Stock Equity Plan Manager - remote

Job Juncture; Los Angeles (CA); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote work

Career development

Job summary

Our client, a leading publicly traded fintech company, seeks a stock equity plan manager to oversee employee stock ownership programs, track allocations, vesting, and ensure tax and securities compliance.

You will handle journal entries, expense recognition, cap table reconciliations, and regulatory reports, with high visibility to CEO/CFO. This remote, fast-growing role offers strong career development.

Qualifications

• Experience managing employee stock ownership programs.
• Strong understanding of GAAP, tax reporting, and SEC rules for public companies.
• Ability to calculate stock-based compensation expense and vesting.
• Experience with cap table reconciliations.

Responsibilities

• Record stock compensation expense monthly and quarterly.
• Prepare equity rollforward schedules for auditors.
• Reconcile grant data to general ledger.
• Produce quarterly equity compensation reports for financial statements.
• Track vesting schedules and forfeitures.

Skills

Equity plan administration

Stock compensation

Journal entries

SEC compliance

Cap table management

Education

Bachelor's degree in accounting

Certified Public Accountant

Tools

Excel

Equity management software

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