Note: The job is a remote job and is open to candidates in USA. Pop-Up Talent is seeking an experienced financial reporting migration professional to support client migrations from legacy equity platforms to a new financial reporting environment. The role involves managing migration activities, ensuring data accuracy, and coordinating with various stakeholders to facilitate a smooth transition in financial reporting.
Responsibilities
- 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
Skills
- 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
- 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
- Strong project management, client management, and stakeholder communication skills
- 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
- Knowledge of ASC 718, deferred tax, diluted EPS, disclosures, and equity plan lifecycle events preferred
- 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
Benefits
- 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
- 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
Company Overview