Remote (Global) Full-time

Phreesia is hiring an Equity Analyst

About the Role

AccessOne MedCard, Inc., a Phreesia company, seeks an Equity Analyst to ensure the accuracy and compliance of our global equity compensation programs. In this role, you will administer equity awards, support regulatory requirements, and provide meaningful data to guide business and total rewards decisions.

What You'll Do

  • Administer day-to-day equity transactions, including RSU grants, vesting, exercises, ESPP activity, and employee terminations
  • Perform data integrity checks and reconcile equity transactions across Workday, transfer agent systems, and equity administration platforms
  • Prepare recurring and ad hoc equity reporting for leadership and cross-functional partners
  • Support SEC filings, insider trading compliance, blackout windows, and other regulatory requirements
  • Partner with Internal Audit to support SOX compliance and provide documentation for audits
  • Assist with proxy statement preparation and other external equity disclosures
  • Support employee inquiries and education efforts related to equity compensation

What We're Looking For

  • Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field
  • 5+ years of progressive experience administering equity compensation programs, ideally at a U.S.-based public company
  • Hands-on experience with RSUs, stock options, and ESPP programs
  • Strong understanding of SEC regulations, insider trading policies, and equity-related compliance requirements
  • Demonstrated experience supporting audits and SOX controls
  • Strong analytical and Excel skills with the ability to interpret and present complex data
  • Ability to clearly communicate equity concepts across HR, Finance, Legal, Payroll, vendors, and employees at all levels
  • Highly detail-oriented, organized, and able to manage multiple priorities independently

Nice to Have

  • Experience with Workday and Fidelity

Technical Stack

  • Workday
  • Fidelity

Team & Environment

This role sits within HR and partners broadly across the organization, including Finance, Legal, HR, and Payroll.

Benefits & Compensation

  • Competitive compensation
  • 100% Remote work + home office expense reimbursements
  • Flexible PTO + 8 company holidays
  • Monthly reimbursement for cell phone + internet + wellness
  • 100% Paid 12-week parental leave to our U.S. employees, as well as a generous parental benefit to our employees in Canada
  • Variety of insurance coverage for people (and pets!)
  • Continuing education and professional certification reimbursement
  • Opportunity to join an Employee Resource Group

Work Mode

This is a global remote role. Candidates in the Eastern Time and Central Time regions are given priority.

We strive to provide a diverse and inclusive environment and are an equal opportunity employer.

Required Skills
WorkdayFidelityFinancial AnalysisEquity ResearchFinancial ModelingSEC FilingsGAAPAccountingValuationPortfolio ManagementBloombergFactSetExcelCommunicationPresentation
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About company
Phreesia

Phreesia is a leading health technology company whose SaaS platform digitizes appointment check-in and offers tools to engage patients, improve efficiency, optimize staffing, and enhance clinical care.

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Job Details
Category other
Posted 3 months ago