insightsoftware is a growing, dynamic computer software company that helps businesses achieve greater levels of financial intelligence across their organization with our world-class financial reporting solutions. At insightsoftware, you will learn and grow in a fast-paced, supportive environment that will take your career to the next level. We are looking for future insighters who can demonstrate teamwork, results orientation, a growth mindset, disciplined execution, and a winning attitude to join our growing team!

The Accounting & Reporting Analyst is a key member of outsourcing team and plays a vital role in the delivery of our services. Working together with the team, the Accounting & Reporting Analyst is responsible for the day-to-day tactical client support, ensuring the timely and accurate execution on all aspects of equity plan accounting and financial reporting deliverables.

Description:

• Serve as the client’s primary support for our administrative and financial reporting offering
• Responsible for the processing and delivery of client’s financial reporting data according to the client defined reporting schedule.
• Work with various types of data formats such as Excel spreadsheets, .csv files, Access databases as well as extracts from SQL Server or other relational databases
• Accountable for managing and tracking data reconciliations. This will require system knowledge and attention to detail in researching client specific data anomalies
• Work with clients to establish, implement, execute, and supervise ad-hoc requests for support and analysis
• Identify and develop process benchmarks and standard methodologies across the client base
• Train client contacts to use reporting platform and its functionality
• Be highly engaged with client contacts and build long term relationships to provide end to end service delivery

Communications:

• Communicate with clients and/or Accounting Service Manager to scope, develop, test, and implement accounting reconciliations
• Effectively communicate with Accounting Service Manager and customers to keep project on target
• Continually drive improvements in the accounting reconciliation process
• Collaborate via phone and email with clients and/or Accounting Service Manager throughout the accounting reconciliation process

Key Requirements:

• B.S. or B.A. in a Business Administration, Economics, Accounting, or Finance or related studies
• 3+ years of customer service-related experience, preferably dealing with corporate clients
• Demonstrated ability to successfully manage multiple client deliverables, while driving high levels of client satisfaction
• Ability to develop a working knowledge of stock options, employee stock purchase plans, restricted and performance awards, ASC 718 and/or corporate accounting administration.
• Active pursuit of the Certified Equity Plan Certificate level one (ECA accreditation)
• 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 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
• Ability to identify and implement process improvements
• Knowledge of equity compensation fundamentals a plus

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. **

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