insightsoftware · 1 day ago
Manager - Equity Management Operations
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data. The Manager, Equity Management Operations is accountable for managing the Operations team that provides support and service delivery to outsourced Equity plan administration customers.
AccountingAnalyticsBusiness IntelligenceConsultingFinancial ServicesSoftware
Responsibilities
Plan, organize, and manage a wide range of highly complex operational activities
Manage operations personnel including hiring, training, and staff development
Develop, implement, and monitor goals, objectives, and work standards
Minimize risk associated with large amounts of data processing
Assist in the short and long-range planning of team goals and objectives
Work collaboratively and actively coordinate operations deliverables with peers in the Administration Services group
Work closely with the team leadership to research and resolve escalated inquiries from Insight Software administration clients
Assist Operations Specialists with organizing complex processing events and quarter end activities
Facilitate problem solving meetings and discussions to identify and implement appropriate solutions
Coordinate projects necessary to successfully support complex client needs
Communicate project findings, conclusions and recommendations with clients and management
Perform internal control design and process testing for Sarbanes-Oxley compliance
Actively participate in establishing internal business process as needed
Formulate responses to clients on complex operational issues
Research issues and recommend solutions in support of complex plan designs
Perform special project work as needed
Qualification
Required
B.S. in a Business Administration, Economics, Accounting, or Finance
3+ years in supervisory/management role
CEP (Certified Equity Professional) Certification or attainment within 24 months
High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
Strong analytical and independent problem-solving skills
Excellent written and verbal communication skills
Ability to work well in a collaborative environment
Adequate knowledge of organizational effectiveness and operations
Strong organizational skills required to successfully lead in a fast-paced work environment
Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results
Preferred
SalesForce experience
Experience working with different types of Equity Plans in both private and public companies
Company
insightsoftware
insightsoftware is the most comprehensive provider of solutions for the Office of the CFO.
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Hg
2021-07-13Private Equity· $1B
2019-08-15Private Equity
2018-06-14Acquired
Recent News
Business Wire
2025-12-09
Company data provided by crunchbase