Senior Consultant - Implementation (Equity)

Overview

This role is a hands-on, senior individual-contributor position within the Professional Services organization focused on Equity Administration & Financial Reconciliation. You will ensure accurate reconciliation of:

• Financial reporting data for equity compensation
• Administrative equity data as customers migrate from their current equity management platform to the NextGen platform

You will own complex, high-stakes work with minimal oversight, serve as a senior point of contact on assigned workstreams, partner with customer stakeholders, and mentor more junior contributors.

Responsibilities

Financial Reconciliation

• Reconcile equity compensation financial reporting results between the customer’s prior results and NextGen, including:
  • ASC 718 stock compensation expense
  • Corporate and deferred tax
  • Disclosures
  • ASC 260 diluted EPS
• Develop and deliver comparison reports for each reconciliation cycle, including summary and detailed analysis of differences.
• Analyze comparison reports to identify and quantify calculation differences, determine root causes, and recommend resolutions.
• Produce clear reconciliation documentation explaining differences (if any) between NextGen’s calculations and the customer’s previous methods.
• Apply knowledge of how fair values, accounting setup selections, and migrated data drive outputs (while other teams handle configuration and data loading) so differences can be explained and resolved.

Administrative Reconciliation

• Reconcile participant- and grant-level equity data between the legacy platform and NextGen, including:
  • Grants, vesting schedules
  • Exercises, releases, cancellations, forfeitures
  • Outstanding/exercisable balances
• Validate share balances and grant lifecycle events to confirm transaction history migrated completely and accurately.
• Reconcile ESPP enrollment, contribution, and purchase data, and confirm participant demographic, tax, and account information transfer accuracy.
• Identify, quantify, and document administrative discrepancies and deltas; perform root-cause analysis and drive items to resolution.
• Produce administrative reconciliation comparison reports and maintain follow-up trackers of open items through closure.
• Partner with the financial reconciliation workstream to ensure administrative data ties back to expense, tax, disclosure, and EPS results.

Cross-Functional Dependencies & Systems Thinking

• Understand how adjacent teams’ work affects reconciliation deliverables (including customer data loading, NextGen platform development, and the administrative and financial reconciliation workstreams).
• Anticipate how data loading, system configuration, and platform changes impact reconciliation outcomes and proactively coordinate to unblock and align.
• Validate migrated and loaded data against expected results, surface discrepancies to the responsible team, and confirm fixes flow through correctly (without owning loading or configuration).
• Document mapping logic, exceptions, and resolution steps to maintain a clear, auditable trail across teams.

Client Engagement & Collaboration

• Serve as a senior point of contact for customer stakeholders on assigned equity and reconciliation workstreams.
• Ensure deliverables meet defined SLAs and quality standards; proactively surface risks before they become issues.
• Lead customer conversations and follow up with clear, actionable plans.
• Mentor and support more junior team members, reinforcing standards of accuracy and accountability.

Requirements

Education

• Bachelor’s degree in Accounting, Finance, or a related field.

Experience

• 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, including the ability to apply them to reconciliations and report building (other teams own system configuration and data loading).
• 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 equity management systems is desirable.
• Experience with data migration, mapping, and validation across financial and equity administration systems.

Technical Proficiency

• 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 to work efficiently.
• Familiarity with equity management platforms and financial accounting systems.

Skills & Attributes

• Critical thinking and problem solving; can reason through ambiguity and reach defensible conclusions.
• Initiative and strong ownership; drives outcomes end to end.
• Reconciliation expertise for both financial and administrative reconciliation, including discrepancy/delta identification and resolution.
• Equity compensation knowledge across financial reporting and administration.
• Data migration, mapping, and validation across systems.
• Technical expertise in DB querying/SQL, report generation, data analysis, and automation.
• Cross-team dependency awareness and systems-level thinking.
• Process documentation and tracking; produces clear documentation and maintains reliable trackers.
• Clear written and verbal communication, including status reporting and escalations.
• Strong attention to detail and ability to manage multiple tasks independently.
• Ability to communicate effectively with customers (by email and in person) and translate conversations into actionable plans.

Preferred Qualifications

• Experience with equity management systems.

Compensation & Benefits

• Salary range (United States of America): 88,000.00 to 111,000.00 USD Annual.
• For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply.
• Your specific offer will be determined by skills, experience, and qualifications.

Location

• United States of America.
• Occasional travel to customer sites may be required.

Additional Information

• Background checks are required for employment where permitted by country, state/province.
• Equal Employment Opportunity applies regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other protected class under applicable law.
• All information will be kept confidential in accordance with EEO guidelines.