Santa Clara University

Job Bank Listings

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

To post a job opening, please click here.

View current job listings in alphabetical order by company name.
View current job listings in chronological order by date posted.

Alphabetical Listings

Last Update: November 17, 2014

Posted Date Listing


Tableau Software

Position: Stock Plan Adminstrator
Location: Palo Alto, CA

What You'll Be Doing...

As our Stock Plan Administrator, you will take charge of our stock administration program, improve processes and be a resource for the entire company. Some of the things you'll be doing includes...

  • Administer the company’s equity programs and maintain daily record keeping of equity data using the company’s equity administration platform
  • Ensure all participant equity plan transactions are correctly processed and settled in a timely manner
  • Assist with the administration of 10b5-1 plans and maintain insider trading status listings internally and with outside vendors
  • Prepare Section 16 filings (Form 3,4 & 5)  
  • Assist with roll-out of stock plans to new countries and ensure regulatory compliance (tax, securities laws and other applicable rules and regulations)
  • Work with internal and external auditors and the Finance team for quarterly reviews, year-end audits, and Sarbanes-Oxley (“SOX”) audits of procedures and controls as needed
  • Assist with the development of employee education and reference materials; maintain and update the internal employee intranet
  • Serve as the direct point of contact for employees regarding all aspects of equity compensation and facilitating employee questions and issues
  • Perform other ad hoc duties to the stock administration as requested
Who You Are...
  • Energy and Enthusiasm.  Positive, self-directed work style and thrive in a fast paced environment
  • Data Rock Star. You are a master with Excel
  • Experienced.  Two or more years of experience in stock administration. International equity experience preferred, CEP (Level I or higher) and experience with different equity platforms in both private and public companies are a huge plus
  • Detail oriented.   Superior written and verbal communication and attention to detail 
  • Domain.  Working knowledge of ISO, NQs, RSU and ESPP equity vehicles 

     

To Apply: Please visit http://tbe.taleo.net/NA11/ats/careers/requisition.jsp;jsessionid=750FCEF957B5500991750C0D4B3E3330.NA11_primary_jvm?org=TABLEAU&cws=1&rid=1002 To learn more about Tableau’s culture, please visit: http://careers.tableausoftware.com

Posted:  November 19, 2014
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E*TRADE

Position: Manager, Executive Services
Location: Alpharetta, GA

The Executive Services Manager is responsible for the direct oversight and supervision of the Platinum Executive Services Specialist / Relationship Manager (PES / RM) daily activities including; inbound/outbound calls, business development, 10b5-1 plan administration and high value client book management. This person is responsible for ensuring the team is providing a concierge experience to executive level corporate services’ participants, while achieving asset growth / retention / satisfaction targets and operational efficiency. The candidate must stay abreast of rules and regulations that govern Rule 10b5-1, Section 16 / Rule 144 insiders, and work closely with senior management to implement best practices to ensure compliance. The ideal candidate must be able to effectively communicate with senior level executives and key decision makers of E*TRADE’s corporate client base.

Responsibilities

  • Effectively manage the process for facilitation, design, implementation, trading, and daily monitoring of executive client 10b5-1 Trading Plans · Develop a high performing concierge team through mentoring, coaching and motivating.
  • Manage the employment, career development, training, performance, compensation and motivation of the Platinum Executive Services / 10b5-1 team.
  • Provide leadership to ensure the team delivers a high level of satisfaction for Corporate Services clients / executive level participants and meet all departmental goals.
  • Establish strategic direction on operations, policy, and program development.
  • Monitor work procedures and productivity of the Platinum Executive Services Group.
  • Work effectively with demanding Stock Plan Administrators, General Counsels and key decision makers.
  •  Handle Corporate Services Clients / executive level participants escalated issues to final resolution.
  • Ability to interact with clients on an advanced level regarding sales activities, account information, procedures, systems, and our expanding range of financial services products.
  • Maintain daily interaction with corporate optionees surrounding option exercises, sales and related administration
  • Be comfortable and effective discussing financial needs with highly affluent individuals on daily basis
Requirements
  • Series 7 and 66 REQUIRED
  • Series 24 preferred. Must obtain within 90 days of appointment.
  • Must become certified with CEE within three months, CEP Level 1 within 12 months
  • CEP Level 2 within 18 months and CEP Level 3 within 24 months.
  • Education or Training Equivalent to: BA/BS
  • Strong familiarity with Rule 144 and 10b51 plans
  • 5-7 years experience in a demanding financial sales environment with proven results, including at least 3 years management experience. 
  • Outstanding presentation, negotiation, oral and written communication skills.
  • Strong ability to build relationships—both internally and externally.
  • Positive and professional customer service attitude and capability.
  • Advanced knowledge of the securities industry including corporate equity compensation plans.
  • Thorough understanding of all E*TRADE FINANCIAL product, service and advice offerings. Ability to engage business partners in other departments to work collectively to exceed Corporate client and senior executive unique demands, while strengthening the overall corporate relationship by delivering a high level of satisfaction for Corporate Services Clients / executive level participants.

To Apply: email gabriel.mancuso@etrade.com or call 201-499-0763

Posted:  November 17, 2014
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Red Hat

Position: Senior Analyst, Equity Compensation
Location: Raleigh, NC

At Red Hat, we connect an innovative community of customers, partners, and contributors to deliver an open source stack of trusted, high-performing technologies that solve business problems. We’re a billion dollar S&P 500 company offering solutions from Linux to middleware, storage to cloud, together with award-winning global customer support, consulting, and implementation services. Senior Analyst, Equity Compensation This professional will be responsible for the implementation and ongoing management of global incentive equity compensation programs and will have the opportunity to gain meaningful exposure to our business and grow as an integral member of the equity compensation team. This role requires effective interfacing with key business partners in payroll, accounting, tax, financial reporting, human resources, and legal, as well as the executive team and board of directors.

Responsibilities

  • 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.
  • Partner with HR, Accounting, Payroll, Tax, Legal and the third party stock plan administrator to develop and enhance procedures associated with stock awards.
  • Establish and maintain control procedures associated with stock plan administration.
  • Manage the day-to-day relationship with the third party stock plan administrator.
  • Develop employee education and communication materials.
  • Ongoing review and updates to all internal procedure and control documentation with regard to the management and administration of all stock incentive plans.
  • Assist in the preparation of reports for management and the Compensation Committee.
  • Manage the ongoing administration of employee, executive and Board of Director stock programs, including implementation of new programs.
  • Work closely with third party stock plan administrator, Finance, Accounting and Legal to manage vendor system upgrades and enhancements, ensure plans are in compliance with plan design elements and service levels are satisfactory.
  • Manage quarterly equity grant and vest processes (RSAs, RSUs, DSUs, PSUs and stock options).
  • Direct the company's transfer agent in matters related to stock incentive plans, such as plan reserve maintenance, restricted stock issuance, book entry accounts and releases and maintain share balance reserves for all company stock plans.
  • Assist with securities matters, including proxy statement, 10b5-1 plans and Section 16 filings.
  • Develop and deliver timely communications related to stock awards, including grant notification, terms and vesting events.
  • Generate equity transaction information for US and non-US reporting and distribute to respective teams.
  • Assist with audits, reviews and SOX 404 compliance.
  • Work with internal and external tax and legal advisors on global equity matters.
  • Lead cross-functional teams on equity-related projects.
  • Be subject matter expert on interface files between Red Hat and third party stock plan administrator.
Requirements
  • At least 5-7 years of public company equity compensation experience in-house
  • Bachelor’s Degree in Business, Finance, Accounting, Economics or related field
  • Detail-oriented, organized, able to multi-task in high-tech, fast-paced growth environment
  • Prior experience with international stock plan administration
  • Prior experience with automated interface files to and from third party stock plan administrator
  • Excellent verbal and written communication skills
  • Ability to develop report metrics focused on identifying indicators for future improvement opportunities
  • High proficiency with spreadsheets is a must (including advanced functions)
  • Experience with stock plan vendor systems, Fidelity stock plan vendor software a plus
  • Knowledge and experience with progressive equity compensation plan design, administration and best practices
  • Strong project management/leadership experience
  • Superior analytical skills in fact finding and problem resolution
  • Strong working knowledge of Tax, Accounting, Payroll and/or HR programs relating to equity compensation
  • Knowledge of SOX requirements for controls and compliance
  • Strong analytical skills and organizational skills with the ability to set priorities and meet deadlines
  • Functional knowledge of US securities laws and reporting requirements applicable to equity-based incentive plans, including Section 16 reporting
  • CEP Level II, or enrolled in November 2014 Level II exam, with continuing enrollment in program

To Apply: Please apply online.

Posted:  November 3, 2014
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Talentburst

Position:  Senior Compensation Manager
Location:
San Jose, CA

Responsibilities

  • Performs activities to develop, implement and administer compensation plans, policies and programs (e.g. annual focal review process, quarterly/annual incentive plan process, global sales compensation plans, etc.).
  • Audits jobs for content and qualifies job descriptions reflecting job responsibilities, activities, duties and requirements.
  • Develops and/or participates in compensation surveys to collect and analyze competitive salary information to determine company's competitive position.
  • Reviews proposed salary adjustments (e.g. merit/promotional increases, lump sum payments, market adjustments) for conformance to established guidelines, policies and practices.
  • Recommends corrective or alternative actions to resolve compensation-related or market based issues with base salary, incentives and/or related allowances.
  • Reviews requests for new or revised jobs classifications to determine appropriate salary grade assignment/compensation plan.
  • Formulates recommendations regarding management/development of company salary structure, FLSA exemptions, job revisions and organizational structures. Reviews existing and proposed statutory requirements governing compensation administration and recommends appropriate courses of action.
  • May prepare special initiatives, studies and recommendations on subjects such as incentive compensation, sales commission plans or recognition programs
  • Review of local salary ranges, increase recommendations by country/region, review of mandatory salary increase requirements, salary budgeting, work with leading compensation planning vendors to ensure accurate market information.
  • Work with staff to establish and maintain a comprehensive job family and current job descriptions, allowing for a strong career path for employees across all organizations and regions
Skills
  • 5 to 8 years of experience managing and administering compensation and/or equity based programs, policies and processes.
  • Certified Equity Professional (CEP) and/or Certified Compensation Professional (CCP) are preferred.
  • Strong analytical and problem solving ability is required.
  • Strong project management ability and experience is required.
  • Expert level user Excel skills.

To Apply: Please email Shivang.rajpal@talentburst.com

Posted:  November 3, 2014
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Dolby

Position:  Director of Global Stock Plan Administration
Location:
San Francisco, CA

Join the leader in entertainment innovation and help us design the future. At Dolby, science meets art, and high tech means more than computer code. As a member of the Dolby team, you’ll see and hear the results of your work everywhere, from movie theaters to smartphones. We continue to revolutionize how people create, deliver, and enjoy entertainment worldwide. To do that, we need the absolute best talent. We’re big enough to give you all the resources you need, and small enough so you can make a real difference and earn recognition for your work. We offer a collegial culture, challenging projects, and excellent compensation and benefits. This position is located in our San Francisco Headquarters.

Essential Job Functions

  • Manages the administration and compliance of all employee equity compensation programs - stock options, ESPP, restricted stock, RSUs, etc.
  • Provides stock plan analysis to executive staff in connection with proposed changes to equity plan design
  • Evaluates best practices and developments in applicable laws to drive changes in stock plan implementation
  • Partners with Legal, Tax, and Finance Departments to ensure ongoing compliance and for internal and external reporting
  • Partners with Human Resources and IT Departments to develop reporting systems and internal review processes
  • Manages vendor relationships – stock plan administrator, transfer agent, etc.
  • Develops employee communication and education programs
  • Acts as liaison among Legal, Human Resources, Finance, Payroll and Tax Departments with respect to equity compensation matters
  • Coordinates with company-designated broker regarding 10b5-1 Trading Plans and other executive transactions and for monitoring Trading Window/Blackout Periods
  • Communicates with employees as questions and/or issues arise
  • Prepares equity-related data for 1934 Act filings, including executive compensation tables for proxy statement
  • Leads staff of stock administration professionals in the processing of equity plan transactions.
  • Provides coaching and development for a professional staff.
  • Perform duties as assigned by Assistant General Counsel or General Counsel
  • Assist team members as needed
Education, Skills, Abilities, and Experience Required
  • Bachelor’s degree in business administration, finance or related field
  • CEP designation preferred
  • Superior written and oral communication skills required, including the ability to update senior management as necessary
  • Proficiency in stock option administration applications
  • Advanced skill in Microsoft Word and Excel
  • Minimum 10 years stock administration experience in an international public company
  • SOX 404 compliance knowledge
  • Knowledge of ASC-718, 409A and other equity financial accounting and tax issues
  • Self-Starter with the ability to thrive in a fast paced and dynamic environment
  • Strong organizational skills and detail oriented
  • Demonstrated ability to lead a team

To Apply: Interested candidates may apply online.

Posted:  October 28, 2014
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Citi

Position:  Equity Compensation Operations Manager
Location:
New York, NY

Citi, the leading global financial services company, provides consumers, corporations, governments and institutions with a broad range of financial products and services. Additional information may be found at www.citigroup.com. Citi's Human Resources Shared Services (HRSS) is an organization of nearly 1,500 employees that provides customer-focused, value-centric HR shared services, including HR systems, operations, and payroll administration globally. Our mission at HRSS is to develop a world-class global HR infrastructure that provides services, processes and tools to enable businesses to manage their employees while assisting in management of cost, risk, growth and quality. In partnership with HR, HRSS strives to provide excellent customer service through its product offering to employees and managers while focusing on process reengineering and initiatives to enhance the Shared Services role in Citi. Equity Compensation is part of the HRSS Compensation and Benefits team. Equity Compensation administers Citi’s restricted and deferred stock awards, stock units, deferred cash awards and stock option programs for current and former employees of Citi in over 90 countries. The Equity Compensation Operations Manager leads a team in the day-to-day administration of Citi’s global equity compensation programs, including stock award vests and cancellations, option exercises and share deliveries for Citi employees.

Responsibilities

  • Ensure efficient and accurate processes are in place in accordance with the program provisions and legal and tax regulations.
  • Review and reconcile data and reports to ensure all processes are completed with accuracy and within required timeframes.
  • Supervise, train and develop team of analysts and associates.
  • Serve as subject matter expert on the vesting, exercise, termination, share delivery, FICA tax collection and non-compete processes.
  • Proactively identify and implement process improvements to achieve efficiencies and/or mitigate risk.
  • Ensure process documentation is complete and accurate.
  • Manage relationships with vendors and partners such as Morgan Stanley, Citi Personal Wealth Management, Shareholder Services and Pershing, to ensure accurate and efficient share delivery and cash payments.
  • Manage relationship with service center.
  • Provide support and training to HR partners and service center team.
  • Research and resolve escalated inquiries.
  • Partner with Citi teams including Legal, Tax, Finance and Payroll to ensure accurate end-to-end administration of equity compensation programs.
  • Coordinate user acceptance testing for new functionality in the administration system.
  • Contribute to business requirements for enhancements to the equity administration system and website.
  • Partner with colleagues to prioritize enhancement requests.
Requirements
  • Bachelor’s degree required.
  • 6-10 years of experience with global, large-scale, equity compensation (stock awards and stock options) programs
  • Able to foster a strong team environment with an emphasis on training and developing a staff.
  • Knowledge of equity compensation tax and legal requirements in the US and abroad.
  • Understanding of HR operations and data.
  • Ability to thrive in a fast-paced environment that requires a great deal of flexibility with multiple and changing priorities. Must work well under pressure.
  • Strong time management and organizational skills. Experience managing multiple, high priority tasks while meeting tight deadlines. ·
  • Ability to quickly grasp and handle complex issues.
  • Proficiency in Microsoft Access or other relational database/report writing applications.
  • Intermediate Excel skills (pivot tables and vlookup functions).
  • Excellent client service skills with solid written and verbal communication skills
  • CEP certification preferred

To Apply: Interested candidates may apply online.

Posted:  October 27, 2014
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Infoblox

Position:  Equity Compensation Administrator
Location:
Santa Clara, CA

As our Equity Compensation Administrator, you will be responsible for ensuring the accuracy and integrity of data in the Equity Edge Online system. You will enter daily exercises and work with the transfer agent to issue shares; prepare monthly grant information and coordinate approvals from Board Committees; collaborate with Payroll on tax imports and work with your manager and payroll on monthly RSU releases and on the semi-annual ESPP purchase.This is an opportunity for a self-starter to take ownership of equity processes and be a part of the ongoing improvement of Infoblox’s equity programs.

Responsibilities

  • Auditing of all data
  • Importing/exporting of required files from and to E-Trade
  • Entry of new hire information and termination tracking
  • ESPP enrollment and change data
  • Employee orientation
  • Monthly balancing of outstanding shares to transfer agent
  • Researching problem issues
  • Preparing monthly and quarterly reports for accounting
  • Working with SOX and audit teams
  • Ad hoc reporting and collaboration on additional projects
  • Reporting to the Legal department, you will work closely with our HR, Payroll, Accounting and Tax teams
Requirements
  • CEP Level II, or enrolled in November 2014 Level II exam, with continuing enrollment in program
  • One to two or more years’ experience working directly in stock administration in public company
  • Accounting background - attention to detail and accuracy is extremely important – must demonstrate familiarity with accounting issues related to equity administration
  • Knowledge of Equity Edge Online software – minimum 1 year using online system
  • Skilled in Microsoft Office software (Microsoft Word, PowerPoint, Excel) – must be comfortable with Excel vlookups, pivot tables, filtering, manipulation of data
  • Strong organizational skills - ability to complete assignments and projects in established timeframes
  • Reliability and flexibility – ability to manage concurrent tasks
  • Excellent communication skills – verbal, written, interpersonal; must be able to liaise with senior management regarding equity issues
  • Professionalism - ability to manage sensitive information and maintain confidentiality
  • Must be able to work independently as well as in collaboration with internal teams

To Apply: Interested candidates may apply online.

Posted:  October 27, 2014
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Twilio

Position:  Stock Administrator
Location:
San Francisco, CA

We are looking for a dynamic, experienced stock administrator to join the Twilio legal team.  As an early member of the Twilio team and the first dedicated stock professional, you’ll be responsible for handling all aspect of day-to-day stock administration and employee education for Twilio’s growing employee basis. The ideal candidate will be a “roll up your sleeves” type of person who thrives in a fast-paced, growing environment. You should be an expert in your field, with a love of setting up and implementing new processes.  You will report to the General Counsel and be based in our San Francisco headquarters.

Responsibilities

  • Establish and take the lead on the stock administration process that ensures timely processing of all equity-related processes.
  • Responsible for entry and maintenance of data within stock administration tools for all equity activities.
  • Design, implement and maintain stock administration website and information to assist with employee education and tracking.
  • Ensure the timely completion of tax withholdings and related filings around the globe.
  • Daily, weekly, monthly, quarterly and annual administration and reporting of global stock plan transactions.
  • Work closely with the Finance and People Operations teams on various analyses and reporting optimization projects.
Requirements
  • Bachelor’s degree or equivalent experience, preferably in Accounting, Business, Finance or Human Resources.
  • 7+ years experience with a background in stock administration, with experience at a startup company strongly preferred.
  • CEP Certification.
  • Extensive systems experience required, with a background in systems implementations preferred.
  • International experience with both legal and tax issues related to equity awards in foreign jurisdictions.
  • Extensive knowledge of accounting for stock-based awards and compensation expense.
  • Execution-focused and detail-oriented with great organizational skills, but also comfortable with ambiguity.
  • Customer service focus with ability to work well with employees at all levels within the company.
  • Top performer who is willing to dive into the details and looking to gain experience and grow with Twilio.
  • Guided by integrity, with a commitment to personal and professional ethics – no shenanigans.
  • Strong interpersonal skills and proven ability to work well in a fast-paced team environment.
  • Bonus points for IPO experience.

To Apply: Interested candidates may apply online.

Posted:  October 27, 2014
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World Fuel Services

Position:  Stock Plan Administrator
Location:
Miami, FL

The position is responsible for the administration, communication and reporting of World Fuel Services Corporation’s Long-term Incentive programs. Working closely with the Manager of Equity Administration & Executive Compensation, this position will ensure that the compensation programs are in compliance with plan documents, legal, financial regulations, process controls, customer service standards, internal efficiency and quality

Responsibilities

  • Administer, communicate, and report on all global transactions, including grants, cancellations, exercises and lapses of equity and cash awards, and ensure that transactions are correctly processed in a timely manner.
  • Act as the primary resource to address inquiries with plan participants and with Legal, People/HR, Payroll, Accounting/Finance, Tax, Audit, external business partners and vendors, providing them with complete and accurate relevant information.
  • Maintain equity and cash award database with current and newly issued grants.
  • Reconcile transactions, terminations, tax withholding and reporting, cash receipts and share accounts with payroll and Finance/Accounting.
  • Prepare and distribute grant statements and grant/vest/lapse communication to plan participants as necessary.
  • Work with the Legal to administer the company’s Insider Trading Policy, Trading Windows, Pre-clearance Program and 10b5-1 plans.
  • Initiate Deposit and Withdrawal at Custodian (DWACs) transfers and assist with Transfer Agent/Broker reconciliations.
  • Administer compensation accruals for all long-term incentive and bonus plans
  • Manage competitive global benchmarking through internal analysis and market pricing
  • Complete compensation survey submissions.
  • Manage expatriate compensation administration and analysis.
Job Requirements
  • Bachelor’s Degree in Accounting and/or Finance
  • Master’s degree desired but not required
  • 3-5 years of progressing experience in Stock/Equity Administration, Accounting, Finance, or Tax
  • Proficient in Excel, Access, Word, and PowerPoint
  • Knowledge of accounting rules regarding compensation expense
  • Strong organizational and administrative skills
  • Ability to work independently, or as a team player, and handle multiple priorities
  • Effective written and oral communication with the ability to work well with employees at all levels
  • CEP designation (or progress towards it) preferred
  • Able to maintain a high degree of confidentiality due to the nature of the job
  • Absolute integrity

To Apply: Interested candidates may apply online.

Posted:  October 21, 2014
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Box

Position:  Stock Administrator
Location:
Los Altos, CA

We are looking for a high-energy, bright Certified Equity Professional to help oversee global stock administration for our 1,000+ employees. This role will be responsible for the stock administration process while ensuring global compliance. We’re looking for 2 to 3 years’ experience in stock administration. We’re looking for game-changers who will take charge of our stock administration program, improve processes, and be a resource for the entire company. If you have the motivation to oversee a business-critical process and the desire to grow quickly within the Box organization, this is the position for you!

Responsibilities

  • Own the management and execution of our Global Stock Equity Administration Program including: new grants exhibit preparation for board approval, grants input and reconciliation into the Schwab system, process RSU and RSA releases company-wide, oversee payroll reporting of gain recognized on exercises/releases, ensure ISO limit compliance for options granted, work with the payroll team on reporting and withholding requirements, maintain database integrity and ensure accuracy of record keeping of equity data, serve as liaison between employees and broker
  • Lead cross-functional meetings and coordination efforts to roll-out stock plans to new countries. Coordinate global equity related regulatory compliance (tax, securities laws and other applicable rules and regulations)
  • Ensure cap table is kept up to date and reconciled between all related systems and data sources(e.g. CapMx to Schwab)
  • Manage all required filings including assisting with quarterly preparation of all stock compensation related disclosures, coordinating proxy filings and assisting in the organization of our annual shareholder's meeting, preparing and managing the processes related to Director and Officer Questionnaires, completing Section 16 Filings through preparation and filing applicable forms for Officer and Board of Directors transactions
  • Month-end responsibilities include APIC journal entries, stock option related cash receipts and receivables, equity roll-forward, reconciliations, etc.
  • Serve as the direct point of contact for employees regarding all aspects of equity compensation and facilitating employee questions and issues
  • Partner with the People Team in the development of education and reference materials as well as regular equity office hours
  • Manage ad hoc requests for total compensation benchmarking and analysis
  • Year-End 6039 reporting such as forms 3921/3922, etc.
  • Perform other ad hoc duties related to the stock administration as requested
Experience
  • 2 – 3 or more years in stock administration (public setting)
  • Experience working with different types of Equity Plans in both private and public companies is a huge PLUS
  • Working knowledge of ISO, NQs, RSA, RSU and ESPP equity vehicles
  • Section 16 reporting (Form 3, 4 & 5)
  • International equity experience preferred
  • Experience with recurring metrics tracking and analysis a plus

To Apply: Interested candidates may apply online.

Posted:  October 21, 2014
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IBM

Position:  Manager Executive Compensation Operations & Officer Services
Location:
Armonk, NY

Job Description

An employee in this job role is responsible for managing the Executive Compensation Operations and Officer Services Team.

Responsibilities

  • Stock administration
  • Operational aspects of the executive compensation cash and equity cycle, employee equity cycle and annual incentive program
  • Management of the equity vendor
  • Vetting of equity transactions for executives with stock administration guidelines
  • Compliance with business controls
  • Form 3 and 4 securities filings.
  • Frequent teaming with other IBM functions on matters involving legal compliance, employee communications, and financial reporting related to the equity programs.
  • Managing a team located in both Armonk, NY and Kuala Lumpur, Malaysia
Requirements
  • Bachelor's Degree; Masters Degree preferred
  • At least 4 years experience in knowledge of compensation programs
  • At least 3 years experience in managing supplier/vendor relations
  • At least 2 years experience in knowledge of securities regulations
  • At least 4 years experience in knowledge of compensation systems
  • At least 4 years experience in people management
  • Certified Equity Professional (CEP)
  • English: Fluent

To Apply: Interested candidates may apply online.

Posted:  October 20, 2014
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Opower

Position:  Global Stock Plan Administrator
Location:
Arlington, VA

The Position

Opower is looking for an experienced global stock plan administrator to help us meet the increasing demands of a newly public, rapidly expanding, global company that’s busy saving the world. Reporting to the Director of Technical Accounting and Financial Reporting, the Global Stock Plan Administrator will manage the day-to-day administration of the Company’s equity compensation programs, while serving as the principal point of contact for employee inquiries and education regarding employee stock benefits. Responsibilities include processing of equity transactions in compliance with current rules and regulations, Sarbanes-Oxley controls and governing stock plan documents, ensuring the integrity of the stock administration system, interfacing with Legal, Accounting, Payroll, brokers and the Company’s transfer agent. This role will require a strong ability to manage multiple, complex, visible projects with competing deadlines and priorities.

Responsibilities

  • Equity plan accounting and administration:
    • Administer the Company’s equity programs, including processing all employee stock transactions and managing external broker/vendor relationships
    • Act a resource to participants, internal and external business partners
    • Ensure data is accurately entered into the Company’s software system
    • Provide monthly, quarterly and year-end reconciliation of all stock activity including shares outstanding balance
    • Communicate with payroll and outside resources to ensure proper tax withholding and remittance on vesting of RSUs and non-qualified option exercises
    • Assist in preparing materials for Compensation Committee and management
  • Reporting and regulatory compliance:
    • Provide timely and accurate reporting to support our Company’s audit and equity related disclosures for the annual and quarterly reports 
    • Prepare all Proxy related equity award disclosures
    • Ensure the timely filing of changes in beneficial ownership
    • Responsible for administration of 10b5-1 trading plans
    • Maintain trading blackout periods, pre-clearance and tracking of insider trading
    • Prepare year-end tax statements and IRS Section 6039 filings
  • Other:
    • Assist in the development and implementation of Sarbanes-Oxley compliant internal controls
    • Perform analyses related to current equity plans and programs as well as formulating design recommendations for new plans and programs
    • Assist with variety of projects and analysis as needed
About You
  • BS/BA from an accredited university
  • CEP designation or willingness to pursue designation required
  • 5+ years of relevant experience in administration of global equity plan with a public company
  • Proven ability to partner with cross-functional teams, including Legal, Accounting and Financial Reporting, Human Resources, Tax, and Payroll
  • Excellent organizational and communication skills and the ability to multi-task
  • Strong working knowledge of equity plans
  • Proficient in Microsoft applications, specifically Excel, Word and PowerPoint
  • Experience with Solium's Shareworks preferred

To Apply: Interested candidates may apply online.

Posted:  October 13, 2014
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Genentech

Position:  Associate Director Compensation - Equity Program
Location:
South San Francisco, CA

The Position

The primary responsibility of this role is to manage the administration, communication and compliance of employee equity grant and/or purchase programs company-wide and manage a team of stock administrators . You will partner with Legal and Finance to ensure ongoing compliance with regulatory, internal and external reporting and requirements for equity plans and disclosures. In conjunction with internal partners, develop reporting and internal review processes and systems, employee communication and education programs, and grant recording and tracking mechanisms. As the functional expert for internal stakeholders (HR/Compensation, Finance, Audit, Legal, Payroll and Tax) and outside service providers on equity-related issues and partner with these groups to identify, analyze and implement solutions. This role will manage relationships with outsourced vendors and gain a deep understanding of competitive best practices and trends in different areas of equity compensation, with the goal of continuously challenging and improving our programs. This role will regularly interface with senior members of the HR organization, both at Roche and Genentech, in order to deliver recommendations and results related to strategic equity matters. You will analyze and communicate performance of equity plan and grant practices to executive staff and internal stakeholders. This role will require a strong ability to manage multiple, complex, visible projects with competing deadlines and priorities.

Responsibilities

  • Administer the Company’s equity programs including processing all employee stock transactions and managing external broker/administrator vendor relationships
  • Act as a functional expert and work closely with our Legal, Finance and HR teams to provide information and address issues or changes to equity plans and changes to related administration processes
  • Play a critical role in communicating our rewards strategy at Genentech
  • Work closely with Legal to establish insider trading policies, procedures to track transactions by insiders in a timely and accurate manner
  • Provide timely and accurate reporting to support our company’s audit, annual report, all quarterly stock compensation related disclosures, proxy filings, applicable forms for officer and Board transactions, federal and state income tax filings
  • Provide monthly, quarterly and year-end reconciliation of all stock activity including shares outstanding balance and capitalization table
  • Communicate with local payroll entities and outside resources to ensure proper tax withholding and remittance on vesting of RSUs and non-qualified exercises
  • Stay abreast of global stock administration
  • Establish and implement new equity plans and programs; this includes performing analysis related to current plans and programs as well as formulating design recommendations for new plans and programs
  • Manage the vendor relationship with the equity administration system provider
  • Strong leadership skills, managing and mentoring a team of direct reports
Who You Are
  • Bachelor’s degree in Accounting,Business, or Finance, required Masters, preferred
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher
  • Experience administering equity incentive plans, including, processing of option exercises, share issuance and grant preparation Demonstrated ability to work under pressure in a fast-paced environment
  • Strong understanding of laws,regulations and statutes relating to equity compensation; knowledge of international securities and tax laws governing employee equity plans.
  • Excellent interpersonal, oral and written communication skills and the ability to communicate effectively with high-level executives as well as team of direct reports
  • Managing a team of direct reports preferred
  • Strong analytical and organizational skills Must demonstrate attention to detail,analytical abilities and consistent follow-through, including project management skills.
  • Must be team-oriented, dependable and flexible with high work ethic; able to maintain strict confidentiality and data privacy
  • Proven MS Excel skills and proficiency in all other MS Office applications including Word, Outlook, and PowerPoint

To Apply: Interested candidates may apply online.

Posted:  October 8, 2014
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VMWare

Position:  Senior Stock Administrator
Location:
Palo Alto, CA

Position Description

The Senior Stock Administrator is responsible for the day-to-day administration of VMWare’s equity compensation programs. Responsibilities include processing of equity transactions in compliance with current rules and regulations, SOX controls and governing stock plan documents, ensuring the integrity of the stock administration system, interfacing with key internal and external business partners, and providing quality customer service to employees globally with regard to their equity compensation related transactions.

Essential Job Functions

  • Accurate and timely processing of stock option exercises and restricted stock unit releases, updating participant accounts, and terminations
  • Import monthly grants into Equity Edge Online
  • Successfully handling administration of the Employee Stock Purchase Plan which includes eligibility tracking, changes and withdrawals monitoring, and enrollment and purchase processing and reporting
  • Accurate and timely processing of reports to support payroll, SOX, SEC, proxy and other regulatory reporting requirements
  • Reconciling share plan activity
  • Assist with International tax filings
  • Run adhoc reports for HR, Legal, Tax as needed
  • Providing analysis and support to manager for special process improvement initiatives
  • Providing assistance to global employees on equity related questions or issues
  • Staying current on equity related regulatory reporting and compliance requirements globally
  • Maintaining the online Stock Administration site
  • Maintaining and updating the procedures manual
Qualifications
  • Certified Equity Professional (CEP) or working towards designation
  • At least 8 years stock administration experience in a public company with international presence
  • Bachelor’s degree in relevant discipline preferred
  • Proficient in MS Office applications with advanced Excel skills
  • Strong understanding of financial reporting principles related to equity compensation
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving abilities
  • Highly organized and detail-oriented
  • Ability to prioritize and multi-task successfully in a fast-paced environment
  • Ability to work independently without supervision
  • Results-driven with ability to successfully coordinate cross-functional teams and service providers

To Apply: Contact fordel@vmware.com or apply online.

Posted:  September 26, 2014
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Theravance

Position:  Senior Stock Plan Administrator
Location:
South San Francisco, CA

Position Description

Responsible for the day-to-day administration of the Companies’ equity compensation programs. This position requires strong attention to detail, commitment to accuracy and high quality of work, excellent communication skills to provide quality customer service to our employees and the executive management team. Responsibilities include processing of equity transactions in compliance with current rules and regulations, SOX controls and governing stock plan documents, ensuring the integrity of the stock administration system, interfacing with Payroll, Accounting, HR, Legal, brokers and transfer agent.

Duties & Responsibilities

  • Accurate and timely processing of stock options, restricted stock awards, restricted stock unit awards, performance awards, exercises, restricted stock releases, participant accounts, terminations and cancellations.
  • Administer the Employee Stock Purchase Plan which includes enrollments, changes and withdrawals, disposition tracking, purchase processing and reporting.
  • Prepare monthly reconciliations of issuances, wires and journal entries.
  • Prepare year-end Tax Statements and Section 6039 requirements.
  • Maintain trading blackout periods, pre-clearance and tracking of insider trading restrictions.
  • Assist with the processing, tracking and reporting of 10b5-1 Plans and Section 16 transactions/reporting.
  • Assist with quarter and year-end close equity financial reporting, SOX controls and testing, preparation of annual Proxy tables and D&O Questionnaires.
  • Assist with development of new procedures, controls and processes.
  • Assist with variety of projects and analysis as needed.
Qualifications
  • Bachelor’s degree in a Business related field preferred
  • Minimum of 5 years of Stock Plan Administration experience in publicly traded company
  • Strong attention to details and commitment to accuracy
  • Reliable and flexible – ability to multi-task
  • Excellent communication skills and ability to interact with executives
  • Equity Edge and Equity Edge Online experience
  • Advanced MS Office skills in Excel and Word
  • CEP certification a plus

To Apply: Interested candidates may contact gryan@theravance.com

Posted:  September 19, 2014
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SAP

Position:  Associate: Consultant Total Rewards/ Equity Operations
Location:
Prague, CV

SAP is the global market leader for business software and thus contributes a considerable part of the world's economic power grid. At SAP you get your chance to put your ideas into action with maximum impact.As market leader in enterprise application software, SAP helps companies of all sizes and industries run better. From back office to boardroom, warehouse to storefront, desktop to mobile device - SAP empowers people and organizations to work together more efficiently and use business insight more effectively to stay ahead of the competition. Global Equity is responsible for designing and delivering best-in-class share-based compensation programs to our employees and Executives worldwide in order to attract and retain key talent for SAP in our existing and future markets. We also play an active role in Merger & Acquisitions and Post Merger Integration by evaluating equity programs of target companies and defining and implementing an equity strategy for Executives and employees of acquired companies. We have entered an exciting phase of transformation to make sure SAP's equity solutions meet new business requirements and support SAP's strategy of becoming THE Cloud company, and to drastically simplify both portfolio and delivery of our services and solutions. This is a great time to join Global Equity and to be part of jointly creating the future of equity at SAP. Within our team, we practice a trust-based working model. If you need to work flexibly from another location or at another time you can do so given your manager's agreement. As part of the operations team, the Associate Consultant Total Rewards / Equity will be responsible for defined parts in the delivery of SAP's global equity plans and support global projects to review and simplify equity processes. He / she will closely cooperate with stakeholders from HR (Total Rewards, Payroll, Mobility), Finance (Treasury, Legal, Accounting, …) and IT as well as with external 3rd party providers.

Expectations and Tasks

  • Is responsible for the administration of defined parts of our SAP equity programs (eligibility checks, timely and accurate reporting, maintenance, reconciliation of all stock activity, partnering with payroll to ensure proper tax withholding, …)
  • Clarifies operational topics in the defined area of responsibility with Legal and Finance to ensure compliance with regulatory, internal and external reporting and requirements for equity plans and disclosures 
  • Identifies solutions to improve efficiency and effectiveness of equity delivery processes in own area of responsibility 
  • Supports cross-functional equity operations projects in a global environment
  • Collaborates with internal stakeholders (HR, Finance) and external service providers (tax and legal advisors, external plan administrator, …)
Work Experience:
  • University degree, preferably with first working experience in Human Resources, Total Rewards or Accounting
Education and Qualification/ Skills and Competencies
  • Bachelor or master degree level
  • Analytical approach with an affinity for figures and numbers
  • Pragmatism, execution-orientation and can-do attitude
  • Thoroughness 
  • Very good Excel skills 
  • Fluent in English 
  • Knowledge about existing SAP equity programs and total rewards concepts is an asset 
  • Knowledge of SAP's HR info system (IPP) as advantage 
  • IT knowledge as advantage
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher

To Apply: Interested candidates may apply online.

Posted:  September 16, 2014
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SAP

Position:  Senior Consultant: Expert Total Rewards/Equity Design
Location:
Walldorf, Baden-Württemberg, Germany

SAP is the global market leader for business software and thus contributes a considerable part of the world's economic power grid. At SAP you get your chance to put your ideas into action with maximum impact.Global Equity is responsible for designing and delivering best-in-class share-based compensation programs to our employees and Executives worldwide in order to attract and retain key talent for SAP in our existing and future markets. We also play an active role in Merger & Acquisitions and Post Merger Integration by evaluating equity programs of target companies and defining and implementing an equity strategy for Executives and employees of acquired companies. We have entered an exciting phase of transformation to make sure SAP's equity solutions meet new business requirements and support SAP's strategy of becoming THE Cloud company, and to drastically simplify both portfolio and delivery of our services and solutions. This is a great time to join Global Equity and to be part of jointly creating the future of equity at SAP. Within our team, we practice a trust-based working model. If you need to work flexibly from another location or at another time you can do so given your manager's agreement. The Senior Consultant or Expert Total Rewards / Equity will be responsible for the design and development of global equity programs and lead / support global projects around equity strategy topics . He / she will support M&A and PMI activities, by partnering closely with M&A HR to evaluate equity practices of target companies and determine the future equity approach.

Expectations and Tasks

  • Is responsible for the design of new equity programs together with design expert
  • Analyses and leverages internal and external market intelligence in the context of equity and translates into equity strategies and designs aligned to SAP business strategy
  • Partners closely with equity operations to capture operational requirements in equity design and relevant stakeholders such as Tax, Legal and Finance to ensure compliance and feasibility of new plan designs
  • Provides support in Mergers & Acquisitions and Post Merger Integration on equity-related topics
  • Leads / supports cross-functional projects in a global environment
  • Collaborates with external service providers (tax and legal advisors, external plan administrator, …)
Work Experience:
  • 5-8 years experience in global equity compensation (equity design or delivery) or neighboring functions (total rewards, accounting) with equity focus.

Education and Qualification/ Skills and Competencies

  • Very good knowledge of all aspects of share-based compensation in a global environment
  • High familiarity with general Total Rewards concepts (compensation approaches, analysis of market intelligence, …) 
  • Ability to think strategically and to put things into a broader context, at the same time pragmatic and execution-orientated working style with a can-do attitude 
  • Proven ability to successfully lead and deliver multiple projects and priorities working in complex structures and across functions and cultures 
  • Bachelor or master degree level
  • Fluent in English Preferred skills 
  • Experience with equity plan designs for public and/or technology companies
  • Knowledge about existing SAP equity programs 
  • M&A / PMI experience 
  • IT knowledge
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher

To Apply: Interested candidates may apply online.

Posted:  September 16, 2014
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SAP

Position:  Senior Consultant: Expert Total Rewards/Equity Operations
Location:
Walldorf, Baden-Württemberg, Germany

SAP is the global market leader for business software and thus contributes a considerable part of the world's economic power grid. At SAP you get your chance to put your ideas into action with maximum impact.Global Equity is responsible for designing and delivering best-in-class share-based compensation programs to our employees and Executives worldwide in order to attract and retain key talent for SAP in our existing and future markets. We also play an active role in Merger & Acquisitions and Post Merger Integration by evaluating equity programs of target companies and defining and implementing an equity strategy for Executives and employees of acquired companies. We have entered an exciting phase of transformation to make sure SAP's equity solutions meet new business requirements and support SAP's strategy of becoming THE Cloud company, and to drastically simplify both portfolio and delivery of our services and solutions. This is a great time to join Global Equity and to be part of jointly creating the future of equity at SAP. Within our team, we practice a trust-based working model. If you need to work flexibly from another location or at another time you can do so given your manager's agreement. As part of the operations team, the Senior Consultant or Expert Total Rewards / Equity will be responsible for high-quality delivery of SAP's global equity plans and lead / support global projects to review and simplify equity processes. He / she will closely cooperate with stakeholders from HR (Total Rewards, Payroll, Mobility, …), Finance (Treasury, Legal, Accounting, …) and IT as well as with external 3rd party providers.

Expectations and Tasks

  • Leads / supports the implementation of new equity programs and runs recurring tranches of existing equity programs 
  • Ensures ongoing compliance with regulatory, internal and external reporting and requirements for equity plans and disclosures
  • Continuously challenges and improves equity delivery processes taking into consideration our responsibility for an end-to-end delivery, participates in the definition of simple equity delivery processes as part of our renewed equity portfolio 2016
  • Leads and/or supports cross-functional equity operations projects in a global environment
  • Represents operational needs and requirements in equity design activities
  • Collaborates closely with internal functions in HR (Total Rewards, HR Business Partners, Payroll, …) and Finance (Legal, Tax, Corporate Financial Reporting, Treasury) and with external service providers (tax and legal advisors, external plan administrator, …)
Work Experience:
  • 5-8 years experience in global equity plan administration or neighboring domains with equity focus.

Education and Qualification/ Skills and Competencies

  • Very good knowledge of all aspects of the administration of share-based compensation in a global environment
  • Strong process-orientation and good knowledge of process documentation methodologies
  • Pragmatism, execution-orientation and can-do attitude
  • Proven ability to successfully deliver multiple projects and priorities working in complex structures and across functions and cultures
  • Bachelor or master degree level
  • Fluent in English Preferred skills
  • Knowledge about existing SAP equity programs and total rewards concepts is an asset
  • IT knowledge
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher

To Apply: Interested candidates may apply online.

Posted:  September 16, 2014
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IMAX

Position:  Equity Plan & Securities Program Manager
Location: New York, NY

IMAX is not your everyday entertainment experience, so it’s not surprising that IMAX employees and their careers go beyond the ordinary. Our employees share a passion for quality in everything they do. Our Hollywood people are movie business insiders with years of production experience. Our technology experts are unashamedly geeky – people who can talk for hours, and be riveting, about color gamut and lasers. Our business people are consummate sales and marketing professionals who are spreading the IMAX word around the world. Of course we offer all the benefits you’d expect from a company with over 40 years of history. Yet, beyond this, we know everyone works differently and is motivated by different things. That’s why we offer competitive pay and a wide assortment of benefits – to help you make the most of your life at work and away from it. As the world’s leading entertainment technology company, IMAX has revolutionized the way people experience movies. Specializing in immersive motion picture technologies, our employees are driven by a passion to take audiences around the world to places they’ve only dreamed of. Come explore IMAX – where innovation, creativity and passion come together. The successful candidate will manage the administration of IMAX’s equity incentive plans and will have strong capability in administering both options and restricted share units and the preparation of public disclosure reports. The Equity Plan & Securities Program Manager requires a strong ability to manage multiple, complex, visible projects with competing deadlines and priorities. This individual will be the functional expert for internal stakeholders (HR/Compensation, Finance, Audit, Legal, Payroll and Tax) and outside service providers and company transfer agents on equity-related issues and partner with these groups to identify, analyze and implement solutions.

Key Responsibilities

  • Manage all facets of the Corporation's employee stock plans to include granting, exercise, release and termination of all equity awards for executives, employees and non-employees
  • Provide subject-matter expertise and ensure compliance with applicable US, Canadian and international regulations and company policies [such as ASC 718, Sarbanes-Oxley (SOX),] including keeping abreast of the changing regulatory environment and best practices
  • Manage all equity-related communications to include development and distribution of all equity-related materials and correspondence; this includes the drafting of grant agreements and coordination with legal counsel as necessary
  • Maintain recordkeeping of the company’s equity data, generating appropriate internal and external reports.[Syncbase Optrack and Computershare database platforms]
  • Reconcile shares related to equity plan transactions on a monthly, quarterly and annual basis with finance, the transfer agent and brokers, including controls of equity plan reserve balances
  • Establish and implement new equity plans and programs; this includes performing analysis related to current plans and programs as well as formulating design recommendations for new plans and programs
  • Manage the vendor relationship with the equity administration system provider
  • Serve as the primary liaison between equity recipients and the outsource provider
  • Maintain the data integrity of the stock administration system and periodically validate the accuracy of database information, including all insider data, employee data, tax withholding rates, award information, etc.
  • Administer Insider Trading Policy, Trading Windows, Pre-clearance Program and 10b5-1 plans.
  • Preparation and filing of equity related public reports, Section 16 and SEDI Insider Reports, TSX Form 1, all Proxy related equity award disclosures etc.
  • Work closely with payroll teams to ensure current and accurate income tax reporting. Serve as primary contact related to equity administration between Executive Programs and all internal and external sources who interface with equity administration (i.e., Shareholder Services, Accounting, Payroll, Legal, Audit, Transfer Agent, etc.)
  • Ensure equity programs and awards are in compliance with formal equity plans
  • Support quarterly and year-end audits and reporting for internal team and external auditors.
  • Support or generate monthly, quarterly and periodic reports and forecasts of stock-based compensation expense [ in accordance with GAAP].
  • Consult with and counsel line of business managers regarding equity compensation matters.
  • Work with internal resources to develop and maintain listing of Insiders (Section and Non-Section 16); ensure Executive Programs’ compliance with IMAX’s Insider Trading policy
  • Manage the deferred compensation plans for non-employee directors
  • Prepare reports for management and the Compensation Committee of the Corporate Board of Directors.
  • Additionally, this role supports the identification and implementation of process improvements for compensation programs and processes.
  • Perform other duties as assigned.
Requirements:
  • Bachelor’s degree in Accounting, Business, or Finance
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher
  • 5+ years stock plan administration experience with a publicly-traded company; working directly with third-party equity software systems and brokerage firms
  • Expert knowledge with SEC, SEDAR and SEDI filings
  • Experience administering equity incentive plans, including, processing of option exercises, share issuance and grant preparation 
  • Demonstrated ability to work under pressure in a fast-paced environment
  • Knowledge of Compensation Expense reporting (ASC 718) including expenses for financial reports, forecasting, forfeiture rate analysis, fair value calculations, expected term rates, etc.
  • Strong understanding of laws, regulations and statutes relating to equity compensation; knowledge of international securities and tax laws governing employee equity plans.
  • Excellent interpersonal, oral and written communication skills and the ability to communicate effectively with high-level executives as well as front-line employees
  • Ability to drive process based improvements
  • Strong analytical and organizational skills
  • Must demonstrate attention to detail, analytical abilities and consistent follow-through, including project management skills.
  • Must be team-oriented, dependable and flexible with high work ethic; able to maintain strict confidentiality and data privacy
  • Proven MS Excel skills and proficiency in all other MS Office applications including Word, Outlook, and PowerPoint

To Apply: For consideration, please apply online at IMAX Careers. We thank all applicants for their interest in IMAX but only those selected for an interview will be contacted.

Posted:  September 9, 2014
Return to List of Current Positions


IMAX

Position:  Equity Plan & Securities Program Manager
Location: New York, NY

IMAX is not your everyday entertainment experience, so it’s not surprising that IMAX employees and their careers go beyond the ordinary. Our employees share a passion for quality in everything they do. Our Hollywood people are movie business insiders with years of production experience. Our technology experts are unashamedly geeky – people who can talk for hours, and be riveting, about color gamut and lasers. Our business people are consummate sales and marketing professionals who are spreading the IMAX word around the world. Of course we offer all the benefits you’d expect from a company with over 40 years of history. Yet, beyond this, we know everyone works differently and is motivated by different things. That’s why we offer competitive pay and a wide assortment of benefits – to help you make the most of your life at work and away from it. As the world’s leading entertainment technology company, IMAX has revolutionized the way people experience movies. Specializing in immersive motion picture technologies, our employees are driven by a passion to take audiences around the world to places they’ve only dreamed of. Come explore IMAX – where innovation, creativity and passion come together. The successful candidate will manage the administration of IMAX’s equity incentive plans and will have strong capability in administering both options and restricted share units and the preparation of public disclosure reports. The Equity Plan & Securities Program Manager requires a strong ability to manage multiple, complex, visible projects with competing deadlines and priorities. This individual will be the functional expert for internal stakeholders (HR/Compensation, Finance, Audit, Legal, Payroll and Tax) and outside service providers and company transfer agents on equity-related issues and partner with these groups to identify, analyze and implement solutions.

Key Responsibilities

  • Manage all facets of the Corporation's employee stock plans to include granting, exercise, release and termination of all equity awards for executives, employees and non-employees
  • Provide subject-matter expertise and ensure compliance with applicable US, Canadian and international regulations and company policies [such as ASC 718, Sarbanes-Oxley (SOX),] including keeping abreast of the changing regulatory environment and best practices
  • Manage all equity-related communications to include development and distribution of all equity-related materials and correspondence; this includes the drafting of grant agreements and coordination with legal counsel as necessary
  • Maintain recordkeeping of the company’s equity data, generating appropriate internal and external reports.[Syncbase Optrack and Computershare database platforms]
  • Reconcile shares related to equity plan transactions on a monthly, quarterly and annual basis with finance, the transfer agent and brokers, including controls of equity plan reserve balances
  • Establish and implement new equity plans and programs; this includes performing analysis related to current plans and programs as well as formulating design recommendations for new plans and programs
  • Manage the vendor relationship with the equity administration system provider
  • Serve as the primary liaison between equity recipients and the outsource provider
  • Maintain the data integrity of the stock administration system and periodically validate the accuracy of database information, including all insider data, employee data, tax withholding rates, award information, etc.
  • Administer Insider Trading Policy, Trading Windows, Pre-clearance Program and 10b5-1 plans.
  • Preparation and filing of equity related public reports, Section 16 and SEDI Insider Reports, TSX Form 1, all Proxy related equity award disclosures etc.
  • Work closely with payroll teams to ensure current and accurate income tax reporting. Serve as primary contact related to equity administration between Executive Programs and all internal and external sources who interface with equity administration (i.e., Shareholder Services, Accounting, Payroll, Legal, Audit, Transfer Agent, etc.)
  • Ensure equity programs and awards are in compliance with formal equity plans
  • Support quarterly and year-end audits and reporting for internal team and external auditors.
  • Support or generate monthly, quarterly and periodic reports and forecasts of stock-based compensation expense [ in accordance with GAAP].
  • Consult with and counsel line of business managers regarding equity compensation matters.
  • Work with internal resources to develop and maintain listing of Insiders (Section and Non-Section 16); ensure Executive Programs’ compliance with IMAX’s Insider Trading policy
  • Manage the deferred compensation plans for non-employee directors
  • Prepare reports for management and the Compensation Committee of the Corporate Board of Directors.
  • Additionally, this role supports the identification and implementation of process improvements for compensation programs and processes.
  • Perform other duties as assigned.
Requirements:
  • Bachelor’s degree in Accounting, Business, or Finance
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher
  • 5+ years stock plan administration experience with a publicly-traded company; working directly with third-party equity software systems and brokerage firms
  • Expert knowledge with SEC, SEDAR and SEDI filings
  • Experience administering equity incentive plans, including, processing of option exercises, share issuance and grant preparation 
  • Demonstrated ability to work under pressure in a fast-paced environment
  • Knowledge of Compensation Expense reporting (ASC 718) including expenses for financial reports, forecasting, forfeiture rate analysis, fair value calculations, expected term rates, etc.
  • Strong understanding of laws, regulations and statutes relating to equity compensation; knowledge of international securities and tax laws governing employee equity plans.
  • Excellent interpersonal, oral and written communication skills and the ability to communicate effectively with high-level executives as well as front-line employees
  • Ability to drive process based improvements
  • Strong analytical and organizational skills
  • Must demonstrate attention to detail, analytical abilities and consistent follow-through, including project management skills.
  • Must be team-oriented, dependable and flexible with high work ethic; able to maintain strict confidentiality and data privacy
  • Proven MS Excel skills and proficiency in all other MS Office applications including Word, Outlook, and PowerPoint

To Apply: For consideration, please apply online at IMAX Careers. We thank all applicants for their interest in IMAX but only those selected for an interview will be contacted.

Posted:  September 9, 2014
Return to List of Current Positions


IMAX

Position:  Equity Plan & Securities Program Manager
Location: New York, NY

IMAX is not your everyday entertainment experience, so it’s not surprising that IMAX employees and their careers go beyond the ordinary. Our employees share a passion for quality in everything they do. Our Hollywood people are movie business insiders with years of production experience. Our technology experts are unashamedly geeky – people who can talk for hours, and be riveting, about color gamut and lasers. Our business people are consummate sales and marketing professionals who are spreading the IMAX word around the world. Of course we offer all the benefits you’d expect from a company with over 40 years of history. Yet, beyond this, we know everyone works differently and is motivated by different things. That’s why we offer competitive pay and a wide assortment of benefits – to help you make the most of your life at work and away from it. As the world’s leading entertainment technology company, IMAX has revolutionized the way people experience movies. Specializing in immersive motion picture technologies, our employees are driven by a passion to take audiences around the world to places they’ve only dreamed of. Come explore IMAX – where innovation, creativity and passion come together. The successful candidate will manage the administration of IMAX’s equity incentive plans and will have strong capability in administering both options and restricted share units and the preparation of public disclosure reports. The Equity Plan & Securities Program Manager requires a strong ability to manage multiple, complex, visible projects with competing deadlines and priorities. This individual will be the functional expert for internal stakeholders (HR/Compensation, Finance, Audit, Legal, Payroll and Tax) and outside service providers and company transfer agents on equity-related issues and partner with these groups to identify, analyze and implement solutions.

Key Responsibilities

  • Manage all facets of the Corporation's employee stock plans to include granting, exercise, release and termination of all equity awards for executives, employees and non-employees
  • Provide subject-matter expertise and ensure compliance with applicable US, Canadian and international regulations and company policies [such as ASC 718, Sarbanes-Oxley (SOX),] including keeping abreast of the changing regulatory environment and best practices
  • Manage all equity-related communications to include development and distribution of all equity-related materials and correspondence; this includes the drafting of grant agreements and coordination with legal counsel as necessary
  • Maintain recordkeeping of the company’s equity data, generating appropriate internal and external reports.[Syncbase Optrack and Computershare database platforms]
  • Reconcile shares related to equity plan transactions on a monthly, quarterly and annual basis with finance, the transfer agent and brokers, including controls of equity plan reserve balances
  • Establish and implement new equity plans and programs; this includes performing analysis related to current plans and programs as well as formulating design recommendations for new plans and programs
  • Manage the vendor relationship with the equity administration system provider
  • Serve as the primary liaison between equity recipients and the outsource provider
  • Maintain the data integrity of the stock administration system and periodically validate the accuracy of database information, including all insider data, employee data, tax withholding rates, award information, etc.
  • Administer Insider Trading Policy, Trading Windows, Pre-clearance Program and 10b5-1 plans.
  • Preparation and filing of equity related public reports, Section 16 and SEDI Insider Reports, TSX Form 1, all Proxy related equity award disclosures etc.
  • Work closely with payroll teams to ensure current and accurate income tax reporting. Serve as primary contact related to equity administration between Executive Programs and all internal and external sources who interface with equity administration (i.e., Shareholder Services, Accounting, Payroll, Legal, Audit, Transfer Agent, etc.)
  • Ensure equity programs and awards are in compliance with formal equity plans
  • Support quarterly and year-end audits and reporting for internal team and external auditors.
  • Support or generate monthly, quarterly and periodic reports and forecasts of stock-based compensation expense [ in accordance with GAAP].
  • Consult with and counsel line of business managers regarding equity compensation matters.
  • Work with internal resources to develop and maintain listing of Insiders (Section and Non-Section 16); ensure Executive Programs’ compliance with IMAX’s Insider Trading policy
  • Manage the deferred compensation plans for non-employee directors
  • Prepare reports for management and the Compensation Committee of the Corporate Board of Directors.
  • Additionally, this role supports the identification and implementation of process improvements for compensation programs and processes.
  • Perform other duties as assigned.
Requirements:
  • Bachelor’s degree in Accounting, Business, or Finance
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher
  • 5+ years stock plan administration experience with a publicly-traded company; working directly with third-party equity software systems and brokerage firms
  • Expert knowledge with SEC, SEDAR and SEDI filings
  • Experience administering equity incentive plans, including, processing of option exercises, share issuance and grant preparation 
  • Demonstrated ability to work under pressure in a fast-paced environment
  • Knowledge of Compensation Expense reporting (ASC 718) including expenses for financial reports, forecasting, forfeiture rate analysis, fair value calculations, expected term rates, etc.
  • Strong understanding of laws, regulations and statutes relating to equity compensation; knowledge of international securities and tax laws governing employee equity plans.
  • Excellent interpersonal, oral and written communication skills and the ability to communicate effectively with high-level executives as well as front-line employees
  • Ability to drive process based improvements
  • Strong analytical and organizational skills
  • Must demonstrate attention to detail, analytical abilities and consistent follow-through, including project management skills.
  • Must be team-oriented, dependable and flexible with high work ethic; able to maintain strict confidentiality and data privacy
  • Proven MS Excel skills and proficiency in all other MS Office applications including Word, Outlook, and PowerPoint

To Apply: For consideration, please apply online at IMAX Careers. We thank all applicants for their interest in IMAX but only those selected for an interview will be contacted.

Posted:  September 9, 2014
Return to List of Current Positions


Health Net

Position:  Stock Plan Administration Manager
Location: Woodland Hills, CA

This position is responsible for the overall integrity of Health Net's equity-based compensation programs, including compliance, annual disclosure reporting, internal accounting & record-keeping, and the administration of ongoing transactions

Essential Duties and Responsibilities

  • Ensures legal compliance of the corporate equity plans according to SEC, NYSE, Board of Director and Compensation Committee governance policies.
  • Must stay up to date with evolving regulatory requirements. Accordingly, makes recommendations based on knowledge of industry standards, competitive landscape, benchmarking data and service methodologies and models.
  • Ensures the integrity of all files and electronic databases related to the administration of equity grants.
  • Ensures all aspects of equity transactions are conducted efficiently and correctly, including exercises, recording and acceptance of grants, cancellations and resolution of personnel issues.
  • Maintains up to date documentation of workflow processes.
  • Ensures high quality, responsive customer service to grantees (associates and directors) and their agents (e.g., stock brokers and financial advisors).
  • Ensures third-party administrators (e.g., broker, administrator, transfer agent) perform effectively.
  • Acts quickly and decisively to resolve problems.
  • Provides reports to management and to the Compensation Committee of the Board of Directors on plan balances, reserves, grant activity, etc.
  • Maintains effective partnership with Legal, Treasury, Finance and Payroll departments to effect transaction processing, proxy reporting, 8K filings, FAS 123R analyses, taxation, etc.
Requirements
  • Education: Bachelor's Degree in Finance, Business or related field required
  • Certification/License: Certified Equity Professional (CEP Level 3) required
Experience:
  • Minimum eight years direct stock administration experience.
  • Negotiating and working with outside vendors.
  • Supervisory experience preferred.
  • In-depth understanding of various equity compensation structures
  • Expert knowledge of executive tax/accounting matters (IRC Section 162(m); 280g, FAS 123R, etc.)
  • Strong accounting skills
  • Excellent PC skills including Excel, Word, PowerPoint Solid user skills with databases and data file structures, importing/exporting files, report design and creation
  • Expertise in financial analysis, statistical analyses and spreadsheet modeling
  • Excellent communication and customer service skills (written, verbal and presentation)
  • Ability to project confidence and credibility with senior executives
  • Attention to detail, strong organizational skills, and ability to multi-task in a fast-paced environment

To Apply:  Please send your resume to bonnie.k.taylor@healthnet.com

Posted:  September 5, 2014
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SanDisk

Position:  Senior Stock Plan Analyst
Location: Milpitas, CA

SanDisk has a unique opportunity in our Stock Administration department. We are looking for an individual who wants to be mentored and coached for the next phase of their career. The Sr. Stock Plan Analyst will work side by side with the Stock Plan Manager to provide analytical and process support for a Global Fortune 500 company.

Responsibilities

  • Maintain daily recordkeeping of equity data using Equity Edge Online
  • Perform periodic reconciliation of data between HR, transfer agent, and payroll
  • Perform periodic journal entries of stock related matters
  • Consider areas of process improvement as the Company grows and expands, especially with managing dual brokers
  • Coordinate with employees, HR, outside advisor and payroll providers on global mobility matters and issues
  • Coordinating with and supporting regional teams, internal and external counsel with equity compliance matters and transactional or participant related processes
  • Coordinate and work closely with broker on 10b5-1 trading plans and trades
  • Providing analysis and support for special process improvements, project enhancements or education initiatives
  • Responsible for maintenance of the online Stock Administration internal web site.
  • Communication of trading blackout periods and tracking of insider trading restrictions
  • Maintaining and updating procedures documents
  • Maintain recordkeeping of equity data using stock administration software
  • Work with internal and external auditors and Finance team for quarterly reviews, year-end audits, and Sarbanes-Oxley (“SOX”) audits of procedures and controls as needed
  • Generate recurrent and ad-hoc equity reports for multiple internal and external corporate partners (e.g., HR, Payroll, Tax, Finance, etc.)
Experience
  • Experience and proven accuracy administering equity incentive and ESPP Plans, including transactional processing of grants
  • Proven ability to partner with and provide reporting to cross-functional teams, including Legal, HR, Tax, Payroll, Internal Audit, Accounting and Financial Reporting.
  • Knowledge and experience to accurately prepare SEC filings (Section 16 related Forms 3, 4 & 5), prepare tables and information reporting for the proxy and other regulatory reporting requirements
  • Experience with dual brokers and dividends a plus
Qualifications:

  • Certified Equity Professional (CEP) Level 3
  • At least five years stock administration experience in a public company with international presence
  • Proficient in all MS Office applications with advanced Excel and Word skills
  • Understanding of financial reporting principles related to accounting for share based compensation (ASC 718)
  • Excellent written and verbal communication skills, including drafting company-wide messages
  • Strong analytical and problem-solving abilities
  • Highly organized, detail-oriented and able to prioritize and multi-task successfully in a fast-paced environment
  • Results-driven with ability to successfully coordinate cross-functional teams and service providers
  • Staying current on equity related regulatory reporting and compliance requirements globally
  • Bachelor degree required. Bachelor degree in Accounting or Business a plus.

To Apply:  Please e-mail your resume to Maria Alonso at maria.alonso@sandisk.com or apply directly on our website.

Posted:  September 2, 2014
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eBay

Location: San Jose, CA
Position: Systems Analyst, Global Stock Plan Services

Responsibilities

  • Knowledge and understanding of global equity programs including RSUs, stock options, and ESPP
  • Manage multiple global equity projects to streamline processes, build internal relationships, and coordinate with appropriate team members
  • Strong project management, consulting, communication, and leadership skills managing expectations and delivering high quality solutions
  • Provide leadership and contribute to the development of new processes and procedures for delivery, including development of templates, documentation of best practices, contribution to the knowledge base, etc.
  • Ability to complete documentation of requirements, formulate test plans and coordinates and performs all testing involved
  • Analyzes business processes, functions, and procedures to determine the most effective systems to meet the needs of the organization and provide recommendations to management personnel
  • Work with external vendors and internal partners on integration of equity edge online database with HR, Payroll, and other systems
  • Ensuring and maintaining SOX 404 documentation and compliance for global equity team
  • Responsible for audit and reconciliation of global equity numbers including but not limited to Common Stock Outstanding for EPS calculations and quarterly and annual disclosures
  • Assisting with variety of department projects, as assigned by management

Requirements

  • Candidate must demonstrate excellent communication and organization skills and the ability to effectively collaborate with others
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving abilities
  • Highly organized and detail-oriented
  • Ability to prioritize and multi-task successfully in a fast-paced environment and demanding work environment
  • Ability to work independently and as a team player
  • Results-driven with ability to successfully coordinate cross-functional teams and service providers
  • Bachelor’s degree in relevant discipline preferred
  • Proficient in MS Office applications with advanced Excel skills
  • CEP certified or currently working toward certification
  • Bachelors Degree or Equivalent

To Apply: Interested candidates may apply online.

Posted:  August 28, 2014
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Palo Alto Networks

Location: Santa Clara, CA
Position: Senior Stock Administrator

Palo Alto Networks, the enterprise security company, is seeking an experienced equity compensation professional to join our Stock Administration team in this newly created role. Reporting to the Stock Administration Manager, you will focus on the Restricted Stock Unit (RSU) release and sell-to-cover process, administer the Employee Stock Purchase Plan (ESPP) and provide world class customer service to our non-US participants. This is a full time position for the exceptional candidate who has solid experience with international equity plan administration, including the sourcing of income for mobile employees. There is the potential to offer this as a part time position as we scale the department for current volume and future growth.

Responsibilities

  • Process up to five RSU releases per month from end to end (payroll reporting, mobile employee income sourcing from a 3rd party calculation or possibly in-house based on level of expertise, drafting and filing Forms 144 for affiliate sell-to-cover transactions)
  • Process semi-annual global ESPP enrollment and stock purchase for approximately 25 countries
  • Work closely with global Payroll teams to maintain current and accurate income and tax files
  • Responsible for maintenance of global tax jurisdictions and rates in the stock administration system
  • Communicate plan provisions to employees. Resolve employee issues, problems or concerns as appropriate. Respond to questions within 24 hours
  • Perform audits, reconciliations, vlookups, data edits and complex calculations with large data sets
  • Help prepare equity reports for public SEC filings, including Form 10-K, Form 10-Q and Proxy Statement and assist in review of equity information included in the documents
  • Remain current on regulatory developments and changes for stock plan administration.
  • Maintain and ensure SOX and internal policy compliance.
  • Assist in enhancing and documenting equity-related procedures, policies, and controls.
  • Conduct new employee equity benefits orientation as required

Qualifications

  • Minimum 8+ years of progressive stock administration experience in a public company with international presence
  • CEP highly preferred, completion of Level 1 required.
  • Advanced knowledge of and experience working with Equity Edge (Equity Edge Online experience is a plus)
  • Strong analytical and problem-solving abilities
  • Prefer knowledge of Rule 144 and Section 16 compliance
  • Knowledge of international rules and regulations relating to equity awards
  • Strong understanding of the accounting, tax and legal requirements of equity plans
  • Must be able to effectively communicate both verbally and in writing with all levels of personnel, across functions, organizations and with external contacts.
  • Must be self-motivated, flexible, deadline-oriented and able to complete tasks with minimal supervision

To Apply: Interested candidates may apply online.

Posted:  August 28, 2014
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Facebook

Location: Menlo Park, CA
Position: Project Manager: Equity Programs

Facebook was built to help people connect and share, and over the last decade our tools have played a critical part in changing how people around the world communicate with one another. With over a billion people using the service and more than fifty offices around the globe, a career at Facebook offers countless ways to make an impact in a fast growing organization. Facebook seeks a highly motivated individual to join a team of experienced equity compensation professionals. The position is based at the company’s headquarters in Menlo Park and will provide a unique opportunity to learn complex, global equity compensation in an exciting, fast-paced environment in a role that collaborates with Accounting, HR, Payroll and IT partners as well as third party tax, legal consultants and equity administration vendors to analyze work process design and flow; improve processes and leverage technological capabilities. The project manager builds project plans, ensures adherence to project schedules, and can work effectively with cross functional peers to set priorities and conduct long-term planning and in addition, will also help support day to day operations. The ideal candidate will have a minimum of five (5) years’ relevant experience for a public company with US and International locations.

Project Management Responsibilities

  • Manage the research, analysis, design and maintenance of our third party equity administration system, EquiView, as well as supporting HRIS and third party tax systems.
  • Coordinate project team, track individual responsibilities, identify appropriate resources needed, and develop overall, phased schedule to ensure timely completion of project and meeting deadlines of each phase of the project.
  • Research and document solutions to meet country specific requirements.
  • Develop requirements documents and process summaries for Equity Programs initiatives and systems
  • Support and/or lead systems testing activities
  • Anticipate bottlenecks, provide escalation management and articulate technical constraints or other roadblocks.
  • Focus heavily on cross-functional communication to ensure key decisions and status surrounding the projects is fully supported and well documented.
  • Evaluate and recommend new services and systems to support Equity Program's objectives
  • Determines usefulness and compatibility with existing resources and processes. Train users and provide systems support to users.

General Responsibilities

  • Assist with daily and monthly reconciliations.
  • Assist with management of third party vendors, brokers, transfer agent, tax advisors, etc.
  • Work with internal and external auditors and Finance team for quarterly reviews, year-end audits, and Sarbanes-Oxley (“SOX”) audits of procedures and controls as needed.
  • Assist with SEC reporting – Proxy, Section 16, etc. as needed.
  • Prepare monthly equity grants and supporting documentation.
  • Manage bi-weekly RSU vesting events and sell-to-cover withholding process.
  • Correspond with global payroll departments to report trades and RSU vesting details.
  • Manage systems adjustments related to vesting suspension.
  • Respond to ad hoc requests from HR, payroll, legal, and accounting.

Requirements

  • Degree in business administration, finance or related field
  • CEP preferred
  • 5+ years relevant experience with a publicly traded global company required
  • Advanced proficiency in Excel required – including advanced functions (knowledge of Access a plus)
  • Proficient in equity administration applications, particularly EquiView and GAin
  • Excellent verbal/written communication skills
  • Ability to show a high degree of initiative
  • Skill in organization, prioritization, and attention to detail
  • Ability to handle multiple tasks simultaneously within a flexible work environment
  • Ability to adapt to changing organizational and operational needs and continuously meet deadlines
  • Strong analytical and decision-making skills and attention to detail
  • Strong team player with the ability to work across multiple functions and disciplines

To Apply: Interested candidates may apply online.

Posted:  August 27, 2014
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eBay

Location: San Jose, CA
Position: Stock Plan Analyst

eBay is currently seeking an Stock Plan Analyst who possesses 3-5 years of Stock Administration experience within a large public company. This individual will work with the Global Stock Plan Services team and be primarily responsible for day-to-day operations of eBay’s broad-based equity programs.

Job Responsibilities

  • Processing of new hire employee data including on-going maintenance of data.
  • Processing of daily exercises, daily terminations, in Equity Edge Online
  • Processing of compensation and tax information from Equity Edge Online to payroll and YTD information to Equity Edge Online
  • Providing excellent customer service to employee questions on RSUs, stock options, ESPP, and insider trading on a global basis
  • Administering the employee stock purchase plan including enrollments, withdrawals, and purchases with Global Stock Plan Services team
  • Maintaining integrity of data in Equity Edge database and completing regular quarterly audits
  • Process disqualifying disposition information throughout the year and provide appropriate tax information to all stock plan and ESPP participants as needed.
  • Ensuring and maintaining SOX 404 Compliance; working with internal and external teams to ensure successful audits
  • Periodic reporting for all employees with internal partners including Tax, HR, Payroll, Accounting
  • Assisting with the development and implementation of procedures and practices to better enable efficiency, accuracy and timely processing of equity
  • Ability to prioritize and handle multiple projects within Global Stock Plan Services team
  • Communicating and updating blackouts periods to all employees; providing regular updates to employees regarding eBay’s Insider Trading levels

Job Requirements

  • Candidate must demonstrate excellent communication and organization skills and the ability to effectively collaborate with others
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving abilities
  • Highly organized and detail-oriented
  • Ability to prioritize and multi-task successfully in a fast-paced environment and demanding work environment
  • Demonstrate flexibility, a high degree of accuracy, strong working knowledge of Equity Edge Online Platform
  • Ability to work independently and as a team player
  • Results-driven with ability to successfully coordinate cross-functional teams and service providers
  • Bachelor’s degree required
  • Proficient in MS Office applications with advanced Excel skills
  • Completion of Certified Equity Professional (CEP) Level 1 or higher required

To Apply: Interested candidates may apply online.

Posted:  August 26, 2014
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Citi

Location: Long Island City, NY
Position: Equity Compensation Operations Analyst

The Operations Analyst is a critical, cross-functional role within Citi Equity Compensation, providing analytical support to the stock vesting and stock option teams, while contributing to department projects and operational processes. The analyst works independently to create database queries, analyze data and manage data. The analyst owns certain operational processes, such as managing share delivery election, analyzing vesting and managing share delivery data. The analyst creates and contributes to business requirement documents and coordinates user acceptance testing for systems development.

Job Responsibilities

  • Analyze equity compensation data to support projects and ad-hoc requests. Propose solutions to run operations not supported by CERA. Document findings and present proposals in an organized manner.
  • Act as subject matter expert on stock award vesting, option exercise, share delivery and termination procedures. Review and propose changes to employees’ communications. Create ad-hoc database queries. Create and maintain process and training documents.
  • Leverage subject matter expertise to contribute to the creation of business requirement documents for new project requests. Contribute to new processes and design of new equity administration system and CERA stabilization initiative. Suggest process improvements, system enhancements and prepare change request forms.
  • Coordinate, perform and track user acceptance testing for the development of a new equity compensation system, as well as ongoing system enhancements and fixes. Create and execute test scripts. Review colleagues’ test results. Create logs to track all issues and liaise with project manager or technology team to resolve and re-test. 
  • Work independently to facilitate vesting and exercise corrections and share adjustments. Ensure accurate share movement, payroll and finance reporting after correction is completed.
  • Research and resolve escalated inquiries from program participants, HR colleagues, Shareholder Services, Finance, Payroll, Legal, Global Mobility and Brokers.
  • Manage certain processes such FICA tax collection, sale restriction lifts, non-programed termination provisions, participant brokerage account data, bulk vest initiatives, regional legal name files. Create metrics and stats to support data management.

Job Requirements

  • Bachelor’s degree and minimum of 4 years of compensation or HR operations experience, CEP preferable.
  • Familiarity with equity compensation data
  • Ability to work independently
  • Ability to work well under pressure in a fast-paced and team-oriented environment with multiple priorities
  • Strong analytical and problem-solving skills
  • Strong attention to detail. Comfortable working with large datasets. 
  • Strong written and verbal communication skills
  • Proficiency in Business Objects, Access or other relational database/report writing applications, Excel, PowerPoint, and Word.

To Apply: Access the Citi Careers website and enter Job ID (14041367) - Intermediate Associate Equity Compensation Operations Analyst

Posted:  August 22, 2014
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Morgan Stanley

Location: New York, NY
Position: Product Manager

Within Morgan Stanley’s Corporate Equity Solutions (CES) team, the Global Stock Plan Services (GSPS) group is a market leader in providing equity compensation plan administration and trade execution related services to multi-national companies and their plan participants. GSPS currently services over 350 corporate clients with 1.5 million participants. The Product Manager is a member of the Product team responsible for serving as a senior level CES liaison with Corporate Clients of the GSPS group. This position reports to the Head of Corporate Client Experience and works closely with the entire Product team to drive Morgan Stanley’s market-leading position in the CES businesses.

Duties

  • Oversee the daily administration of Keysight's global equity compensation plans and employee stock purchase plan (ESPP) transactions, with an understanding of relevant accounting, tax and legal requirements. 
  • Ensure that all aspects of equity plan transactions are conducted efficiently and correctly and are administered in compliance with relevant plan and award documentation, Board of Director and Compensation Committee policies and procedures, and relevant SEC and NYSE rules and regulations.
  • Ensure compliance with Section 16 filings.
  • Ensure the integrity of files and electronic databases and monitor frequent data feeds to and from third party administrators to proactively

 Qualifications

  • Serve as a liaison with Corporate Clients, with the goals of ensuring that our offerings align with Corporate Client needs and strengthening GSPS relationships with clients
  • Participate in client-facing activities, including Client Executive Council and client focus groups
  • Participate in equity compensation industry events, with the goal of monitoring the regulatory and governance environment, obtaining competitive intelligence, and fostering interaction with clients
  • Routinely report on Corporate Client feedback and industry trends to CES management team (act as the “voice of the market”)
  • Collaborate closely with other Product leads; CES Program Management Office; Technology; Business Development, Training, and Communications; and other groups to ensure seamless delivery of all projects that touch Corporate Clients
  • Prioritize and manage new development requests based on Corporate Client feedback and industry trends
  • Oversee successful execution of business requirements affecting Corporate Client offerings
  • Support ongoing GSPS platform reengineering initiatives representing the “voice of the client”
  • Act as Subject Matter Expert (SME) in support of internal clients (Client Management, Plan Administration, Administration, Sales, Communications)
  • Assist in the development of long-term product and service roadmaps for marketplace differentiation and new revenue potential
  • Identify gaps to customer experience, translate them to actionable projects and deliver on enhancements
  • Drive documentation of business requirements for specific projects and then analyze them for trade-offs and priority
  • Manage projects for an on-time/ on-budget delivery with multiple stakeholders and cross-functional teams
  • Educate and excite internal teams about the relevancy and application of specific products, services and platforms 
Vendor Management: 
  • Own third-party relationship with vendor(s) to drive the strategic, creative and functional components of the digital roadmap
  • Serve as day-to-day contact to handle issue resolution and project delivery
  • Manage weekly burn-rates and SLAs to ensure contractual terms are met
  • Identify and engage relevant internal and external stakeholders to drive efficient decision-making

Minimum Requirements

  • Experience with the delivery and rollout of new products
  • Strong verbal and written communication skills
  • Team player with strong interpersonal and relationship building skills; ability to communicate and partner with all levels of internal and external business partners
  • Strategic thinker capable of leading brainstorm sessions but detail-oriented enough to drive multiple assignments to completion under aggressive deadlines
  • Proficient in project management—from writing business requirements to identifying and influencing stakeholders to developing iterative solutions
  • Proven ability to take initiative, influence others, and achieve results in a matrixed organization
  • Ability to think, write and present in a logical, structured manner to all levels of internal and external business partners
  • Robust problem solving skills
  • High-energy team player with the ability to manage multiple initiatives simultaneously and to perform under pressure
  • Familiarity with SDLC and/or Agile product development
  • Familiarity with the financial services industry including products and services
  • 7-10 years of experience
  • CEP Level 3 preferred
  • BA/MS

To Apply: Interested candidates may apply online and reference Job #3031192

Posted:  August 21, 2014
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Keysight

Location: Santa Rosa, CA
Position: Stock Administrator


The shareholder records team is part of Keysight’s legal department. The person filling this position is responsible, working with the rest of the team, for the overall integrity of Keysight’s shareholder records functions and stock-based compensation programs, including compliance, reporting, internal accounting and record-keeping and the administration of ongoing transactions. Keysight will list its stock on a US stock exchange and will grant and administer restricted stock and stock units, performance units and offer its employee stock purchase program to employees in countries around the world.

Duties & Responsibilities

  • Oversee the daily administration of Keysight's global equity compensation plans and employee stock purchase plan (ESPP) transactions, with an understanding of relevant accounting, tax and legal requirements. 
  • Ensure that all aspects of equity plan transactions are conducted efficiently and correctly and are administered in compliance with relevant plan and award documentation, Board of Director and Compensation Committee policies and procedures, and relevant SEC and NYSE rules and regulations.
  • Ensure compliance with Section 16 filings.
  • Ensure the integrity of files and electronic databases and monitor frequent data feeds to and from third party administrators to proactively identify, research and resolve issues as they arise.
  • Research and respond to participant issues and inquiries elevated from the third party administrator and inquiries received directly from participants.
  • Serve as the primary contact and coordinate with third-party stock plan administrator and transfer agent to ensure stock records are accurate and that transactions and activities are processed and reconciled in a timely fashion and act decisively to resolve problems as they arise.
  • Serve as the primary point of contact for stockholder questions regarding equity. 
  • Serve as the primary point of contact for audit requests and assist in establishing and maintaining control procedures associated with stock plan administration and stock transfer functions.
  • Maintain effective partnerships with and provide regular reports to Finance, HR (including Payroll), Treasury and Legal departments to effect internal and external reporting, inter-company billings, taxation, etc.
  • Support merger and acquisition activity and post-closing integration with respect to stock and equity plan administration. 
  • Work closely with Keysight's third-party transfer agent managing shareholder records and stock transfer activities.
  • Support proxy statement and annual report preparation and distribution, and Keysight's annual meeting of stockholders.
  • Identify, recommend and lead implementation of process improvements and productivity enhancements for all functions.

 Qualifications

  • Educated to at least the bachelor degree level or equivalent, with at least 5 years' practical experience in stock plan administration.
  • Minimum CEP Level 1 required.
  • Direct and significant experience and knowledge of equity plan and shareholder records administration applicable to the duties of the position.
  • Knowledge of relevant finance, accounting and tax matters. 
  • Excellent PC skills including Excel, Word, PowerPoint and Access.
  • Solid user skills with databases and data file structures, importing/exporting files, report design and creation.
  • Strong attention to detail, organization skills and ability to multi-task in a fast-paced environment.
  • Excellent interpersonal and communication (written and verbal) skills.

To Apply: Interested candidates may apply online.

Posted:  August 20, 2014
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Edwards Lifesciences

Location: Irvine, CA
Position: Global Equity Analyst


Edwards Lifesciences is the global leader in the science of heart valves and hemodynamic monitoring. Driven by a passion to help patients, the company partners with clinicians to develop innovative technologies in the areas of structural heart disease and critical care monitoring that enable them to save and enhance lives. Headquartered in Irvine, California, Edwards Lifesciences has extensive operations in North America, Europe, Japan, Latin America and Asia and currently employs about 8,200 individuals worldwide. For us, helping patients is not a slogan - it's our life's work. From developing devices that replace or repair a diseased heart valve to creating new technologies that monitor vital signs in the critical care setting, we focus on helping patients regain and improve the quality of their life.

Essential Functions

  • Manage equity email box and respond to current and former employee questions quickly and accurately
  • Communicate plan provisions to employees. Resolve employee issues, problems or concerns as appropriate. Respond to questions within 24 hours
  • Daily, weekly, monthly, quarterly, and annual administration and reporting of global stock plan transactions
  • Ability to understand regulations, legislation and legal documents
  • Serve as liaison between Legal, Finance, Payroll, HR, transfer agent and stock administration service providers for all equity plan and shareholder related matters
  • Review and generate accurate recurrent and ad-hoc equity reports for multiple internal and external corporate partners (e.g., HR, Payroll, Tax, Finance, etc.)
  • Evaluate processes for streamlining and efficiency improvements
  • Coordinate with employees, HR, outside advisors and Payroll on global mobility matters and issues
  • Work with internal and external auditors and Finance team for quarterly reviews, year-end audits, and Sarbanes-Oxley (“SOX”) audits of procedures and controls as needed
  • Assist with equity grants (options RSUs), RSU releases, ESPP enrollment and purchases as needed

 Qualifications

  • Bachelor’s Degree
  • Prefer 1-2 years stock administration experience
  • Strong organizational and communication skills
  • Financially minded and logical thinker
  • Process improvement minded
  • CEP I or greater preferred

To Apply: Interested candidates may apply online.

Posted:  August 19, 2014
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Accela

Location: San Ramon, CA
Position: Stock Administration Paralegal


The Stock Administration Paralegal will work with our Principal Contracts Administrator in support of Accela's Legal, Finance, and Human Resources Departments. This position will work under general supervision and will rely upon experience and judgment to administer the company's equity plan, facilitate equity transactions for both internal and external customers, and ensure compliance with applicable regulations and policies. Accela is a leading provider of cloud/mobile/web based software solutions to the government sector. We just secured $40M in funding to accelerate growth and make strategic acquisitions. This is a ground floor opportunity to join a growing team and help position Accela for a future IPO.

Responsibilities

  • Perform data entry and processing to administer Accela's equity plan and coordinate stock transactions for existing employees, newly-hired employees, and other option and equity holders
  • Coordinate with Legal, Finance, and Human Resources Departments to fulfill Accela's ongoing compliance and audit obligations
  • Prepare regular and ad hoc reporting and documentation, including summary reports, capitalization tables, grant agreements, and options statements
  • Reconcile and maintain EASi stock administration database to ensure integrity and accuracy of financial and personnel information
  • Communicate plan provisions to employees, resolve employee issues or concerns effectively and in a timely manner, and regularly present new employee equity benefits orientation
  • Perform other Legal Department duties, as required.

Required Qualifications

  • 3-5 years of stock administration experience at a major law firm or in-house at a publicly-traded company
  • Bachelor's degree from a four-year college or university, with emphasis in accounting, finance, or related field preferred
  • CEP Level II certification, progress toward CEP Level II certification, or equivalent experience and demonstrated qualification and willingness to sit for CEP examinations
  • Paralegal certification from ABA-approved program or equivalent practical experience
  • Strong analytical and organizational skills
  • Strong written and verbal communications skills, with proficiency in standard Microsoft Office tools including Excel and Powerpoint
  • Ability to work effectively both in team environments and individually.

Desired Experience:

  • Experience with EASi stock administration database
  • Experience with public company governance, reporting, and compliance requirements, as well as policy development and enforcement to ensure effective reporting and compliance activities
  • Experience supporting legal departments in corporate, software licensing, and government procurement matters.

To Apply: Interested candidates may apply online.

Posted:  August 18, 2014
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Genentech

Location: San Francisco, CA
Position: Senior Director, Compensation

Who We Are
At the Roche Group, about 80,000 people across 150 countries are pushing back the frontiers of healthcare. Working together, we've become one of the world's leading research-focused healthcare groups. A member of the Roche Group, Genentech has been at the forefront of the biotechnology industry for more than 30 years, using human genetic information to develop novel medicines for serious and life-threatening diseases. The headquarters for Roche pharmaceutical operations in the United States, Genentech has multiple therapies on the market for cancer and other serious llnesses. Please take this opportunity to learn about Genentech, where we believe that our employees are our most important asset and are dedicated to remaining a great place to work.

The Position
The Senior Director has responsibility for the development, implementation and maintenance of Genentech, Inc., compensation strategy.  He/she will ensure that compensation and long-term incentive programs meet business requirements and align with the overall compensation philosophy and direction.  These programs must be equitable and competitive.  This qualified individual must have people leadership and consultative skills, effectively communicate with senior management and collaborate cross functionally.

Responsibilities

  • Lead a team of 12 experienced compensation professionals, providing leadership, direction and development for the team
  • Provide directional compensation philosophy leadership for the team and providing decision-making with regard to the compensation alternatives/recommendations.
  • Direct the strategic direction for total compensation programs which will include; pay programs and structures, developing salary budgets and preparing policies and procedures to ensure the achievement of equitable and competitive employee compensation
  • Determine priorities, establish long-term objectives and develop a framework for polices/strategies.
  • Will be one of the primary leads for compensation and must be able to present to and interact with executives.
  • Long-term equity design and management of stock administration.
  • Create and participate in compensation surveys to ensure that the reward structure is appropriately aligned to the external marketplace.
  • Manage executive compensation.
  • Provide consultation to HR generalists and serve as liaison between all levels of management.
  • Provide technical expertise, proactive guidance and implement strategies and programs that will support the overall business objectives that meet the needs of each organization within the company.
  • Collaborates in the design and implementation of sales commission and reward plans.
  • Monitor and act upon all governmental legislation and competitive practices (both state and federal) influencing compensation.
  • Maintain a ‘currency’ in professional and specialized compensation knowledge, practices, principles and technology and be able to evaluate the impact of introducing new methods or products for the company.

Who You Are

  • 15+ years experience in compensation with increasing responsibility in management roles.
  • 7+ years management experience.
  • Excellent communication and presentation skills required.
  • Demonstrated analytical and creative problem solving skills.
  • Hands on experience driving company wide compensation programs.
  • High integrity, team player, ability to drive strategy, willingly to defy conventional wisdom, excellent verbal and written communication, and able to take a global view and implement locally.
  • Experience with total rewards, including benefits, pension and deferred compensation is desired
  • Bachelors required, MBA/MA preferred
  • CEP certified or completion of one or more levels of the CEP program preferred

To Apply: The next step is yours. To apply today, visit our website or apply online

Posted:  August 15, 2014
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Charles Schwab

Location: Englewood, CO
Position: Sr. Team Manager Stock Plan Services

Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publically traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial fitness goals.

Specifically, the SPS Client Services team plays a vital role in the delivery of our services. The SPS Client Service Team is responsible for the day to day interaction between Schwab and our corporate clients, ensuring all aspects of their plans are running smoothly. Client Services provides training and guidance to our corporate clients on how to most efficiently utilize Schwab’s tools and services in addition to assisting our clients trouble shoot issues by researching items and presenting solutions. This includes partnering with other teams within SPS to ensure a consistent client experience from implementation through to ongoing administration of the plan. The Client Services team is expected to partner with SPS Operations, Relationship Management, Education, and SPS Conversion to ensure a consistent and quality experience for our corporate clients and their employees.

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

This includes:

  • Coach administrators to review and improve process flow and procedures for the department with a focus on achieving high corporate client satisfaction
  • Ability to assess risk and minimize exposure or liability regarding participants/client issues
  • Manage and distribute work 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
  • Participate in providing requirements and testing enhancements for SPS systems and processes. Provide guidance to technology teams and advocate for client needs and requests
  • Responsible for check-in’s on a quarterly or as needed bases for approximately 30-40 plans
  • 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
In addition to base salary, employees may take advantage of Schwab’s extensive benefits program and also have the opportunity to earn a bonus which rewards team goals, client satisfaction, and profitable company growth. We invest in our employees through several weeks of paid training every year and through an extensive benefits program. Schwab employees also have the opportunity to take part in community service projects and other company events.

What you have:

  • CEP certified or completion of one or more levels of the CEP program
  • 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 ACS17 and/or corporate accounting administration, preferred
  • 5+ years of team supervisory/management experience
  • 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 may apply online

Posted:  August 12, 2014
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NetSuite, Inc.

Location:  San Mateo, CA
Position: Stock Administration Manager

At NetSuite we work hard and we work smart. We hire fierce competitors. We hire individuals that are fearless trail blazers. NetSuite employees take the hill, we prefer action over inaction, we are tireless in our mission and we pause only to celebrate our success. And we DO celebrate, because if you don’t have fun along the way, then what’s the point? NetSuite is transforming how its customers do business. If you want to transform your career, Apply Now.

Summary:

NetSuite Inc. is currently seeking a Stock Plan Manager. This position is responsible for the overall management of NetSuite's equity-based compensation programs, including compliance, annual disclosure reporting, internal accounting & record-keeping, and the administration of ongoing transactions. The successful candidate will have a desire to take a leadership role in the management of the stock administration function at NetSuite.

Responsibilities:
  • Administer all of the company's equity programs and maintain daily recordkeeping of equity data using Equity Edge Online
  • Manage the contracts and relationships with key vendors including E*Trade, Stock Option Solutions, and Wells Fargo (transfer agent)
  • Ensure all participant equity plan transactions are correctly processed and settled in a timely manner, maintain Equity Edge database, work closely with Finance to address any issues or changes to the equity plans or related administration processes
  • Serve as liaison between Legal, Finance, Payroll, HR, transfer agent and stock administration service providers for all equity plan and shareholder related matters
  • Review and generate accurate recurrent and ad-hoc equity reports for multiple internal and external corporate partners (e.g., HR, Payroll, Tax, Finance, etc.)
  • Assist with the preparation and administration of 10b5-1 plans and maintain insider trading status listings internally and with outside vendors, coordinate and work closely with brokers on 10b5-1 trading plans and trades
  • Communicate trading blackout periods and track insider trading restrictions
  • Perform reconciliations of data between HR, transfer agent, and Payroll
  • Create, maintain and update procedure documents, provide analysis and support for special process improvements, project enhancements and education initiatives
  • Coordinate with employees, HR, outside advisors and Payroll on global mobility matters and issues
  • Work with internal and external auditors and Finance team for quarterly reviews, year-end audits, and Sarbanes-Oxley (“SOX”) audits of procedures and controls as needed
  • Maintain and update the internal employee Intranet for Stock Administration matters
Experience:
  • Experience and proven accuracy administering equity incentive and ESPP Plans, including transactional processing
  • Proven ability to partner with and provide reporting to cross-functional teams, including Legal, HR, Tax, Payroll, Internal Audit, Accounting and Financial Reporting
  • Knowledge and experience to accurately prepare SEC filings (Section 16 related Forms 3, 4 & 5), prepare tables and information reporting for the proxy statement and other regulatory reporting requirements would be beneficial
  • Experience with dual brokers
Qualifications:
  • Certified Equity Professional Designee (CEP) preferred
  • At least seven years stock administration experience with a significant portion at a public company with international presence
  • Advanced system and computer skills, including Equity Edge Online, proficient in all MS Office applications with advanced Excel skills, solid user skills with databases and data file structures, importing/exporting files, report design and creation
  • Excellent written and verbal communication skills, including drafting companywide messages, ability to interface effectively with all levels of company employees
  • Strong analytical and problem-solving abilities, ability to demonstrate judgment in working through complex transactions, with the ability to analyze, problem solve, and communicate observations and recommendations
  • Highly organized, detail-oriented and able to prioritize and multi-task successfully in a fast-paced environment
  • Results-driven with ability to successfully coordinate cross-functional teams and service providers
  • Remains current on equity related regulatory reporting and compliance requirements globally and participates regularly in related professional associations
  • Bachelor degree preferred
To Apply:  Please send resumes to rthomas@netsuite.com

Posted:  August 6, 2014
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Uber

Location: San Francisco, CA
Position
:  Global Equity Program, Stock Administrator.

This role will report to our Senior Manager, Global Equity Program. This individual will be managing the day-to-day activities and administering Uber’s global equity plans, including all aspects of recordkeeping, reporting, auditing and reconciliation. The Stock Plan Administrator needs strong organization, planning, and project management skills.

WHAT YOU’LL DO
  • Maintain database integrity and ensure accuracy of recordkeeping of equity data
  • Responsible for month end reconciliation of the plan
  • Ability to work with the Accounting Team on equity expensing
  • Maintain cap-table, and reconcile all plan activities
  • Ability to handle the complexity of granting internationally
  • Ability to interpret and understand legal documents such as, security requirements and tax regulations and government legislations 
  • Develop partnerships with cross-functional teams, including Legal, Tax, Payroll, Accounting, Audit, Financial Reporting and Human Resources
  • Assist with employee communications
  • Partner with the Compensation Team on the granting process
  • Maintain stock process documentation for internal compliance
  • Respond to employee inquiries and coordinate with internal teams and vendors as appropriate to resolve issues
  • Ability to manage projects and executive programs related to the Equity Program
WHAT WE’RE LOOKING FOR IN YOU
  • Bachelor's Degree in Business, Finance, or Accounting
  • CEP certified or participation in the CEP program
  • Minimum 6 years of experience in private or public company stock administration
  • Experienced working with global equity plans
  • Experience working with different types of Equity Plans in both private and public companies is preferred
  • Experience working with a third party recordkeeping system a plus
  • Strong organization and problem solving skills with the ability to track multiple tasks and issues
  • Must be customer-service oriented
  • Proficient in Microsoft Excel, Word and Power Point
  • Strong organization, planning, and project management skills
  • Strong written, verbal and interpersonal relationship and communication skills
  • Ability to multi-task and deliver results in a fast-paced environment
  • Exceptionally resourceful, detail-oriented
  • Strong auditing skills, critical thinking skills and discipline to deliver complete and accurate results
  • Ability to identify and implement process improvements
  • Workday Management System experience preferred
 PERKS!
  • Travel like a diplomat: employees are showered with Uber credits
  • We’re not just another social web app: we’re moving real assets and real people around their cities
  • We have access to an amazing list of advisors and investors that we actively engage
 To Apply: Interested candidates may apply online at www.uber.com/jobs/17873 Posted:  August 1, 2014
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Riverbed

Location:  San Francisco, CA
Position: Stock Plan Administrator

Responsibilities:

  • Process daily stock option exercise transactions under the Company's stock plans in the EquiView stock administration record-keeping system.
  • Process employee terminations in EquiView.
  • Prepare payroll reports as needed for stock plan transactions including $100K reporting.
  • Process, track and prepare reports for Employee Stock Purchase Plan enrollments and changes.
  • Record stock option and restricted stock unit grants in EquiView.
  • Assist with preparation and distribution of grant agreement documents.
  • Assist with preparation of, and reporting on, restricted stock unit vesting events.
  • Perform updates to employee data as needed in EquiView.
  • Prepare monthly, quarterly and annual reports for stock administration as requested.
  • Provide selected data for external and internal audits to ensure ongoing compliance; active role in Sarbanes-Oxley testing.
  • Process disqualifying disposition information throughout the year and provide appropriate tax information to all stock plan and ESPP participants as needed.
  • Respond to daily employee inquiries on stock administration issues.
  • Maintain confidential stock administration records, keeping both electronic and hard copy records up to date.
  • Distribute employee communications as requested.
  • Maintain and update content in internal stock administration intranet site.
  • Work closely with and provide support to the company’s stock administration team as assigned.
Requirements:
  • BA/BS in Business or Finance/Accounting preferred.
  • CEP preferred.
  • Five years or more of related work experience, including substantive Stock Plan Administration experience.
  • Experience with EquiView a plus or other stock administration database software for a publicly-traded company.
  • Strict attention to detail and confidentiality required.
  • Excellent written, verbal and interpersonal skills required.
  • Advanced proficiency in Excel preferred, as well as analytical and organizational skills.
  • Strong work ethic and an ability to handle multiple priorities and complete deadlines in a timely manner. A demonstrated ability to exercise sound judgment in complex and sensitive situations is required.
To Apply: Interested candidates may apply online at www.riverbed.com/about/careers/search. Posted:  August 1, 2014
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SearchWright

Location: San Francisco, CA
Position: Relationship Manager

Our client, a leading multi-national publicly traded technology company, is seeking a new Relationship Manager to join their team.  This company provides a SaaS-based solution that helps companies attract and retain top talent through equity and stock-based awards.
The ideal candidate will be extremely client service focused and will have a high desire to succeed, learn and grow in their career.  This is a B2B Relationship Manager position that will provide “best in class” support to senior-level professionals in Human Resources, Legal, Compensation and Corporate Finance Departments.

Key Responsibilities:

  • Provide excellent client service, with a strong focus on client retention
  • Present and sell additional add-on services, when appropriate
  • Provide an ongoing “needs analysis” for all clients
  • Constantly strive to keep clients updated on new functionality and pertinent information
  • Spearhead quarterly client meetings and corporate communications
  • Ability to communicate and explain contracts and service level agreements
  • Perform demonstrations, training sessions and other client requests, as required
Requirements:
  • 3+ years experience in a B2B Client Service or Relationship Management role
  • Experience working for a SaaS-based technology company
  • Bachelor’s Degree
  • Experience working with equity plans, compensation, benefit and/or retirement plans is a plus
  • CEP certified or completion of one or more levels of the CEP program
  • Excellent communication and presentation skills
  • Ability to multi-task while working in a fast-paced environment
  • Superior problem solving skills;  A true self-starter who excels in an environment with little direction
  • Ability and willingness to stay abreast of new industry rules and regulations
  • Ability to travel up to 25% of the time
To Apply: SearchWright is a boutique search firm with an 18 year history in the San Francisco bay area.  Becky Bruno, Director/Recruiter, has over 10 years experience in equity compensation and specializes in this type of job search.  Interested candidates may contact Becky directly at bbruno@searchwright.com or 650.224.0009

Posted:  July 31, 2014
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SearchWright

Location: Bay Area, CA
Position: Stock Administrator

Our client is seeking a new Stock Administrator on the peninsula.  This is an exciting opportunity for someone with private company stock administration experience.

Responsibilities include:

  • Maintenance of stock administration database
  • Handle all employee communications and inquiries
  • Ability to understand regulations, legislation and legal documents
  • Process all equity grants, exercises and lapses
  • Maintain cap table
  • Handle reporting of payroll and taxes
Requirements:
  • Bachelor’s Degree
  • Minimum of 4 years stock administration experience
  • Prior experience administering a private company stock plan
  • Knowledge of cap tables
  • Strong organizational and communication skills
  • Process improvement minded
  • CEP certified or completion of one or more levels of the CEP program
To Apply: SearchWright is a boutique search firm with an 18 year history in the San Francisco bay area.  Becky Bruno, Director/Recruiter, has over 10 years experience in equity compensation and specializes in this type of job search.  Interested candidates may contact Becky directly at bbruno@searchwright.com or 650.224.0009

Posted:  July 31, 2014
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SearchWright

Location: San Francisco, CA
Position: Stock Administration Manager

Our client, a notable technology company, is looking to hire a Stock Administration Manager.  As a critical member to their Finance team, this person will handle all aspects of day-to-day stock administration and employee education for the worldwide employee base.   In addition, this role will spearhead plans for new forms of equity and best practices.

The ideal candidate will be a “roll up your sleeves” type of person who thrives in a fast-paced, growing environment.  Someone who is an expert in their field and loves setting up and implementing new processes.

Local candidates are preferred, however, our client will offer relocation assistance.  This is an excellent opportunity with a truly exciting, HOT technology company!

Requirements:

  • Minimum 5 years experience in stock administration
  • CEP certified or completion of one or more levels of the CEP program
  • Experience administering global stock plans
  • Experience with implementing new equity systems
  • Ability to thrive in a fast-paced, high energy organization
To Apply: SearchWright is a boutique search firm with an 18 year history in the San Francisco bay area.  Becky Bruno, Director/Recruiter, has over 10 years experience in equity compensation and specializes in this type of job search.  Interested candidates may contact Becky directly at bbruno@searchwright.com or 650.224.0009

Posted:  July 31, 2014
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SearchWright

Location: Marin County/San Francisco, CA
Position
: Stock Administrator

Our client, a prestigious and well known technology firm, is looking to hire a new Stock Administrator to join their.  Reporting up through finance, this person will be a key member of the stock administration team.
Responsibilities:
  • Handle routine administration of all stock plan transactions
  • Handle mobility related items including taxes for international mobile participants
  • Manage employee communications, education and questions
  • Maintain database as it relates to participant data, new hires, tax rates, address changes, terminations, etc.
  • Liaise with outsourced vendors
  • Provide excellent service to internal managers and equity plan participants
  • Handle reconciliations
  • Assist with grant process and ESPP enrollment/purchases
  • Lend support with other related items, as needed
Requirements:
  • Bachelor’s Degree or equivalent stock admin experience
  • Minimum of 3 years stock administration experience
  • Experience administering a global stock plan
  • CEP certified or completion of one or more levels of the CEP program
  • Prior experience with Equity Edge strongly preferred
  • General understanding of finance including accounting/compensation as it relates to equity compensation
  • Excellent communication skills both oral and written
  • Client service oriented 
  • Excellent attention to detail
  • Team player
To Apply: SearchWright is a boutique search firm with an 18 year history in the San Francisco bay area.  Becky Bruno, Director/Recruiter, has over 10 years experience in equity compensation and specializes in this type of job search.  Interested candidates may contact Becky directly at bbruno@searchwright.com or 650.224.0009 Posted:  July 31, 2014
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Castlight Health

Location:  San Francisco, CA
Position: Stock Administrator - Contractor

Castlight Health is seeking an ambitious, high-energy contractor to join our high performance finance team and contribute to the success of a growing company. The ideal candidate for our open contractor role of Stock Administration must have strong motivation to take on challenges of a dynamic role and to demonstrate strong interpersonal skills and expertise in process, procedures and stock-based compensation. Working directly with the Senior Finance Manager and the VP of Finance, this position will be responsible for the company’s compliance with all stock-based compensation, stock grants, technical accounting related to stock-based compensation and SEC financial reporting requirements. The primary responsibility of this role is the development and management of our stock processes, grants of stock options, cap tables and stock-based compensation, along with administrating our stock administration software.

Job Requirements:

  • Must have the CEP designation or completion of at least one of the three CEP Institute courses
  • Bachelor’s degree in Accounting or Finance or relevant degree
  • Minimum 5-10 years of experience
  • Demonstrated proficiency in stock administration and stock-based compensation
  • Strong project management, leadership, relationship development and people management skills
  • Results orientation with an ability to manage the overall project, collaborate with different individuals across the organization, and “roll‐up the sleeves” in order to accomplish all necessary tasks
  • Ability to work in a fast paced dynamic environment
  • Strong proficiency in working with administrator stock software
Desired skills:
  • Technology industry experience preferred
  • Knowledge of SOX compliance
Job Description:
  • Responsible for the stock administration process. This includes grant approvals, exercises, stock-based compensation, and required reporting
  • Coordination with third party service providers to prepare documents for all stock grants, exercises, stock-based compensation and employee approvals
  • Support the external SEC filing process for the Company’s internal and external reporting requirements
  • Responsible for monthly close on stock-based compensation entries
  • Take ownership and collaborate with other groups and/or departments as needed to assess the reporting and business implications of changes in US GAAP or Tax Accounting, ensure compliance with complex, new and/or amended standards/interpretations, coordinate changes, and ensure availability of requisite information for financial reporting related to stock administration
  • Collaborate with business and FP&A to understand budget implications and proactively implement planning strategy for accounting issues related to stock administration
  • Support month end and quarter end close and related reporting
  • Identify system and process improvement opportunities and assist in implementation of process improvement and system upgrade initiatives undertaken by department
  • Assist in preparation of internal and external schedules and documentation to facilitate annual audit and tax filings, as needed

To Apply:  Please go to:  https://hire.jobvite.com/j?cj=oqfiZfwG&s=CEPI

Posted:  July 28, 2014
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Microchip

Location: Chandler, AZ.
Position: Sr. / Stock Plan Administrator

We’re seeking an analytical, detail-oriented individual to join our stock team. Our ideal administrator is a people person and although you work well in a team environment, you can also work independently when required. You’re also motivated to assist Microchip in the development and improvement of internal and external processes, helping us improve our service level, efficiency, and accuracy. Knowledge of E*TRADE’s Equity Edge software platform or comparable software is required. Good communication skills required, as there is a high volume of employee interaction. Qualified candidates will encompass the ability to adapt, prioritize, and multi-task several projects within a fast paced environment. Priorities will shift between immediate processing of grant, exercise, and stock purchase transactions to the production of reports and statements.

Duties:

  1. Administering/interpreting employee non-qualified stock option, stock-settled appreciation right, restricted stock unit, and stock purchase plan provisions.
  2. Maintain quality control of equity compensation record keeping system.
  3. Processing new grants, restricted stock unit releases, and option/stock-settled appreciation right transactions.
  4. Provide Payroll with timely and accurate stock transactions information.
  5. Administer employee stock purchase plan activity (US & International), including purchase of shares; facilitate qualifying and disqualifying dispositions.
  6. Entering/processing terminations and processing employee stock purchase plan withdrawals.
  7. Perform daily/monthly/quarterly share and option reconciliations. Provide periodic reports to Finance, HR, and International contacts.
  8. Preparing and distributing employee communications.
  9. Present new hire orientation and other training classes.
  10. Maintaining online grant package notification and Customer Service Center through E*TRADE.
  11. Answering inquiries from company employees and other departments.
  12. Creating and updating procedure documents.
  13. Work with internal and external auditors and Finance team for quarterly reviews, year-end audits, and Sarbanes-Oxley (“SOX”) audits of procedures and controls as needed
Job Requirements:
  • Bachelor degree and a minimum of one year experience in equity stock compensation
  • Certified Equity Professional Level I designation preferred
  • Ability to maintain confidential information
  • Thoroughly experienced in using E*TRADE Equity Edge platform or a comparable platform
  • General knowledge of HRIS systems (PeopleSoft knowledge a plus) 
  • Proficient in Windows including Excel, Access, Word, and PowerPoint
  • Illustrate strong organizational skills, attention to detail, analytical abilities, and consistent follow through
  • Demonstrate excellent oral and written communication skills

To Apply:  Please go to: https://microchip.mua.hrdepartment.com/hr/ats/Posting/view/274/0/14

Posted:  July 23, 2014
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