Location
India
Responsibilities
- Work directly with clients to support equity plan management, auditor, and participant needs, including reporting, reconciliation, and ongoing advisory support, with accountability for overall engagement delivery.
- Serve as the primary client contact for assigned engagements, assuming full ownership of client relationships and acting as the main point of escalation for equity‑related matters.
- Lead equity system implementations and private‑to‑public conversions, including project planning, coordination, execution, and client communication.
- Manage multiple client engagements simultaneously, maintaining active communication to set expectations, manage scope and budgets, ensure deadlines are met, and drive change efforts effectively.
- Use and implement equity administration platforms on behalf of clients, including Carta, Shareworks, Certent, Fidelity, and Equity Edge Online, while overseeing data accuracy and system integrity.
- Support clients’ equity accounting data needs by partnering with FAAS professionals responsible for stock‑based compensation reporting, valuations of warrants, award modifications, performance awards, tender offers, and EPS considerations.
- Review equity administration work prepared by seniors and managers, ensuring technical accuracy, completeness, and alignment with client and firm standards prior to delivery.
- Provide value‑added recommendations to clients related to equity plan operations, controls, process improvement, and scalability.
- Provide regular updates to leadership regarding engagement progress, risks, and issues that may affect timelines, budgets, or quality.
- Mentor and develop junior team members through review feedback, coaching, and knowledge sharing, helping build depth and scalability within the equity practice.
- Demonstrate the drive to become a subject‑matter expert in equity administration and contribute to the continued growth of this fast‑growing area of the FAAS practice.
- Attend professional development and training sessions on a regular basis and stay current on evolving equity trends and best practices.
Qualifications
- Bachelor’s degree in Accounting, Finance, Business, or equivalent relevant experience.
- 5+ years of experience in equity administration or stock plan operations at a public company, pre‑IPO company, or equity administration vendor.
- Demonstrated experience owning equity administration processes and managing multiple priorities in a fast‑paced, evolving environment.
- Completion of one or more levels of the Certified Equity Professional (CEP) program, with intent to complete certification.
- Hands‑on experience with equity administration platforms such as Equity Edge Online, Shareworks, Carta, Certent, Fidelity, or similar systems.
- Strong analytical, technical, and detail‑oriented skill set with the ability to review complex equity data and deliverables.
- Advanced proficiency in Microsoft Excel.
- Strong communication and interpersonal skills, with the ability to work directly with clients, auditors, and cross‑functional stakeholders.
- Ability to work flexibly in a hybrid environment while collaborating effectively with internal teams.
- CPA and/or Certified Equity Professional (CEP) certification preferred.
- Experience working across multiple equity administration platforms (e.g., Equity Edge Online, Shareworks, Fidelity, Certent, etc).
- Prior experience supporting audits, transactions, or IPO readiness efforts involving equity programs.
Compensation and Benefits
- Compensation: Commensurate with Industry standards
- Other Benefits: Provident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance
Equal Employment Opportunity
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.