Senior Consultant – Implementation, Equity

insightsoftware

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

Posted 9/23/2026full-timeRemote • United StatesSenior💰 $88,000 - $111,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial accounting and equity compensation management, with a strong focus on ASC 718 and ASC 260 compliance. Proficient in data migration, reconciliation processes, and producing detailed financial reports while ensuring accuracy and quality standards.

Highest-signal resume keywords

Equity Compensation ManagementASC 718 Expense ReportingData Migration and ValidationMicrosoft Excel ProficiencyFinancial Reconciliation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AccountingEquity ReconciliationDiscrepancy IdentificationReport GenerationData AnalysisSQL QueryingProcess DocumentationSOP CreationTax ReportingEquity Management Platforms

Soft Skills

Strong CommunicationMentoringIndependent WorkTask ManagementAttention to Detail

Tools & Technologies

Microsoft ExcelFinancial SoftwareEquity Administration Systems

Industry Keywords

ASC 718ASC 260Corporate TaxEquity-Related DisclosuresW-2 InsertsForms 3921Forms 3922Financial ReportingReconciliation DocumentationCustomer Stakeholder Engagement

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Reconcile equity compensation financial reporting results between customers’ prior results and NextGen, including ASC 718 stock compensation expense, corporate and deferred tax, disclosures, and ASC 260 diluted EPS
Develop and deliver comparison reports with summary and detailed analysis of differences
Analyze discrepancies, identify root causes, quantify differences, and recommend resolutions
Produce clear reconciliation documentation for customers
Reconcile participant- and grant-level equity data, including grants, vesting schedules, exercises, releases, cancellations, forfeitures, and balances
Validate share balances and grant lifecycle events to confirm complete and accurate transaction-history migration
Reconcile ESPP enrollment, contribution, and purchase data and validate participant information
Produce administrative reconciliation reports and track open items through closure
Partner across data-loading, product, administrative reconciliation, and financial reconciliation teams
Validate migrated data, surface discrepancies, and confirm fixes
Document mapping logic, exceptions, and resolution steps
Serve as senior point of contact for customer stakeholders
Ensure deliverables meet SLAs and quality standards and proactively surface risks
Lead customer conversations and follow up with actionable plans
Mentor and support junior team members

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field
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
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 data migration, mapping, and validation across financial and equity administration systems
Advanced proficiency in Microsoft Excel and other financial software
Comfortable querying databases (SQL), generating and analyzing reports, working with large data sets, and using automation
Familiarity with equity management platforms and financial accounting systems
Ability to perform financial and administrative reconciliation, discrepancy/delta identification and resolution
Ability to create process documentation and SOPs and maintain tracking of work
Strong written and verbal communication
Excellent accuracy and ability to work independently and manage multiple tasks simultaneously
Background check required for employment, where permitted by country, state/province
Occasional travel to customer sites may be required

Benefits

Comp & perks

Additional bonus eligibility may apply
Occasional travel to customer sites
Equal employment opportunity workplace