Senior Manager, Equity Compensation

About Lincoln International Lincoln International, Inc. (NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. The global enterprise is comprised of a tightly integrated team of more than 1,400 professionals in more than 30 offices in 14 countries, offering an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades.

Lincoln International

Investment BankingDebt AdvisoryRestructuringCapital AdvisoryPrivate Funds AdvisoryCapital RaiseAsset-Backed FinancePrivate MarketPrivate CapitalIndustrial

L

lincolninternational.com

1,001-5,000 employees

Investment Banking

Chicago, IL

Privately Held

97k LinkedIn followers

• Lincoln’s Senior Manager, Equity Compensation is responsible for overseeing the accounting for the firm’s global equity plans, ensuring timely and accurate financial reporting. This role partners closely with Payroll, HR, Tax, Legal, and external auditors to ensure accurate tracking and accounting under applicable standards (e.g., ASC 718), timely close processes, and strong internal controls. This role requires analytical skills, attention to detail, and strong leadership skills to support the company's financial and strategic goals while maintaining accurate financial reporting.

• This role is ideal for experienced accounting professionals with a strong background in financial management and leadership interested in a fast-paced environment requiring adaptability and attention to detail. The Senior Manager, Equity Compensation plays a critical role in driving the organization’s financial success and operational efficiency.
• Exceptional organizational skills and attention to detail.
• Strong leadership and team management abilities.
• Excellent written and verbal communication skills, able to present financial data to non-financial users
• Analytical mindset with problem-solving capabilities.
• Ability to work under pressure and meet deadlines in a fast-paced environment.
• Ability to meet company-wide in-office work policy of four days per week.
• Bachelor’s degree in Accounting required.
• CPA (Certified Public Accountant) or CEP (Certified Equity Professional) preferred.
• Minimum 7 years of increasing relevant experience, with 1-2 years in a managerial / supervisory role.
• Experience with financial reporting, equity accounting, and compliance with U.S. GAAP.
• Familiarity with external audit processes and internal controls.
• Solid proficiency in equity and general accounting software (ie: Shareworks, NetSuite, Blackline).
• Expertise in Microsoft Office Suite, especially Excel (e.g., pivot tables, complex formulas, financial modeling).
• Familiarity with financial planning tools and business intelligence software.

• Own end-to-end accounting for equity-based compensation (e.g., stock options, RSUs, PSUs, and other potential equity compensation programs), including grant-date fair value calculations and expense recognition.
• Manage accounting for plan modifications, cancellations, forfeitures, accelerations, and settlements.
• Partner with HR and Legal to ensure proper documentation, approval workflows, and compliance with plan terms.
• Serve as the subject matter expert for employees and internal stakeholders on the administration and mechanics of equity awards.
• Ensure a seamless employee experience across the equity award lifecycle (grant, award acceptance, vesting, exercise/settlements, withholdings, and departures/forfeiture).
• Coordinate with third-party equity administrators (e.g., Equiniti, Morgan Stanley Shareworks, e*Trade) and ensure data integrity between systems.
• Lead monthly/quarterly close activities related to equity compensation and shareholders’ equity, including journal entries, reconciliations, and variance analysis.
• Prepare and review equity disclosures for financial statements, including roll-forwards, weighted-average assumptions, and equity compensation footnotes.
• Support SEC reporting requirements including Form 10-Q/10-K tie-outs and equity disclosures.
• Maintain capitalization table and support equity roll-forward schedules.
• Support the preparation of equity-related materials for the Board of Directors, Compensation Committee, and management, as requested, including grant activity, share usage, dilution, plan utilization, equity expense and other relevant analyses.
• Partner with Payroll and Tax teams on equity withholding, payroll tax impacts, and statutory reporting.
• Support tax-related accounting such as excess tax benefits/shortfalls (as applicable under the relevant standards).
• Assist with compliance and reporting related to employee equity programs across jurisdictions.
• Maintain and enhance internal controls over equity processes, including access controls, change management, and reconciliation procedures.
• Serve as primary point of contact for external auditors for equity-related requests and audit support.
• Drive process improvements, automation, and documentation of equity accounting workflows and policies.
• Provide guidance to stakeholders on equity accounting implications of new plans, grants, and transactions.
• Train and mentor accounting staff or cross-functional partners on equity accounting processes and best practices.
• Support M&A, restructuring, or financing events as they relate to equity and share-based payments.