Assist with the product roadmap for financial reporting features, balancing regulatory changes, customer needs, competitive positioning, and platform scalability
Define multi-quarter feature priorities based on revenue impact, regulatory requirements (ASC 718, IFRS 2), and technical dependencies
Conduct competitive analysis of financial reporting capabilities across equity management and equity accounting platforms
Partner with Sales, Customer Success, and key customer stakeholders to identify reporting gaps and deliver best-in-class financial reporting solutions
Write comprehensive PRDs with detailed functional specifications, calculation logic, reporting workflows, edge cases, and acceptance criteria
Define report structures, data models, and calculation methodologies with precision appropriate for financial close and audit processes
Conduct technical review sessions with engineering teams to validate requirements and identify implementation risks before development begins
Partner with Compliance and Legal teams to ensure reporting capabilities meet applicable accounting standards and regulatory requirements
Lead discovery sessions with corporate accounting, finance, and equity administration stakeholders to understand reporting pain points and requirements

2+ years in product management or product owner roles, preferably in B2B SaaS environments
3+ years of experience in equity financial reporting
Proven track record of delivering complex SaaS reporting features or financial modules from concept to launch
Exceptional communication and collaboration abilities with a demonstrated aptitude for influencing and building consensus among cross-functional stakeholders
Strong attention to detail, organization, and prioritization skills
Deep understanding of ASC 718 stock-based compensation accounting, including expense recognition, forfeiture modeling, and footnote disclosure requirements
Familiarity with IFRS 2 and international equity accounting considerations
Understanding of EPS dilution calculations (basic and diluted) and their relationship to equity awards
Solid understanding of equity compensation plan types, including stock options, RSUs, PSUs, and ESPP
Bachelor 's degree in Accounting, Finance, Business, or a related field required

Senior Product Owner, Financial Reporting – Equity

Key skills