Dundas Jobs (NOW HIRING)

Report Builder – Equity Financial Reporting
Remote (EST preferred)

• Salary: $125, 000+ Negotiable
• Travel: Up to 10% (Industry, Client & Team Events)

 
THE ROLE:

• We are seeking a Report Builder to support financial reporting and equity platform reporting needs for a large-scale migration and transformation project. This role focuses on report creation, report enhancement, QA, validation, troubleshooting, and client-driven reporting requests. 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:

• The value of this role is to build and validate reporting outputs that are accurate, usable, scalable, and aligned to client and stakeholder needs. The consultant will work closely with Product, Financial Reporting, Migration, Testing, and client-facing teams to ensure reports function correctly and support business decisions

 
KEYS TO SUCCESS:

• Strong reporting, data validation, QA, and troubleshooting experience
• Ability to work with complex data, reporting outputs, and system-driven calculations
• Experience creating, enhancing, automating, or validating reports, dashboards, BI outputs, data extracts, or client-driven report requests
• Equity compensation knowledge preferred; financial reporting exposure is a plus
• SQL, Oracle, Dundas scripting, BI tools, Power BI, Tableau, Crystal Reports, advanced Excel, or similar reporting tool experience strongly preferred

 
THE WORK YOU'LL DO:

• Build, modify, validate, and troubleshoot reports and reporting outputs in support of equity financial reporting and platform migration needs
• Support report QA, regression testing, calculation validation, and client-specific reporting requests
• Work through report discrepancies, data differences, formatting issues, and source-of-truth questions
• Partner with Product, FR Migration, FR CT&T, Admin Data Recon, Professional Services, and client-facing stakeholders
• Document report requirements, logic, assumptions, defects, open questions, and resolution steps
• Support report automation, process efficiency, and scalability efforts where possible
• Assist with custom reporting requests after base reporting needs are stabilized
• Escalate risks, dependencies, and unclear requirements appropriately

 
THE EXPERTISE WE'RE LOOKING FOR:

• At least 3+ years of report building, data analysis, financial reporting, reconciliation, BI, or systems reporting experience
• Experience with SQL, Oracle, Dundas scripting, Power BI, Tableau, Crystal Reports, advanced Excel, Alteryx, Access, or similar tools preferred
• Experience with equity compensation, financial reporting, brokerage, investment reporting, or complex multi-source reporting preferred
• Ability to validate report outputs and identify root causes when data does not tie
• Strong documentation, communication, and analytical skills
• CEP, accounting, finance, BI, database, or product/reporting certification 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:

• What reports have you built, enhanced, automated, or validated directly?
• What tools have you used for report building or report QA, such as SQL, Oracle, Dundas, Power BI, Tableau, Crystal, Alteryx, Access, or advanced Excel?
• How do you troubleshoot a report that does not tie back to a source system?
• Have you worked with equity compensation, financial reporting, or other complex reporting outputs?

 
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.
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