Senior Consultant, Equity Administration

Equity Plan Administrator

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be among the top 20 largest accounting and consulting firms in the nation and one of the best places to work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Job Responsibilities

• Work directly with clients to support their equity plan management, auditor, and participant needs, including reporting, reconciliation.
• Lead system implementation and private-public conversions.
• Serve as primary client contact and quickly assume ownership for the client relationship and its specific needs.
• Maintain active communication with clients to manage project and budget expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively.
• Use and implement various equity administration software packages on behalf of our clients, including Carta, Shareworks, Certent, Fidelity and Equity Edge Online.
• Support clients in their equity accounting data needs, assisting Armanino professionals responsible for stock-based compensation reporting and valuations of warrants, modifications, performance awards, tender offers, and EPS.
• Provide value-added recommendations to our clients on business and process improvement.
• Provide updates to supervisors regarding progress and issues that may affect timely completion of assigned tasks within budget.
• Have the drive to become an expert in a fast-growing area of our practice.
• Attend professional development and training sessions on a regular basis.

Required

• Bachelor's degree in Accounting, Finance, Business, or equivalent relevant experience
• 3+ years of experience as a Stock Plan Administrator at a public company or equity administration vendor
• Completion of one or two levels with the intent to become CEP certified
• Experience or exposure to equity administration platforms such as Equity Edge Online/Shareworks, Carta, Certent, Fidelity, or similar systems
• Ability to quickly absorb and implement complex requirements while managing multiple priorities in a fast?paced, evolving environment
• Strong analytical, technical, and detail?oriented skill set
• Advanced proficiency in Microsoft Excel
• Flexibility to work from home while collaborating in person half the time.

Preferred

• Certified Equity Professional (CEP)
• Stock option accounting, valuation, or broader equity accounting experience