Senior Consultant, Equity Administration

Reposted 2 Days Ago
Be an Early Applicant
19 Locations
In-Office
79K-144K Annually
Senior level
Financial Services
The Role
The Senior Consultant, Equity Administration will manage client equity plans, lead system implementations, maintain client relationships, and provide recommendations for improvement.
Summary Generated by Built In

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

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  

  

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.  

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. 

  

Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $79,000 - $125,000. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $96,000 - $137,000. For Northern California residents, the compensation range for this position: $100,000 - $144,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Armanino has a robust offering of benefits, including:  

  • Medical, dental, vision 

  • Generous PTO plan and paid sick time 

  • Flexible work arrangements 

  • 401K with Profit Sharing 

  • Wellness program 

  • Generous parental leave 

  • 11 paid holidays 

  
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.   
   
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance  
 
To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/
 

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Skills Required

  • Bachelor's degree in Accounting, Finance, Business, or relevant work experience
  • Minimum 3 years of experience as a stock plan administrator at a public company or equity administration vendor
  • Certified Equity Professional (CEP) certified, or completed one or two levels in expectation of becoming CEP certified
  • Experience or exposure to Equity Edge Online or Shareworks, Carta, Certent, Fidelity and other equity administration systems
  • Stock option accounting, valuation, or other equity accounting experience
  • Ability to quickly absorb and implement complex requirements, multi-task, and work in a demanding, fast-paced environment of continuous change
  • Excellent analytical, technical, and detail-oriented skills
  • Strong knowledge and proficiency with Microsoft Excel
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The Company
HQ: San Ramon, CA
2,706 Employees
Year Founded: 1969

What We Do

Armanino LLP is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business. Armanino brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and provide proactive counsel throughout the year. We are perfectly positioned to provide services to companies that are looking for an alternative to national or "Big Four"​ firms or outgrowing their local CPA. We have three departments consisting of Audit, Tax and Consulting that provide a complete array of traditional and non-traditional services.

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