Equity Financial Reporting & Report Builder - Remote / Work from Home / FT

Stock & Option Solutions; United States; Remote; USD 113,000 - 138,000; Full time

Benefits offered by this job

Remote Work / Work from Home

Competitive Pay

Flexible Time Off & Holidays

401k with Match

Job summary

Stock & Option Solutions seeks a Report Builder to support equity platform reporting during a complex migration. You will focus on report creation, QA, validation, troubleshooting, data analysis, and client-driven reporting requests.

You will collaborate with Product, Financial Reporting, Migration, Testing, and client-facing teams to ensure reports are accurate, scalable, and aligned with client needs while learning new tools and maintaining confidentiality.

Qualifications

• 3+ years of report building, data analysis, and financial reporting experience.
• Strong equity compensation and financial reporting knowledge.
• Proficiency with SQL, Oracle, Power BI, Tableau, Excel, or similar tools.

Responsibilities

• Build, modify, validate, and troubleshoot reports and outputs for equity financial reporting.
• Support QA, regression testing, calculation validation, and client-specific reporting.
• Investigate discrepancies, data differences, and source-of-truth questions.
• Analyze data extracts and reporting outputs to determine why information ties or not.
• Work with queries and reporting logic to resolve issues.
• Collaborate with Product, Financial Reporting, Migration, Client Testing & Training, and client teams.
• Document report requirements, logic, defects, and resolution steps.
• Support report automation, process efficiency, and scalability efforts.

Skills

Reporting & Data

Data Validation

SQL/BI

Equity Reporting

Learning Agility

Report Building

Data Analysis

Financial Reporting

BI

Root Cause Analysis

Multi-Source Data

Equity Knowledge

Equity & Financial Data

Documentation

Communication

Analytical Skills

Certifications

Tools

SQL

Oracle

Power BI

Tableau

Crystal Reports

Excel

Alteryx

Access

Job description

Role/Title: Report Builder - Equity Financial Reporting - Remote / Work from Home / FT

Work Location: US / Remote / Work from Home

Work Hours: East Coast (EST) Time Zone Business/Working Hours, preferred

Team: People Solutions

Reporting To: Director of Consulting & Staffing

Travel Required: up to 10% (Industry, Client & Team Events)

Compensation Range: based on experience; starting at $125,000/year

Keys to Success

This role is best suited for candidates with strong reporting, data, validation, reconciliation, and troubleshooting experience who are comfortable working with complex data and reporting outputs.

Candidates should be comfortable learning new reporting technologies and working independently to understand requirements, investigate discrepancies, validate outputs, and build or enhance reports.

Reporting & Data (Strong): Experience creating, modifying, validating, automating, or troubleshooting reports, dashboards, data extracts, or reporting outputs.

Data Validation & Reconciliation (Strong): Ability to investigate differences between systems and reporting outputs, identify root causes, and determine whether an issue originates in source data, calculations, formulas, queries, mappings, or reporting logic.

Technical / Query Skills (Strong): Experience using SQL and/or reporting, BI, database, or data-analysis tools such as Oracle, Power BI, Tableau, Crystal Reports, advanced Excel, Alteryx, Access, or similar technologies.

Equity / Financial Reporting (Strong): Strong equity compensation and financial reporting knowledge, particularly where the candidate can understand the business meaning behind reporting outputs and calculations.

Learning Agility (Strong): Ability to learn new reporting tools, systems, data structures, and business requirements quickly.

The Work You'll Do

The responsibilities listed below are representative of the knowledge, skill and/or ability that may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

• Build, modify, validate, and troubleshoot reports and reporting outputs supporting equity financial reporting and platform transformation needs
• Support report QA, regression testing, calculation validation, and client-specific reporting requests
• Work through report discrepancies, data differences, formatting issues, and source-of-truth questions
• Analyze data extracts and reporting outputs to determine why information does or does not tie
• Work with queries and reporting logic to investigate and resolve reporting issues
• Partner with Product, Financial Reporting, Migration, Client Testing & Training, Admin Data Reconciliation, Professional Services, and client-facing stakeholders
• Document report requirements, logic, assumptions, defects, open questions, and resolution steps
• Support report automation, process efficiency, and scalability efforts where possible
• Assist with custom reporting requests after base reporting needs are stabilized
• Escalate risks, dependencies, and unclear requirements appropriately
• Learn and apply new reporting tools and technologies as required
• Support client-specific reporting needs and communicate findings clearly to technical and non-technical stakeholders

The Expertise We're Looking For

• 3+ years of report building, data analysis, financial reporting, reconciliation, BI, systems reporting, or similar experience
• Understanding of equity plan compensation and the wealth management industry.
• Experience with SQL, Oracle, Power BI, Tableau, Crystal Reports, advanced Excel, Alteryx, Access, or similar tools, preferred
• Experience creating, modifying, automating, validating, or troubleshooting reports or data extracts
• Ability to investigate reporting discrepancies and identify root causes
• Experience working with complex or multi-source data
• Strong equity compensation and financial reporting knowledge
• Experience with equity compensation, financial reporting, brokerage, investment reporting, or other complex financial data
• Strong documentation, communication, and analytical skills
• Ability to learn new reporting platforms and tools quickly
• CEP, accounting, finance, BI, database, or product/reporting certification, preferred but not required

The Right Fit

This role is ideal for a self-directed, analytical professional who enjoys figuring out how data and reporting work and solving problems when the output does not make sense.

• Consummate professional with a service mentality and a commitment to delivering Peace of Mind to all internal, external, and client partners
• Excellent written and verbal communication skills, including the ability to explain complex topics clearly to technical and non-technical audiences
• Able to complete multiple tasks in a timely manner, independently and with minimal supervision
• Exceptional time management, prioritization, organizational skills, attention to detail, and follow-through
• Works effectively on their own and in a team environment, with a willingness to train/coach others, as needed
• Exhibits exceptional organizational skills, attention to detail and work ethic
• Compliance-focused, process-oriented, analytical, flexible, and comfortable in a fast-paced, rapidly evolving environment
• Excellent troubleshooting, analysis, and data-management skills
• Able to identify root cause rather than simply identify that something does not tie
• Comfortable asking questions, documenting assumptions, and working through ambiguity
• Able to maintain focus on continuous improvement, issue-resolution, problem-solving and follow-through
• Able to maintain strict confidentiality in an open and transparent environment
• Delivers a high level of service and support while exercising judgement, diplomacy, and discretion in handling sensitive and confidential information
• Able to collaborate with cross-functional teams including Finance, Accounting, Tax, HR, Product, Technology, Operations, and Client teams
• Willing to learn new systems, reporting tools, processes, and equity concepts

The Role

Stock & Option Solutions is seeking a Report Builder to support financial reporting and equity platform reporting needs during a complex platform migration and transformation initiative.

This role focuses on report creation, report enhancement, QA, validation, troubleshooting, data analysis, and client-driven reporting requests.

The Purpose of Your Role / The Value You Deliver

The value of this role is to build and validate reporting outputs that are accurate, usable, explainable, scalable, and aligned to client and stakeholder needs.

You will work closely with Product, Financial Reporting, Migration, Testing, and client-facing teams to ensure reports function correctly and support business decisions.

You will have the opportunity to learn new reporting technologies and deepen your understanding of equity financial reporting while supporting complex client and platform transformation needs.

See What We Can Offer You (Benefits / Perks)

We are committed to diversity and inclusion, and demonstrate our values through competitive pay, fantastic benefits, and access to all reasonable accommodations. As a member of the Stock & Option Solutions team, you have these benefits available to you.

• Comprehensive Medical, Dental, and Vision insurance
• Remote Work / Work from Home
• Flexible 401k with Match
• Competitive Pay
• Flexible Time Off & Paid Holidays
• Automatic Enrollment in Basic Life Insurance at No Cost to Employee
• Team-Building Events & Programs
• Referral Bonus
• Access to Thousands of Corporate Retail Discounts
• Disability, Life, and Accidental Insurance Options

• You'll have available to you a career path with achievable growth opportunities
• You'll have access to our team of expert Senior Stock Plan Professionals when you need advice
• You'll be encouraged to grow your skillset and personal brand while learning new processes, stock plans, projects, and software systems
• You'll support clients and partners by delivering peace of mind as they navigate complex migration, reporting, administration, product, and transformation needs

CONTACT US!

Call us at 408.979.8700 or Email [e-mail]

Stock & Option Solutions is an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or other protected status as required by law. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at [e-mail].