Senior Consultant - Implementation (Equity)

Insightsoftware; United States; Remote; USD 88,000 - 111,000; Full time

Job summary

insightsoftware is seeking a Senior Consultant, Equity Administration & Financial Reconciliation to own reconciliation of equity compensation and related financial data as customers migrate to the NextGen platform. You will reconcile ASC 718 expenses, tax, and EPS while mapping admin equity data between legacy and NextGen, delivering detailed reports and driving issue resolution.

You will collaborate with product and customer teams, mentor junior staff, and ensure accuracy across systems and

Qualifications

• Five+ years of financial accounting with equity compensation focus.
• Experience with ASC 718, ASC 260, tax and disclosures.
• Experience with data migration, mapping and validation across financial and equity administration systems.

Responsibilities

• Reconcile equity compensation financial reporting between legacy results and NextGen.
• Develop and deliver comparison reports for reconciliation cycles.
• Analyze differences, identify root causes, and propose resolutions.
• Provide clear reconciliation documentation for auditability.
• Collaborate with cross‑functional teams and mentor junior members.
• Validate migrated data and ensure ESPP data accuracy.
• Produce reconciliation reports and maintain follow‑up trackers.

Skills

Excel

SQL

Data analysis

Attention to detail

Ownership

Education

Bachelor’s degree in Accounting/Finance

Tools

SQL queries

Equity management platforms

Financial accounting systems

Job description

About Us: insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Description: About Us insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Summary

The Senior Consultant, Equity Administration & Financial Reconciliation is a highly skilled, detail-oriented equity and financial reporting professional within insightsoftware’s Professional Services organization. This role is crucial to ensuring the accurate reconciliation of both financial reporting data for equity compensation and administrative equity data as customers migrate from their current equity management platform to the NextGen platform. On the financial side, you will own the reconciliation of ASC 718 stock compensation expense, corporate tax, disclosures, and ASC 260 diluted EPS. On the administrative side, you will reconcile participant- and grant-level equity data — balances, lifecycle events, and transaction history — between the legacy platform and NextGen. Across both, you will develop and deliver comparison reports, analyze discrepancies, and produce comprehensive reconciliation documentation. This is a hands‑on individual‑contributor role for someone who takes initiative, thinks critically, and operates effectively across systems and teams with minimal oversight. You will be a senior point of contact on assigned workstreams, partner directly with customer stakeholders, and lead by example — mentoring more junior contributors and reliably delivering the most complex, high‑stakes work.

What You’ll Do

Financial Reconciliation

Reconcile equity compensation financial reporting results between the customer’s prior results and NextGen, spanning ASC 718 stock compensation expense, corporate and deferred tax, disclosures, and ASC 260 diluted EPS.

Develop and deliver comparison reports for each reconciliation cycle, including summary and detailed analysis of differences.

Analyze comparison reports to identify and quantify calculation differences, determine root causes, and recommend resolutions.

Provide clear reconciliation documentation that helps customers understand the differences, if any, between NextGen’s calculations and their previous methods.

Apply a working knowledge of how fair values, accounting setup selections, and migrated data drive these outputs — other teams perform configuration and data loading — so differences can be explained and resolved.

Administrative Reconciliation

Reconcile participant- and grant-level equity data — grants, vesting schedules, exercises, releases, cancellations, forfeitures, and outstanding/exercisable balances — between the legacy platform and NextGen.

Validate share balances and grant lifecycle events to confirm transaction history migrated completely and accurately.

Reconcile ESPP enrollment, contribution, and purchase data, and confirm participant demographic, tax, and account information transferred correctly.

Identify, quantify, and document administrative discrepancies and deltas, performing root‑cause analysis and driving items to resolution.

Produce administrative reconciliation comparison reports and maintain follow‑up trackers of open items through closure.

Partner with the financial reconciliation workstream to ensure administrative data ties back to expense, tax, disclosure, and EPS results.

Cross-Functional Dependencies & Systems Thinking

Understand how the work of adjacent teams flows together — the team loading customer data, the product team building and evolving the NextGen platform, and the administrative and financial reconciliation workstreams — and how each affects your deliverables. Anticipate how data loading, system configuration, and platform changes impact reconciliation results and report accuracy, and coordinate proactively to unblock and align. Validate migrated and loaded data against expected results, surface discrepancies to the responsible team, and confirm fixes flow through correctly — without owning the loading or configuration itself. Document mapping logic, exceptions, and resolution steps to maintain a clear, auditable trail across teams.

Client Engagement & Collaboration

Serve as a senior point of contact for customer stakeholders on assigned equity and reconciliation workstreams. Ensure deliverables meet defined SLAs and quality standards; proactively surface risks before they become issues. Anticipate how adjacent teams’ work affects your deliverables, and coordinate across cross‑functional teams to unblock and align. Lead customer conversations and follow up with clear, actionable plans. Mentor and support more junior team members, reinforcing standards of accuracy and accountability.

Job Requirements

Education

Bachelor’s degree in Accounting, Finance, or a related field.

Experience

Minimum of five years of experience in financial accounting, with a focus on equity compensation management and reconciliation.

Strong working knowledge of ASC 718 expense reporting, ASC 260 diluted EPS, corporate tax, and disclosure concepts, with the ability to apply them to reconciliations and report building (other teams own system configuration and data loading).

Experience with administrative/participant-level equity reconciliation and equity-related disclosures and year-end tax reporting (W‑2 inserts, Forms 3921 and 3922).

Experience with equity management systems is desirable.

Experience with data migration, mapping, and validation across financial and equity administration systems.

Technical Proficiency

Advanced proficiency in Microsoft Excel and other financial software.

Familiarity with equity management platforms and financial accounting systems.

Skills & Attributes

Critical Thinking & Problem Solving: breaks down complex problems, reasons through ambiguity, and arrives at sound, defensible conclusions.

Initiative & Strong Ownership: takes responsibility for outcomes end to end and drives work forward without needing to be managed.

Reconciliation Expertise: skilled at both financial and administrative reconciliation, including discrepancy/delta identification and resolution.

Equity Compensation Knowledge: solid grasp of equity compensation financial reporting and administration.

Data Migration, Mapping & Validation: able to move, map, and validate data accurately across systems.

Technical Expertise: uses DB querying/SQL, report generation, data analysis, and automation to work effectively.

Leverages technology efficiently without being hand‑held.

Cross‑Team Dependency Awareness: understands how adjacent teams’ work impacts their own and leverages it to anticipate, unblock, and align.

Systems‑Level Thinking: connects the dots across teams to see how upstream and downstream work affects deliverables, and acts on it.

Process Documentation & Tracking: creates clear process documentation and SOPs, and maintains efficient, reliable tracking of work.

Clear Communication: strong written and verbal communication, including status reporting, escalations, and meeting follow‑ups.

Attention to Detail: excellent accuracy and the ability to work independently and manage multiple tasks simultaneously.

Soft Skills: communicates effectively with customers by email and in person to answer questions and lead conversations, then translates those conversations into clear action plans.

Additional Information

This position may require occasional travel to customer sites.

This role involves working closely with cross‑functional teams to ensure successful data migration and reconciliation.

The salary range in United States of America for this position is 88,000.00 to 111,000.00 USD Annual. For sales roles, this range includes the commission target. For non‑sales roles, this is a base salary only range; additional bonus eligibility may apply. Your specific offer within this range will be determined by your skills, experience, and qualifications. We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

All your information will be kept confidential according to EEO guidelines.

Work With Us insightsoftware

About Us: Hear From Our Team Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace. insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.