Manager - Equity Management Operations
Budget / Salary$88,000–111,000
TypeFull-time job
LocationUnited States
Posted9 hours ago
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 Manager, Equity Management Operations is accountable for the management of the Operations team that provides operational support and service delivery to outsourced Equity plan administration customers. This position reports to the Senior Director, Equity Management Operations.
Responsibilities:
Plan, organize, and manage a wide range of highly complex operational activities
Manage operations personnel including hiring, training, and staff development.
Develop, implement, and monitor goals, objectives, and work standards
Minimize risk associated with large amounts of data processing
Assist in the short and long-range planning of team goals and objectives
Work collaboratively and actively coordinate operations deliverables with peers in the Administration Services group
Work closely with the team leadership to research and resolve escalated inquiries from Insight Software administration clients
Assist Operations Specialists with organizing complex processing events and quarter end activities
Facilitate problem solving meetings and discussions to identify and implement appropriate solutions
Coordinate projects necessary to successfully support complex client needs
Communicate project findings, conclusions and recommendations with clients and management
Perform internal control design and process testing for Sarbanes-Oxley compliance
Actively participate in establishing internal business process as needed
Formulate responses to clients on complex operational issues
Research issues and recommend solutions in support of complex plan designs
Perform special project work as needed
Apply AI tools to streamline work, such as drafting client correspondence and report summaries, building Excel formulas and scripts, automating recurring data checks and reconciliations, and flagging anomalies in audit reports. Document and share efficiencies with the team.
Qualifications
Key Requirements:
B.S. in a Business Administration, Economics, Accounting, or Finance
3+ years in supervisory/management role
CEP (Certified Equity Professional) Certification or attainment within 24 months
High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
SalesForce experience preferred
Strong analytical and independent problem-solving skills
Excellent written and verbal communication skills
Ability to work well in a collaborative environment
Adequate knowledge of organizational effectiveness and operations
Strong organizational skills required to successfully lead 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 preferred
The salary range in United States of America for this position is 88,000.00 to 111,000.00 USD Annual.
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.
Originally posted on Himalayas
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 Manager, Equity Management Operations is accountable for the management of the Operations team that provides operational support and service delivery to outsourced Equity plan administration customers. This position reports to the Senior Director, Equity Management Operations.
Responsibilities:
Plan, organize, and manage a wide range of highly complex operational activities
Manage operations personnel including hiring, training, and staff development.
Develop, implement, and monitor goals, objectives, and work standards
Minimize risk associated with large amounts of data processing
Assist in the short and long-range planning of team goals and objectives
Work collaboratively and actively coordinate operations deliverables with peers in the Administration Services group
Work closely with the team leadership to research and resolve escalated inquiries from Insight Software administration clients
Assist Operations Specialists with organizing complex processing events and quarter end activities
Facilitate problem solving meetings and discussions to identify and implement appropriate solutions
Coordinate projects necessary to successfully support complex client needs
Communicate project findings, conclusions and recommendations with clients and management
Perform internal control design and process testing for Sarbanes-Oxley compliance
Actively participate in establishing internal business process as needed
Formulate responses to clients on complex operational issues
Research issues and recommend solutions in support of complex plan designs
Perform special project work as needed
Apply AI tools to streamline work, such as drafting client correspondence and report summaries, building Excel formulas and scripts, automating recurring data checks and reconciliations, and flagging anomalies in audit reports. Document and share efficiencies with the team.
Qualifications
Key Requirements:
B.S. in a Business Administration, Economics, Accounting, or Finance
3+ years in supervisory/management role
CEP (Certified Equity Professional) Certification or attainment within 24 months
High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
SalesForce experience preferred
Strong analytical and independent problem-solving skills
Excellent written and verbal communication skills
Ability to work well in a collaborative environment
Adequate knowledge of organizational effectiveness and operations
Strong organizational skills required to successfully lead 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 preferred
The salary range in United States of America for this position is 88,000.00 to 111,000.00 USD Annual.
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.
Originally posted on Himalayas
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