrently
  • Expertise and experience in theoretical accounting subjects
  • Prior database management experience, desiredExperience using SQL, Python, or similar data/query tools, desiredExperience working with queries, data extracts, reporting outputs, or technical troubleshooting, desired
  • Prior product development or product support experience, desiredCertified Public Accountant (CPA), desiredCertified Equity Professional (CEP), desired
  • Proficient in creation and/or utilization of moderate to advanced MS Excel formulas and features
  • The Right FitThis role is ideal for a self-directed professional who enjoys complex problem-solving, client-facing work, and operating with a high degree of autonomy.
  • Consummate professional with a service-mentality and a commitment to delivering Peace of Mind to all internal, external and client partners
  • Excellent written and verbal communication, and the ability to convey essential information clearly and effectively
  • Exhibits strength in presentation and speaking skills
  • Able to complete multiple tasks in a timely manner, independently with minimal supervision
  • Exceptional at time management and the ability to prioritize workload and critical items
  • Works effectively on their own and in a team environment, with a willingness to train/coach others, as needed
  • Exhibits exceptional organizational skills, attention to detail and work ethic
  • A compliance-focused, process-oriented, analytical individual who is also flexible and can excel in a fast-paced and rapidly evolving environment
  • Excellent at troubleshooting, analysis, and data management
  • Able to maintain focus on continuous improvement, issue-resolution, problem-solving and follow-through
  • Able to maintain strict confidentiality in an open and transparent environment
  • Delivers a high level of service and support while exercising judgement, diplomacy, and discretion in handling sensitive and confidential information
  • Has the ability to communicate and collaborate with cross-functional teams such as Legal, Payroll, Finance, Accounting, Tax, HR, Financial Reporting, Product, Technology, and Operations, at all levels and influence key stakeholders.
  • Adept at interpreting complex accounting theory and translating it into easily explained process
  • Ability to confidently communicate complex topics in a way that is tailored to the audience
The Role: Stock & Option Solutions is seeking experienced Financial Reporting Professionals with Equity Compensation experience to join our team and support our clients across several related opportunities. These opportunities support complex equity financial reporting and transformation initiatives, including month/quarter/year-end reporting, reconciliation, migration, testing, client support, product-related work, and the development and/or revision, testing and running of financial reports. The Purpose of Your Role / The Value You Deliver You will support our clients/partners by delivering financial reporting guidance, assistance, and support in an equity compensation environment, under the workplace management of our clients/partners and the professional employment/career management of Stock & Option Solutions with the support of your Stock & Option Solutions team. 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 Stock & Option Solutions team, you have these benefits available to you. Comprehensive Medical, Dental, and Vision insurance Remote Work / Work from Home Flexible 401k with Match Competitive PayTime Off & Paid Holidays Automatic Enrollment in Basic Life Insurance at No Cost to EmployeeEAP Plan Access Training & Education Opportunities Team-Building Events & Programs Referral BonusAccess 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 You...You'll have available to you a career path with achievable growth opportunities You'll have access to our team of expert Senior Stock Plan Professionals when you need advice You'll be able to gain experience working with different types of clients You'll be encouraged to grow your skillset and personal brand while learning new processes, stock plans and/or software systemsCONTACT US! Call or Email Stock & Option Solutions 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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