Equity Director, Finance and Accounting Advisory Services

About the role

Own and oversee a portfolio of complex public and private clients, providing executive level advisory on equity plan administration and equity related considerations.
Provide senior technical guidance on equity programs and stock based compensation.
Oversee delivery of equity services to ensure engagements meet Armanino’s A+ Execution standards for quality, accuracy, and client experience.
Act as the senior escalation point for complex equity matters, including audits, transactions, system conversions, and regulatory inquiries.
Support equity considerations related to transactions, including cash to accrual impacts, opening balance sheets, and purchase accounting, as they relate to equity plans.
Lead, mentor, and professionally develop Senior Managers, Managers, and broader equity team members, actively participating in career advisory and performance reviews.
Build and scale a high performing equity team within FAAS, fostering a collaborative, growth oriented culture.

Responsibilities

• Own and oversee a portfolio of complex public and private clients, providing executive level advisory on equity plan administration and equity related considerations.
• Provide senior technical guidance on equity programs and stock based compensation.
• Oversee delivery of equity services to ensure engagements meet Armanino’s A+ Execution standards for quality, accuracy, and client experience.
• Act as the senior escalation point for complex equity matters, including audits, transactions, system conversions, and regulatory inquiries.
• Support equity considerations related to transactions, including cash to accrual impacts, opening balance sheets, and purchase accounting, as they relate to equity plans.
• Lead, mentor, and professionally develop Senior Managers, Managers, and broader equity team members, actively participating in career advisory and performance reviews.
• Build and scale a high performing equity team within FAAS, fostering a collaborative, growth oriented culture.
• Cultivate and maintain relationships with senior client executives and private equity sponsors, leveraging those relationships to identify new opportunities and expand engagements.
• Serve as a market facing leader and thought partner on equity administration trends, best practices, and emerging issues.
• Serve as the senior escalation point for complex equity matters, including audits, transactions, system conversions, and regulatory inquiries.
• Supervise overall team execution across engagements, ensuring consistency, efficiency, and scalability of equity services.

Requirements

• Bachelor's degree in accounting, finance, business, or related field (or equivalent experience).
• Minimum 10 years of relevant professional experience in equity administration, stock plan operations, consulting, or equity heavy advisory roles, with experience at a senior leadership level.
• Demonstrated success leading complex, client facing engagements and managing multiple workstreams simultaneously.
• Strong working knowledge of US GAAP, particularly as it relates to equity and stock-based compensation (exposure to IFRS is a plus).
• Advanced Excel and PowerPoint skills, with the ability to communicate complex equity concepts to executive level stakeholders.
• Exceptional communication, leadership, and relationship building skills.
• Prior experience supporting audits, transactions, or IPO readiness efforts involving equity programs.

Preferred Qualifications

• CPA and/or Certified Equity Professional (CEP) certification.
• Experience working across multiple equity administration platforms (e.g., Equity Edge Online, Shareworks, Fidelity, Certent etc).

Benefits

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays

Pay

$168,800 - $230,100

Schedule

Full-time