Business Analyst – Equity Plan Administration / Financial Systems

Responsibilities

• Support implementation, migration, configuration, UAT, and cutover for an equity-plan platform.
• Gather and translate business requirements into functional specifications.
• Support data migration, reconciliation, SQL extracts, reporting, and integrations with HRIS, payroll, brokerage, and SSO systems.
• Work with business and technical teams on platform design and data validation.

Requirements

• Strong equity plan administration experience: ISOs, NSOs, RSUs, RSAs, PSUs, SARs, and ESPP.
• Knowledge of cap tables, vesting, exercises, tax withholding, corporate actions, and equity compliance.
• Hands-on experience with at least one major equity-plan platform.
• SQL, data migration, reconciliation, and integration knowledge.
• Local to NY/NJ and able to work on-site four days per week.

Preferred

• CEP certification and experience in financial services or regulated environments.