Technical Business Analyst Equity Plan Administration

Job Title: Technical Business Analyst - Equity Plan Administration

Role Summary

We are looking for an experienced Technical Business Analyst with 8-15 years of experience and strong domain expertise in Equity Plan Administration (EPA), Stock Plan Administration, Record Keeping, and Employee Equity Compensation.

The candidate will act as a bridge between business stakeholders and technology teams, translating complex equity compensation requirements into functional solutions while supporting financial reporting, regulatory reporting, testing, and implementation.

Key Responsibilities

• Gather, analyze, document, and validate business requirements for Equity Plan Administration and Record Keeping.
• Work closely with business stakeholders, Product Owners, technology teams, and third-party vendors.
• Translate business requirements into functional specifications, user stories, process flows, and acceptance criteria.
• Support solution design, requirements walkthroughs, testing, validation, and implementation.
• Analyze business processes related to employee equity compensation and stock plans.
• Support financial and regulatory reporting requirements related to equity compensation.
• Perform data analysis, reconciliation, and reporting activities.
• Collaborate with technology teams working with Oracle, Azure, and modern UI-based applications.
• Identify business and technical gaps and work with relevant teams to resolve issues.
• Coordinate with offshore/global delivery teams and external vendors.
• Participate in solution reviews, stakeholder meetings, and project status discussions.
• Support transformation and modernization initiatives involving equity administration platforms.
• Prepare business and functional documentation and maintain requirements traceability.

Required Skills

Primary / Must-Have:

• Equity Plan Administration (EPA)
• Stock Plan Administration
• Employee Equity Compensation
• Record Keeping
• Financial Reporting
• Regulatory Reporting
• Business Analysis
• Requirements Gathering & Engineering
• Functional Requirements
• Stakeholder Management
• Data Analysis & Reconciliation

Technology Exposure:

• Oracle
• Microsoft Azure
• UI-based enterprise applications
• Database technologies

Equity Compensation Domain Knowledge

Candidates should have knowledge of one or more of the following:

• RSUs - Restricted Stock Units
• Stock Options
• ESPP - Employee Stock Purchase Plans
• Employee equity compensation
• Equity plan accounting
• ASC 718
• IFRS 2
• Equity compensation reporting
• Stock plan record keeping

Preferred Qualifications

• Experience in Banking, Capital Markets, Wealth Management, or Financial Services.
• Experience supporting large financial institutions or wealth-management organizations.
• Experience with global delivery models and geographically distributed teams.
• Experience coordinating with third-party vendors and offshore development teams.
• Experience with large-scale transformation or modernization programs.
• Strong understanding of financial and regulatory reporting.

Education

• Bachelor's degree in Business, Finance, Computer Science, Information Systems, or a related discipline.

Experience

• 8-15 years of overall experience
• 10+ years of Business Analysis experience preferred
• Strong hands-on experience in Equity Plan Administration / Stock Plan Administration / Employee Equity Compensation is highly important.