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CAREERS
Financial Reporting Client Testing and Training Consultant, Equity Programs
Stock & Option Solutions
ABOUT THIS ROLE
Financial Reporting Client Testing & Training Consultant, Equity Programs
Remote (EST preferred)
THE ROLE:
THE PURPOSE OF YOUR ROLE / THE VALUE YOU DELIVER:
KEYS TO SUCCESS:
THE WORK YOU'LL DO:
THE EXPERTISE WE'RE LOOKING FOR:
THE RIGHT FIT:
ROLE-SPECIFIC SCREENING QUESTIONS:
SEE WHAT WE CAN OFFER YOU (BENEFITS / PERKS):
A FEW EXTRAS FOR YOU:
Equal Opportunity Statement: Stock & Option Solutions is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or other protected status as required by law. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at rishel@popuptalent.com
req26-00307
Remote (EST preferred)
- Salary: $125, 000+ Negotiable
- Travel: Up to 10% (Industry, Client & Team Events)
THE ROLE:
- We are seeking a Financial Reporting Client Testing & Training Consultant to support client-specific testing, validation, training, and issue resolution during a large-scale equity platform migration and financial reporting transformation project. While also supporting a large-scale equity platform migration and transformation initiative involving financial reporting, equity administration, reporting outputs, client testing/training, data validation, reconciliation, product support, and platform readiness. Candidates may flex across workstreams depending on project needs, strengths, and client priorities
THE PURPOSE OF YOUR ROLE / THE VALUE YOU DELIVER:
- This role ensures clients can trust and understand their financial reporting outputs. The consultant will test reports and scenarios, validate outputs, identify gaps, support client-specific issue resolution, and translate complex financial reporting and equity concepts into clear guidance and training
KEYS TO SUCCESS:
- Strong understanding of stock-based compensation expense, deferred tax, diluted EPS, 10-K disclosures, IFRS reporting concepts, and ESPP accounting
- Ability to test client-specific scenarios rather than only standard workflows
- Strong analytical and troubleshooting mindset for reporting outputs, system behavior, and data differences
- Ability to explain complex FR and equity concepts clearly to clients, plan administrators, product teams, and non-technical stakeholders
- Prior product, platform, equity administration, testing, training, accounting, or client-facing financial reporting experience
THE WORK YOU'LL DO:
- Develop, execute, and support client-specific financial reporting test cases and scenarios.
- Validate reports and outputs related to stock compensation expense, deferred tax, diluted EPS, disclosures, ESPP, and international reporting considerations
- Identify, document, troubleshoot, and help resolve reporting differences, system behavior questions, and client-specific exceptions
- Partner closely with Product, FR Migration PMs, Report Builder, Admin Testing, Admin Data Recon, Accounting, Tax, and client stakeholders
- Support client training, demos, office hours, issue reviews, and knowledge transfer sessions
- Translate complex reporting concepts into practical process guidance, testing instructions, and user-facing explanations
- Track defects, questions, client feedback, and recurring themes to inform product and process improvements
- Support readiness, adoption, and confidence as clients transition to new financial reporting workflows
THE EXPERTISE WE'RE LOOKING FOR:
- At least 3+ years of financial reporting, equity accounting, stock plan administration, testing, training, or implementation experience
- Hands-on exposure to ASC 718, deferred tax, diluted EPS, disclosures, IFRS 2, ESPP, or equity reporting outputs strongly preferred
- Experience creating or executing test cases, UAT, regression testing, client acceptance testing, or training materials preferred
- Strong presentation, communication, documentation, and client service skills
- Equity platform experience preferred, including Shareworks, Equity Edge Online (EEO), Fidelity, Schwab, Certent, Carta, or similar systems
- CEP, CPA, accounting, training, or product/testing credential preferred but not required
THE RIGHT FIT:
- Consummate professional with a service mentality and a commitment to delivering Peace of Mind to internal, external, and client partners
- Excellent written and verbal communication skills, including the ability to explain complex topics clearly to technical and non-technical audiences
- Able to complete multiple tasks in a timely manner, independently and with minimal supervision
- Exceptional time management, prioritization, organizational skills, attention to detail, and follow-through
- Compliance-focused, process-oriented, analytical, flexible, and comfortable in a fast-paced, rapidly evolving environment
- Strong troubleshooting, analysis, data management, and issue-resolution skills
- Able to maintain strict confidentiality while exercising judgment, diplomacy, and discretion
- Able to collaborate with cross-functional teams, including Legal, Payroll, Finance, Accounting, Tax, HR, Product, Technology, Operations, and Client teams
- Aligns with company core values of Integrity, Opportunity, Passion, Excellence, and Teamwork
ROLE-SPECIFIC SCREENING QUESTIONS:
- Have you created or executed client-specific financial reporting or equity platform test cases?
- Have you validated outputs for ASC 718 expense, deferred tax, EPS, disclosures, IFRS 2, or ESPP reporting?
- Have you trained clients or internal teams on financial reporting, equity administration, or platform workflows?
- Can you describe how you would handle a client who says a migrated report does not tie to their legacy system?
SEE WHAT WE CAN OFFER YOU (BENEFITS / PERKS):
- Comprehensive Medical, Dental, and Vision insurance
- Remote Work / Work from Home
- Flexible 401k with Match
- Competitive Pay
- Paid Time Off & Paid Holidays
- Automatic Enrollment in Basic Life Insurance at No Cost to Employee
- EAP Plan Access
- Training & Education Opportunities
- Team-Building Events & Programs
- Referral Bonus
- Access to Thousands of Corporate Retail Discounts
- Disability, Life, and Accidental Insurance Options
- Health and Dependent Care Flexible Spending Account & Health Savings Account Options
A FEW EXTRAS FOR YOU:
- You'll have available to you a career path with achievable growth opportunities
- You'll have access to our team of expert Senior Stock Plan Professionals when you need advice
- You'll be encouraged to grow your skillset and personal brand while learning new processes, stock plans, projects, and software systems
- You'll support clients and partners by delivering peace of mind as they navigate complex migration, reporting, administration, and product transformation needs
Equal Opportunity Statement: Stock & Option Solutions is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or other protected status as required by law. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at rishel@popuptalent.com
req26-00307
Posted: May 18, 2026 ยท Ref: 26-00307
Amenities
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