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EQ, Next Starts Now
We are EQ, a fintech that connects the future of capital, communications, and governance, building trust and confidence in every market we serve. Our 5,000 employees support over 20 million shareholders and 12,000 leading organizations globally. EQ’s mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging than ever before.
With the integration of Notified, EQ is the only global technology partner dedicated to both public relations and investor relations solutions.
Role Summary
The Equity Compensation Reporting Specialist supports client-financial reporting needs within Equity Plan Solutions (EPS), serving as a key client-facing partner in delivering accurate and timely equity compensation reporting. This role is responsible for managing production support requests from initial triage through implementation, while partnering with internal teams and clients to produce reporting solutions, enhance system capabilities, and maintain strong client relationships.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
- 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.
The successful candidate will demonstrate the following experience, skills and behaviors:
- 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.
- We offer a base salary in the range of $95-104K. Compensation packages are commensurate with experience and location.
We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.
Please note any offer of employment is subject to satisfactory pre-employment screening checks.
