Stock Administration Consultant (Part Time, Remote)
Overview
Support the accurate and efficient administration of an equity compensation program in this high-impact consulting role. The Stock Administration Consultant will serve as the primary day-to-day administrator of the company’s equity management platform, managing transactions, reporting, vesting activity, and related documentation for an employee and director population of 60+.
This is an excellent opportunity for an experienced stock administration professional who thrives in a fast-paced environment, works independently, and can quickly take ownership of critical processes. The consultant will collaborate with Legal, Payroll, Accounting, and Finance to ensure equity activity is accurately recorded, aligned with board approvals, and supported by effective policies and procedures.
Key Responsibilities
- Administer and process equity transactions in Certent by insightsoftware, including:
- Restricted Stock Units (RSUs)
- Restricted Stock Awards (RSAs)
- Performance Stock Units (PSUs)
- Warrants
- Forfeitures
- Track PSU milestones and related award activity.
- Process vested equity award releases, including sell-to-cover calculations and payroll coordination.
- Prepare monthly rollforward reports reflecting equity and share balances, grants, vesting activity, and forfeitures.
- Reconcile cap table activity and maintain accurate equity records.
- Ensure equity-related transactions are properly documented and aligned with board approvals.
- Coordinate data flow and process accuracy across Legal, Payroll, Accounting, and Finance.
- Develop and improve policies, procedures, and operating processes related to stock administration and key SOX process areas.
- Support accurate reporting, compliance, and ongoing administration of the equity compensation program.
Required Skills and Qualifications
- Hands-on experience administering equity or stock compensation programs.
- Experience with Certent by insightsoftware is strongly preferred.
- Working knowledge of RSUs, RSAs, PSUs, warrants, vesting, and forfeitures.
- Experience reconciling cap tables and preparing grant, vesting, forfeiture, and equity rollforward reports.
- Familiarity with board approval documentation and equity transaction controls.
- Exceptional attention to detail and accuracy.
- Proactive communication and strong cross-functional collaboration skills.
- Ability to work independently, prioritize effectively, and deliver results with minimal direction.
- Capacity to quickly assume ownership in a fast-paced, evolving environment.
Nice-to-Have Skills
- Background in accounting or familiarity with stock-based compensation accounting.
- Experience supporting audits or financial reporting processes.
- Exposure to ERP systems, particularly NetSuite.
- Experience developing policies, procedures, or SOX-related process documentation.
- Experience supporting equity administration within a public company or a company that has recently completed a public-market transaction.
Preferred Education and Experience
- Relevant education and professional experience in stock administration, equity compensation, accounting, finance, or a related discipline are preferred.
- Prior hands-on experience managing equity programs and administering transactions through Certent is highly valued.
Other Requirements
- Work arrangement: 100% remote.
- Schedule: Approximately 6–12 hours per week, with flexible scheduling and consistent availability during the business week.
- Engagement: Indefinite consulting engagement.
- Start: As soon as possible.
- Must be able to independently support ongoing equity administration while maintaining responsiveness and accuracy across a distributed team.
