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

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Current Listings

Last Update: November 17, 2009


Solium Capital, Inc

Position: Stock Plan Administrator
Location: Birmingham, MI

Job Description
The Stock Plan Administrator deals with HR professionals, senior financial staff, and high-level payroll/benefits contacts on enterprise accounts. Our commitment is to deliver distinctive service that redefines the expectations of our customers. We’ll look to you to embody that core belief, helping us evolve our service delivery internally and externally to a global industry-leading standard. 

Talent Profile
We are looking for an analytical, detail-oriented individual to join our close-knit team. You are a people person, and although you work well in a team environment, you can also work independently when required. You are comfortable with a high level of responsibility, managing corporate client accounts and transactions that can be worth millions of dollars. 

The primary responsibilities of this role include:

  • Maintain stock option, restricted stock, and employee share purchase plan data
  • Process transactions related to restricted stock or employee share purchase plans
  • Facilitate the stock plan requirements of key insiders
  • Handle problem situations, escalating as appropriate
  • Train clients to produce financial and administrative reports
  • Manage customer expectations to ensure maximum satisfaction
  • Regularly interact with Client Relationship Managers for assigned accounts on customer issues
Required qualifications for this position:
  • Self-motivated, goal oriented, and dependable
  • Excellent telephone and written communication skills, attention to detail
  • Basic understanding of stock options and accounting is an asset
  • Ability to work in a fast paced environment
  • Strong organizational skills
  • Strong analytical, attention-to-detail, and problem solving skills
  • Comfortable with technology in general and technical concepts
  • CEP Level One or higher preferred
Preferred Work Experience:
  • Transfer agent experience
  • Brokerage experience
  • Accounting experience
Required technical skills for this position:
  • Highly proficient with Excel
  • Experienced with using web applications
  • Competent using Microsoft Office
About the Company
Solium Capital Inc. (TSX:SUM) is a leading global provider of web-based stock plan administration technology and services. Solium's integrated solutions help corporations automate and manage their stock option and stock purchase plans, including comprehensive regulatory and financial reporting. Founded in 1999, Solium Capital has offices in Canada and the United States and posted 2008 fiscal revenues of $17 million.

To Apply
This is a vital role with a unique company experiencing significant growth. If you think you have the talent to become part of our world-class customer service organization, we would love to hear from you. To apply, please forward your resume to hr@solium.com. Only short-listed candidates will be contacted. Thanks in advance for your submission. 

Posted: November 13, 2009
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Jefferies

Position: Junior Stock Plan Administrator
Location: Los Angeles, CA

Background
Jefferies , a major global securities and investment banking group, has served companies and their investors for more than 45 years and operates in more than 25 cities around the world. We provide world-class investment banking, sales & trading, research and asset management to a diverse range of corporate clients, institutional investors and high net worth individuals. 

Description
We currently have an excellent opportunity for junior level stock plan professional to join our Stock Administration team. We are seeking a qualified, self-motivated individual with an entrepreneurial spirit who can perform a variety of responsibilities that encompass this diverse role. The person should have general knowledge and experience of the key disciplines within equity compensation which include accounting, corporate and securities law, taxation, and database administration for a global company.

Responsibilities include:

  • Coordinate the processing of restricted stock grants, vestings, distributions
  • Administer the stock options including the settlement of exercises
  • Facilitate tax payment collections when taxable events occur
  • Assist with reconciling and auditing stock activity
  • Accurate database maintenance
  • Ability to research and answer employee questions regarding their stock awards
Qualifications
  • Minimum 2 years experience within equity compensation administration or a related field
  • Experience and understanding of RSUs, RSAs, NQSOs, and deferred compensation
  • Must be highly detailed, organized, and efficient
  • Must have excellent English written and oral communication skills
  • Undergraduate—Bachelor's Degree (preferably in Accounting, Finance, or Human Resources)
  • Certified Equity Professional (CEP) Level 1 a strong plus
Special Skills
  • Proficiency with Microsoft office programs (Excel, Word, Access) and Lotus Notes
  • Experience with EASi database platform a strong plus
  • PeopleSoft experience desirable

Qualified candidates, please send your résumé to skifer@jefferies.com

Posted: October 29, 2009
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OptionEase

Position: Customer Support Specialist
Location: San Juan Capistrano, CA

Background
OptionEase, an emerging growth software company headquartered in South Orange County CA, is seeking a Customer Support Specialist, a newly defined position, to join an in-house team reporting directly to the Manager, Customer Support. Founded in 2006, OptionEase currently services 350+ corporations worldwide with an industry leading SaaS delivered application for stock option accounting and compliance. 

General Description:

  • Customer Support and Stock Administration for OptionEase software.
  • Understanding of valuation, compliance and stock administration services.
  • Provide customer support to OE Clients working with customers, CFO’s, controllers and finance accounting staff.
  • One on one customer support and administration, training, problems solving and special requests.
Job Requirements:
  • Stock Administration for Publicly Traded companies
  • Stock Option Administration
  • Stock Purchase Administration
  • Strong Customer support Experienc
  • Strong Analytical Skills
  • CEP Level One or higher preferred
  • Accounting or Finance Experience
  • Project Oriented
  • Able to work in a start up environment
  • Managing multiple projects simultaneously
  • Able to work independently and accurately
  • STRONG written and verbal skills
  • Strong problem solving skills
  • MUST be detailed
  • Willing to be a team player
  • Expert Computer Skills

 Local Candidates Only.
OptionEase offer a competitive salary, stock options, 401K matching, full health and vacation.

To be considered for this position, please send cover letter and resume to HR@optionease.com with "OptionEase Customer Support Specialist" in the subject line of your email. 

Posted: October 15, 2009
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OptionEase

Position: Director, Customer Support
Location: San Juan Capistrano, CA

Background
OptionEase, an emerging growth software company headquartered in South Orange County CA, is seeking a Director, Customer Support, a newly defined position, to join an in-house team reporting directly to the Executive Vice President, Operations. Founded in 2006, OptionEase currently services 350+ corporations worldwide with an industry leading SaaS delivered application for stock option accounting and compliance.

Job Description
 The desired Customer Support Director candidate will possess previous experience in a quality, customer service oriented environment. He / She will be enthusiastic and possess the ability to effectively communicate and develop lasting client relationships with our customer base and manage the day to day operations of our CS department and staff. 

  • Experience in building and managing a customer support organization (5 – 20 employee growth)
  • Must have managed a minimum of 5 team members
  • Ability to define policies and procedures
  • Experience with CRM packages
  • Experience building measurement and metrics
  • Hands-on manager (must manage and take support calls)
  • Strong financial background (CPA/CEP)
  • Experience in Stock Administration for Publicly Traded companies
  • Experience in Stock Option Administration
  • Experience in Stock Purchase Administration
  • Strong Customer support Experience – must have the ability to take customer calls and solve issues on a regular basis.
  • Strong Analytical Skills
  • Project Oriented
  • Able to work in a start up environment
  • Managing multiple projects simultaneously
  • STRONG written and verbal skills
  • Strong problem solving skills
  • MUST be detailed
  • Willing to be a team player
  • Expert Computer Skills
OptionEase offer a competitive salary, performance bonus, stock options, 401K matching, full health and vacation. 

To be considered for this position, please send cover letter and resume to HR@optionease.com with "OptionEase Customer Support Director" in the subject line of your email. 

Posted: October 15, 2009
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Equity Administration Solutions, Inc. (EASi)

Position: Customer Support Analyst (experienced)
Location: Pleasanton, CA

Background
Equity Administration Solutions, Inc. (EASi)  is a hosted software company located in Pleasanton CA. Our products provide software solutions for the accounting and administration of Equity based compensation (stock option plans, ESPPs, among others. We are a fast growing company that prides itself on providing timely, thorough and superior solutions to our clients. To learn more about us, please visit http://www.easiadmin.com.

Position Description:
We are seeking an experienced full-time technical support representative whose primary responsibilities include: 

  • Resolve complex customer issues, by telephone and e-mail, with regard to system usage, implementation, reconciliation, and accounting related issues.
  • Conduct end-user training remotely via Web-Ex-type mechanism
  • Assist in other product-related areas such as QA (where you may be asked to both write and execute test plans), Product management (where you may be asked to write Business Requirements Documents, and documentation.
Applicants must possess strong technical and communication skills, excellent problem solving abilities, and an attention to detail. Demonstrating a sense of urgency with regard to resolving customer support issues is paramount. Follow through is essential.

Minimum Qualifications:

  • Excellent Microsoft skills (especially Windows, IE, Excel, Outlook)
  • Experience analyzing large, complex databases (SQL Skills, PL/SQL Experience a Plus)
  • Proficiency with web-based tools including FTP
  • Excellent verbal and written skills
  • Familiarity with the use of CRM systems, SugarCRM a plus
  • Excellent project management skills and a process orientation
  • Familiarity with the basics of Equity compensation - CEP Level One or higher preferred
  • The ability to thrive in a hectic, fast moving environment where it may be necessary to wear many different hats at different times.
Desired Skills
  • Familiarity with FAS123R
  • Experience with simple Report Writing based on SQL Queries.
  • Experience with the QA function, especially in a hosted software environment.
  • Experience translating customer requests into coherent Requirements that can be addressed by software engineers.

Application Process
Please forward resume to:kathy.haney@easiadmin.com

Posted: October 8, 2009
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LinkedIn

Position: Payroll Manager and Stock Administrator
Location: Mountain View, CA

Background: This position ensures the accurate and timely semi-monthly payroll system input and output using Pro Business. Responsibilities include PR journal entries, reconciliation of related payroll balance sheet accounts, improvement of internal processes within payroll, and maintaining the company’s equity plan using Equity Edge. The role reports to the Assistant Controller and also works with multiple cross-functional departments across the organization. 

Payroll Responsibilities:

  • Process semi-monthly multi-states payroll.
  • Collect and process accurate data including: new hires, terminations, salary adjustments, special payments , bonus, 401K & FSA withholdings, and employee deductions.
  • Work with internal and external individuals, departments to answer questions, resolve issues, obtain and share information related to Payroll.
  • Work with HR, GL, FP&A and other departmental staff in various functions within the company as well as third party vendors, including ADP, to ensure the payroll timely and accurate payroll processing.
  • Review payroll reports and make any necessary adjustments to ensure that the quarterly and annual filings are accurate and correct.
  • Coordinate with HR on the best means of communicating information, tracking earnings/deductions and reporting to employees, managers or outside services (auditors, states, brokers).
  • Investigate payroll inaccuracies, process various deductions, process 401k contributions, stock options, and manage “track of time off” liability reporting (vacation, sick, personal, flexible spending, etc).
  • Prepare payroll related journal entries and account reconciliations (liability and payroll cash accounts).
  • Reconcile payroll system reports with the Oracle general ledger.
  • Researches and summarizes information upon request.
  • Have strong understanding of wage and tax laws at the federal, state and local level.
  • Evaluate current procedures and policies and implement necessary changes to comply with company and government regulations
  • Stay in compliance with federal, state, and local legal requirements by studying existing and new legislations enforcing adherence to requirements and advising management on needed actions.
  • Establish organization standards and best practices, including developing and updating policies, procedures and workflow ensuring compliance with internal controls.
Administer the Company's Equity Plan Administration Responsibilities:
  • Maintain an accurate stock database and employee data using Equity Edge SW 7.2 or 8.0.
  • Distribute of Stock Plan Communications Materials and Summary of Grant Awards to employees.
  • Process option transactions including new hire grants, terminations, cancellations, exercises, and repurchase.
  • Generate reports from Equity Edge system and perform month-end analysis/reviews, reconcile grant statements/ transaction activities, and correct any discrepancies.
  • Follow up and resolve inquiries from participants.
  • Partner closely with the Legal, Tax, Accounting, and Human Resource functions on various equity issues including but not limited to:
    • Identify issues regarding tax and financial reporting compliance related to equity.
    • 83(b) and other tax-related elections
    • Educate/communicate with HR and employees regarding equity plans and processes
    • Maintain and update documentation and process to ensure stock administration is compliant with internal control.
    • Have an understanding of FAS123R and understand how actions by Stock Administration directly impact the related equity expense calculated by the Accounting team.
    • Answer employee questions and resolve problems.
    • Prepare reports as requested.
Requirements:
  • Have a minimum of 5 years of actual payroll and stock administration processing.
  • Experience with multi-state payroll.
  • Have strong technical skills, including proficiency with computerized payroll systems
  •  Must be familiar with processing payroll that includes: LOA, 401K, qualified and non-qualified stock options and severances.
  • Knowledge of accounting and reconciliation of payroll transactions.
  • Experience in payroll tax reporting, account analysis and general ledger.
  • Experience in finding solutions to technical payroll, accounting and system issues.
  • Ability to work independently and effectively to communicate to employees and various levels of management.
  • Ability to analyze and prioritize information to make appropriate recommendations for resolution and/or prevention of problems.
  • Excellent attention to detail is required, as well as reliability, accuracy and timeliness in performance of recurring responsibilities.
  • Strong problem-solving abilities, including ability to research, organize and analyze information.
  • Ability to exercise a high level of confidentiality and discretion.
  • Must have excellent verbal/written communication, problem solving, organizational, analytical and interpersonal skills.
  • Must be able to react to change productively, have strong initiative and the ability to manage multiple tasks.
  • Must be a team player and able to work in a fast pace and rapidly changing environment.
  • Must have professional certifications (CEP & CPP)
  • Experience with Pro Business, Oracle and Equity Edge preferable.

To Apply:
Qualified applicants please apply on line at http://linkedin-us.simplyhired.com/a/li-jobs/view/jobkey-6503.o1SdVfwL/jp-9/hits-78/ln-en

Posted: October 1, 2009
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E*TRADE

Position: Senior Retail Learning Specialist
Location: Alpharetta, GA

Detailed Description
 This role is responsible for the development and delivery of both internal and client-facing training as it relates to E*TRADE products and procedures. The role will serve E*TRADE’s Corporate Service Group, and will be tasked with becoming an expert in E*TRADE’s Equity Compensation products and related internal processes, procedures, and standards. 

Responsibilities 

  • Facilitate outstanding training for E*TRADE’s Corporate -- Services organization - specializing in equity compensation.
  • Work with management to identify performance gaps and help identify and develop solutions (including training and other solutions) to improve individual, team and client performance.
  • Identify and recommend additions, updates and changes to the training curriculum so that it is accurate, relevant and current given product updates and/or changes in internal procedures. Work with management to implement design enhancements once identified.
  • Work with instructional design team to develop participant manuals, facilitator guides, presentations, job aids, web-based modules, user guides, and other supporting documentation to accompany training.
  • Provide targeted coaching, as needed, to training participants and managers to further enhance on the job performance.
Key Attributes for Success
  • Ability to deliver outstanding training that achieves predetermined learning outcomes
  • Ability to apply instructional design techniques in curriculum development
  • Ability to apply adult learning principles
  • Ability to adapt and present new curriculum as client needs change
  • Ability to provide follow-up coaching for performance improvement
  • Time management and project management skills
Job Requirements
  • Bachelor degree.
  • At least three years training experience in a technology environment.
  • At least one year delivering technical or software training.
  • Familiarity with Equity Compensation plans and/or products a plus.
  • CEP Level One or higher preferred

To apply, pelase send resumes to: ryan.clark@etrade.com

Posted: October 1, 2009
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Informatica

Position: Equity Manager (Stock Administration)
Location: Redwood City, CA

Informatica is the leading provider of data integration and data quality software and solutions. We are a fast paced, rapidly growing enterprise software company in a strong market that is resistant to economic downturn. Our talented Finance and Accounting team has played a significant role in the remarkable growth the company has experienced through creative strategy and strong lead generation execution In our organization, you will work for the industry leader, in a growing market place with the smartest minds in the business. If you consider yourself a thought leader and want to be a part of the company who is delivering the strategy for successful businesses today, we invite you to take the next step in your career and join us in leading the future. The key purpose of this position is to manage all aspects of the equity transactions in a growing global high technology company. 

Core Responsibilities

  • Manage all aspects of transactions related to stock options, restricted stock units, stock awards (including performance based awards) and ESPP Plans with a great level of accuracy and precision
  • Preparation of SFAS 123(R) valuation and expense allocations reports and journal entries and assisting the Tax Department in coordination of tax reports related to SFAS 123(R)
  • Preparation of monthly and quarterly reports, including variance reports for equity transactions and SFAS 123(R) expenses
  • Quarterly calculation of EPS
  • Planning and forecasting for share-based payments and EPS
  • Processing of grants, exercises, terminations and cancellations of stock options and stock awards
  • Administration of semi-annual ESPP purchases and coordination of the open enrollment
  • Auditing and reconciliation of the Equity Edge reports
  • Sarbanes-Oxley 404 compliance and testing related to processing and management of equity awards
  • Information gathering for new territories prior to granting participation in equity plans
  • Preparation and distribution of the Stock Plan communication materials
  • Administration of stock options and ESPP database (Equity Edge)
  • Working closely with the brokers and the Company’s transfer agent
  • Experience with tax withholding requirements in Europe, Asia and Latin America
  • Preparation of journal entries for equity transactions
  • Evaluating and initiating improvements in documentation of the current equity processes and procedures
  • Providing excellent customer service to the employees of the organization worldwide
  • Working on special projects related to equity matters.
Key Skills and Experience:
  • Having a proven track record in equity management for global high technology companies.
  • Minimum of seven years of stock administration and equity management experience with a Bachelor's Degree in Accounting or Business.
  • Extensive experience in administration and compliance issues related to administration of stock options, ESPP and stock awards.
  • CEP Level 3 required
  • Excellent working knowledge of Equity Edge Software.
  • Strong verbal and written along with solid interpersonal and organizational skills.
  • Excellent managerial and communication skills.
Informatica provides outstanding benefits including: flexible time off, medical, dental, and vision, disability insurance, life, AD&D, EAP, business travel accident coverage, FSA’s, 401(k) savings plan with company match, education tuition reimbursement assistance, ESPP, gym membership and an on-site cafeteria (for corporate employees).

Qualified Candidates are encouraged to submit their resume in Word or PDF format to vdavis@informatica.com with  "Job ID 3151" in the e-mail subject line.

Posted: September 29, 2009
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AMB

Position: Stock Administration/Treasury Analyst
Location: San Francisco, CA

Operating out of San Francisco, AMB Property Corporation is a real estate investment trust (REIT) concentrating on industrial properties. The REIT concentrates on distribution facilities near ports, airports, and highways. In addition, subsidiary AMB Capital Partners, LLC provides real estate investment and management services for outside investors.

AMB Property Corporation offers a range of exciting employment opportunities. We take pride in cultivating a diverse and dynamic work environment that fosters success for employees and other company stakeholders. At AMB, you can go as far as your talents and aspirations take you.

Major Responsibilities

  • Administer the company’s stock option and incentive plans, including:
    • Award processing, record keeping and exercise processing
    • Termination/cancellation and dividend processing
    • Managing AMB’s brokerage account, share purchase and delivery activity
    • Accounting, audit, payroll and tax reports preparation
    • Distribution of plan statements to participants
    • Coordination with transfer agent and third party broker
  • Monitor insider trading activity and manage Section 16 compliance program, including the preparation and filing Forms 3, 4, and 5
  • Maintain Equity Edge database for the company’s stock option and incentive stock plans in an accurate and timely manner
  • Manage tax withholding process related to restricted stock releases and stock option exercises
  • Perform monthly reconciliation of outstanding and weighted average share counts, limited partnership units and prepare all related audit support documentation
  • Prepare information and reports for the Proxy, 10K, and 10Qs
  • Coordinate all actions and requirements related to stock administration with other departments in the company, including payroll, human resources, accounting and tax.
  • Process and track limited partnership unit redemptions and operating partnership’s unit activity
  • Communicate, educate, answer questions and resolve problems regarding the company’s stock option and incentive stock plans at various levels including members of the company’s board
  • Cross-train and become actively involved in other treasury projects including cash and exposure management and global treasury system implementation
  • Manage the anniversary grant program
Requirements and Preferences
  • A minimum of 3 years of related stock administration and Treasury experience.
  • CEP certification preferred
  • Understanding of SFAS 123(R) and related reporting requirements
  • Proven computer skills required, including a proficiency in Microsoft Word, Excel and Equity Edge
  • Effective verbal and written communication skills, with the ability to communicate with all levels of employees and third party vendors
  • Attention to detail and good organization skills
  • Able to work independently, handle multiple priorities and apply good judgment


To apply
Please submit all resumes to jobs@amb.com
For any questions or inquiries, please contact Sue Kim at skim@amb.com
Please do not contact the department directly. 

Posted: September 15, 2009
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VMware

Position: Senior Stock Administrator
Location: Palo Alto, CA

Position Overview:
As a member of VMware’s worldwide Finance team, VMware’s Senior Stock Administrator is responsible for processing all stock transactions and stock reporting, as well as interacting with employees on all stock-related issues. The ideal candidate must have at least five years of experience as a Senior Stock Administrator in a multinational environment; have excellent oral and written communication skills; and be able to provide effective customer service for internal and external customers. Excellent organizational skills and the desire and ability to work independently in a dynamic and fast-paced environment are necessary to succeed in this position. 

Position Responsibilities: 

  • Responsible for processing all stock transactions and the related reporting for VMware’s stock plans for employees worldwide.
  • Manage VMware’s ESPP.
  • Provide the payroll team with timely and accurate stock transaction information.
  • Execute transactions in compliance with the Sarbanes-Oxley regulations.
  • Prepare the shares outstanding and shares available for grant reconciliations monthly & quarterly.
  • Responsible for managing the VMware Stock Administration mailbox.
  • Special projects as necessary.
Position Qualifications:
  • Minimum of five years of stock administration experience for a multinational corporation
  • CEP preferred, minimum Level II with planned completion of Level III within a year.
  • Competent understanding of stock regulations in a multinational environment, including international payroll taxation. Ability to research foreign rules and regulations as they relate to stock awards.
  • Excellent written and oral communication skills to facilitate effective writing of correspondence with internal and external customers.
  • Ability and desire to work efficiently and productively with minimal supervision as well as multi-task.
  • Demonstrate ability to effectively work with all levels within the company, including executive management
  • Ability to identify and analyze problems using sound judgment and determine solutions in order to effectively resolve issues and accomplish goals
  • Proficient in use of MS Office suite and equity management software. 
Application Process
Please forward a copy of your resume and cover letter to Deborah Matsuoka at dmatsuoka@vmware.com

Posted: September 1, 2009
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