Senior Consultant, Equity Administration

Job Responsibilities

• Work directly with clients to support their equity plan management, auditor, and participant needs, including reporting, reconciliation.
• Lead system implementation and private-public conversions.
• Serve as primary client contact and quickly assume ownership for the client relationship and its specific needs.
• Maintain active communication with clients to manage project and budget expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively.
• Use and implement various equity administration software packages on behalf of our clients, including Carta, Shareworks, Certent, Fidelity and Equity Edge Online.
• Support clients in their equity accounting data needs, assisting Armanino professionals responsible for stock-based compensation reporting and valuations of warrants, modifications, performance awards, tender offers, and EPS.
• Provide value-added recommendations to our clients on business and process improvement.
• Provide updates to supervisors regarding progress and issues that may affect timely completion of assigned tasks within budget.

Requirements

• Bachelor’s degree in Accounting, Finance, Business, or equivalent relevant experience.
• 3+ years of experience as a Stock Plan Administrator at a public company or equity administration vendor.
• Completion of one or two levels with the intent to become CEP certified.
• Experience or exposure to equity administration platforms such as Equity Edge Online/Shareworks, Carta, Certent, Fidelity, or similar systems.
• Ability to quickly absorb and implement complex requirements while managing multiple priorities in a fast-paced, evolving environment.
• Strong analytical, technical, and detail-oriented skill set.
• Advanced proficiency in Microsoft Excel.
• Flexibility to work from home while collaborating in person half the time.

Preferred

• Certified Equity Professional (CEP).
• Stock option accounting, valuation, or broader equity accounting experience.

Pay and Benefits

$79,000 - $125,000 for Colorado residents
$96,000 - $137,000 for Illinois residents, Washington residents, New York residents, and Southern California residents
$100,000 - $144,000 for Northern California residents

Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

We have a robust offering of benefits, including:

• 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

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.