What You’ll Do 

• Serve as primary point of contact for financial reporting team(s)
• Resolve complex issues with Stock Compensation Expense, Share Balance, Disclosures, Deferred Tax Asset, Diluted EPS, and Proxy reporting.
• Quickly and accurately address client questions while providing excellent client service
• Provide support during month/quarter/year end reporting cycles.
• Assist with migrating and reconciling clients between platforms during transition/implementation
• Identify ways to build relationships and drive client loyalty by suggesting best practices and solutions.
• Ensure clients are aware of new reports and functionality available on equity platforms
• Conduct equity platform demonstrations
• Provide client training on equity platform via remote videoconferencing
• Lead special projects, and support clients with their corporate actions
• Manage multiple tasks and timelines simultaneously and prioritize client escalations
• Determine ways to enhance internal processes to increase productivity and effectiveness.
• Collaborate with internal partners on inquiries and corrections
• Lead cross-departmental projects
• Identify opportunities for system/platform improvements
• Be responsible for compliance with SSAE18 SOC1 procedures

What We’re Looking For 

• Bachelor’s or Master’s Degree in accounting, finance, economics or math or equivalent relevant industry experience.
• 5+ years of equity compensation or accounting experience.
• Familiarity with accounting rules for share-based compensation under ASC718.
• Understanding of equity plan compensation and the wealth management industry.
• Project Management experience, with the ability to work on multiple short-term projects concurrently.
• Expertise and experience in theoretical accounting subjects.
• Prior database management experience, desired.
• Prior product development experience, desired.
• Basic SQL script writing skills, desired.
• Certified Public Accountant (CPA), desired.
• Certified Equity Professional (CEP), desired.
• Proficient in creation and/or utilization of moderate to advanced MS Excel formulas and features

 The Right Fit 

• Consummate professional with a service-mentality and a commitment to delivering Peace of Mind to all internal, external and client partners.
• Excellent written and verbal communication, and the ability to convey essential information clearly and effectively.
• Exhibits strength in presentation and speaking skills.
• Able to complete multiple tasks in a timely manner, independently with minimal supervision.
• Exceptional at time management and the ability to prioritize workload and critical items.
• Works effectively on their own and in a team environment, with a willingness to train/coach others, as needed.
• Exhibits exceptional organizational skills, attention to detail and work ethic.
• A compliance-focused, process-oriented, analytical individual who is also flexible and can excel in a fast-paced and rapidly evolving environment.
• Excellent at troubleshooting, analysis, and data management.
• Able to maintain focus on continuous improvement, issue-resolution, problem-solving and follow-through.
• Able to maintain strict confidentiality in an open and transparent environment.
• Delivers a high level of service and support while exercising judgement, diplomacy, and discretion in handling sensitive and confidential information.
• Has the ability to communicate and collaborate with cross-functional teams (such as Legal, Payroll, Finance, Accounting, Tax, HR, Financial Reporting) at all levels and influence key stakeholders.
• Adept at interpreting complex accounting theory and translating it into easily explained process.
• Ability to confidently communicate complex topics in a way that is tailored to the audience.
• Aligns with our company core values of Integrity, Opportunity, Passion, Excellence and Teamwork. 

Why Stock & Option Solutions 

• Fully remote work environment 
• Competitive compensation and benefits 
• Exposure to a wide range of clients and equity plans 
• Support from experienced senior equity professionals 
• Clear opportunities for growth