Job description

About Us: insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com. Job Description: We are seeking a highly skilled Certified Equity Professional (CEP) Level 3 to serve as the subject matter expert for equity compensation and management within our technology organization. This role will act as the critical link between Product Management and Software Engineering, ensuring that product requirements accurately reflect the complexities of equity plans, compliance, and reporting standards. The ideal candidate combines deep expertise in equity compensation with strong analytical and communication skills, enabling them to translate business needs into precise technical requirements. This position is perfect for someone who thrives in a collaborative environment and wants to influence the design and development of cutting-edge equity management solutions. Responsibilities Serve as the equity domain expert for engineering and product teams, ensuring accurate representation of equity compensation concepts in system design. Collaborate with Product Managers to define functional requirements for equity management features, including grant administration, vesting schedules, tax compliance, and reporting. Translate complex equity plan rules and regulatory requirements into clear, actionable specifications for software development. Validate technical designs and workflows to ensure compliance with accounting standards (ASC 718), tax regulations, and global equity plan requirements. Partner with QA teams to develop test cases that accurately reflect equity scenarios and edge cases. Act as a liaison during sprint planning and backlog grooming, ensuring equity-related features are prioritized and implemented correctly. Provide guidance on data structures, integration points, and reporting needs related to equity plans. Monitor industry trends and regulatory changes to advise on product roadmap adjustments. Conduct training sessions for engineering and product teams on equity concepts and compliance requirements. Core Competencies Equity Expertise – Deep understanding of equity compensation plans, tax implications, and compliance standards. Analytical Thinking – Ability to interpret complex plan documents and regulatory requirements into technical specifications. Communication – Skilled at bridging business and technical language for cross-functional teams. Attention to Detail – Ensures accuracy in requirements and validation of technical outputs. Collaboration – Works effectively with engineers, product managers, and stakeholders. Qualifications Certified Equity Professional (CEP) Level 3 required. 5 years of experience in equity compensation administration or consulting. Strong knowledge of global equity plan structures, tax compliance, and accounting standards (ASC 718). Experience working with software development teams or technology platforms related to equity management. Familiarity with Agile methodologies and tools (e.g., Jira, Confluence). Excellent written and verbal communication skills. Ability to create detailed functional specifications and acceptance criteria. Bonus: Experience with data modeling, APIs, or SaaS platforms in the equity domain. Preferred Technical Skills SQL – Ability to write queries for data validation and reporting. Data Modeling – Understanding of relational database design and equity-related data structures. API Familiarity – Knowledge of RESTful APIs for integration with external systems. BI Tools – Experience with reporting and visualization tools (e.g., Power BI, Tableau). SaaS Platforms – Exposure to equity management software (e.g., Shareworks, Carta, Certent). Basic Programming Knowledge – Familiarity with scripting languages (Python or similar) for data analysis or automation. Version Control – Understanding of Git-based workflows for collaboration with engineering teams. The salary range in United States of America for this position is 0.00 to 0.00 . For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply. Your specific offer within this range will be determined by your skills, experience, and qualifications. We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don t hesitate to ask during the interview process. Additional Information All your information will be kept confidential according to EEO guidelines. Learn more about our high-energy, high-performance global team: Work With Us insightsoftware About Us: Hear From Our Team Background checks are required for employment with insightsoftware, where permitted by country, state/province. At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

Requirements

Must-haves

Responsibilities Serve as the equity domain expert for engineering and product teams, ensuring accurate representation of equity compensation concepts in system design.
Collaborate with Product Managers to define functional requirements for equity management features, including grant administration, vesting schedules, tax compliance, and reporting.
Translate complex equity plan rules and regulatory requirements into clear, actionable specifications for software development.
Validate technical designs and workflows to ensure compliance with accounting standards (ASC 718), tax regulations, and global equity plan requirements.
Partner with QA teams to develop test cases that accurately reflect equity scenarios and edge cases.
Act as a liaison during sprint planning and backlog grooming, ensuring equity-related features are prioritized and implemented correctly.
Provide guidance on data structures, integration points, and reporting needs related to equity plans.
Monitor industry trends and regulatory changes to advise on product roadmap adjustments.
Conduct training sessions for engineering and product teams on equity concepts and compliance requirements.
Core Competencies Equity Expertise – Deep understanding of equity compensation plans, tax implications, and compliance standards.
Analytical Thinking – Ability to interpret complex plan documents and regulatory requirements into technical specifications.
Communication – Skilled at bridging business and technical language for cross-functional teams.
Attention to Detail – Ensures accuracy in requirements and validation of technical outputs.
Collaboration – Works effectively with engineers, product managers, and stakeholders.
Certified Equity Professional (CEP) Level 3 required.
5 years of experience in equity compensation administration or consulting.
Strong knowledge of global equity plan structures, tax compliance, and accounting standards (ASC 718).
Experience working with software development teams or technology platforms related to equity management.
Familiarity with Agile methodologies and tools (e.g., Jira, Confluence).
Excellent written and verbal communication skills.
Ability to create detailed functional specifications and acceptance criteria.
Data Modeling – Understanding of relational database design and equity-related data structures.

Nice-to-haves

Bonus: Experience with data modeling, APIs, or SaaS platforms in the equity domain.
Preferred Technical Skills SQL – Ability to write queries for data validation and reporting.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

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Platform: workday
Effort: long