Admin Data Reconciliation Consultant โ Equity Programs
Remote (EST preferred)
- Salary: $125, 000+ Negotiable
- Travel: Up to 10% (Industry, Client & Team Events)
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THE ROLE:
- We are seeking an Admin Data Reconciliation Consultant to support equity administration data validation, reconciliation, and issue resolution during a large-scale platform migration. This role is hands-on in the data and supports the migration team by identifying differences, researching root causes, and helping drive clean conversion outcomes. 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
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THE PURPOSE OF YOUR ROLE / THE VALUE YOU DELIVER:
- This role helps ensure that equity administration data is complete, accurate, and ready for client signoff. The consultant will work in the details of plan, grant, participant, transaction, and administrative data to identify breaks, resolve discrepancies, and support successful migration to the target platform
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KEYS TO SUCCESS:
- Strong equity administration data knowledge, including grants, vesting, exercises, releases, cancellations, ESPP, participant data, and plan data
- Expert-level comfort with reconciliation, variance analysis, break resolution, data validation, and source-of-truth determination
- Hands-on experience with platform migrations, conversions, system-to-system data comparison, or high-volume data cleanup
- Ability to work quickly and accurately in a fast-paced migration environment
- Strong communication with Admin PMs, FR Migration, Testing, Product, vendors, and client stakeholders.
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THE WORK YOU'LL DO:
- Perform hands-on reconciliation of administrative equity data across legacy and target systems
- Validate participant, plan, grant, transaction, vesting, exercise, release, cancellation, ESPP, tax, and share data as applicable
- Identify, research, document, and resolve breaks and discrepancies across systems
- Partner with Admin PMs, FR Migration PMs, Admin Testing, Product, vendors, and client teams to support migration readiness
- Help determine source of truth and document findings for client review and signoff
- Support issue logs, trackers, status updates, and escalation of risks or unresolved differences
- Assist with post-migration stabilization, cleanup, and validation as needed
- Contribute to process improvement, documentation, and scalable data validation practices
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THE EXPERTISE WE'RE LOOKING FOR:
- At least 3+ years of stock plan administration, data reconciliation, migration, implementation, operations, or platform support experience
- Hands-on equity platform experience preferred, including Shareworks, Equity Edge Online (EEO), Fidelity, Schwab, Certent, Carta, or similar systems
- Strong Excel and data analysis skills required; SQL, Access, BI, or data conversion experience preferred
- Knowledge of RSUs, PSUs, stock options, ESPP, tax withholding, payroll integrations, and corporate actions preferred
- Experience with SOX controls, audit support, reconciliations, and data quality controls preferred
- CEP preferred but not required
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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
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ROLE-SPECIFIC SCREENING QUESTIONS:
- Have you performed system-to-system data reconciliations for equity administration data?
- What types of equity data have you reconciled: grants, releases, exercises, ESPP, payroll/tax, share balances, participant data, or plan data?
- Have you supported a platform migration, conversion, implementation, or post-migration cleanup?
- How do you determine source of truth when two systems do not tie?
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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
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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.
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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 reach out.
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