Equity Financial Reporting & Report Builder - Remote / Work from Home / FT

Role/Title: Report Builder - Equity Financial Reporting - Remote / Work from Home / FTWork Location: US / Remote / Work from HomeWork Hours: East Coast (EST) Time Zone Business/Working Hours, preferredTeam: People SolutionsReporting To: Director of Consulting & StaffingTravel Required: up to 10% (Industry, Client & Team Events)Compensation Range: based on experience; starting at $125,000/yearKeys to SuccessThis role is best suited for candidates with strong reporting, data, validation, reconciliation, and troubleshooting experience who are comfortable working with complex data and reporting outputs.Candidates should be comfortable learning new reporting technologies and working independently to understand requirements, investigate discrepancies, validate outputs, and build or enhance reports.Reporting & Data (Strong): Experience creating, modifying, validating, automating, or troubleshooting reports, dashboards, data extracts, or reporting outputs.Data Validation & Reconciliation (Strong): Ability to investigate differences between systems and reporting outputs, identify root causes, and determine whether an issue originates in source data, calculations, formulas, queries, mappings, or reporting logic.Technical / Query Skills (Strong): Experience using SQL and/or reporting, BI, database, or data-analysis tools such as Oracle, Power BI, Tableau, Crystal Reports, advanced Excel, Alteryx, Access, or similar technologies.Equity / Financial Reporting (Strong): Strong equity compensation and financial reporting knowledge, particularly where the candidate can understand the business meaning behind reporting outputs and calculations.Learning Agility (Strong): Ability to learn new reporting tools, systems, data structures, and business requirements quickly.The Work You'll DoThe responsibilities listed below are representative of the knowledge, skill and/or ability that may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.Build, modify, validate, and troubleshoot reports and reporting outputs supporting equity financial reporting and platform transformation needsSupport report QA, regression testing, calculation validation, and client-specific reporting requestsWork through report discrepancies, data differences, formatting issues, and source-of-truth questionsAnalyze data extracts and reporting outputs to determine why information does or does not tieWork with queries and reporting logic to investigate and resolve reporting issuesPartner with Product, Financial Reporting, Migration, Client Testing & Training, Admin Data Reconciliation, Professional Services, and client-facing stakeholdersDocument report requirements, logic, assumptions, defects, open questions, and resolution stepsSupport report automation, process efficiency, and scalability efforts where possibleAssist with custom reporting requests after base reporting needs are stabilizedEscalate risks, dependencies, and unclear requirements appropriatelyLearn and apply new reporting tools and technologies as requiredSupport client-specific reporting needs and communicate findings clearly to technical and non-technical stakeholdersThe Expertise We're Looking For3+ years of report building, data analysis, financial reporting, reconciliation, BI, systems reporting, or similar experienceUnderstanding of equity plan compensation and the wealth management industry.Experience with SQL, Oracle, Power BI, Tableau, Crystal Reports, advanced Excel, Alteryx, Access, or similar tools, preferredExperience creating, modifying, automating, validating, or troubleshooting reports or data extractsAbility to investigate reporting discrepancies and identify root causesExperience working with complex or multi-source dataStrong equity compensation and financial reporting knowledgeExperience with equity compensation, financial reporting, brokerage, investment reporting, or other complex financial dataStrong documentation, communication, and analytical skillsAbility to learn new reporting platforms and tools quicklyCEP, accounting, finance, BI, database, or product/reporting certification, preferred but not requiredThe Right FitThis role is ideal for a self-directed, analytical professional who enjoys figuring out how data and reporting work and solving problems when the output does not make sense.Consummate professional with a service mentality and a commitment to delivering Peace of Mind to all internal, external, and client partnersExcellent written and verbal communication skills, including the ability to explain complex topics clearly to technical and non-technical audiencesAble to complete multiple tasks in a timely manner, independently and with minimal supervisionExceptional time management, prioritization, organizational skills, attention to detail, and follow-throughWorks effectively on their own and in a team environment, with a willingness to train/coach others, as neededExhibits exceptional organizational skills, attention to detail and work ethicCompliance-focused, process-oriented, analytical, flexible, and comfortable in a fast-paced, rapidly evolving environmentExcellent troubleshooting, analysis, and data-management skillsAble to identify root cause rather than simply identify that something does not tieComfortable asking questions, documenting assumptions, and working through ambiguityAble to maintain focus on continuous improvement, issue-resolution, problem-solving and follow-throughAble to maintain strict confidentiality in an open and transparent environmentDelivers a high level of service and support while exercising judgement, diplomacy, and discretion in handling sensitive and confidential informationAble to collaborate with cross-functional teams including Finance, Accounting, Tax, HR, Product, Technology, Operations, and Client teamsWilling to learn new systems, reporting tools, processes, and equity conceptsIf this role aligns with your experience, we invite you to apply via Easy Apply. We look forward to connecting.The RoleStock & Option Solutions is seeking a Report Builder to support financial reporting and equity platform reporting needs during a complex platform migration and transformation initiative.This role focuses on report creation, report enhancement, QA, validation, troubleshooting, data analysis, and client-driven reporting requests.The Purpose of Your Role / The Value You DeliverThe value of this role is to build and validate reporting outputs that are accurate, usable, explainable, scalable, and aligned to client and stakeholder needs.You will work closely with Product, Financial Reporting, Migration, Testing, and client-facing teams to ensure reports function correctly and support business decisions.You will have the opportunity to learn new reporting technologies and deepen your understanding of equity financial reporting while supporting complex client and platform transformation needs.See What We Can Offer You (Benefits / Perks)We are committed to diversity and inclusion, and demonstrate our values through competitive pay, fantastic benefits, and access to all reasonable accommodations. As a member of the Stock & Option Solutions team, you have these benefits available to you.Comprehensive Medical, Dental, and Vision insuranceRemote Work / Work from HomeFlexible 401k with MatchCompetitive PayFlexible Time Off & Paid HolidaysAutomatic Enrollment in Basic Life Insurance at No Cost to EmployeeEAP Plan AccessTraining & Education OpportunitiesTeam-Building Events & ProgramsReferral BonusAccess to Thousands of Corporate Retail DiscountsDisability, Life, and Accidental Insurance OptionsA Few Extras for You…You'll have available to you a career path with achievable growth opportunitiesYou'll have access to our team of expert Senior Stock Plan Professionals when you need adviceYou'll be encouraged to grow your skillset and personal brand while learning new processes, stock plans, projects, and software systemsYou'll support clients and partners by delivering peace of mind as they navigate complex migration, reporting, administration, product, and transformation needsCONTACT US! Call us at 408.979.8700 or Email employment@sos-team.comStock & Option Solutions is an equal opportunity employer.All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or other protected status as required by law. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at employment@sos-team.com.