Principal Professional Services Analyst jobs in United States
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Pulley · 4 days ago

Principal Professional Services Analyst

Pulley is a company focused on simplifying equity management for startups, and they are seeking a Principal Professional Services Analyst with expertise in stock-based compensation. The role involves owning SBC reporting and delivery for clients, managing complex SBC scenarios, and partnering with engineering to enhance SBC tooling.

Financial ServicesFinTechInformation ServicesSoftware

Responsibilities

Lead end-to-end SBC expense reporting for different business structures and incentive grants:
LLCs: Profit Interest Units (PIUs), Phantom Units
C corporations: Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), Stock Options, Phantom Equity
Perform initial SBC report setup for self-service clients and deliver audit-defensible full reports for full-service clients, including ASC 718 expense calculations and journal entries
Handle complex SBC scenarios: modifications, cancellations, performance-based grants, market-based vesting conditions
Partner with Engineering to improve SBC tooling—translate accounting requirements into product specs, test features, prioritize enhancements
Serve as technical SBC expert for clients and internal teams, applying US GAAP accounting standards under ASC 718
Offer flex support for other service type engagements including equity administration tasks and other service engagements (409A valuations, onboarding) as needed
Build scalable SBC processes, documentation, and best practices

Qualification

Stock-based compensation expertiseASC 718 proficiencySBC expense calculationsEquity administration experienceAnalytical skillsIFRS knowledgeCollaboration with engineeringCPACEPCES credentialCommunication skillsProject management

Required

2-3+ years hands-on experience with stock-based compensation expense calculations and reporting
Proficiency with ASC 718 under US GAAP
Experience with modifications, performance-based grants, market-based vesting conditions, and other complex SBC scenarios
Strong analytical skills and exceptional attention to detail
Ability to clearly communicate complex SBC concepts to both technical and non-technical audiences, including clients and engineering teams
Proven ability to manage multiple complex projects simultaneously
Experience performing SBC services in an audit or advisory capacity

Preferred

CPA, CEP, or CES credential
Experience with equity administration
IFRS knowledge for share-based payments
Background at audit firms or financial reporting consulting
Familiarity with equity admin platforms or cap table tools
Experience collaborating with engineering/product teams

Benefits

Medical, Dental, and Vision insurance
Unlimited PTO + Winter holiday break
Parental leave
Generous stipends for WFH, learning, wellness, and AI tools
401(k) match (US) / Pension match (Canada)

Company

Pulley

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Pulley is a developer of cap table management, communications hub, and fundraising modeling platforms to manage equity for startups.

Funding

Current Stage
Growth Stage
Total Funding
$50.15M
Key Investors
Founders FundStripe
2022-07-13Series B· $40M
2020-10-21Series A· $10M
2020-03-17Seed· $0.15M
Company data provided by crunchbase