Santa Clara University

Job Bank Listings

Below is a list of current job openings that require the CEP designation or successful completion in at least one of the three CEP Institute courses.

To post a job opening, please click here.

Current Listings

Last Update: May 22, 2013


Salesforce.com

Location: San Francisco, CA
Position: Senior Analyst, Global Equity Plan Services

Salesforce.com is seeking a Senior Analyst for our growing Global Equity Plan Services team. This person will be responsible for day to day administration of corporate equity and 401(k) plans and month-end auditing and reconciliation. This position will be working substantially with all aspects of the administration of Salesforce.com's equity incentive programs.

Required job skills/qualifications:

  • Complete option & RSU grant processing cycle including grants, exercises and releases
  • Tax withholding calculations on exercises and releases
  • ESPP processing and participant data management
  • Processing and tracking Company's 10b5-1 transactions
  • Section 16 form prep and filing
  • Maintaining Equity Edge database and making data integrity a top priority
  • Periodic reporting of employee equity compensation data to Tax, HR, Payroll, and Accounting departments as needed
  • Preparing and distributing financial disclosure and FAS123R/Topic 718 expense reports as needed
  • Ensuring and maintaining SOX 404 compliance
  • Assisting with the development of materials and other communications to better educate employees regarding stock options, RSUs and ESPP including maintenance of internal stock administration intranet pages
  • Assisting with the development and implementation of procedures and best practices to enable efficient, accurate and timely processing of stock plan services matters and reports
  • Responding to employee questions covering Salesforce.com's equity programs and 401(k)
  • Familiarity with Fidelity PSW
  • Supporting for the day to day responsibilities of the Salesforce.com 401(k) plan including funding contribution files, retrieving and uploading deferral elections, responding to employee inquiries and assisting with quarterly contribution true-ups
  • Ad hoc projects as needed
Experience/Skills Required:
  • Bachelor's degree
  • 4-6 years stock administration experience
Experience/Skills Desired:
  • Completion of CEP Level II or CEP Designation
  • Strong working knowledge of Equity Edge software
  • Solid understanding of equity plans and functional knowledge of FAS123R
  • Willingness to take on new projects and become subject matter expert in given area
  • MS Office and computer skills proficiency required
  • Flexibility, a high degree of accuracy and attention to detail
  • Excellent writing skills, strong verbal and interpersonal communication skills
  • Excellent judgement, the ability to work independently and as a team player in all respects, and the ability to function in a highly confidential environment
  • The successful candidate will also have a positive attitude, a good sense of humor and the ability to successfully multi-task in a fast-moving and demanding work environment

To Apply:  Please apply at http://careers.force.com/jobs/ts2__JobDetails?jobId=a1k700000006aTqAAI&tSource=

Posted:  May 22, 2013
Return to List of Current Positions


NCR

Location: Duluth, GA
Position: Stock Plan Administrator

Position Summary & Key Areas of Responsibility

This position will provide daily administrative support for NCR's Employee Stock Purchase Plan. This will include coordinating open enrollment activities, coordination between NCR Payroll and NCR's third party administrator to assure that proper deductions and share allocations are occurring, monthly reporting to Finance, resolving participant inquiries, and addressing ad hoc questions and reporting requests. This person will be required to troubleshoot discrepancies in account balance. In addition, the NCR ESPP is an international program, so this role will be coordinating the above activities in all countries where ESPP participants reside. This will require the person to understand ESPP regulations globally. In addition to ownership of the ESPP program, this individual will also assist the Stock Plan Administration Manager supporting the administration of the organization's long-term incentive restricted stock plan. This is an international program with quarterly reporting requirements to the Board's Compensation and Human Resource Committee. This position will assist in uploading grant award to a third-party administrator site, reporting, and the annual award process. Finally, this position assists in the completion of other projects as required.

Basic Qualifications

  • Bachelor's degree with 0-3 years of experience in ESPP administration, accounting, or related field.
  • Detail oriented.
  • Understanding of ESPP programs.
  • Strong Excel skills.
  • Excellent communication skills.
Preferred Qualifications
  • Thorough understanding of ESPP programs.
  • 1-2 years direct experience in ESPP administration.
  • Accounting degree and/or completion of CEP Level I.
  • Knowledge of advanced Excel functions including Vlookup
  • Experience running reports in Fidelity Plan Sponsor Webstation

To Apply:  Please apply at https://ncr.taleo.net/careersection/2/jobdetail.ftl?lang=en&job=606360

Posted:  May 22, 2013
Return to List of Current Positions


Medivation, Inc.

Location: San Francisco, CA
Position: Stock Plan Administrator

Medivation, Inc., a publicly traded biopharmaceutical company located in San Francisco, California, is currently seeking a qualified, highly motivated individual for the position of Stock Plan Administrator, reporting to the Associate Director SEC Reporting and Technical Accounting.

Stock Plan Administrator will be responsible for managing the daily administration of Medivation's Equity Incentive Plan and Employee Stock Purchase Plan. Working closely with Finance, Human Resources, Legal, and Merrill Lynch, this role will ensure the integrity of the data in EASi and Merrill Lynch Benefits Online.

Essential duties & responsibilities but not limited to the following:

  • Manage all aspects of Medivation's equity incentive plan and employee stock purchase plan, including the following:
    • Significant role in leading the transition of equity administration function from third party to in-house
    • Coordinate development of Black-Scholes assumptions with third party valuation consultant
    • Maintain the integrity of Medivation's Equity Incentive Plan by processing data feeds, importing files and reconciling all activity in EASi (new grants, purchases, exercise, RSU vesting, cancelations, demographic changes, terminations)
    • Continually audit to ensure that data in EASi is aligned with data in Merrill Lynch Benefits Online broker platform
    • Work closely with Accounting department in providing supporting schedules for ASC 718 accounting entries
    • Manage the annual RSU lapse process
    • Work closely with Human Resources on new hire and annual grant processes, creating/reviewing requested reports, analysis and supporting materials
    • Coordinate entry for all daily option exercise income and annual RSU lapse income into ADP payroll
    • Manage administration of Employee Stock Purchase Plan (2 annual purchases/enrollment periods), including reporting for ASC 718 valuation
    • Reconcile common shares outstanding to transfer agent
    • Provide timely and accurate reporting to support Medivation's, annual report, proxy statement, federal and state income tax filings, SEC filings, payroll and Sarbanes-Oxley (SOX) testing
    • Maintain desktop procedures and adhere to SOX controls
    • Interact with external auditors and SOX auditors in support of quarterly review, annual audits and SOX control testing and process documentation
    • Perform other ad hoc/ special projects as assigned
    • Manage ad hoc employee stock plan requests in a timely and professional manner
Requirements:
  • 5+ years experience in Stock Administration
  • Superior analytical and advanced Excel skills
  • Completion of Level 1 or Level 2 Certified Equity Professional (CEP) Program preferred
  • Technically skilled in EASi and Merrill Lynch Benefits On-Line
  • Understanding of entire equity process cycle, including interdependencies between Legal, Tax, Treasury, Accounting, Payroll, and Human Resources
  • Competencies
  • Strong technical knowledge of stock compensation
  • Exceptional attention to detail
  • Proven ability to work well in a deadline-driven, fast-paced environment and ability to adjust to changing priorities
  • Promote teamwork by working collaboratively with colleagues
  • Strong customer focus and ability to effectively interact with all levels of management and employees
  • Demonstrated ability to communicate clearly, concisely, and effectively to express information both written and oral context
Education:
  • Bachelors degree in related discipline (Accounting/ Finance Preferred)

To Apply: Please apply online at http://www.speediarms.com/jobboard/default.aspx?job=156edad65c3c427d8a75e7a69a22a47a&show=y

Posted:  May 14, 2013
Return to List of Current Positions


Prologis

Location: Denver, CO or San Francisco, CA
Position: Stock Plan Administrator

The Stock Plan Administrator is responsible for all facets of the global equity compensation program including administration, maintenance of data, reporting requirements, participant communication, and governance.

Position Responsibilities:

  • Comprehensive records maintenance of global equity compensation plan activities including:
    • Utilize Equity Edge proprietary software and Workday payroll software to process stock plan transactions and complete file exchanges with outsourcing partner.
    • Utilize Equity Edge software and Excel to report stock plan information, tax withholding and transactions to internal accounting, payroll and human resources departments, plan participants, outside consultants and service providers.
    • Reconciliation of stock plan records with records maintained by the company's transfer agent and internal accounting and payroll departments.
    • Monitoring and responding to participant/employee inquiries and requests and coordination of participant communications.
    • Maintaining Stock Plan Administration files including certain employee records and legal documents.
  • Monitor international tax laws and requirements associated with stock plan transactions
  • Maintenance of beneficial ownership records for Board of Directors and executive officers
  • Preparation and filing Section 16 reports; assist with proxy statement, Form 10-K and Form 10-Q preparation
  • Assist in researching and identifying stock plan issues for consideration by the Compensation Committee and assist in drafting meeting materials with respect to the global stock plan
  • Administration of Board of Directors' fees (calculation and payment) and reporting to Board of Directors (quarterly reports and Form 1099)
  • Administration of the Prologis, Inc. Insider Trading Policy, including communications with employees, brokers and outsourcing partner and maintaining records of trade clearances granted
  • Initiate, reconcile and monitor share movements into and out of multiple reserves at transfer agent
  • Other duties as assigned
Essential Skills & Experience:
  • Bachelor's Degree from a four-year accredited college or university
  • Proficient knowledge of the Microsoft Office Suite (e.g., Word, Excel, PowerPoint, Outlook).
  • 7 or more years stock plan administration experience
  • Proficient use of Equity Edge proprietary software or similar stock plan software
  • CEP designation Preferred
  • Demonstrated ability to understand and administer a complex, global plan
  • Excellent verbal and written communication skills
  • Ability to work with highly sensitive, confidential information and to maintain complete confidentiality
  • Ability to partner effectively with human resources, legal, IT and finance departments as well as with outside vendors, legal counsel and consultants
  • Demonstrated customer service skills and experience working with Senior Officers
  • Excellent attention to detail, ability to problem solve, take initiative and work independently
  • Show tact, discretion, confidentiality and good judgment in handling sensitive and confidential matters and documentation
To Apply:  To apply contact Heather Selph, Recruiting Manager, Prologis, Inc. at hselph@prologis.com.

Posted:  May 6, 2013
Return to List of Current Positions


Safeway

Location: Pleasanton, CA
Position: Stock Administrator

We are looking for a Stock Administrator with a great attitude to be a part of a dynamic compensation and stock team. We thrive on working as a team and providing the best service to our clients. The Stock Administrator will be responsible for administering all aspects of the daily and cyclical stock processes and supporting the stock team in improving our processes. To be successful, the candidate needs to be organized, detail oriented, and a team player.

Key Responsibilities include, but are not limited to:

  • Administer the Company's equity programs and end to end processing of companywide stock transactions.
  • Administer dividend payouts for employees on unvested awards.
  • Maintain data integrity in the company stock administration database (Equity Edge).
  • Prepare Compensation Committee packages relating to equity.
  • Act as a liaison between employees and brokers.
  • Prepare and distribute new grant paperwork.
  • Prepare regular and ad-hoc reports for the Finance, Payroll, Accounting, Treasury and Legal Department.
  • Prepare and distribute various semi-annual and annual employee statements.
  • Utilize and apply concepts and knowledge of stock administration (taxation, plan administration, accounting, legal).
  • Answer employee questions and resolve issues regarding equity programs.
  • Partner closely with Human Resources for grant distribution, audits and provide subject matter expertise to HR regarding the equity program.
  • Assist in the Development of employee communications regarding the programs.
  • Ensure compliance with all stock related regulations and SOX.
  • Assist with the administration of annual performance based equity grant process.
  • Analyze existing processes and suggest process improvement and drive some of the changes.
  • Maintain the company stock administration website.
Qualifications:
  • Minimum 3 years' experience with stock plan administration at a public company.
  • Proficiency in stock administration software. Equity Edge experience preferred.
  • Strong interpersonal skills and relationship building skills. Willingness to learn, works as a team, and have a customer service attitude.
  • Ability to communicate clearly and concisely (both verbal and written).
  • Well organized and detail oriented.
  • Strong analytical skills and experience with MS Excel (vlookups, pivot tables).
  • Access knowledge is a plus.
  • Ability to multi-task and meet deadlines.
  • CEP certification or enrollment in CEP program preferred
  • Knowledge of SEC rules and regulations and knowledge SOX requirements for controls and compliance required.

To Apply:  Interested candidates are encouraged to submit a resume by visiting www.CareersAtSafeway.com

Posted:  May 2, 2013
Return to List of Current Positions


Netgear, Inc.

Location: San Jose, CA
Position: Stock Plan Administrator

NETGEAR, Inc. is seeking a Stock Plan Administrator to join our Corporate SEC Reporting team. This role will be responsible for the day to day activities in the administration of our global equity programs. The ideal candidate will have excellent organization, prioritization and communication skills. Strong attention to detail, the ability to meet deadlines consistently and to work well under pressure is a must.

Responsibilities will include, but are not limited to the following:

  • Administration of NETGEAR's global equity plans including RSUs, stock options, and ESPP
  • Monitor daily stock option exercises, reviewing reports for errors
  • Maintain the equity administration database and ensure accuracy at all times
  • Interacts with transfer agent and stock administration service provider to ensure that trades are settled timely; reconciles DWAC instructions
  • Respond to employee inquires and coordinate with internal teams and vendors as appropriate to resolve issues
  • Review and provide accurate reports to internal customers (Finance, Legal, Payroll, and Human Resource teams)
  • Assist in processing and reconciling moneys coming from and going to the third party stock administrator. This includes, but is not limited to moneys related to taxes collected from RSUs vesting and stock option exercise proceeds
  • Assist in processing monthly journal entries related to our global equity programs
  • Interpretation and design of stock plans and related award documentation
  • Assist with external audits by providing supporting records and documentation
  • Assist Legal with Directors and Officers compliance & reporting including Section 16 compliance (Form 3, 4 and 5) and related Proxy reporting requirements
  • Provide formal and ad-hoc analysis of stock activity
  • Performs other related duties as assigned
Required Skills:
  • Strong computer skills are required including advanced skills in Excel
  • Strong Equity Edge/Equity Edge Online skills
  • Strong organization and problem solving skills with the ability to track multiple tasks and issues
Required Experience:
  • Bachelor's degree, ideally in Finance/Accounting or Economics
  • Two or more years of experience in administering employee equity plans
  • CEP certified a plus
To Apply:  Please go to http://ch.tbe.taleo.net/CH11/ats/careers/requisition.jsp?org=NETGEAR&cws=1&rid=729

Posted:  April 30, 2013
Return to List of Current Positions


Linear Technology

Location: Milpitas, CA
Position: Stock Administrator

The responsibilities of a Stock Administrator include but are not limited to:

  • The administration of Company's equity plans (RSA/ RSU Awards, ESPP and Stock Options).
  • Process and reconciliation of daily stock activity for US and International employees, including granting award/ options, option exercises, restricted stock releases, cancellations and repurchases.
  • Work with International payroll departments to ensure proper tax withholding and compliance.
  • Reconcile share issuance, payment of stock options and tax payments related to options and stock vesting.
  • Monthly, quarterly and yearly reconciliation of shares related to stock transactions.
  • Interact with stock transfer agent and brokers for reporting purposes and employee inquiries.
  • Work with Accounting Department for accurate reporting.
  • Maintain Stock Plan documentation for internal audit and Sarbanes compliances.
  • Section 16 Filings including Form 3, 4 and 5.
  • Provide administrative support to Finance, Executive Staff & CFO as needed.
  • Maintain investor relations database and organize investor conferences.
  • Other relates tasks as assigned.
The ideal candidate will have the following required skills:
  • BS or equivalent education and training.
  • CEP certification preferred but not required.
  • Strong computer skills including Excel and Word.
  • Knowledge of Stock Compensation Software (Equity Edge).
  • Strong organizational and problem solving skills.
  • Ability to prioritize and track multiple tasks and issues.
  • Must be detail and customer service oriented.
  • Ability to maintain confidentiality.

To Apply:  Please visit our website at www.linear.com/company/careers. Job #930- Stock Administrator

Posted:  April 25, 2013
Return to List of Current Positions


Yahoo!

Location: Sunnyvale, CA
Position: Operations Manager, Stock Plan Services

Yahoo! is currently seeking a Manager, Stock Plan Services who possesses a minimum of 5-7 years of stock plan administration and management experience with a dynamic US-based multinational publicly traded company. This individual will be expected to interact effectively with various levels in the organization as well as collaboratively with the other members of the Stock Plan Services team.

Responsibilities and essential job functions include but are not limited to the following:

  • Supervise day-to-day operations for global equity programs, including options and RSU transactional and grant processing activities
  • Oversight activities in administering the ESPP including offering setup, participant enrollment, withdrawal, purchase, disposition activities and communications
  • Partner with Finance, HR and Legal M&A teams covering due diligence, assumed and converted equity, S-8 prep
  • Provide backup support for Section 16 reporting activity (Forms 3, 4, 5 and proxy)
  • Manage overall year-end processes (project managing the year-end processes, conducting year-end audits, etc.)
  • Manage vendor operations (broker, transfer agent, tax counsel, etc.) – includes managing POs and reviewing/approving invoices/payments/leading regular status meetings
  • Maintain department's SOX 404 controls/integrity of data in recordkeeping system and gathering information for regular audits; perform various voluntary internal audits
  • Serve as initial point of escalation for employee issues
  • Manage internal interfaces covering global reporting, global processing, ESPP and grant agreement functions
  • Keep abreast of global compliance issues/drive compliance initiatives and coordinate global tax compliance efforts
  • Collaborate on development and rollouts of employee education/communication initiatives (newbie presentations, M&A Day 1 onboarding, ESPP open enrollment campaigns, etc.)
  • Participate in and drive various efficiency projects
  • Provide excellent customer service to internal business partners and other fellow Yahoos – customer fixation is very key for the success of this role
  • Oversight of and backup support for recurring reporting activities with local country HR and Finance representatives (20+ countries)
  • Work with internal partners (Tax, HR, Payroll, Legal, Accounting Policy) to provide ad hoc reporting and work on various projects
Required Experience, Knowledge, Skills and Abilities:
  • Bachelors Degree required
  • CEP certification required
  • 4-6 years experience working for a US based multi-national publicly traded company of similar or larger size
  • Hands-on experience with administering and supporting employee stock programs (Stock Options, RSUs and ESPP)
  • Strong knowledge of Equity Edge and advanced knowledge of MS applications (Excel, Word, PowerPoint)
  • Strong analytical and problem-solving skills
  • Flexible, detail oriented, excellent verbal and written skills, stock communications skills
  • Capable of working and adjusting course as needed in a fast-paced dynamic culture – requires flexibility, good prioritization and impeccable organization skills
  • Ability to handle multiple tasks efficiently to meet deadlines and balancing that with the need to take time to produce quality and accurate work product
  • Ability to communicate tactfully, directly and with a high degree of integrity
  • Motivated/self starter with the ability to work independently and as a team player
  • Strong focus on customers and providing an excellent experience
  • Ability to exercise discretion in selecting among alternate courses of action and recommend changes in resolution approach/design of solutions as a team member
  • Strong knowledge and experience with operational execution

To Apply:  Go to: http://us.careers.yahoo.com/lang/en Locate Job Number: 1344540

Posted:  April 22, 2013
Return to List of Current Positions


Ross Stores, Inc.

Location: Pleasanton, CA
Position: Stock Plan Analyst

The Stock Plan Administrator will be responsible for administration of the Company's equity programs, including stock option plans and restricted stock plans and the ESPP. This position will be a primary contact for all administrative issues relating to the equity plans, procedures, individual grants, option exercises, award vesting and reporting. This position is a member of the Compensation and Benefits team and will work most closely with the Senior Director of Compensation, VP Compensation and Benefits, as well as the HR, Finance and Legal teams. The successful candidate must have the ability to interface with senior executives, human resources, finance and legal; experience with stock plan systems, specifically Equity Edge Online. Must be highly motivated with exceptional problem solving and decision making skills along with the ability to research and handle extremely confidential information in a professional and discretionary manner. Must have excellent communication, math and analytical skills, be a team player and responsive and eager to assist wherever needed.

Responsibilities and Duties include:

  • Maintaining equity database (Equity Edge Online). Entering all new hire information, employee changes and terminations. Executing data imports and exports.
  • Processing option exercises; reporting to brokers and transfer agent; and reporting option exercises to payroll. Work with payroll and accounting departments to insure proper withholding.
  • Administering the ESPP program.
  • Preparing and sending out monthly and quarterly reports.
  • Maintaining proper documentation internally for SOX compliance.
  • Administering the Restricted Stock program; processing grants/vestings/releases, ensuring correct tax withholding and share delivery execution and reporting to employees and payroll.
  • Filing SEC Forms 3, 4, and 5.
  • Maintaining Insider Trading List.
  • Preparing and reconciling quarterly dividends.
  • Providing ad hoc reporting and designs custom reports as needed to supporting internal groups.
  • Partnering with Finance, Legal and Executive Compensation to complete Executive Compensation tables each year for the proxy.
  • Liaising with Finance Managers, Legal and Payroll Manager regarding stock plan reporting requirements.
  • Responding to data requests in a timely manner for internal and external customers.
  • Reconciling year-end stock activity with yearend Payroll reports.
  • Providing excellent customer service, responding to employee inquiries in a timely and professional manner.
  • Remaining current on market, legal and "best practice" trends associated with equity programs.
Requirements:
  • Education: Bachelor's Degree in related field or equivalent experience.
Special Knowledge or Skills:
  • Intermediate to expert-level Equity Edge experience required, including Option, Purchase and Valuation modules.
  • Intermediate to expert-level Excel experience required. Knowledge of SEC and tax regulations related to equity compensation plans.
  • CEP Designation preferred.
  • Prior Experience - minimum of 3 years related stock plan administration experience required at a public company; preferably a company with total employees in excess of 5,000.
Other Qualifications and/or Requirements:
  • Excellent written and oral communication skills. Ability to multi-task in a fast-paced environment.
  • Strong computer skills, including MS Word and Excel, PeopleSoft experience a plus!

To Apply:  Please click on the link to apply directly on our website: https://sjobs.brassring.com/1033/asp/tg/cim_jobdetail.asp?partnerid=25140&siteid=5234&areq=8997BR&codes=JBO

Posted:  April 19, 2013
Return to List of Current Positions


Accounting Network

Location: San Francisco, CA
Position:  Senior Global Stock Administrator

Accounting Network is working on the following direct hire Senior Global Stock Administrator opportunity for our public technology client in San Francisco.

Job Description:

This is an exciting opportunity to join the Company's Administration and Legal team. This client is looking for an experienced Stock Administrator who thrives in a fast-paced, creative, and growing company. As a Stock Administrator, you have a proven track record in global, high tech companies and have the desire to excel in everything you do. Your work history should demonstrate job stability with increasing levels of responsibility. You will have the primary responsibility for stock plan administration activity and related planning projects, including the administration of domestic and international equity programs, ensuring compliance with state, federal and foreign regulations and securities laws. You will act as the primary interface with the stock brokerage firm managing employee equity accounts and with the Company's transfer agent for all share issuances. You will support the legal and finance teams with respect to financial statements and public company reporting.

Responsibilities:

  • Administer domestic and international equity (including share options, deferred shares, deferred share units, performance shares), ensuring compliance with state, federal and foreign regulations and securities laws.
  • Process daily stock transactions, including exercise, sale, grant, termination.
  • Manage the accounting, payroll and tax report preparation, audit and reconciliation report preparation .
  • Serve as primary liaison with the Company's brokerage firm and transfer agent to maintain employee equity and shareholder accounts.
  • Ensure equity awards are administered in accordance with the terms and conditions of the awards, the governing stock incentive plans and internal processes and procedures.
  • Perform month-end analysis and quarterly reconciliations, including grant statements and transaction activities.
  • Generate reports from the stock administration system and review for accuracy.
  • Assist in maintenance of documentation of equity-related policies, procedures and controls.
  • Answer employee questions related to equity awards and stock accounts and lead webinars and training sessions as necessary.
  • Maintain documentation and participate in annual SOX audits.
  • Monitor share usage and reserve levels.
  • Assist with special projects and transactions as assigned.
Requirements:
  • A Bachelor's Degree, with strong academic record – a must.
  • At least 3 years of stock administration experience in a global, publicly traded company – a must.
  • Working knowledge of legal, tax and accounting rules associated with equity compensation.
  • Demonstrated ability to rely on experience and judgment to plan and accomplish goals.
  • Strong experience in operations and compliance issues preferred.
  • CEP Certification a plus.
  • Knowledge of and experience with Restricted Stock Award / Unit programs, Stock Option programs and Performance Stock / Unit programs.
  • Familiarity with global tax and securities laws and foreign exchange control requirements.
  • Extensive experience managing a third party stock administration system.
  • Excellent written and verbal skills – a must.
  • Ability to interface effectively with all levels of company employees.
  • Ability to demonstrate judgment, tact and diplomacy in dealing with internal and external customers as well as the ability to handle confidential and proprietary information.
  • Ability to identify and analyze problems using sound judgment and determine solutions in order to effectively resolve issues and accomplish goals.
  • Must possess self-motivation, enthusiasm and a positive attitude and perform as a team player.

To Apply: Please send a copy of your resume (in Word format) to Sandy Young at Accounting Network at syoung@accountingnetwork.com.

Posted:  April 18, 2013
Return to List of Current Positions


Genpact

Location: New York City, NY
Position: Senior Manager, Equity Compensation

Job Description:

Work closely with legal, tax and finance functions to ensure ongoing compliance for internal and external reporting. Assist with the daily administration of the global equity compensation plans of a public company (options, RSUs, Performance Shares and ESPP).

Key Responsibilities:

  • Act as primary liaison with external tax advisor regarding tax withholding and reporting obligations in all countries (more than 15) where we have equity grants.
  • Assist with data input and integrity of E*TRADE data base and maintenance of relevant paper and electronic files for the Company's equity programs.
  • Successful candidates will have zero tolerance for defects.
  • Assist with calculation and implementation of required tax withholding, interact with accounting firm on tax calculations for mobile employees.
  • Prepares monthly, quarterly, annual and ad hoc reports for purposes of FAS-123R calculations, financial statement disclosure, proxy reporting and SEC filings.
  • Prepares and files Section 16 forms for all directors and officers.
  • Works closely with legal department regarding insider trading policy.
  • Works closely with HR on all equity compensation matters and acts as point of contact for inquiries from plan participants.
Requirements:
  • 5+ years of public company stock option plan administration, preferably using E*TRADE's platform.
  • Bachelor's degree or equivalent experience required.
  • Direct experience monitoring stock plan requirements, identifying compliance issues and proposing and implementing solutions. Familiar with Sarbanes Oxley requirements, in particular SOX 404.
  • CEP Designation required.
  • Understands FAS-123R, 409A and other equity financial accounting and tax issues.
  • Substantive knowledge of Section 16 reporting and experience with Forms 3, 4 and 5 filings.
  • Self starter, able to work independently with little supervision.
  • Ability to interface directly and effectively with employee base.
  • Demonstrated ability to multitask and balance competing demands under tight deadlines.
  • Strong analytical skills and excellent Excel skills.
  • Excellent verbal and written communication skills.
  • Must be able to work collaboratively and be an effective team player.

To Apply: Contact Jim Meyer via email at james.meyer@genpact.com or call 203-512-4238

Posted:  April 18, 2013
Return to List of Current Positions


Gilead

Location: Foster City, CA
Position: Senior Stock Plan Administrator

Specific Responsibilities:

Reporting to the Director, Stock Administration, this newly-created position will be responsible for managing all operations within the stock administration function including worldwide stock administration initiatives, acquisition/integration efforts, FAS 123r compliance and related financial reporting.

  • All aspects of financial reporting as it relates to equity plans, i.e. 10Q, 10K and annual proxy.
  • Managing monthly RSU release process from end to end
  • Managing new grant process in collaboration with HR
  • Leading departmental process improvement initiatives and participating in cross functional projects
  • New hire orientation on Company's equity plans
  • Projects as assigned in support of Stock Plan Services team and key business partners
Essential Duties and Job Functions:
  • Responsible for managing all operations within the stock administration function
  • Provides direction and coordination to professional and clerical staff within the stock administration department
  • Works well independently and within groups and requires minimal supervision
  • Responsible for WW stock administration including SOX compliance, FAS 123r compliance, Proxy support, stock option grant processing, ESPP purchase processing, equity compensation plan updates, Equity Edge database integrity, broker relations
  • Lead acquisition and integration efforts and participate in design of acquisition plan as it relates to equity compensation
  • Ensures that all monthly and quarterly requirements are met timely and accurately
  • Identify, recommend and lead implementation of process improvements and productivity enhancements
  • Consistently maintains proper internal controls and ensures compliance with the worldwide Controller's manual, equity compensation plans, and to all applicable SEC, IRS, Federal and State laws and regulations
  • Participate in global employee education initiatives
  • Coaches and educates team members (Payroll, Tax, HR) on issues relating to stock plans
  • Provides tactical, technical and analytical support to senior members of finance
  • Acts as lead on all projects related to stock administration and cross-functionally
Knowledge, Experience and Skills:
  • 7+ years of relevant experience in administration of global equity plans with a public company including a presence in Europe and Asia and a BA or BS degree in finance, accounting or related field
  • CEP highly preferred
  • MBA a plus
  • Experience in multi-national organization a plus
  • Extensive exposure to Stock Plan Services and Compensation management in a public company
  • Solid experience with international equity plan administration
  • Experience in business process analysis, design and management
  • Solid background in finance and accounting
  • Ability to evaluate and mitigate financial risks to the Company
  • Proficiency in the use of Equity Edge software required
  • Proficiency with Microsoft tools (Excel, Access, Outlook, Word and Powerpoint) required
  • Strong interpersonal and written and verbal communications skills are required
  • Must be extremely organized and motivated to achieve stretch goals
  • Must be fluent in English (written and spoken).

To Apply: https://www.gilead.apply2jobs.com/ProfExt/index.cfm?fuseaction=mExternal.showJob&RID=11904&CurrentPage=1

Posted:  April 16, 2013
Return to List of Current Positions


Spansion

Location: Sunnyvale, CA
Position: Manager, Stock Admininstration

Reporting to the Director, Assistant Controller, the Manager of Stock Administration is responsible for managing the overall administration of SPANSION's stock-based compensation plans (including options, restricted stock awards (RSUs) and performance based options and RSUs) and coordinating with Finance, Legal and Human Resources to ensure accurate processing, reporting and disclosure of employee stock transactions.

Position Responsibilities:

  • Maintain/upgrade employee stock database (Equity Edge)
  • Administer SPANSION's equity programs (Options, time-based and performance-based restricted stock and ESPP) including processing all US domestic and international employee stock transactions
  • Knowledge of international rules and regulations regarding equity awards for SPANSION's international subsidiaries preferred
  • Comply with SPANSION's stock administration SOX procedures
  • Answer employee and Board of Director equity questions and resolve problems regarding equity programs
  • Participate in the preparation of SPANSION's Annual Proxy including providing and reviewing equity information included in the document
  • Prepare and distribute various annual employee statements
  • Assist with program communication and education as needed
  • Act as a liaison between employees and brokers
  • Prepare monthly reconciliations between stock custodian and equity edge
  • Manage the assumption and conversion of equity awards, if applicable, for companies acquired by SPANSION's whether the work is performed in-house for smaller acquisitions or outsourced for larger acquisitions
  • Participate in the preparation of Securities and Exchange Commission ("SEC") Forms 3, 4 and 5
  • Ensure regulatory compliance for Section 16 executives
  • Running expense reports for monthly and quarterly financial statement close, provide data for stock compensation journal entries and 10K/10Q footnote disclosures, reconcile related employee taxes in the General Ledger
  • Participate in Financial Budget and Forecast exercises in regard to stock compensation expense
  • Assist with ad-hoc projects as necessary
  • Understanding of Payroll Interfaces a plus
Position Requirements:
  • CEP designation preferred (or in process)
  • Minimum 10 years of progressive stock administration experience required
  • Minimum 5 years of managing the Stock Administration function in a public corporation preferred
  • Must be detail-oriented, have a proactive approach and the ability to work with cross-functional teams (i.e. Finance, Legal and Human Resources)
  • Ability to effectively prioritize tasks and manage critical deadlines
  • Ability to work in a team environment; strong interpersonal skills
  • Strong analytical and problem resolution skills with a very high level of customer satisfaction
  • Self-motivated, strong work ethics and able to work independently with minimal supervision
  • Strong English verbal and written communication skills
  • Ability to work with various levels of management and handle confidential data

To Apply: Can follow links to the employment page at www.spansion.com. Search for Requisition: UCA7329 or job title

Posted:  April 16, 2013
Return to List of Current Positions


Synopsys

Location: Sunnyvale, CA
Position: Stock Plan Administrator

Job Responsibilities:

  • Assists with daily option processing, prepares and sends files to payroll and E*TRADE, processes incoming files from HR and payroll.
  • Assists with RSU and option grants, RSU releases, ESPP purchases, and fund transfers.
  • Receives and responds to questions and requests for information about company equity programs from both US and international employees.
  • Provides support for special projects as necessary.
Requirements:
  • Requires 2-4 years of stock administration experience
  • Proficiency with Equity Edge, knowledge of Equity Edge Online a plus
  • Proficiency with Microsoft Excel, Word and Office
  • Good written and verbal communication skills, ability to interact effectively with a wide variety of individuals at all levels within the company and around the globe
  • Ability to work well with other team members in a fast-paced, deadline-driven environment
  • Good organizational skills, problem-solving skills, ability to prioritize and reprioritize assigned tasks, ability to focus on task at hand despite distractions, and ability to attend to detail
  • Completion of CEP Level 1 preferred or commitment to achieve within two years of hire
  • Bachelor's degree required

To Apply: Please forward resumes to Christine Ramirez at chrisram@synopsys.com.

Posted:  April 12, 2013
Return to List of Current Positions


JDSU

Location: Milpitas, CA
Position: Stock Plan Administrator

This is a challenging, fast paced, attention to detail type of role, where your excellent communication skills and flexibility could provide the type of opportunity you are looking for, in an expanding company. At JDSU, we administer global equity plans, including but not limited to processing daily stock option transactions, monthly RSU releases, and monthly new equity awards. Prepares Section 16 reporting and files necessary forms in a timely manner to meet SEC filing requirements. Reconciles outstanding shares and equity plans roll-forward on a monthly basis. Maintains stock administration database (UBS). Interfaces with worldwide finance, payroll and human resources organizations, as well as the corporate legal department. Will assist in the coordination and communication of equity plan updates and guidance. Drives all global equity related year-end processes. Prepares meeting materials for inclusion in the Compensation Committee meeting packages. Assists in preparing schedules for proxy and statutory reporting related to the company's equity plans and stock-based compensation. Prepares month-end, quarter-end, and year-end reporting, equity-related journal entries and supporting schedules. Implements and monitors processes, identifies areas for streamlining and increased efficiency. Primary point of contact for employee inquiries and support. Special projects, as assigned.

Qualifications:
  • Bachelor's degree in Accounting or Finance preferred
  • Minimum of 5 years related professional experience
  • Knowledge of ASC718, 409A and other equity financial accounting and tax issues preferred
  • SOX 404 compliance knowledge preferred
  • General ledger accounting experience preferred
  • CEP designation preferred
  • High degree of sensitivity and discretion in working with confidential information required

To Apply:  Please submit your resume direct to JDSU and look for Req# 17399BR.  http://www.jdsu.com/About-JDSU/Careers/Pages/default.aspx

Posted:  April 10, 2013
Return to List of Current Positions


Microsoft

Location: Redmond, WA
Position: International Stock Plan Consultant

The Global Compensation team at Microsoft has a unique opportunity for an experienced stock professional. The role of International Stock Plan Consultant combines two aspects of stock plan management – global compliance and mergers & acquisitions. The role is responsible for managing global tax, securities, foreign exchange and legal aspects of stock plans. Microsoft grants equity in over 100 countries and this position is responsible for monitoring existing and identifying new compliance issues in those countries. The position partners with tax, legal, finance and HR contacts in impacted locations to assess the issues, raise alternatives and develop and implement changes. In addition, the role has accountability for managing stock aspects of acquisitions and corporate transactions.

Global compliance and program management
  • Partner with Tax and Legal teams to manage compliance of global stock programs and identify new issues
  • Serve as lead for subsidiary finance and HR teams to implement local changes resulting from regulatory or other changes
  • Manage ongoing tax withholding and remittance process improvements and modifications
  • In partnership with internal and external Tax counsel, manage annual review of global tax summaries
  • Lead global award document review in advance of annual performance review and coordinate updating changes into stock system
  • Partner with local HR/Finance teams on tax audits
  • Partner with internal and external counsel to manage stock and ESPP components of global securities and regulatory filings
  • Act as stock team point of contact for international subsidiary reporting requests
  • Prepare and conduct country-specific training sessions
  • Establish periodic reviews of stock communications and intranet site content
Mobility program management
  • Partner with internal and external tax advisors to ensure continued compliance and monitor global tax developments related to mobile employees
  • Serve as point of contact for local Finance and Payrolls on taxation, reporting and remittance of stock income for mobile employees
  • Develop and execute all employee and subsidiary communication related to mobility taxation
  • Act as subject matter expert on stock system mobility functionality
  • Partner with external tax on mobility education content and setup of training sessions
M&A stock project and program management
  • Manage end-to-end stock aspects of acquisitions and other corporate transactions involving equity (divestiture, JV)
  • Participate in due diligence to ensure key issues are identified and any special Plan considerations are addressed and incorporated into substitution approach
  • Partner with target company and internal teams on systems, including payroll and reporting, integration and support
  • Develop and distribute stock communications and manage ongoing employee support
  • Manage ongoing administration of acquired company plans such as change in control provisions, termination, and exec agreements
Qualifications: The ideal candidate will have a four year undergraduate degree in human resources, business, or related area or the equivalent in related work experience.  A minimum of 7 years of progressively responsible global equity compensation experience required.  CEP designation is preferred.  High Tech industry experience preferred.  Excellent collaboration, consultation, judgment, communication and interpersonal skills required.

To Apply:  Contact Jennie Anderson at jennieh@microsoft.com

Posted:  April 10, 2013
Return to List of Current Positions


Marketo

Location: San Mateo, CA
Position: Senior Stock Administrator

Reporting to the General Counsel, this role will be Marketo's first full time stock administrator and will have the opportunity to create and grow the function. Responsible for the administration of Equity Incentive and ESPP Plans for U.S. and International participants which includes: 

Responsibilities:

  • Create and build stock administration function, including processes, forms, employee training, regulatory compliance and reporting and formation and/or maintenance of internal and external partner relationships
  • Process monthly stock (option and RSU) grants, assist with monthly RSU Releases
  • Process semi-annual stock purchases
  • Ensuring compliance with all domestic and international laws for income and tax withholdings for stock options, RSU's and ESPP
  • Provide reports regularly and as requested to internal and external auditors, tax, payroll, finance/accounting, HR and other business partners
  • Maintain integrity of data in Equity Edge Database
  • Create and deliver employee communication and education including presentations, addressing employee inquiries and creating training/educational materials
  • Work closely with brokers and vendors to ensure quality stock plan services
  • Manage data internally, including inbound and outbound feeds to vendor systems and internal employee self-service tools (i.e. online grant acceptance and ESPP enrollment tools)
  • Manage all other aspects of daily stock administration including Section 16 Filings, YTD tax imports, ESPP disposition updates and financial reporting
  • Participate in preparation of the annual proxy statement
Required Skills/ Experience:
  • Bachelor's degree from an accredited institution, and CEP certification required
  • BA/BS in Business, Finance or Accounting strongly preferred
  • 5+ years of experience as a Stock Administrator for a public company
  • Experience administering both equity incentive and ESPP plans. Includes processing option exercises, grant preparation, interface with captive brokers, payroll and finance. Includes processing option exercises, grant preparation, interface with captive brokers, payroll and finance
  • Experience with SEC filing and Section 16 reporting
  • Experience implementing stock administration
  • Demonstrated customer service and organizational skills and the ability to multi task
  • Demonstrated research, troubleshooting, analytical and problem solving skills
  • Capacity to learn new skills and knowledge on an independent level to enhance personal development
  • Ability to communicate with employees of all levels (including executive management and Board of Directors) and explain stock option, RSU and ESPP information
  • Advanced knowledge of and experience working with Equity Edge
  • Advanced Microsoft Excel, Access, PowerPoint and Mail Merge skills
  • Proven interpersonal, oral and written communication skills
  • Strong work ethic, ability to adapt to rapidly-changing environments

To Apply: http://marketo.jobs/careers.php?t=senior-stock-administrator&id=onokXfwM

Posted:  April 5, 2013
Return to List of Current Positions


SOAProjects

Location: Mountain View, CA
Position: Equity Manager

Job Responsibilities:

  • Managing stock administration of Private and Public companies
  • Establishing effective stock admin processes to handling specialized issues tailored to client needs,
  • Extensive knowledge of equity solutions, including equity repricings, exchanges, ESPP rollouts, and database conversions
  • Should have experience with all forms of equity administration software – Equity Edge, Easi, CapMx, Transcentive, Optionease, etc.
  • Managed all forms of equity instruments – options, ESPP, RSU/RSA's, performance, SAR's, net-settled, etc.
  • Candidate's Equity strengths should include a broad knowledge of stock administration, Section 16 compliance, database reconciliation, and FAS123R reporting
Qualification:
  • 5-7 years of stock administration experience
  • Certified Equity Professional (CEP) Designation
  • Solid understanding of equity plans and functional knowledge of FAS123R
  • Willingness to take on new projects and become subject matter expert in given area
  • The successful candidate will also have a positive attitude and team player skills

To Apply: If interested, send resume to achaturvedi@soaprojects.com

Posted:  April 5, 2013
Return to List of Current Positions


First American

Location: Santa Ana, CA
Position: Executive Compensation Analyst

This highly visible role conducts or contributes to the design, analysis, research, administration, governance, and communication of the Company's Executive Compensation programs.

  • Assist with the evaluation of executive compensation for new and existing employees including salary, annual bonus and long-term incentives.
  • Administer the Company's Employee Stock Purchase Plan (ESPP), Non-Qualified Deferred Compensation, Equity Compensation and other executive compensation related programs.
  • Perform audits on executive compensation data for accuracy and adherence to program guidelines.
  • Analyze executive compensation programs for cost impact, effectiveness, legal and regulatory compliance, and alignment with shareholder interests.
  • Add insights and information related to executive compensation program changes as a participating member of the Human Resources (HR) team.
  • Interprets and advises field HR on program changes that impact executives. Provides training and guidance to field HR as required to ensure consistent, accurate, and reliable information is disseminated.
  • Routinely interacts with Accounting, Tax and Legal to provide executive compensation data and analysis.
  • Work with Accounting and Legal to prepare executive compensation information for the annual report, proxy statement and other regulatory filings.
  • Manages external vendors to achieve highest level of customer service and administrative efficiencies.
  • Documents administrative practices and procedures, focusing on continual improvement.
Job Qualifications:
  • BS or advanced degree in Business, Finance, HR or equivalent experience.
  • Certified Employee Benefit Specialist (CEBS), Certified Equity Professional (CEP), Certified Compensation Professional (CCP) or related certification a plus.
  • 3-5 years of experience as a compensation analyst, stock plan administrator, or financial/business analyst.
  • Exposure to stock plan administration is preferred.
  • Exceptional analytical/problem-solving skills; able to draw conclusions from data in a logical, systematic way, able to identify and solve challenging problems.
  • Detail oriented; ensures work is thorough and accurate.
  • Results-driven; focused on achieving results that promote business success.
  • Communicator; displays strong oral, written and public speaking skills.
  • Organized; ability to manage own workload efficiently to fulfill commitments in a timely manner.
  • Committed to quality; continuously works to achieve the highest quality standards.
  • Team player; ability to work independently as well as in a team.
  • Advanced skills in Excel required. Word, Power Point and experience with report writing software a plus.
  • Utilization of prior HRMS systems and reporting software is preferred.
  • High level knowledge of Benefits and Compensation practices and principles.
  • Able to handle high level of confidentiality regarding employee information.

To Apply: Apply through First American's website at www.firstam.com and click on Careers -> Opportunities. The job is located under the Human Resources job family.

Posted:  April 4, 2013
Return to List of Current Positions


Charles Schwab

Location: Richfield, OH
Position: Senior Client Service Team Manager, Stock Plan Services

The Team Manager of Stock Plan Services Client Services will be responsible for managing a team of between 5-10 Client Service professionals to execute on our mission.

This includes:

  • Ability to assess risk and minimize exposure or liability regarding participants/client issues.
  • Manage and distribute work evenly across team members through plan assignments and effective client event planning.
  • Develop team members through coaching and mentoring to help them achieve their career goals. Drive an increase in employee engagement.
  • Recognize opportunities for improvement and growth with our corporate clients.
  • Partnering with other teams within SPS to review and improve process flow and procedures for the department as a whole.
  • Participate in providing requirements and testing enhancements for SPS systems and processes.
  • Provide guidance to technology teams and advocate for client needs and requests.
  • Ability to handle escalated client issues in a timely manner, researching and providing feedback to our clients around potential solutions. This includes managing ongoing plans for remediation of client items.
  • Partnering with and supporting SPS Sales team as needed (RFP and RFI response review, onsite presentations, web casts and system demonstrations) to support the business goals.
Required qualifications include:
  • 7 + years of customer service experience in dealing with corporate clients, benefits, finance and accounting and/or brokerage environment, preferred.
  • Proven working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock and FAS123r and/or corporate accounting administration, preferred.
  • 5+ years of team supervisory/management experience preferred.
  • Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines.
  • Demonstrated passion for providing client-centric solutions.
  • Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics.
  • Excellent communication, problem solving, and presentation skills to influence and build consensus among your team members and leadership.
  • Ability to prioritize effectively in a fast paced environment and function in a professional manner under pressure.
  • Ability to plan, delegate and oversee the overall work assignments and special projects within the team.
  • Ability to articulate Schwab's Visions and Values to team members.
  • Proficient PC skills including all Schwab platforms and applications.
  • Bachelor's degree preferred or equivalent business experience.

To Apply: Interested candidates should apply online at: http://jobsearch.schwab.com/viewjob.html?erjob=230733&eresc=CEPI

Posted:  April 4, 2013
Return to List of Current Positions


Pro Staff Search

Location: Long Beach, CA
Position: Stock Plan Administrator

Responsibilities:

  • Maintain equity tracking database for all option, RSU, and RSA activity
  • Provide ad hoc reporting and design custom reports as needed to supporting internal groups (HR, Payroll, Finance, Accounting, Tax, and Legal teams)
  • Prepare and file Section 16 reports as required
  • Interface with payroll, tax and accounting departments for proper tax withholding
  • Partner effectively and proactively with internal groups to anticipate, implement and/or address equity compensation initiatives/matters
  • Respond to equity-related employee questions
  • Manage relationship with transfer agent and third party stock administrator
  • Maintain stock plan documentation for both internal and SOX compliance
  • Stay current on regulatory, legal and other developments affecting the treatment of equity-based compensation
  • Develop materials and other communications for employee education regarding equity awards
  • Assist with other stock administration, investor relations and/or legal related duties as required
Position Requirements:
  • Minimum of 5 years of experience as a Stock Plan Administrator at a publicly traded company
  • Experience with stock plan administration applications, preferably Schwab's web-based StockPlan Manager/Schwab EquiView system and Merrill Corporation's web-based Section16Direct system
  • Highly detail oriented and exceptional organizational skills
  • Proficient knowledge in equity compensation
  • Excellent judgment, the ability to work independently and as a team player, and the ability to function in a highly confidential environment
  • Demonstrated ability to work under pressure in a fast-paced environment
  • Ability to effectively communicate and present information to management
  • Strong working knowledge of Microsoft Office Word and Excel Education
  • Bachelor's Degree or equivalent experience in required qualifications
  • CEP Level I or II a plus

To Apply: Please email your resume and salary history to muna@prostaffsearch.com

Posted:  April 4, 2013
Return to List of Current Positions


Synopsys

Location: Mountain View, CA
Position: Stock Administrator, I

Job Description and Requirements:

  • Assist with daily option processing, prepare and send files to payroll and E*TRADE, process incoming files from HR and payroll.
  • Assist with RSU and option grants, RSU releases, ESPP purchases, and fund transfers.
  • Receive and respond to questions and requests for information about company equity programs from both US and international employees.
  • Provide support for special projects as necessary.
Requirements:
  • 2-4 years of stock administration experience
  • Proficiency with Equity Edge, knowledge of Equity Edge Online a plus
  • Proficiency with Microsoft Excel, Word and Office
  • Good written and verbal communication skills, ability to interact effectively with a wide variety of individuals at all levels within the company and around the globe.
  • Ability to work well with other team members in a fast-paced, deadline-driven environment.
  • Good organizational skills, problem-solving skills, ability to prioritize and reprioritize assigned tasks, ability to focus on task at hand despite distractions, and ability to attend to detail.
  • Completion of CEP Level 1 preferred or commitment to achieve within two years of hire.
  • Bachelor's degree required.

To Apply:  Please contact Christine Ramirez: 650-584-1423 / chrisram@synopsys.com

Posted:  April 3, 2013
Return to List of Current Positions


Activision Blizzard

Location: Santa Monica, CA
Position: Stock Plan Administrator

The Stock Plan Administrator will be responsible for administration of the Company's equity programs, including stock option plans and restricted stock plans and the legacy ESPP. This position will be a primary contact for all administrative issues relating to the equity plans, procedures, individual grants, option exercises, award vestings and reporting. This position is a member of the Corporate Finance team and will work most closely with the Manager of Stock Administration as well as the HR, Finance and Legal teams.

The successful candidate must have the ability to interface with human resources, finance and legal; experience with stock plan systems, specifically Equity Edge 8.1 or higher and/or Equity Edge Online. Must be highly motivated with exceptional problem solving and decision making skills along with the ability to research and handle extremely confidential information in a professional and discretionary manner. Must have excellent communication, math and analytical skills, be a team player and responsive and eager to assist wherever needed. 

Responsibilities and Duties include:

  • Maintaining our equity database (Equity Edge Online). Entering all new hire information, employee changes and terminations. Executing data imports and exports.
  • Processing daily option exercises; reporting to brokers and transfer agent; and reporting option exercises to our payroll offices globally.
  • Preparing and sending out monthly and quarterly reports.
  • Administering the legacy ESPP program; primarily tracking dispositions.
  • Administering the RSU program; processing vestings/releases, ensuring correct tax withholding and share delivery execution and reporting to employees and global payroll offices.
  • Responsible for entering new grants into Equity Edge and emailing grant notifications to recipients on a quarterly basis.
  • Provides ad hoc reporting and designs custom reports as needed to supporting internal groups.
  • Liaise with worldwide locations (Finance Managers, HR Managers and Payroll Managers) regarding international stock plan reporting requirements for approximately 15 countries.
  • Respond to data requests in a timely manner for internal and external customers.
  • Reconcile year end stock activity with year end Payroll reports.
  • Respond to employee questions and monitor the Stock Admin email inbox.
  • Provide excellent customer service, responding to employee inquiries in a timely and professional manner.
  • Remain current on market, legal and "best practice" trends associated with equity programs.
Position Requirements:

Education:

Bachelor's Degree in related field or equivalent experience

Special Knowledge or Skills:

Intermediate to expert-level Equity Edge experience required, including Option, Purchase and Valuation modules. Intermediate to expert-level Excel experience required. Knowledge of SEC and tax regulations related to equity compensation plans. CEP preferred.

Prior Experience:

Minimum of 3 years related stock plan administration experience required at a public company; preferably a company with international operations and total employees in excess of 1,000.

Other Qualifications and/or Requirements:

Excellent written and oral communication skills. Ability to multitask in a fast-paced environment.

To Apply:  Apply at http://activision.taleo.net/careersection/10020/jobdetail.ftl?lang=en&job=FIN000081

Posted:  April 2, 2013
Return to List of Current Positions


ServiceSource International

Location: San Francisco, CA
Position: Stock Administration Manager

Publicly traded on the Nasdaq since March of 2011 & with over 2800 employees around the world, ServiceSource International is currently seeking a Stock Administration Manager (CEP desired) to oversee its Stock programs. In this role, the successful candidate will have significant executive & international interaction in growing & dynamic environment.

Responsibilities:

  • Administer the company's global stock-based compensation plans, including stock option grants, exercises, restricted stock unit awards, participant terminations, and updating employee account information using E*Trade's Equity Edge online system.
  • Monitors ESPP participation (enrollment/changes/withdrawals).
  • Working with outside counsel, ensure timely filing of Form 4's with the U.S. Securities and Exchange Commission (SEC).
  • Preparation of reporting to support stock based compensation expense and diluted shares outstanding.
  • Assist in the preparation and filing of annual proxy statement with the SEC.
  • Reconcile equity award activity among the company's records and the Transfer Agent on an ongoing basis.
  • Interacts with transfer agent to ensure that trades are settled timely; reconciles DWAC instructions;
  • Experience with Section 16 reporting, trading window administration and other reporting matters.
  • Ensure accurate data input into Equity Edge, maintain all paper and electronic files related to equity administration.
  • Stay abreast of global stock administration to ensure the company is in compliance with applicable legal and tax regulations where we operate.
  • Develop employee communications and educational materials as necessary. Respond to employee questions and inquiries.
  • Assist in various daily cash operating activities including cash reporting and the preparation of wire transfer payments.
  • Assist finance and legal departments with special projects.
  • Ensure procedures and processes comply with SOX 404 procedures.
  • Perform related duties as assigned.
Desired Skills & Experience:
  • CEP designation desired
  • Outstanding written and verbal communication skills; must be a direct, articulate and thoughtful communicator
  • Must possess strong analytical, active listening and critical thinking skills
  • Must possess strong customer service approach/mindset
  • Excellent project management and organizational skills; resourceful and detail-oriented
  • Maintains diplomacy, confidentiality and neutrality
  • Demonstrated ability to exercise integrity and sound judgment in complex and sensitive situations
  • A self starter able to work with minimum supervision
Qualifications:
  • Minimum 5 years experience of increasing responsibility in equity administration
  • Bachelor's degree strongly desired
  • CEP designation a plus
  • Ability to work with the highest levels of the organization
  • Experience with E*Trade's Equity Edge online system.
  • Strong knowledge of Microsoft Office including Excel, PowerPoint, Word
To Apply:  Apply at https://uscareers-servicesource.icims.com/jobs/1932/job

Posted:  April 2, 2013
Return to List of Current Positions


Visa Inc.

Location:  Foster City, CA
Position:  Risk Management

Job Description

Visa's Global Payment System Risk Group (GPSR) is seeking a strong and energetic leader to manage the Global & North America Credit Settlement Risk (CSR) team in Foster City. This senior business leader will provide strong leadership and strategic vision by: 1) promoting the safety and soundness of the Visa payment system, 2) evaluating the financial capacity of more than 16,000 financial institution clients to honor their on-going settlement obligations and 3) taking action to mitigate exposure to clients that do not meet established credit quality standards.

Primary Responsibilities:

  • Provide strong leadership, strategic direction and management over the global CSR program, including on-going refinement of the CSR Policies and Procedures that are implemented in North America (NA), Latin America and Caribbean (LAC), and Asia Pacific Central Europe, Middle East and Africa (APCEMEA) territories.
  • Provide direct leadership and oversight in program execution over North America (NA), which includes Canada and the USA, and coordinate with bank regulators to ensure a smooth transition of a failed client's debit, prepaid, credit and merchant acquiring programs.
  • Develop and execute the strategic vision in advancing the global CSR program, including CSR's information platform (IT systems, financial data/software, and other subscriptions) that support all CSR teams
  • Build, develop and guide the CSR team by promoting and supporting developmental opportunities within CSR and GPSR
  • Ensure risk controls are executed globally in a timely and consistent manner, including settlement risk exposure calculations, execution and perfection of Visa's interest in collateral or third party guarantees, and the settlement guaranty valuations for SEC financial disclosures
  • Prepare reports, briefings and presentation materials and present significant developments to the Board & Senior Management on a monthly basis or as needed.
  • Partner with other leaders within the GPSR Group as well as Sales, Product, Strategy, Legal, and Technology to advance CSR and Visa initiatives.

Secondary Responsibilities:

  • Lead CSR team meetings (including NA, LAC and APCEMEA) to advance program initiatives and identify new, creative ideas and best practices
  • Serve as central point of contact for evaluating emerging financial and credit risks associated with new Visa products & services
  • Support Sales by exploring and implementing innovative approaches to identify and evaluate new Visa clients and recommend any necessary risk controls to address associated client risks

Qualifications:

  • At least 12 years of experience in evaluating financial conditions and credit risk of financial institutions, including banks, credit unions and other types of depository institutions
  • Proven track record of successfully managing credit risk programs within the payment industry and/or regulatory environment
  • Strong leadership and management skills – committed to motivate team members contributing from various collaborative team-based projects
  • Demonstrated thought leadership and the aptitude to think creatively and to identify new ways to approach common problems
  • Ability to keep pace with demands of business by anticipating problems, proffering appropriate solutions and providing the leadership to effectively implement change
  • Excellent written, oral and presentation skills and an ability to synthesize information and make clear, concise recommendations on course of action
  • Bachelor's degree required, graduate degree in business, economics or public policy preferred
  • Professional accreditation a plus - Certified Financial Analyst, Financial Risk Manager or other comparable certification
  • Experience in Bank Secrecy Act or Anti-Money Laundering programs a plus

To Apply:  Apply at http://www.Click2Apply.net/c26rg78

Posted:  March 25, 2013
Return to List of Current Positions


EASi

Location:  Pleasanton, CA
Position:  Sales Engineer

Job Description

The EASi Director, Sales Engineer will play a critical role in continuing the company's growth trajectory and will report directly to the SVP of National Sales.

Roles and Responsibilities:

  • Assist and participate in the sales process with the direct sales force including but not limited to the following activities
  • Assist with or perform online and onsite demonstrations of EASi's software and solutions
  • Own and follow up on items on specific questions related to product capabilities and plan design from demonstrations or conference calls with prospects
  • Prepare responses to RFP's and coordinate production and delivery with EASi staff
  • Lead sales training of partners' products and services
  • Develop prospect specific product demonstrations with unique equity compensation requirements when appropriate
  • Train of sales staff on specific industry knowledge and/or functionality and value of EASi's software and solutions
  • Be the sole liaison between the sales organization, client support, product and engineering within EASi

Other duties to include the following:

  • Industry Relations – assist with presentations to build the EASi brand within various industry organizations including but not limited to NASPP, GEO, CEPi, NCEO, etc.
  • Training new sales staff
  • Articulating product ideas from the sales staff to product management

Skills and Experience:

  • Bachelor's degree preferred in business, sales, marketing or a related field
  • CEP designation is preferred
  • Outstanding verbal and written communication skills, - ability to listen and clearly and concisely articulate responses, rebuttals, etc.
  • Experience with software sales and financial reporting
  • Exhibits an overall polished, professional image
  • Prior experience in the equity compensation industry is a must
  • Ability to work independently is a must

To Apply:  Apply online only at http://www.easihiring.com.

Posted:  March 25, 2013
Return to List of Current Positions


EASi

Location:  Pleasanton, CA
Position:  Implementation Manager

Job Description

The Implementation Manager is a client facing role responsible for successfully engaging and on-boarding EASi's software and professional services. The Implementation Manager will manage multiple and varied projects. This position will lead and engage the customer through configuration, data loading and reconciliation, and training the customer to be competent and confident using the software. We're looking for a high-energy, motivated individual with combined experience in equity compensation knowledge and software implementation.

Roles and Responsibilities:

  • Proactively manage and solve problems
  • Lead and guide the customer throughout the implementation process through to completion
  • Be an advocate for customers and ensure proactive and timely customer feedback
  • Accountable for providing consistent and timely communication of a project status to customer and management
  • Cultivate customer satisfaction with references and success stories

Key Requirements:

  • BA or BS degree required
  • Experience with equity compensation software
  • Client or professional service experience
  • CEP certification a plus
  • Excellent verbal, written and interpersonal communication skills
  • Strong organizational skills required to be successful in a fast-paced work environment
  • Problem resolution skills and be able to anticipate and resolve customer issues

To Apply:  Apply online only at http://www.easihiring.com.

Posted:  March 25, 2013
Return to List of Current Positions


EASi

Location:  Pleasanton, CA
Position:  Equity Compensation Analyst

Job Description

We are currently looking for a qualified Equity Compensation Analyst to join the EASi Quality Assurance team at our office in Pleasanton, CA. The position is responsible for developing and executing test scenarios that ensure the quality of the EASi product within the scope of his/her training and expertise.

Roles and Responsibilities:

  • Provide equity compensation expertise and knowledge of practices, trends, programs and regulations as the subject matter expert.
  • Create and execute scenarios to ensure that software improvements adhere to equity compensation compliance and best practices, according to our Business Requirement Documentation, FAS123r, IFRS and Sarbanes Oxley
  • Record / Follow up and close issues entered into the defect-tracking system
  • Escalate issues to a higher level where issue resolution is not achieved within a reasonable amount of time
  • Review product documentation (Manuals/Getting Started guides) for technical accuracy
  • Work with development team to understand assigned modules/new product features for the purpose of developing test cases
  • Perform product testing according to test plans/procedures

Key Requirements:

  • Experience with Equity Compensation administration with various award types / programs
  • CEP certification preferred
  • Strong knowledge of GAAP and IFRS accounting principles and procedures preferred.
  • Must demonstrate excellent verbal, written and interpersonal communication skills
  • Ability to follow and report exactly as described in test cases/procedures
  • Must be able to work and be successful in a fast-paced, deadline focused work environment

To Apply:  Apply online only at http://www.easihiring.com.

Posted:  March 25, 2013
Return to List of Current Positions


Boston Consulting Group

Location: Boston, MA
Position: Equity Manager

Job Responsibilities:

Wide range of operational activities related to global Partner equity; including but not limited to:

  • Support the overall management of the Partner equity programs for more than 800 Partners
  • Manage the Equity team, enforce controls and reviews, ensure resources are adequate during peak periods to meet demands, foster a customer focused culture and create an environment of teamwork and collaboration
  • Be responsible for the accuracy of the global equity calculation models including auditing and validating the purchases and sales for the full range of local country equity, including Partner loans
  • Oversee the Equity entry and exit communication process and legal document executions with New Partners, Lateral Hires, Transfers and Partner Departures from BCG
  • Participate in the process of establishing new equity programs as BCG expands into new countries, as well as revising existing programs as changing circumstances require
  • Develop and support a long term risk management approach including continuous improvement of internal controls and processes for both the calculations and legal documents created for equity programs
  • Successfully interact with users of Partner Services equity data in Global Finance, including Treasury, Tax and International Accounting, as well as Local Controllers
  • Maintain share registers and reconcile with Legal and International Accounting on a regular basis
  • Manage 800 to 1,000 equity transactions related to the purchase and sale of equity units on an annual basis, including preparing calculations, reviewing legal documents, managing the execution, transmittal, receipt and retention processes and policies for these documents, and creating or settling loans
  • Actively monitor the compliance of equity transactions with the documented terms, ensuring wires are prepared, legal documents are received, loans settled and any issues are escalated to PSG Partner in a timely manner
  • Manage and review the equity true-up calculations based on the audited Financial Statements and communicate those revised calculations to the Partners
  • Play a significant role in the annual Partner communication process by overseeing the equity and equity derivative "letters." This important annual process is the conclusion of our annual equity activity that results in Partner's receiving statements of their annual equity performance and a record of their purchases and sales
  • Ensure the equity sub ledger ("PACE") is accurate and up to date, reconciled with the general ledger and any differences between them are resolved in a timely manner with International Accounting
  • Work with the Systems team to ensure that changes to equity programs are properly reflected in the architecture of the equity sub ledger and the integrity of system is maintained
  • Participate in the annual forecasting process for BCG, supplying the inputs for equity transactions and changes to plans for the upcoming year
Job Requirements:
  • CEP certification strongly preferred
  • CPA certification preferred
  • Bachelors degree in Business Administration or Accounting
  • At least 6-9 years of work experience in Finance or Equity related fields
  • Strong people management skills with at least 4-5 years of experience supervising staff
  • Ability to a create culture of continuations process improvement within the team
  • Process management skills with an ability to coordinate activities with various Finance functions
  • Excellent organizational, communication and interpersonal skills; able to communicate confidently and professionally with senior management, particularly those in Finance
  • Ability to balance management of multiple macro and micro items on a real-time basis
  • Team player with exemplary leadership and motivational skills
  • Possesses understanding of international accounting, tax and legal implications of various compensation issues and transactions
Work Environment:
  • Candidates must be able to perform successfully and produce results in a fast-paced, intellectually intense, client-oriented environment.
  • Candidates must be pragmatic, high-energy professionals, with personal and professional self-confidence. They also must have the political savvy and interpersonal skills to build teams and relationships throughout a loosely structured organization.
  • It is necessary to have the ability to understand and manage complex reporting relationships.

To Apply: Please send resumes directly to bstjobposting@bcg.com with "Equity Manager" in the subject line.

Posted:  March 15, 2013
Return to List of Current Positions


 
 
Printer-friendly format