Stock Equity Plan Manager - remote

Job Juncture; Chicago (IL); Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Remote 100%

Career development

Job summary

Job Juncture represents a leading fintech client seeking a Stock Equity Plan Manager to own employee equity programs. You will track grants, vesting, exercises, and ensure accurate tax and securities reporting while partnering with leadership.

In this high-visibility role, you will influence reporting, maintain cap tables, and drive scalable back-office processes as the company scales its equity programs and compliance framework.

Qualifications

• Experience managing employee stock ownership programs and equity plans.
• Strong knowledge of vesting, grants, and exercise events.
• Proficiency in cap table management and related tax reporting.

Responsibilities

• Record stock compensation expense and fair value calculations.
• Prepare quarterly equity compensation expense reports and tax reports.
• Maintain cap tables, vesting schedules, and grant rollforwards.
• Perform month-end/quarter-end close tasks related to equity.
• Coordinate with auditors and executives on equity programs.

Skills

Equity compensation

Cap table management

Vesting schedules

SEC reporting

GAAP accounting

Journal entries

Tax filings

Excel

Workday

Tools

Excel

Workday

SAP

Job description

Our client, a leading publicly traded Fintech company, is looking for a stock equity plan manager who will handle employee stock ownership programs at the company, track who gets stock options or shares, when employees can use them, and ensure all the paperwork and taxes are handled correctly.

Essentially, they're the person who makes sure employees get their promised ownership stake in the company and that everything follows tax and securities laws.

The accounting side involves:

Journal Entries & Expense Recognition

• Recording stock compensation expense each month/quarter
• Tracking fair value calculations for equity grants
• Managing deferred compensation liabilities

Reports They Generate

• Quarterly equity compensation expense reports for financial statements
• Tax reporting (1099s, W-2 adjustments for employees)
• Cap table reconciliations showing ownership percentages
• Vesting schedules and outstanding grant summaries
• SEC compliance reports (if public company)

Month-End/Quarter-End Tasks

• Calculate and book compensation expense based on vesting
• Update grant databases and reconcile to general ledger
• Prepare equity rollforward schedules for auditors
• Track forfeited/expired options for accounting reversals

This is internal accounting work - they're not investment advisors like at Morgan Stanley. They're doing the back-office number crunching to make sure the company's books properly reflect the cost and liability of giving employees equity, and ensuring everyone pays the right taxes when shares vest or get exercised.

The Opportunity: This strategic equity expert role goes beyond typical finance positions. We seek someone to navigate our high-growth trajectory and build scalable systems that will enable our ambitious vision.

The level of influence and visibility is very high - you'll have a lot of direct contact with the CEO, CFO and VP Accounting.

What We Offer

• Work-from-anywhere flexibility - Remote 100%
• Significant career development pathways