Remote Data Migration Project Manager Jobs (NOW HIRING)

Financial Reporting Migration Project Manager – Equity Programs
Remote (EST preferred)

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

 
THE ROLE:

• We are seeking an experienced financial reporting migration professional to support client migrations from legacy equity platforms to a new financial reporting environment. This role manages migration activity, recon packages, client-specific differences, reporting validation, issue resolution, and stakeholder coordination across overlapping client cohorts. 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 helps clients gain confidence that migrated financial reporting data and outputs are accurate, explainable, and ready for signoff. The consultant will coordinate migration activities while also understanding enough financial reporting detail to identify material differences, explain calculation logic, and drive resolution

 
KEYS TO SUCCESS:

• Strong experience with system-to-system reconciliation of financial reporting data, including material and non-material differences
• Hands-on involvement in migrations, implementations, conversions, or financial reporting transitions
• Strong understanding of equity financial reporting areas such as stock compensation expense, deferred tax, diluted EPS, disclosures, proxy reporting, and share balance reporting
• Ability to manage multiple client cohorts, timelines, issues, dependencies, and escalations simultaneously
• Ability to explain reporting differences to clients, auditors, product teams, and non-technical stakeholders

 
THE WORK YOU'LL DO:

• Manage financial reporting migration activity for assigned client cohorts, including planning, tracking, issue management, and client readiness
• Review and coordinate recon packages, validation outputs, differences, and client signoff activity
• Partner with platform teams, client teams, Financial Reporting SMEs, Product, Report Builder, Admin Data Recon, and Testing resources
• Assess calculation differences and help determine whether variances are expected, immaterial, configuration-related, or require remediation
• Track open issues, blockers, dependencies, and escalations through resolution
• Support migration runbooks, project plans, client-specific notes, data validation, and post-migration stabilization
• Communicate status clearly to internal and external stakeholders, including risks, next steps, and ownership
• Support special client scenarios, corporate actions, and reporting exceptions as needed

 
THE EXPERTISE WE'RE LOOKING FOR:

• At least 5+ years of equity compensation, financial reporting, reconciliation, accounting, migration, or implementation experience
• Experience validating migrated data or financial reporting outputs across systems
• Knowledge of ASC 718, deferred tax, diluted EPS, disclosures, and equity plan lifecycle events preferred
• Strong project management, client management, and stakeholder communication skills
• Experience with equity platforms, financial reporting platforms, ERP, GL, HRIS, payroll, or data reconciliation workflows preferred
• CPA, CEP, PMP, or related 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 been hands-on in a system or data migration involving validation, reconciliation, issue resolution, and post-migration stabilization?
• Have you personally reviewed recon packages or system-to-system differences and helped determine materiality or root cause?
• Have you supported migration signoff with clients, auditors, accounting teams, or business stakeholders?
• How do you manage overlapping migration cohorts with competing timelines and escalations?

 
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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