Remote Financial Reporting & Equity Compensation Lead

Stock & Option Solutions

United States

Remote

USD 125,000 - 150,000

Full time

8 days ago

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Benefits offered by this job

Remote work / Work from home
Competitive pay
Medical, dental, vision insurance
Flexible 401k with match
Paid time off and holidays
Disability, life insurance options
Employee discounts

Job summary

Stock & Option Solutions seeks experienced Financial Reporting Professionals with Equity Compensation to support clients across multiple opportunities. You will handle complex reporting, reconciliation, migrations, testing, and client support for equity platforms.

Role involves remote work with US-based teams, up to 10% travel, and a strong focus on system migrations, data integrity, and cross‑functional collaboration. Compensation starts at $125,000/year with remote flexibility.

Qualifications

  • Bachelor's or Master's Degree in accounting, finance, economics or math or equivalent relevant industry experience.
  • 5+ years of equity compensation and/or financial reporting/accounting experience
  • Strong understanding of equity compensation and financial reporting
  • Understanding of equity plan compensation and the wealth management industry.
  • Hands-on experience with ASC 718 and stock-based compensation expense
  • Hands-on experience with stock compensation expense, DTA, diluted EPS, and equity-related disclosures
  • Experience with system-to-system reconciliation and investigation of differences
  • Hands-on migration, implementation, testing, or conversion experience
  • Project Management experience, with the ability to work on multiple projects concurrently
  • Experience using SQL, Python, or similar data/query tools, desired
  • Certified Equity Professional (CEP), desired
  • Proficient in creation and/or utilization of MS Excel formulas/features

Responsibilities

  • Serve as a primary point of contact for financial reporting and equity-related client workstreams.
  • Resolve complex issues involving stock compensation expense and related disclosures.
  • Provide support during month/quarter/year-end reporting cycles.
  • Assist with migrating and reconciling clients between platforms during transitions.
  • Investigate data discrepancies and determine root cause.
  • Lead cross-departmental projects and client training on equity platforms.
  • Be responsible for SSAE18 SOC1 compliance.
  • Demonstrate strong client service and issue resolution skills.

Skills

Equity compensation
Financial reporting
Data reconciliation
Project management
Client management
SQL
Python
Excel
Communication

Education

Bachelor's or Master's in accounting/finance/economics/math

Tools

SQL
Python
Excel

Job description

Stock & Option Solutions seeks experienced Financial Reporting Professionals with Equity Compensation to support clients across multiple opportunities. You will handle complex reporting, reconciliation, migrations, testing, and client support for equity platforms.

Role involves remote work with US-based teams, up to 10% travel, and a strong focus on system migrations, data integrity, and cross‑functional collaboration. Compensation starts at $125,000/year with remote flexibility.

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