Equity Systems Implementation Lead | IPO Readiness

CTC; San Francisco (CA); On-site; USD 150,000 - 210,000; Part time

Job summary

The ideal candidate has hands-on experience with equity systems, stock-based compensation, data migration, and cross‑functional collaboration with Finance, Accounting, HR, Legal, and IT teams to deliver processes, controls, and audit-ready reporting.

Qualifications

• 7–12 years of experience in equity administration or stock plan management.
• Hands-on experience implementing or migrating equity administration systems.
• Experience with Carta, Shareworks, Equity Edge, or Fidelity Stock Plan Services.
• Strong knowledge of ASC 718 stock‑based compensation accounting.
• Experience with data migration, system integration, reconciliation, and UAT.

Responsibilities

• Lead or support implementation of equity administration platforms and ensure successful configurations.
• Maintain capitalization tables, vesting schedules, and equity transaction records.
• Support IPO readiness activities, reporting, and disclosures with auditors.
• Coordinate with Finance, HR, Legal, IT, and external vendors to meet milestones.
• Develop documentation and internal controls for equity administration processes.

Skills

Equity administration

System implementation

Data migration

UAT (user testing)

Project management

Stakeholder communication

Tools

Carta

Shareworks

Equity Edge

Fidelity Stock Plan Services

Job description

The ideal candidate has hands-on experience with equity systems, stock-based compensation, data migration, and cross‑functional collaboration with Finance, Accounting, HR, Legal, and IT teams to deliver processes, controls, and audit-ready reporting.