Financial Reporting Migration Project Manager, Equity Programs

Financial Reporting Migration Project Manager – Equity Programs Remote (EST preferred) Salary: $125, 000+ NegotiableTravel: 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 differencesHands-on involvement in migrations, implementations, conversions, or financial reporting transitionsStrong understanding of equity financial reporting areas such as stock compensation expense, deferred tax, diluted EPS, disclosures, proxy reporting, and share balance reportingAbility to manage multiple client cohorts, timelines, issues, dependencies, and escalations simultaneouslyAbility 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 readinessReview and coordinate recon packages, validation outputs, differences, and client signoff activityPartner with platform teams, client teams, Financial Reporting SMEs, Product, Report Builder, Admin Data Recon, and Testing resourcesAssess calculation differences and help determine whether variances are expected, immaterial, configuration-related, or require remediationTrack open issues, blockers, dependencies, and escalations through resolutionSupport migration runbooks, project plans, client-specific notes, data validation, and post-migration stabilizationCommunicate status clearly to internal and external stakeholders, including risks, next steps, and ownershipSupport 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 experienceExperience validating migrated data or financial reporting outputs across systemsKnowledge of ASC 718, deferred tax, diluted EPS, disclosures, and equity plan lifecycle events preferredStrong project management, client management, and stakeholder communication skillsExperience with equity platforms, financial reporting platforms, ERP, GL, HRIS, payroll, or data reconciliation workflows preferredCPA, 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 partnersExcellent written and verbal communication skills, including the ability to explain complex topics clearly to technical and non-technical audiencesAble to complete multiple tasks in a timely manner, independently and with minimal supervisionExceptional time management, prioritization, organizational skills, attention to detail, and follow-throughCompliance-focused, process-oriented, analytical, flexible, and comfortable in a fast-paced, rapidly evolving environmentStrong troubleshooting, analysis, data management, and issue-resolution skillsAble to maintain strict confidentiality while exercising judgment, diplomacy, and discretionAble to collaborate with cross-functional teams, including Legal, Payroll, Finance, Accounting, Tax, HR, Product, Technology, Operations, and Client teamsAligns 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 insuranceRemote Work / Work from HomeFlexible 401k with MatchCompetitive PayPaid Time Off & Paid HolidaysAutomatic Enrollment in Basic Life Insurance at No Cost to EmployeeEAP Plan AccessTraining & Education OpportunitiesTeam-Building Events & ProgramsReferral BonusAccess to Thousands of Corporate Retail DiscountsDisability, Life, and Accidental Insurance OptionsHealth 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 opportunitiesYou'll have access to our team of expert Senior Stock Plan Professionals when you need adviceYou'll be encouraged to grow your skillset and personal brand while learning new processes, stock plans, projects, and software systemsYou'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 at rishel@popuptalent.com req26-00304