Armanino

Senior Consultant, Equity Administration

Armanino

full-time

Posted on:

Location Type: Office

Location: St. Louis • Colorado • Illinois • United States

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Salary

💰 $79,000 - $125,000 per year

Job Level

Senior

About the role

  • 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.
  • Have the drive to become an expert in a fast-growing area of our practice.
  • Attend professional development and training sessions on a regular basis.

Requirements

  • Bachelor’s degree in Accounting, Finance, Business, or relevant work experience is required.
  • Minimum 3 years of experience as a stock plan administrator at a public company or equity administration vendor is required.
  • Certified Equity Professional (CEP) certified, or completed one or two levels in expectation of becoming CEP certified is preferred.
  • Experience or exposure to Equity Edge Online or Shareworks, Carta, Certent, Fidelity and other equity administration systems is strongly preferred.
  • Stock option accounting, valuation, or other equity accounting experience is helpful.
  • Ability to quickly absorb and implement complex requirements, multi-task, and work in a demanding, fast-paced environment of continuous change.
  • Excellent analytical, technical, and detail-oriented skills.
  • Strong knowledge and proficiency with Microsoft Excel.
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
stock option accountingequity accountingvaluationdata reconciliationproject managementbudget managementanalytical skillstechnical skillsdetail-oriented skillsmulti-tasking
Soft Skills
client relationship managementcommunicationleadershipproblem-solvingadaptabilitydrive for expertisevalue-added recommendationssatisfaction managementchange managementprofessional development
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in BusinessCertified Equity Professional (CEP)