Senior Consultant – Implementation, Equity

insightsoftware

Senior Consultant managing financial reconciliation for equity compensation at insightsoftware. Ensuring data accuracy across platforms during customer migrations to NextGen with a focus on equity management.

Posted 7/15/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $88,000 - $111,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in equity compensation management and reconciliation, with a strong focus on financial reporting, analysis, and documentation. Proficient in utilizing financial software and SQL for data analysis and reporting.

Highest-signal resume keywords

Equity Compensation ManagementFinancial AccountingASC 718 Expense ReportingMicrosoft Excel ProficiencySQL Querying

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingEquity ReconciliationData AnalysisCalculation Differences IdentificationShare Balances ValidationGrant Lifecycle EventsAdministrative Discrepancies DocumentationEquity-Related DisclosuresYear-End Tax ReportingAutomation in Reporting

Soft Skills

Clear CommunicationStakeholder EngagementAnalytical ThinkingAttention to DetailProblem Solving

Tools & Technologies

Equity Management SystemsFinancial Software

Industry Keywords

ASC 260 Diluted EPSCorporate TaxDisclosure Concepts

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Reconcile equity compensation financial reporting results between the customer’s prior results and NextGen.
Develop and deliver comparison reports for each reconciliation cycle.
Analyze comparison reports to identify and quantify calculation differences.
Provide clear reconciliation documentation that helps customers.
Reconcile participant- and grant-level equity data between the legacy platform and NextGen.
Validate share balances and grant lifecycle events.
Identify, quantify, and document administrative discrepancies and deltas.
Serve as a senior point of contact for customer stakeholders on assigned equity and reconciliation workstreams.

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field.
Minimum of five years of experience in financial accounting, with a focus on equity compensation management and reconciliation.
Strong working knowledge of ASC 718 expense reporting, ASC 260 diluted EPS, corporate tax, and disclosure concepts.
Experience with administrative/participant-level equity reconciliation and equity-related disclosures and year-end tax reporting.
Experience with equity management systems is desirable.
Advanced proficiency in Microsoft Excel and other financial software.
Comfortable querying databases (SQL), generating and analyzing reports, working with large data sets, and using automation to work efficiently.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities