insightsoftware · 2 weeks ago
Equity Specialist for Product Engineering
United States
Full-time
Remote
Senior Level
5+ years expinsightsoftware is a global provider of reporting, analytics, and performance management solutions. They are seeking a highly skilled Certified Equity Professional (CEP) Level 3 to serve as the subject matter expert for equity compensation and management within their technology organization, ensuring that product requirements reflect the complexities of equity plans, compliance, and reporting standards.
AccountingAnalyticsBusiness IntelligenceConsultingFinancial ServicesSoftware
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
Qualification
Required
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
Preferred
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
Company
insightsoftware
insightsoftware is the most comprehensive provider of solutions for the Office of the CFO.
1001-5000 employees
H1B Sponsorship
insightsoftware has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (3)
2022 (4)
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Hg
2021-07-13Private Equity· $1B
2019-08-15Private Equity
2018-06-14Acquired
Leadership Team
Bernie Emsley
Chief Technology Officer
Meg Christman
Executive Vice President Delivery Services
Recent News
solutionsreview.com
2026-01-17
2026-01-16
2026-01-16
Company data provided by crunchbase