Equity Analyst
Phreesia
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Administer day-to-day equity transactions, including RSU grants, vesting, exercises, ESPP activity, and employee terminations
- Perform data integrity checks and reconcile equity transactions across Workday, transfer agent systems, and equity administration platforms
- Prepare recurring and ad hoc equity reporting for leadership and cross-functional partners
- Support SEC filings, insider trading compliance, blackout windows, and other regulatory requirements
- Partner with Internal Audit to support SOX compliance and provide documentation for audits
- Assist with proxy statement preparation and other external equity disclosures
- Support employee inquiries and education efforts related to equity compensation
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field
- 5+ years of progressive experience administering equity compensation programs, ideally at a U.S.-based public company
- Hands-on experience with RSUs, stock options, and ESPP programs
- Strong understanding of SEC regulations, insider trading policies, and equity-related compliance requirements
- Demonstrated experience supporting audits and SOX controls
- Strong analytical and Excel skills with the ability to interpret and present complex data
- Ability to clearly communicate equity concepts across HR, Finance, Legal, Payroll, vendors, and employees at all levels
- Highly detail-oriented, organized, and able to manage multiple priorities independently
- A successful candidate preferably has experience with Workday and Fidelity.
Benefits
- 100% Remote work + home office expense reimbursements
- Competitive compensation
- Flexible PTO + 8 company holidays
- Monthly reimbursement for cell phone + internet + wellness
- 100% Paid 12-week parental leave to our U.S. employees, as well as a generous parental benefit to our employees in Canada
- Variety of insurance coverage for people (and pets!)
- Continuing education and professional certification reimbursement
- Opportunity to join an Employee Resource Group.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
equity transactionsRSU grantsvestingexercisesESPPdata integrity checksequity reportingSEC regulationsSOX complianceanalytical skills
Soft skills
communicationdetail-orientedorganizedability to manage multiple prioritiescross-functional collaboration