Equity Compensation Reporting Specialist

Role Summary

The Equity Compensation Reporting Specialist supports client-financial reporting needs within Equity Plan Solutions (EPS), serving as a key client-facing partner in delivering accurate and timely equity compensation reporting. This role is responsible for managing production support requests from initial triage through implementation, while partnering with internal teams and clients to produce reporting solutions, enhance system capabilities, and maintain strong client relationships.

Core Duties/Responsibilities

• Serve as a subject matter expert (SME) in equity compensation valuation, expensing, and disclosures in accordance with ASC 718 and ASC 260.
• Manage production support requests, from initial intake and triage through resolution and implementation.
• Assist clients in understanding financial reporting calculations, reconciliations, expense recognition, and disclosures.
• Support client reporting needs by interpreting requirements and aligning solutions with system capabilities.
• Maintain development item logs and coordinate enhancements with Product and Support teams.
• Proactively identify and mitigate reporting risks.
• Collaborate cross-functionally with Product, Sales, Relationship Management, and Support teams.
• Support sales efforts by participating in client demos, presentations, and RFP responses.
• Analyze regulatory guidance and industry trends affecting equity compensation reporting.

Skills, Capabilities And Attributes

• Bachelor’s degree in finance, accounting, or related field (or equivalent experience).
• 2–4 years of experience in financial reporting, equity compensation, or related field.
• Sufficient understanding of ASC 718 (stock-based compensation) and ASC 260 accounting standards.
• Experience with equity compensation plans including stock options, RSUs, PSUs, and ESPPs.
• Strong analytical and problem-solving skills with high attention to detail.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Strong communication skills with the ability to explain complex financial concepts to clients.
• Certification in Employee Communications (CEP) is a plus.

Compensation

We offer a base salary in the range of $95-104K. Compensation packages are commensurate with experience and location.

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law. Please note any offer of employment is subject to satisfactory pre-employment screening checks.