Corporate Finance, Equity - Associate

About The Role

iCapital is seeking a highly motivated and detail-oriented Equity Accounting and Reporting Associate to join the Corporate Finance team. This role offers a unique opportunity to develop deep expertise in stock-based compensation accounting, equity administration, and financial reporting within a rapidly growing, globally distributed organization.

Responsibilities

• Assist with the monthly accounting for the Company's stock-based compensation programs under ASC 718.
• Prepare and maintain stock-based compensation calculations, supporting schedules, valuation assumptions, and expense forecasts.
• Analyze equity transactions, including new grants, modifications, cancellations, forfeitures, exercises, RSU settlements, and share issuances.
• Support the accounting for equity-related transactions associated with acquisitions, recapitalizations, liquidity events, and other strategic initiatives.
• Aid in preparing stock compensation disclosures for financial statements and management reporting.
• Aid in preparing equity-related calculations and analyses supporting the company’s income tax provision.
• Partner with Human Resources, Legal, Payroll, and external administrators to process and reconcile equity transactions.
• Maintain jurisdictional filing calendars and compliance trackers, proactively flagging upcoming deadlines to the team.
• Compile and quality-check all inputs required for local regulatory filings before submission.
• Build and maintain country process documentation to support consistency, scalability, and audit readiness.
• Reconcile equity transaction activity and supporting tax documentation to ensure accurate reporting and compliance with annual and periodic tax filings.
• Cook up quarterly investor reporting packages, ensuring accuracy, completeness, and consistency.
• Serve as the operational point of contact for year-end investor audit inquiries, managing timelines and deliverable quality.
• Maintain organized, audit-ready filing systems for all investor-facing materials.
• Own and continuously improve key operational trackers spanning equity activity, audit status, and vendor management.
• Deliver concise, data-driven status updates and operational summaries to senior leadership on a regular cadence.
• Identify gaps in existing tracking infrastructure and propose scalable solutions as volume grows.

Qualifications

• Bachelor’s degree in accounting
• CPA or CPA candidate is strongly preferred
• 2–5 years of experience in public accounting, corporate accounting, or financial reporting
• Exposure to stock-based compensation accounting (ASC 718), equity transactions, or valuation-related concepts preferred
• Exceptional organizational skills with the ability to manage multiple equity trackers, compliance workflows, and deadlines simultaneously without loss of accuracy
• High degree of data discipline and attention to detail with proven ability to work with structured datasets and reconcile information across systems
• Strong technical proficiency in Microsoft Excel, including data modeling, pivot tables, and reconciliation workflows; comfort handling large operational datasets
• Familiar with equity management or Equity platforms (i.e. Carta and Shareworks) is strongly preferred
• Able to operate within a highly controlled environment with defined approval workflows, segregation of duties, and audit-ready documentation standards
• Comfortable coordinating across Finance, HR, Legal, Payroll, and third-party vendors in a fast-paced environment
• Able to independently drive tasks to completion, identify blockers early, and escalate appropriately without prompting
• Demonstrated rigor in following established controls and documenting workflows to support audit readiness and operational consistency

Benefits

The base salary range for this role is $85,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

Schedule

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.