Financial Reporting Migration Project Manager, Equity Programs

About this role

Financial Reporting Migration Project Manager – Equity Programs

Remote (EST preferred)

• Salary: $125, 000+ Negotiable
• Travel: Up to 10% (Industry, Client & Team Events)

THE ROLE:

• We are seeking an experienced financial reporting migration professional to support client migrations from legacy equity platforms to a new financial reporting environment. This role manages migration activity, recon packages, client-specific differences, reporting validation, issue resolution, and stakeholder coordination across overlapping client cohorts. While also supporting a large-scale equity platform migration and transformation initiative involving financial reporting, equity administration, reporting outputs, client testing/training, data validation, reconciliation, product support, and platform readiness. Candidates may flex across workstreams depending on project needs, strengths, and client priorities

THE PURPOSE OF YOUR ROLE / THE VALUE YOU DELIVER:

• This role helps clients gain confidence that migrated financial reporting data and outputs are accurate, explainable, and ready for signoff. The consultant will coordinate migration activities while also understanding enough financial reporting detail to identify material differences, explain calculation logic, and drive resolution

KEYS TO SUCCESS:

• Strong experience with system-to-system reconciliation of financial reporting data, including material and non-material differences
• Hands-on involvement in migrations, implementations, conversions, or financial reporting transitions
• Strong understanding of equity financial reporting areas such as stock compensation expense, deferred tax, diluted EPS, disclosures, proxy reporting, and share balance reporting
• Ability to manage multiple client cohorts, timelines, issues, dependencies, and escalations simultaneously
• Ability to explain reporting differences to clients, auditors, product teams, and non-technical stakeholders

THE WORK YOU'LL DO:

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