Sr. Analyst, Accounting & Equity Administration (Hybrid)
Core
Manage equity administration, reporting, and technical accounting for a financial firm's compliance and executive equity functions.
Role type
Senior Analyst, Accounting & Equity Administration
Builds
Equity reports, SEC filings (Form 4), proxy reports, and technical accounting memos
Domain
Financial Services / Accounting & Compliance
Required skills
Equity plan administration, SEC/FINRA regulatory compliance, SOX compliance, technical accounting research, process improvement, data analysis
Preferred skills
CPA license, Equity plan administration systems (Fidelity PSW)
Technologies
Fidelity Plan Sponsor Webstation (PSW)
Responsibilities
Manage ESPP program activities and purchase reconciliation; Prepare and analyze equity reports and support SEC filings; Draft technical accounting memos and assist with SOX compliance; Drive process improvement projects; Prepare executive equity statements and assist with dividend payments
Seniority
Mid-level, hands-on IC
