insightsoftware

Consultant

insightsoftware

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Lead and execute end-to-end Certent Equity Management implementations for enterprise clients.
  • Configure and validate equity plan data including grants, vesting schedules, exercises, releases, cancellations, and expirations.
  • Perform and oversee detailed reconciliations between Certent and payroll systems, HRIS platforms, broker/transfer agents, and general ledger.
  • Identify and resolve discrepancies in participant records, tax withholding data, share counts, and transaction histories.
  • Partner with client equity administration and finance teams to define reconciliation processes and establish controls.
  • Translate complex client requirements into system configurations and documented reconciliation workflows.
  • Support data migration efforts including validation, cleansing, and post-migration reconciliation.
  • Serve as an escalation point for reconciliation-related issues during implementation and hypercare periods.
  • Contribute to internal knowledge base development, delivery methodology improvements, and peer mentoring on Certent best practices.

Requirements

  • Lead and execute end-to-end Certent Equity Management implementations for enterprise clients.
  • Configure and validate equity plan data including grants, vesting schedules, exercises, releases, cancellations, and expirations.
  • Perform and oversee detailed reconciliations between Certent and payroll systems, HRIS platforms, broker/transfer agents, and general ledger.
  • Identify and resolve discrepancies in participant records, tax withholding data, share counts, and transaction histories.
  • Partner with client equity administration and finance teams to define reconciliation processes and establish controls.
  • Translate complex client requirements into system configurations and documented reconciliation workflows.
  • Support data migration efforts including validation, cleansing, and post-migration reconciliation.
  • Serve as an escalation point for reconciliation-related issues during implementation and hypercare periods.
  • Contribute to internal knowledge base development, delivery methodology improvements, and peer mentoring on Certent best practices.
Benefits
  • Background checks are required for employment with insightsoftware, where permitted by country, state/province.
  • We are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.
Applicant Tracking System Keywords

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

Hard Skills & Tools
Certent Equity Managementdata migrationreconciliationdata validationdata cleansingsystem configurationequity plan datatax withholdingtransaction history analysisgrant management
Soft Skills
leadershipproblem-solvingcommunicationcollaborationmentoringattention to detailorganizational skillsclient partnershipprocess definitionescalation management