Equity Specialist

About Us:

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Description:

We are currently looking to hire an Equity Specialist, to join our Equity Management team, reporting into our Senior Manager, Engineering. You will come from either a finance or product background and be an equity compensation, subject matter expert. You will work closely with the Product Owner, Engineering, and Quality Assurance (QA) teams, helping deliver accurate and reliable equity management software. Using your functional expertise, you will ensure the product meets equity compensation requirements, by guiding teams through scoping and process decisions and defining how new features are tested.

 

Key Responsibilities: 

Expertise and Process Improvement 

• Serve as a trusted advisor for equity compensation knowledge 

• Use your functional expertise to help create new processes and improve existing ones.  

• Keep up to date with equity compensation market intelligence, by monitoring industry trends and regulatory changes  

 

Quality Review 

• Review product roadmap, technical designs and workflows to ensure compliance with accounting standards, tax regulations, and global equity plan requirements.  

• Work with QA to review their written test cases, confirming they reflect equity compensation requirements.  

• Review QA test executions to confirm results are accurate and complete.  

 

Test Strategy and Planning 

• Work with the Product Owner and Engineering team to update and improve test strategies.  

• Create new Product Requirements Documents (PRDs) for test strategies, setting how each feature will be tested.  

• Work with the Product Owner, Engineering, and QA to update and improve test plans.  

• Create test plans for the PRD-related work items that apply to equity compensation.  

• Provide guidance on reporting needs, integration points and data structures, related to equity plans.  

 

Scoping and Collaboration 

• Partner cross-functionally, as a subject matter expert across Product, Engineering and QA teams.  

• Scope work items for upcoming sprints.  

• Join scoping calls for other teams to provide equity compensation input.  

 

Qualifications: 

• Certified Equity Professional (CEP) Level 3 preferred; willingness to work toward certification.  

• 3+ years of experience in equity compensation administration or consulting.  

• Working knowledge of global equity plans, tax compliance for equity compensation, and accounting standards.  

• Excellent written and verbal communication skills.  

• Ability to create, understand, and review complex test strategies and test plans to ensure equity compensation standards are followed.  

 

Core Competencies 

• Equity Expertise – Deep understanding of equity compensation plans, tax implications, and compliance standards.  

• Analytical Thinking – Interprets complex plan documents and regulatory requirements into technical specifications.  

• Communication – Bridges business and technical language for cross-functional teams.  

• Attention to Detail – Ensures accuracy of test strategies and test plans.  

• Collaboration – Works effectively with engineers, product managers, and stakeholders.  

 

Preferred Technical Skills 

• Experience using AI and creating prompts     

• Microsoft Office Suite      

• Experience with data modelling and API calls 

What Success Looks Like:

• Test strategies and test plans are clear, complete, and ready for review by the team. 

• Equity compensation requirements are accurately reflected in test cases and test results. 

• Testing is efficient while also mitigating risk to an acceptable level. 

• Sprint work is well scoped, and processes become easier to follow over time. 

 

 

 

The salary range in United States of America for this position is 0.00 to 0.00 .

For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply.

Your specific offer within this range will be determined by your skills, experience, and qualifications.

We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

All your information will be kept confidential according to EEO guidelines.

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.