SharePoint Data & Information Management Administrator at Sword driving digital information management within organizations. Responsible for administering SharePoint and ensuring data governance and accessibility.
About the role
- Senior Consultant managing equity plan administration and client relationships for Armanino. Leading system implementations and assisting in stock-based compensation reporting.
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.
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or relevant work experience is required.
- Minimum 3 years of experience as a stock plan administrator at a public company or equity administration vendor is required.
- Certified Equity Professional (CEP) certified, or completed one or two levels in expectation of becoming CEP certified is preferred.
- Experience or exposure to Equity Edge Online or Shareworks, Carta, Certent, Fidelity and other equity administration systems is strongly preferred.
- Stock option accounting, valuation, or other equity accounting experience is helpful.
- 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.
Benefits
- 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
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