Senior Consultant - Implementation (Equity)

Overview

This role is a highly skilled, detail-oriented equity and financial reporting position within the Professional Services organization. It ensures accurate reconciliation of financial reporting data for equity compensation and administrative equity data as customers migrate from their current equity management platform to the NextGen platform.

On the financial side, you will reconcile ASC 718 stock compensation expense, corporate tax, disclosures, and ASC 260 diluted EPS. On the administrative side, you will reconcile participant- and grant-level equity data (balances, lifecycle events, and transaction history) between the legacy platform and NextGen. You will develop and deliver comparison reports, analyze discrepancies, and produce comprehensive reconciliation documentation.

This is a hands-on individual-contributor role with minimal oversight, serving as a senior point of contact on assigned workstreams and partnering directly with customer stakeholders. You will also 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, and 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.
• Provide clear reconciliation documentation explaining differences, if any, between NextGen’s calculations and prior methods.
• Use working knowledge of how fair values, accounting setup selections, and migrated data influence outputs (while other teams handle configuration and data loading) to explain and resolve differences.

Administrative Reconciliation

• Reconcile participant- and grant-level equity data between the legacy platform and NextGen, including grants, vesting schedules, exercises, releases, cancellations, forfeitures, and 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 transferred correctly.
• 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 so 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 data loading, platform development, and financial/administrative reconciliation workstreams.
• Anticipate how data loading, system configuration, and platform changes impact reconciliation results and report accuracy; 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 issues arise.
• Lead customer conversations and follow up with clear, actionable plans.
• Mentor and support more junior team members, reinforcing standards of accuracy and accountability.

Requirements

• 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, applied 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).
• Equity management systems experience 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.
• Familiarity with equity management platforms and financial accounting systems.
• Uses DB querying/SQL, report generation, data analysis, and automation.

Preferred Qualifications

• Experience with equity management systems.

Compensation & Benefits

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

Location

United States of America.

Additional Information

• Occasional travel to customer sites may be required.
• Background checks are required for employment with the employer where permitted by country, state/province.
• All information will be kept confidential according to EEO guidelines.