Serve as a subject matter expert (SME) in equity compensation valuation, expensing, and disclosures in accordance with ASC 718 and ASC 260
Manage production support requests, from initial intake and triage through resolution and implementation
Assist clients in understanding financial reporting calculations, reconciliations, expense recognition, and disclosures
Support client reporting needs by interpreting requirements and aligning solutions with system capabilities
Monitor account health and proactively identify and mitigate reporting risks
Maintain development item logs and coordinate enhancements with Product and Support teams
Produce documentation such as release notes and reporting updates for internal stakeholders
Collaborate cross-functionally with Product, Sales, Relationship Management, and Support teams
Support sales efforts by participating in client demos, presentations, and RFP responses
Analyze regulatory guidance and industry trends affecting equity compensation reporting

Bachelor’s degree in finance, accounting, or related field (or equivalent experience)
2–4 years of experience in financial reporting, equity compensation, or related field
Sufficient understanding of ASC 718 (stock-based compensation) and ASC 260 accounting standards
Experience with equity compensation plans including stock options, RSUs, PSUs, and ESPPs
Strong analytical and problem-solving skills with high attention to detail
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Strong communication skills with the ability to explain complex financial concepts to clients
Experience in financial services or fintech industry preferred
CEP certification or progress toward certification is a plus.

Financial Reporting Analyst

Key skills