Consultant - Equity Services

CFA Institute; Philadelphia (Philadelphia County); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

401k plan

Employee stock purchase plan

Long-term incentive

Medical, dental & vision insurance

Paid time off & holidays

Commuter benefits

Employee assistance program

Job summary

Aon Equity Services is seeking a Senior Consultant to design and value equity-based compensation using Excel-based models (Black‑Scholes, lattice, Monte Carlo). You’ll work with client senior leadership, deliver billable projects, and contribute to proposals; some travel required for engagements and conferences.

Ideal candidates have a bachelor's degree (advanced credentials preferred), 5–8+ years in consulting or equity compensation, strong communication, and knowledge of financial accounting

Qualifications

• Bachelor's degree required; advanced degree or credentialed preferred but not required
• Typically 5-8+ years of relevant professional experience (e.g., consulting, corporate audit or finance, executive compensation, equity valuation)
• Strong communication skills and comfort working with senior team members and cross-functional colleagues
• Demonstrated ability to refine and apply knowledge of compensation design and implementation practices. Strong organizational skills.
• Enhanced knowledge of the financial accounting standards is preferred
• Lead projects with minimum direction from more experienced consultants and/or serve as a team member for larger, more complex client engagements
• A quick learner with familiarity with equity related concepts including their valuation, design and/or financial reporting

Responsibilities

• Apply technical and analytical consulting skills to assist clients with the design and valuation of equity-based compensation using Excel-based models
• Deliver billable client work and support selling efforts on proposals
• Travel as needed for client engagements and conferences
• Communicate with client senior leadership and cross-functional teams

Skills

Communication

Leadership

Project management

Analytical thinking

Equity concepts

Education

Bachelor's degree

Advanced degree or credentials (CPA, CFA, JD, MBA, CEP)

Tools

Excel

Job description

Aon is Looking for a Senior Consultant, Equity Services - San Francisco Bay Area, Texas, Chicago, Irvine, NY Metro/CT, Washington DC, Philadelphia - Hybrid

Aon Equity Services is the country's leading full-service provider of consulting services related to equity-based compensation - providing plan design, valuation, tax & financial accounting, performance monitoring & tracking, employee education and communication, corporate governance, and investor outreach services to hundreds of publicly traded companies each year. Due to the continued growth of our practice, we are seeking to expand our Equity Services team.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

The primary function of this position is to apply technical and analytical consulting skills to assist clients with the design and valuation of equity-based compensation, through the development and adaptation of Excel-based statistical models (Black-Scholes, lattice-based models, Monte Carlo simulations, etc.), for financial accounting and reporting purposes.

In this role, you will have frequent communications with clients - often including members of the client's senior leadership team.

In his role you will primarily deliver billable client work but will support selling efforts and be a part of proposal teams with some travel necessary for client engagements and/or conferences

How this opportunity is different

This is a rare moment to join our group at a real inflection point. We're growing fast and investing in the business, creating genuine opportunities to be on the ground floor of initiatives that will shape how we operate day-to-day. If you enjoy building and driving change rather than simply maintaining a client book, you'll be uniquely positioned to accelerate your career here, backed by Aon's brand, client base and data-driven tools.

Skills and experience that will lead to success

• Bachelor's degree required; advanced degree or credentialed (e.g., CPA, CFA, JD, MBA, and/or CEP) preferred but not required
• Typically 5-8+ years of relevant professional experience (e.g., consulting, corporate audit or finance, executive compensation, equity valuation)
• Strong communication skills and comfort working with senior team members and cross-functional colleagues
• Demonstrated ability to refine and apply knowledge of compensation design and implementation practices to deliver high quality and effective client solutions. Strong organizational skills. Ability to support multiple projects while working independently. An intellectual curiosity and a desire to stay up to date on an ever-evolving subject matter.
• Enhanced knowledge of the financial accounting standards is preferred.
• Lead projects with minimum direction from more experienced consultants and/or serve as a team member for larger, more complex client engagements.
• A quick learner with familiarity with equity related concepts including their valuation, design and/or financial reporting with comfort operating sometimes in the unknown.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range for this position (intended for U.S. applicants) is $120,000 - $160,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position:

• a 401(k) savings plan with employer contributions
• an employee stock purchase plan
• consideration for long-term incentive awards at Aon's discretion
• medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance
• optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions