Senior Equity Administration & Systems Implementation Consultant

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

We are seeking an experienced Equity Administration & Systems Implementation Consultant to support the implementation, integration, and optimization of an equity management platform and assist with preparation for a potential corporate transaction, including IPO readiness.

The ideal candidate will have hands‑on experience with equity administration systems, stock‑based compensation, data migration, financial reporting, and cross‑functional coordination with Finance, Accounting, HR, Legal, and IT teams.

Key Responsibilities

1. Equity System Implementation

• Lead or support implementation of equity administration platforms such as Carta, Morgan Stanley Shareworks, E*TRADE Equity Edge, or similar systems.
• Gather business requirements and translate them into system configurations.
• Support data migration, validation, system integration, and user acceptance testing (UAT).
• Integrate equity platforms with HRIS, payroll, ERP, and financial reporting systems.
• Identify and resolve implementation issues.
• Prepare system documentation, workflows, and user training materials.

2. Equity Administration

• Support administration of employee stock options, RSUs, ESPPs, and other equity compensation programs.
• Maintain accurate capitalization tables, equity grants, vesting schedules, and transaction records.
• Support equity award grants, exercises, cancellations, and settlements.
• Reconcile equity administration data with accounting and payroll records.
• Ensure accuracy and completeness of equity‑related reporting.

3. IPO / Transaction Readiness

• Support equity administration activities related to a potential IPO, acquisition, or other corporate transaction.
• Review and validate equity ownership records, outstanding awards, and capitalization data.
• Assist with transaction‑related reporting, documentation, and audit requests.
• Support the preparation of equity‑related financial disclosures.
• Coordinate with internal stakeholders and external auditors to address transaction readiness requirements.
• Support stock‑based compensation accounting under ASC 718.
• Assist with equity‑related reconciliations and financial reporting.
• Develop and document equity administration processes and internal controls.
• Support SOX compliance activities, including control documentation and audit evidence.
• Identify process gaps and recommend improvements.

5. Stakeholder Management

• Work closely with Equity Administration, Corporate Accounting, Finance, HR, Legal, Payroll, and IT teams.
• Coordinate with equity platform vendors and implementation partners.
• Provide regular project updates and track deliverables, risks, and dependencies.
• Ensure timely completion of implementation milestones.

Required Qualifications

• 7–12 years of experience in equity administration, stock plan management, financial systems, or related functions.
• Hands‑on experience implementing or migrating equity administration systems.
• Experience with Carta, Shareworks, Equity Edge, Fidelity Stock Plan Services, or comparable platforms.
• Strong understanding of stock options, RSUs, ESPPs, vesting schedules, and capitalization tables.
• Knowledge of ASC 718 stock‑based compensation accounting.
• Experience with data migration, system integration, reconciliation, and UAT.
• Strong project management, documentation, and stakeholder communication skills.
• Ability to work independently in a fast‑paced environment.

Preferred Qualifications

• Experience supporting pre‑IPO or publicly traded companies.
• Experience with IPO readiness, equity‑related transactions, or M&A.
• Knowledge of SOX controls and SEC reporting requirements.
• Experience integrating equity platforms with Workday, payroll, and ERP systems.
• Certified Equity Professional (CEP) designation.
• Experience working with external auditors and equity plan administrators.
• Equity administration system implementation or enhancement.
• Completed data migration, validation, and reconciliation.
• Successful system integrations and user acceptance testing.
• Documented equity administration workflows and internal controls.
• Equity data and reporting prepared for the anticipated corporate transaction.
• Knowledge transfer and handover documentation.

Engagement Objective:

Provide immediate, hands‑on expertise to support Rippling's equity administration system implementation and transaction readiness activities during the six‑month engagement.