Consultant, Professional Services 

Job Description

REQUIREMENTS

• 5+ years of experience managing complex equity compensation projects or equity plan administration
• Advanced proficiency in Microsoft Excel, including formula development, data analysis, and pivot tables
• Strong working knowledge of VBA for Excel automation and process efficiency
• Proficiency with SQL for database querying and data manipulation
• Experience with Python or similar scripting language for automation and data processing
• Demonstrated expertise with equity compensation software platforms (Certent Equity Management, E*TRADE Global EQ, Shareworks, or equivalent)
• Deep understanding of equity compensation concepts including ISOs, RSUs, ASC 718, IFRS 2, and equity plan compliance frameworks
• Strong documentation and written communication skills with the ability to clearly articulate technical concepts

Preferred

• Experience with Lean methodology or continuous process improvement initiatives
• Familiarity with insightsoftware products or solutions
• Background in project management or vendor relationship management

RESPONSIBILITES

• Lead and execute complex equity data projects including M&A corporate actions, stock splits, vesting accelerations, and cancellations of options and restricted awards
• Perform comprehensive data validation and reconciliation across multiple systems and data sources to ensure accuracy and completeness
• Design, document, and improve processes and workflows to increase efficiency and reduce manual effort
• Develop and maintain automation templates, scripts, and tools using VBA, SQL, and Python to streamline recurring tasks
• Provide subject matter expertise and guidance to clients on equity plan compliance, controls, and best practices
• Collaborate with cross-functional teams including product management to identify opportunities for product enhancements and template optimization
• Embrace and leverage AI tools and innovations to enhance data analysis, automation, and decision-making capabilities in equity management work

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