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About Us:
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware .com.
Job Description:
The Equity Specialist is the equity compensation subject matter expert within the Equity Management team. The role defines how new features are tested, confirms that work meets equity compensation requirements, and guides teams through scoping and process decisions. The Equity Specialist works closely with the Product Owner, Engineering, and Quality Assurance (QA) to help deliver accurate, reliable equity management software.
Key Responsibilities:
Test Strategy and Planning
Create test strategies for new Product Requirements Documents (PRDs), setting how each feature will be tested.
Create test plans for PRD-related work items that apply to equity compensation.
Work with the Product Owner and Engineering to update and improve test strategies.
Work with the Product Owner, Engineering, and QA to update and improve test plans.
Validate technical designs and workflows to ensure compliance with accounting standards, tax regulations, and global equity plan requirements.
Provide guidance on data structures, integration points, and reporting needs related to equity plans.
Scoping and Collaboration
Scope work items for upcoming sprints.
Join scoping calls for other teams to provide equity compensation input.
Quality Review
Review test cases written by QA to confirm they reflect equity compensation requirements.
Review QA test executions to confirm results are accurate and complete.
Monitor industry trends and regulatory changes to advise on product roadmap adjustments.
Expertise and Process Improvement
Serve as a go-to resource for equity compensation knowledge across teams.
Help create new processes and improve existing ones.
Qualifications:
Certified Equity Professional (CEP) Level 3 preferred; willingness to work toward certification.
3+ years of experience in equity compensation administration or consulting.
Working knowledge of global equity plans, tax compliance for equity compensation, and accounting standards.
Excellent written and verbal communication skills.
Ability to create, understand, and review complex test strategies and test plans to ensure equity compensation standards are followed.
Core Competencies
Equity Expertise –Deep understanding of equity compensation plans, tax implications, and compliance standards.
Analytical Thinking – Interprets complex plan documents and regulatory requirements into technical specifications.
Communication –Bridges business and technical language for cross-functional teams.
Attention to Detail – Ensures accuracy of test strategies and test plans.
Collaboration – Works effectively with engineers, product managers, and stakeholders.
Preferred Technical Skills
AI – using AI and creating prompts
Microsoft Office Suite
Experience with data modelling and API calls
What Success Looks Like:
Test strategies and test plans are clear, complete, and ready for review by the team.
Equity compensation requirements are accurately reflected in test cases and test results.
Testing is efficient while also mitigating risk to an acceptable level.
Sprint work is well scoped, and processes become easier to follow over time.
The salary range in United States of America for this position is 0.00 to 0.00 .
For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply.
Your specific offer within this range will be determined by your skills, experience, and qualifications.
We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Learn more about our high-energy, high-performance global team: Work With Us insightsoftware About Us: Hear From Our Team
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.
