Associate Managed Services Consultant

2 Months ago • Upto 2 Years

Job Summary

Job Description

The Associate Managed Services Consultant will perform day-to-day stock administration tasks and provide customer support for client companies. This includes processing equity grants, vesting, expiration, and forfeiture actions, as well as option exercises and stock award vesting. The consultant will also manage interactions with third-party vendors, assist Client Service Managers with client inquiries, import data, resolve data errors, and prepare reconciliations. This role requires strong organizational skills, analytical abilities, and the capacity to manage multiple client tasks effectively.
Must have:
  • Bachelor's degree in related field
  • 0-2 years of relevant experience
  • Proficiency in Microsoft products (Excel, etc.)
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving skills
  • Organizational skills and ability to manage tasks
Good to have:
  • Certified Equity Professional (CEP) Level 1 or ability to obtain
  • Experience with equity administration software
  • Experience working with Equity Plans

Job Details

Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com

Job Description

Working Hours: PST tiemzone (9:30PM to 6:30AM)

Location: Hyderabad (Inperson)

Responsibilities*
What You'll Do:
·        Performs day-to-day stock administration tasks and customer support for client companies
·        Processes equity grants, vesting, expiration and forfeiture actions for employees and directors
·        Processes option exercises and stock award vesting and ESPP purchase events as they occur
·        Manages and interfaces with applicable third-party vendors (brokers, transfer agents, etc.)
·        Assists Client Service Managers with client inquiries, requests for reports (outstanding equity and equity forfeitures, vesting and exercises, and other required compliance reports)
·        Imports data, monitors automatic data feeds, resolves data errors, runs and analyzes equity audit reports
·        Prepares monthly, quarterly and year-end stock transaction reconciliations Interface with cross-functional Certent team members, as needed, in delivering timely and accurate client administration services

Qualifications

Qualifications / Requirements*
·        B.S. or B.A. in a Business Administration, Economics, Accounting, or Finance or related studies 0-2 years of experience in working with third-party record keeping
·        Certified Equity Professional (CEP) Level 1 or ability to obtain within 12 months. Full certification encouraged.
·        Systems for plan administration or payroll (equity administration software preferred)
·        High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
·        Excellent written and verbal communication skills
·        Ability to work well in a collaborative environment
·        Strong analytical and independent problem-solving skills
·        Strong organizational skills and an ability to manage multiple clients’ tasks and issues in a fast-paced work environment
·        Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results
·        Experience working with different types of Equity Plans in both private and public companies is preferred

Additional Information

All your information will be kept confidential according to EEO guidelines.

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)

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.

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About The Company

insightsoftware is a global provider of Connected Solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity.



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