Manage all Partner Compensation files for Payroll processing and CFO’s records
Track and include new Partner onboarding, retirements, and tax-related nuances in partnership with our internal tax team
Provide Partner Comp data as needed for analysis
Regularly maintain and drive necessary additions to Shareworks for accurate Partner Equity records
Collaborate with CFO, Legal, internal Tax and others to properly execute Year-End Partner Retirements, quarterly Partner distribution, and other ad hoc requirements
Meet regularly with Partner Admin and Internal Comms teams to produce and distribute Partner communications throughout the year
Research and collaborate with Payroll and internal Tax and Legal Teams as needed to respond to ad hoc Partner Inquiries
Complete Partner-related tasks and reconciliations for each month-end close
Maintain all internal files for retirement-related estimates and actuals, as well as answering questions around next fiscal year budget data
Manage production, approvals, accruals (as needed), and proper payment of all quarterly Partner Buy Outs
Collaborate with Cash and internal Tax teams to ensure correct recording of Retired Partner tax payments and other ad hoc payments
Special projects as assigned by the CFO or Controller

Minimum of 3 years of experience in an accounting or finance role with responsibility for financial data, reconciliations, or reporting
Demonstrated experience using Microsoft Excel for financial analysis, reconciliations, and managing detailed data sets
Experience working independently on assigned workstreams, with examples of identifying issues and escalating appropriately prior to execution
Experience providing direct support or service to internal stakeholders, including managers or senior leaders, with clear and professional communication
Ability to manage multiple priorities and deadlines in a fast-paced, time-sensitive environment
Experience handling confidential or sensitive financial information, with an understanding of professional ethics and discretion
Preferred Qualifications CPA license
Proficiency in Workday and Outlook

Senior Partner Compensation & Equity Analyst – Temporary

Key skills