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 Updated May 18, 2015


Posted Date Listings



Position: District Development Associate
Location: San Carlos, CA

The District Development Associate is a critical role in continuing the rapid growth we’ve been experiencing at Education Elements. The DDA will be focused on establishing key processes, developing relationships with districts, and pioneering the way we educate district leaders on personalized learning.  Reporting to the Director of Growth and Development, you will manage outreach and information campaigns and follow up on inbound requests for information. The key will be developing insights about the problems each district is facing so that we can expose them to personalized learning as a solution.

Associates will have the opportunity to network with education and edtech leaders, identify new players in the blended-learning field, and evaluate the relative readiness of districts to work with Education Elements to personalize learning.

Responsibilities:

  • Identifying and interviewing district leaders about their district's mission, plans, and implementation of 1:1, blended learning, and related programs 
  • Responding to inbound inquiries 
  • Creating profiles for districts that includes categorizing and evaluating readiness 
  • Creating and providing relevant resources to districts 
  • Coaching district leaders on effective approaches to instructional transformation through the use of technology 
  • Connecting districts with appropriate staff for further development 
Qualifications:
  • Outgoing personality, high energy, and ready to take initiative 
  • Genuine interest in education transformation and student-centered learning 
  • 1 year of sales related or community outreach experience 
  • Strong writing and research skills 
  • Strong verbal communication skills 
  • Detail-oriented and organized
 
Posted: May 18, 2015



Position: Stock Administration Specialist
Location: Seattle, WA

The Stock Administration Specialist will be responsible for supporting the daily stock administration process. The role will focus on maintaining the accuracy and timeliness of the stock compensation database, providing exemplary internal and external customer support, and various other ad hoc reporting and analysis as it pertains to stock compensation.

Education Requirements: Bachelor’s Degree in Business Administration with a concentration in Accounting is preferred, but not required. 

Work Experience: 
  • Minimum of 1-2 years of relevant work experience 
  • General understanding of public company stock ownership 
  • Knowledge of equity process cycle, including the linkages between Legal, Tax, Accounting, Payroll, and HR is preferred 
  • Prior experience working for a high growth, fast-paced company, a plus
Systems/Computer Skills: 
  • Advanced Excel skills, a must 
  • Stock compensation platform experience, preferred 
  • Workday experience, a plus 
  • Must be systems savvy, and have the ability and drive to learn
Job Skills: 
  • Exceptional attention to detail 
  • Ability to work in a fast-paced environment with on-going deadlines and be able to multitask 
  • Impeccable organization, time management, oral and written communication skills 
  • Superior analytical skills 
  • Effective interpersonal and team skills 
  • Exhibits high degree of professionalism
Job Requirements: 
  • Support daily stock administration process 
  • Work closely with internal and external stakeholders to maintain the stock compensation database to ensure accuracy at all times 
  • Assist with audits
  • Support completion of monthly and quarterly stock administration deadlines 
  • Provide formal and ad-hoc analysis of stock compensation, as requested

Posted: May 18, 2015



Position: Senior Corporate Paralegal and Stock Plan Administrator
Location: Santa Clara, CA

DataStax delivers Apache Cassandra in a database platform purpose built for the performance and availability demands of IOT, web, and mobile applications. To support our company’s significant growth we will be adding a Stock Plan Administrator and Senior Corporate Paralegal to our in-house legal team.This position will be based in our Santa Clara, CA headquarters and report to the General Counsel. While this role will include broad responsibilities applicants must have experience in the administration of corporate stock plans at a publicly traded company or at a law firm that performs stock administration for its clients.

Responsibilities:
  • Own and manage stock administration for our employees and investors 
  • Manage the process around approval and communication of employee stock option grants 
  • Prepare stock reports for senior management and major investors 
  • Conduct employee training on the company's stock option program 
  • Assist with the preparation of materials and minutes for meetings of our Board of Directors and its committees, including drafting unanimous written consents and maintaining corporate records 
  • Perform corporate entity administration duties including documenting board and shareholder actions for our domestic and foreign subsidiaries, completing and filing annual reports, and obtaining government permits and licenses 
  • Assist in due diligence and other corporate matters in connection with potential acquisitions 
Qualifications:
  • 2+ years of Stock Administration experience, preferably with a leading law firm or in-house at a publicly traded company.  Experience with corporate paralegal responsibilities and/or global equity compensation awards highly preferred 
  • Detail-oriented and supremely organized 
  • Excellent interpersonal and communications skills. 
  • Able to practice effective time management and prioritization 
  • Courage to take initiative, address problems, and make continuous process improvements 
  • Willing to work on a broad variety of legal and corporate matters 
  • Commitment to professionalism and personal growth CEP designation preferred  

Posted: May 12, 2015



Position: Compensation Specialist
Location: Wellington, FL

Responsible for administering company compensation programs. This position is the point of contact for all of the company’s equity programs, including managing the Employee Stock Purchase Plan. Duties include processing stock transactions, maintaining the stock plan database and procedures and processes for accurate and timely reporting, financial compliance and governance.

Responsibilities:
  • Ensure stock awards are administered in accordance with the terms and conditions of the awards, governing plans and internal processes and procedures. 
  • Manages ESPP enrollment and semi-annual purchase process. 
  • Maintains company stock plan database and manage the long-term incentive grant process. 
  • Develop and send out communications to participants regarding ESPP enrollment, blackout window and various equity events. 
  • Provide monthly, quarterly and annual reporting as needed for audit, tax and legal filings. 
  • Assists new and existing participants with general inquiries including login and account information, website navigation, ESPP enrollment, restricted stock vesting and FAQs. 
  • Assist with a variety of projects and analysis as needed.
Education and Related Experience:
  • Bachelors Degree in Business Administration, Human Resources, Finance or related field 
  • Minimum of two years of experience in related area. 
  • Intermediate to Expert skill level in MS Office applications. 
  • Ability to manage multiple and competing deadlines. 
  • Excellent communication skills both oral and written.
Preferred Knowledge, Skills, and Abilities:
  • Stock plan administration experience with a global, publicly traded company. 
  • Equity Edge Online experience. 
  • CEP certification a plus.
To Apply: Please send your resume to Yessenia@cxcinc.com. Please call Yessenia Gonzalez at 954-437-0070 x 203. 

Posted: May 11, 2015



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

Gap Inc. is a leading global retailer offering clothing, accessories and personal care products for men, women and children under the Gap, Banana Republic, Old Navy, Athleta and Intermix brands. Gap Inc. products are available for purchase in more than 90 countries worldwide through about 3,300 company-operated stores, almost 400 franchise stores, and e-commerce sites. 

The Senior Stock Analyst position will be located in San Francisco and is part of the Global Equity Administration (“GEA”) team within the Gap Inc. Legal department.  The GEA team has primary responsibility for the administration of Gap Inc.’s equity-based compensation programs around the world. 

GEA is a small but critically important team within Gap Inc. With our collaborative approach to work streams, the Senior Stock Analyst will have the opportunity to gain deep knowledge and experience on all aspects of equity administration for one of the largest specialty apparel retailers in the world.  We currently have approximately 3,500 equity award recipients in 13 countries.

Responsibilities: 

  • Quarterly Financial Reporting –preparation, reconciliation and distribution of ASC718 expense reports. 
  • Manage grant and release processes. 
  • Process monthly RSU releases and RSU and option grants.
  • Monthly and annual reporting, including share reconciliation.
  • International tax and securities research and compliance.
  • Ongoing development and maintenance of global equity program communication materials, including procedures manual.
  • Conduct semi-annual SOX testing / review of controls.
  • Assist with management and oversight of international compliance for equity programs, including quarterly and annual reporting in China with the tax and SAFE authorities. 
  • Manage process for tracking and reporting (Forms 3, 4 and 5 filings) of Section 16 insider transactions.
  • Manage insider list and status within equity system.
  • Annual preparation of equity-based executive compensation reporting included in the proxy statement.
  • Manage processing of stock option exercises.
  • Respond to and resolve various issues related to global equity programs.
  • Ensure database integrity via audits. 
Qualifications:  
  • In depth knowledge of Stock Administration principles and Equity Edge Online software.
  • CEP certification or Level 2 minimum.
  • Strong understanding of financial reporting principles related to equity compensation (e.g., ASC718).
  • International equity program experience preferred.
  • Ability to work on problems of diverse scope, demonstrating sound judgment in selecting methods and techniques for obtaining solutions.
  • Ability to multi-task and prioritize in a fast-paced environment.″ Excellent customer service skills.
  • Proven communication skills, both written and verbal.
  • Ability and desire to collaborate with co-workers in a team-based environment.
  • Must possess self-motivation, enthusiasm, and a positive attitude.
  • Advanced knowledge of Excel (including pivot tables and vlookup) preferred
  • Minimum of 3-5 years stock administration experience.
  • Finance/Accounting or similar degree preferred or equivalent work experience. 

Posted: May 7, 2015


Position: Senior Stock Plan Administrator
Location: Mountain View, CA

Upwork is the global leader in online work. The company, along with our community of more than 2.5 million businesses and 8 million freelancers, is reimagining the way we work. Freelancers tap into both sites to access the over 2.5 million jobs businesses are posting annually. 

Upwork's vision is to create the world’s largest online workplaces. As an increasingly connected and independent workforce goes online, talent—like software, shopping and communications before it—is shifting to the cloud. This shift is making it faster and easier for businesses to find the skills they need, while freeing professionals from set time and place work. 

Freelancers are earning $900 million annually via Upwork, offering any type of skill imaginable that can be done via a computer—from programming and development, to writing, design, data analysis, 3D modeling and even legal services.

We are looking for a Senior Stock Plan Administrator to join our team.

Responsibilities:

  • Work directly with employees to explain, process, & record stock-related transactions;
  • Respond to employee & management information requests (e.g., vesting status);
  • Understand the recording of a variety of complex vesting schedules;
  • Ensure timely notification of option grants to employees and employee acceptance of the grants;
  • Prepare annual IRS tax forms for stock option exercises;
  • Ensure our equity tracking software is up-to-date and accurate;
  • Support board reporting needs and the accounting team by providing monthly stock-based compensation expense reports and calculations for non-standard transactions, as needed;
  • Maintain the capitalization table;
  • Lead employee training, both individually and in group settings;
  • Identify and implement process improvements.
Qualifications:
  • Strong Equity Edge Online skills required;
  • Attention to detail with strong organizational skills an absolute must;
  • Current Certified Equity Professional (CEP) designation is strongly preferred;
  • Strong communication skills (both verbal and written) - ability to explain complicated stock-related matters in plain English;
  • Both private and public company experience a plus, as is IPO experience.

Posted: May 6, 2015

Position: Compensation Accounting Director
Location: San Francisco, CA

The Compensation Accounting Manager is responsible for the timely and accurate recording of compensation and benefits related activities of the company.  This includes recording payroll and related benefits, taxes and accruals; corporate bonus calculations and accruals; sales commissions / compensation plan calculations and accruals; equity-based compensation calculations.

The Manager will work cross-functionally with the relevant managers of the transactional processing groups, including the Director of Payroll and the Director of Equity Administration; HR Operations and Benefits; Director of Accounting; and the Financial Planning and Analysis group.

Equity Accounting:

  • Prepare the ASC 718 stock based compensation expense and forecasts for both financial statement and income taxes.
  • Assist with the planning, organizing, and coordination of monthly, quarterly and year-end close processes. - reconcile Common and APIC equity accounts, to ensure they tie to the equity roll-forward; prepare the equity roll-forward schedule; and reconcile all related expense accounts.
  • Prepare accounting and journal entries related to stock compensation and ASC 718 calculations; perform quarterly expense calculations, analysis for the assumptions, true-up for ESPP expenses booked in prior periods based on the actual contributions.
  • Review GAAP Accounting standards in the area of Stock Based compensation, financial reporting and analysis, and compensation related updates for HR.
  • Prepare SEC schedules and disclosure information related to Stock – prepare and tie-out the whole Equity section on 10-Q/10-K/Annual Proxy and other sections related to Equity and other Compensation sections. Also includes complete calculation for WASO and dilutive effect of the options and awards outstanding.
  • Effectively communicate changes in equity related accounting policies to management and implement new processes to accommodate changes as necessary.
  • Provide the Tax Department with routine or ad hoc requests for their tax accounting calculations
  • Within Sarbanes-Oxley Compliance (404), responsibility for evaluating control procedures necessary to assure compliance, establishing and monitoring compliance with these procedures

Sales Compensation and Other Variable Compensation Accounting:

  • Responsible for the calculation and proper accounting of  the corporate performance bonus plans.  Provides oversight for the calculation and responsible for the proper accounting for all other variable compensation programs administered by the FP&A group.
  • Recommends and implements tools, processes and data flows that will allow the company to scales its variable compensation accounting process.
  • Provides assistance to FP&A in running forecasting models for variable compensation plans.

Payroll Accounting:

  • Support bi-weekly and semi-monthly payroll cycles with the recording of needed journal entries.  Ensure all payroll-related processing is systematically reflected in the general ledger.
  • Analyze data and reconcile and balance payroll results, payroll postings and general ledger interface transmittals for all on and off cycle processing and adjustment runs.
  • Provide reconciliations of payroll-related balance sheet and bank accounts.
  • Provide analysis and back up for all payroll accrual accounts.
  • Maintain current and accurate mapping of general ledger accounts for payroll expenses and liabilities in the payroll system.
  • Communicate regularly with payroll team to resolve escalation issues and to share lessons learned to optimize service delivery

Role Requirements:

  • 7-10 years relevant experience
  • B.S. / B.A.  in Accounting, Finance or Business Administration
  • C.P.A. or equivalent, Certified Equity Professional (CEP) desired
  • Masters in Accounting / M.B.A. preferred
  • Knowledge of Oracle Fusion Financials or equivalent

Other Skills:

  • Excellent organization skills, analytical skills and attention to detail
  • Strong leadership, interpersonal and communication skills
  • Adaptability is a characteristic highly valued in this high growth environment
  • Demonstrated ability to scale process, technology and people
  • Experience interacting with legal, accounting, tax and treasury functions on compliance and design issues; vendor management; communications; process flows; database maintenance/use; report retrieval logic; and supervision or management experience. Excellent customer relationship management skills.
  • Technical expertise of US GAAP rules related to compensation accounting in general and equity accounting specifically
  • Ability to drive process improvements
  • Strong computer and analytical skills, including high proficiency in Excel
Apply: Please visit our career page to apply online at www.lendingclub.com

Posted: May 6, 2015



Position: Head of Stock Administration
Location: Mountain View, CA

Pure Storage is seeking a Stock Administration leader to join our team. The role will be responsible for overall administration of our global equity program. The ideal candidate will have previous experience administering global equity plans in pre-IPO and public environments and will understand the complex tax and legal issues associated with equity plan administration.

Responsibilities:
  • Build out a global equity stock administration function
  • Administer the company’s stock option, ESPP, RSA and RSU programs, including documentation for grants, vesting, exercises, transfers and certificates
  • Implement and administer international equity subprograms
  • Develop employee communication and education programs regarding equity compensation matters such as e-mail reminders for ESPP enrollment and blackout window
  • Provide prompt and accurate responses to employee questions and timely resolution of employee issues regarding stock options, ESPP, RSA and RSU
  • Implement and manage an efficient equity compensation system
  • Manage relationships with equity administration system provider and stock transfer agent
  • Develop partnerships with cross-functional teams, including Legal, Tax, Human Resources, Finance and Payroll
  • Prepare monthly, quarterly and year-end reconciliation of all stock activity including shares outstanding balance
  • Provide timely and accurate reporting to support the company’s audit, tax reporting, annual report, quarterly stock compensation related disclosures and SEC filings including section 16 reporting
  • Prepare equity disclosures in annual and proxy filings
  • Coordinate stock sales with insiders, transfer agent and brokers
  • Work closely with Legal to enforce the insider trading policy and administration of 10b5-1 trading plans
  • Coordinate with payroll teams to ensure proper tax withholding, accounting and compliance
  • Generate disqualified disposition reports and year-end tax statements
  • Manage internal audit and SOX compliance processes

Qualifications:

  • Bachelor's Degree in Finance, Accounting or Economics
  • CEP required (Level 3 preferred)
  • 8-10 years of global equity plan administration experience including people management experience

Required Skills:

  • Tax, legal and accounting knowledge as it applies to equity plan administration
  • Team player and customer oriented
  • Strong written, verbal communication and interpersonal skills
  • Strong organization, planning, project management and problem solving skills
  • Proficient in Excel, Word and Power Point

Posted: May 6, 2015



Position: Data Solutions Manager
Location: Menlo Park, CA

E*TRADE FINANCIAL Corporate Services is seeking a professional with skills related to the understanding and application of technical accounting standards, financial reporting, and development of custom reporting. Reporting Solutions Manager's assist clients with their efforts to meet financial reporting requirements related to equity compensation, and the application and implementation of complex accounting standards for U.S. GAAP and International Financial Reporting Standards. Our consulting practice helps client address complex reporting challenges and develops custom reporting solutions to help clients manage their reporting needs. We're committed to delivering reporting solutions that focus on value and quality. This job entails end-to-end responsibility for the development and completion of individual reporting projects and client satisfaction of the work product. Our clients are located throughout the country. This role requires a combination of strategic and tactical problem solving, coupled with strong execution capability. The successful candidate will be an experienced self-starter and have excellent reporting skills, with a proven track record of achieving success in a fast-paced, results-driven organization. 

Responsibilities:
  • Acquire intimate domain knowledge of existing Corporate Services products and services, becoming an equity compensation subject matter expert with respect to knowledge of E*TRADE systems
  • Ensure Advanced Solutions project deliverables are fully met
  • Develop excellent professional oral and written communication skills in order to establish working relationships with client personnel
  • Help build a strong client relationship through positive client interactions related to engagements
  • Desire to continually learn and stay abreast of industry trends and pending regulatory changes.
  • Continuously enhance equity compensation knowledge and expertise
  • Partner closely with a wide range of stakeholders –including Relationship Management, Operations, Customer Service and Sales, - to ensure that all Advanced Solutions engagements produce the desired results 
Qualifications:
  • Bachelor's degree in business related field is required, with a Master's degree as a plus
  • 5+ years of demonstrated experience in either business consulting, and/or equity compensation administration
  • Efficient with software and web application including MS Word, Excel, PowerPoint, Access
  • Strong ability to plan and manage multiple projects in parallel
  • Strong written and verbal communication skills with peers, clients and leadership
  • Combination of strong analytical and documentation skills, ability to think strategically, and deep client focus;highly quality minded
  • Effective team collaboration
  • Ability to work effectively within a team of consultants and cross-functionally with multiple business stakeholders
  • Proven success in developing innovative solutions to clients Preferred
  • Equity compensation experience is a plus
  • Knowledge of MS Access and/or other database management software with the ability to create complex database models
  • CEPI certification or willingness to achieve level 1 CEP designation (minimum) within the first year of full-time employment
  • Ability and willingness to travel up to 10%
To Apply: Please contact Derrick Green at Derrick.Green@etrade.com

Posted: May 4, 2015


Position: Reporting Solutions Manager
Location: Menlo Park, CA

E*TRADE FINANCIAL Corporate Services is seeking a professional with skills related to the understanding and application of technical accounting standards, financial reporting, and development of custom reporting. Reporting Solutions Manager's assist clients with their efforts to meet financial reporting requirements related to equity compensation, and the application and implementation of complex accounting standards for U.S. GAAP and International Financial Reporting Standards. Our consulting practice helps client address complex reporting challenges and develops custom reporting solutions to help clients manage their reporting needs. We're committed to delivering reporting solutions that focus on value and quality. This job entails end-to-end responsibility for the development and completion of individual reporting projects and client satisfaction of the work product. Our clients are located throughout the country. This role requires a combination of strategic and tactical problem solving, coupled with strong execution capability. The successful candidate will be an experienced self-starter and have excellent reporting skills, with a proven track record of achieving success in a fast-paced, results-driven organization. 

Responsibilities:
  • Develop excellent professional oral and written communication skills in order to establish working relationships with client personnel
  • Help build a strong client relationship through positive client interactions related to reporting engagements
  • Acquire intimate domain knowledge of existing Corporate Services products and services, becoming a reporting subject matter expert with respect to application of accounting guidance and knowledge of E*TRADE systems
  • Identify and analyze functional deficiencies in our clients current reporting process and providing proactive solutions and recommendations
  • Partner closely with a wide range of stakeholders –including Relationship Management, Operations, Customer Service and Sales, - to ensure that all reporting solutions engagements produce the desired results
  • Design and develop various custom reporting solutions to meet clients reporting needs
Qualifications:
  • Bachelor's degree in Accounting, Finance, or business related field is required, with a Master's degree as a plus
  • 3+ years of demonstrated experience in either business consulting, financial reporting and/or development of custom reporting
  • Efficient with MS Access and ability to create complex reporting models
  • Strong ability to plan and manage multiple projects in parallel
  • Strong written and verbal communication and presentation skills with peers, clients and leadership
  • Combination of strong analytical and documentation skills, ability to think strategically, and deep client focus;highly quality minded
  • Effective team collaboration
  • Ability to work effectively within a team of consultants and cross-functionally with multiple business stakeholders
  • Proven success in developing innovative reporting solutions to clients
  • Equity compensation experience is a plus
  • Strong technical understanding of equity compensation regarding ASC718 (formerly FAS 123R), ASC 260, ASC 740 and IFRS 2
  • Knowledge of Oracle databases/reporting database design theory
  • Knowledge of MS Access and/or other database management software
  • CEPI certification or willingness to achieve level 1 CEP designation (minimum) within the first year of full-time employment
  • Ability and willingness to travel up to 20%
To Apply: Please contact Derrick Green at Derrick.green@etrade.com

Posted: May 4, 2015


Coherus BioSciences

Position: Stock Plan and Payroll Manager
Location: Redwood City, CA

Coherus BioScience is experiencing significant growth and is seeking an experienced stock plan and payroll manager. This position will be responsible for processing and preparing the US payroll, administering the stock administration functions including compliance and disclosure, preparing the necessary payroll journal entries, monthly reconciliations, monthly/quarterly reports, and other reports/analysis pertaining to stock administration, and payroll. The ideal candidate will have excellent organization, prioritization and communication skills. A strong attention to detail, the ability to meet deadlines consistently and great interpersonal skill is a must. The successful candidate will have a desire to take a leadership role in the management of the stock administration and payroll functions, and also help develop processes that will both improve the daily payroll and stock administration operations and strengthen the internal controls.

Responsibilities:
  • Responsible for preparation and processing of US payroll (non-exempt employee hours), including validation of all inputs to employee payroll files, generation of W-2s and all related accounting and reconciliation processes.
  • Responsible for accurately processing the benefits: health insurance, FSA, vacation and sick leave, leave of absence, etc.
  • Responsible for preparing month-end payroll journal entries.
  • Ensure compliance for all federal, state and local payroll tax laws.
  • Prepare schedules to support workers compensation audits, 401K audits and other surveys/reports requiring employee payroll data.
  • Process/administer all of the company’s equity programs (options, RSU and ESPP), maintain daily recordkeeping of equity data (grants, cancellations and exercises) using Equity Edge system and ensure that transactions are correctly processed and settled in a timely matter.
  • Maintain Equity Edge database and ensure accuracy at all times.
  • Process disqualifying disposition information throughout the year and provide appropriate tax information to all stock plan and ESPP participants as needed.
  • Perform reconciliations of data between HR, Payroll and transfer agent.
  • Serve as liaison between HR, Legal, transfer agent and stock administration service providers for all equity plan and shareholder related matters.
  • 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.
  • Create, maintain and update procedure documents, provide analysis and support for special process improvements, project enhancements and education initiatives.
  • Coordinate with internal and external corporate partners 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.
  • Maintain compliance with accounting policies, procedures and SOX controls for payroll and stock administration areas.
  • Respond to employee inquiries and requests regarding payroll and stock matters.
  • Assist with external audits by providing supporting records and documentation.
  • Other accounting/finance responsibilities as needed.
Experience and Education:
  • BA/BS in Business or Finance/Accounting, or equivalent experience desired.
  • Certified Equity Professional (CEP) Level 3 preferred.
  • At least 5+ years payroll experience and 4+ stock administration experience with a significant portion at a public company.
  • Experience and proven accuracy administering equity incentive and ESPP Plans, including transactional processing.
  • 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 preferred.
  • Excellent written and verbal communication skills, including drafting companywide messages, ability to interface effectively with all levels of company employees.
  • Highly organized, detail-oriented and able to prioritize and multi-task successfully in a fast-paced environment.
  • A demonstrated ability to exercise sound judgment in complex and sensitive situations is required.
  • Proficient in all MS Office applications with advanced Excel skills.
  • Remains current on equity related regulatory reporting and compliance requirements and participates regularly in related professional associations.
To Apply: Please submit your resume to: HR@Coherus.com

Posted: May 4, 2015


Position: Senior Equity Compensation Consultant
Location: San Francisco Bay Area

Stock & Option Solutions (SOS) is actively looking to expand our nationwide equity compensation network to find new candidates that fill our clients' and partners' needs with temporary contract or permanent resources. 

As an SOS equity compensation consultant, you have the opportunity to work with a variety of companies in administering and managing their employee stock option, stock purchase, and restricted stock programs. Responsibilities range from day-to-day operational administration to complex analysis of client needs, project management, and guidance with high-level equity compensation issues.

To Apply: Please send in your resume through our Jobs page. http://www.sos-team.com/screens/Jobs/SOS-Jobs.aspx

Posted: April 29, 2015

Adishian Group

Position: Financial Advisory Team Member
Location: Los Angeles, CA

The Adishian Group, within Merrill Lynch Wealth Management, provides investment strategies, lending capabilities and fiduciary trust services to a diverse clientele, including affluent families, entertainment professionals, athletes, non-profits and private foundations. And, for businesses, the Group offers access to institutional 401k plan services, deferred compensation plans and equity award plan administration, including SEC Rule 144 and 10b5-1 plans for public company officers and directors.We are looking for a CEP to be a team member in our growing practice. Be part of our successful team and use your CEP expertise to help our diverse clientele achieve their financial goals. Visit our webpage at https://www.ml.com/mlwm/system/viewfapage.aspx?pageurl=adishian_group.

To Apply:  Qualified candidates, contact David Adishian at david_g_adishian@ml.com

Posted: April 23, 2015

Solium

Position: Relationship Manager
Location: Mission Viejo, CA

Located in Mission Viejo, CA and reporting into the Vice-President, Partnerships & Channel Relationships, you will be responsible for overseeing, servicing, cultivating and growing existing channel partner client relationships toward mutual partnership and success.Acting as the main point of contact for designated channel partner clients, you will interact with all departments within Solium to ensure that client expectations are met, satisfaction levels are maintained.

Responsibilities:

  • Proactively strive to build "partnership" style relationships focusing on integration at all levels. Interacts with various individuals at the client to solve problems, build strong partnerships, and uncover new opportunities
  • Maintain relationship with senior client contacts across an organization including, but not limited to, corporate secretarial, Finance, Human Resources Compensation and Legal subject matter experts
  • Maintain relationships with senior partner staff including financial advisors, brokerage support teams and broker product support representatives. 
  • Ensure client satisfaction levels are maintained and increased appropriately
  • Relative to services sold, conduct ongoing needs analysis to determine appropriate services to meet client requirements;strive to uncover new business opportunities
  • Keep client apprised of new product functionality that may be relevant to the client and their plan administration through Shareworks
  • Foster client loyalty through Solium's standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, onsite client meetings
  • Understand and interpret Solium contracts and any client exceptions to Solium standards with respect to pricing, plan management or service level commitments
  • Trouble shoot ad hoc client queries utilizing the Solium Shareworks™application
  • Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required
  • Prepare specifications/gap analysis documents for client requests related to new functionality.
  • Mentor colleagues with respect to client interaction, communication tactics and positioning strategies
  • Completes account reviews with the Manager, Account Management
  • Participate in, and support, client training events as required
  • Remain current with new industry developments to interpret impact on client plans
Qualifications: 
  • Undergraduate degree or equivalent work experience in Business, Commerce or similar area of expertise;MBA is considered an asset
  • 5+ years experience in Relationship Management, Account Management, Client Services, or Sales role, preferably working in the equity or share plan industry, including group and retirement plans.
  • Successful completion of CEP designation is a definite asset
  • Demonstrated excellence in customer service, including proven ability to become a 'trusted advisor' with senior members of client organizations
  • Excellent written and oral communication and presentation skills, particularly in conversation with executive-level decision makers
  • Proven, superior problem solving skills and abilities, including the ability to make sound decisions and find viable solutions under tight timelines and in ambiguous circumstances
  • Project management experience would be an asset;formal Project Management education is not a requirement
  • Demonstrated success with explaining complex issues or topics to non-expert team members &customers
  • Fluency in spoken and written English is a must;fluency in other languages considered an asset
  • Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word
  • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
  • Ability to travel up to 50% of time

To apply, send a cover letter and resume to careers@solium.com.

Posted: April 8, 2015


Solium

Position: Client Services Manager
Location: Shelton, CT

Located in Shelton, CT and reporting to the Vice President, Partnerships &Channel relationships, the Client Services Manager-Channel Partners, Western US is responsible for building and nurturing strong relationships with HR professionals, senior financial staff, high-level payroll/benefits and partner financial advisor contacts on Solium channel partner accounts. You will apply your extensive knowledge of Solium products, in addition to strong customer service and communication skills. 

Responsibilities:
  • Delivering optimum service to our customers, including client account administration and providing responses to customer inquiries by phone as required
  • Being attentive to client needs and requests meanwhile, demonstrating effective prioritization, time management skills and escalating when appropriate
  • Managing the administration of share purchase plans, stock options and awards for specific client groups
  • Developing and maintaining long-term client relationships, including
  • Effectively documenting and maintaining client processes
  • Processing timely and accurate data updates, data manipulation and data management by writing to the database per client instruction
  • Proactively participating in ongoing training to expand your own knowledge base
  • Tracking open issues and escalating internally as appropriate
  • Identifying errors and potential issues and working collectively with other team members and internal stakeholders to find solutions
  • Understanding financial reporting and administrative reports
  • Actively managing customer expectations to ensure maximum satisfaction with Solium's products and services
  • Working in a team environment, including interacting with Relationship Management team on on customer issues and taking responsibility for client satisfaction
Qualifications:
  • Post-secondary diploma or degree is required
  • 3+ years customer service and operational experience;experience in a B2B environment is preferred
  • Successful completion of CEP designation is a definite asset
  • Self-motivated with the ability to effectively manage multiple tasks against tight deadlines
  • Demonstrated ability to prioritize and multi-task, including escalating when appropriate
  • Fluency in written and spoken English is a must
  • Strong analytical, problem solving skills, and proven attention to detail
  • Successful completion of Certified Equity Professional (CEP) program would be an asset
  • Ability to apply your entrepreneurial, innovative mindset to assist in the development and improvement of internal and external processes
  • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
  • Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word

To apply, send a cover letter and resume to careers@solium.com.

Posted: April 8, 2015


Upland

Position: Stock Plan Administrator
Location: Austin, TX

As our Stock Plan Administrator, you will take charge of our equity programs, improve processes and be a resource for the entire company. You will be responsible for the overall administration of Upland’s stock-based compensation plans (including options and restricted stock) and coordinating with Finance, Legal and Human Resources to ensure accurate processing, reporting and disclosure of employee stock transactions. 

Responsibilities:
  • Administer the company's equity program and maintain daily record keeping of equity data using the company's equity administration platform, Certent (f/k/a/ EASi)
  • 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)
  • Work with external auditors and the Finance team for quarterly review, year-end audits, and Sarbanes-Oxley audits of procedures and controls as needed
  • Assist with the development of employee education and reference materials
  • Serve as the direct point of contact for employees regarding all aspects of equity compensation and facilitating employee questions and issue
Qualifications:
  • Energy and Enthusiasm. Positive, self-directed work style and thrive in a fast paced environment
  • Data Rock Star. You are a master with Excel.
  • 1+ years of experience as a paralegal, equity professional or equivalant. within a corporation or law firm. Completion of Certified Equity Professional (CEP) Level I or higher and experience with Certent (f/k/a EASi), our equity administrator platform, in both private and public companies are a huge plus. 
  • Must be detail-oriented and the ability to work with cross-functional teams (i.e. Finance, Legal, and Human Resources)
  • Domain. Working knowledge of ISO, NQs, and RSU equity vehicles.

We offer a casual and collaborative work environment, a generous benefits package and significant growth opportunities. Upland is publicly traded software company based in Austin, TX with offices in the US, Canada and the UK.

Contact Sandy Cartwright for more information,  scartwright@uplandsoftware.com. 

Posted: March 17, 2015

Randstad

Position: Manager of Equity Compensation
Location: Greensboro / Winston-Salem, North Carolina

I am recruiting a high level Equity Compensation professional for a client in the Greensboro/Winston Salem area in North Carolina. My client is a multi-billion dollar manufacturer that will relocate you and your family. Relo packages are very strong if you rent and have a lease months out OR if you are a home owner. Compensation range varies in regards to experience and knowledge. Must have global experience. If you are not interested, do you know of anyone that may be? - I pay referral fees!

Responsibilities:
  • Monitor and approve data changes for executive participants to ensure proper administration of executive, base, variable, and equity compensation programs
  • Accountable for the long-term incentive operations including daily stock plan administration, global equity compliance, award tracking, executive communication, payouts determination and outside vendor relationship 
  • Provide analytical and administrative support on a year-round basis with high emphasis during the year-end process, for Board of Directors Compensation Committee presentations and for the annual proxy season
  • Interface with business partners in multiple functional areas, including Legal and HR leadership
  • Lead or assist with compensation projects as assigned
  • Keep current on industry trends and reports findings on emerging executive compensation issues and identifies opportunities for improvement 
  • Interface with corporate finance and accounting to ensure full compliance with accounting, financial reporting, and audit practices 
Qualifications:
  • CEP Designation, level one or higher
To Apply: Contact me at Taylor.roy@randstadusa.com with your resume and a good time and phone to reach you!

Posted: April 8, 2015



Position: Stock Plan Administrator
Location: Palo Alto, CA

What you'll be doing… As our Stock Plan Administrator, you will take charge of our equity programs, improve processes and be a resource for the entire company.

Responsibilities:
  • Administer the company's global 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 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 issue
Qualifications:
  • 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. 1+ years of experience as a paralegal, equity professional or equivalent within a corporation or law firm. 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

Posted: March 30, 2015



Position: Practice Lead - Advanced Data Solutions
Location: Menlo Park, CA

E*TRADE Financial Corporation, the online investing &trading pioneer, with 4.8 million total accounts and approximately $290 billion in customer assets, is continuing to reinvent the online trading industry. Our unique culture of innovation creates an environment where you will be continually learning and challenged to develop your career. 

The Practice Leader is expected to be an industry or Subject Matter Expert, presenting at conferences and client meetings on equity compensation and E*TRADE's tools and services. The Practice Leader is an industry expert and will work on becoming a leading voice in the marketplace regarding stock plan participant communications. Practice Leader does not provide accounting, tax or legal advice as part of the consulting services that his or her team provides. Practice Leader is PROHIBITED from providing investment advice to clients including sharing their opinion on specific securities. The location for this position is flexible, (Alpharetta/Menlo/Sandy UT)

Responsibilities:
  • Support Corporate Service Organization in providing a clear, compelling and articulate explanation of our data solution services to prospective and/or existing clients to close new business and increase E*TRADE's market share.
  • Develop and maintain strong working relationships with key business decision makers.
  • Develop key industry contacts that will assist in building effective relationships and support the close of sales or strengthen existing client relationships.
  • Help identify data solution service to meet client needs, define methodologies and best practices to deliver those solutions, and participate in industry events as a subject matter expert.
  • Partner with Relationship Management to sell data solution services to corporate clients.
  • Drive and execute the strategy to increase the data solution service offerings and grow the overall data solutions practice.
  • Hire, train and develop a team of data solutions managers to support the delivery of data solutions projects.
Qualifications:
  • Experience working within the financial services industry.
  • Understanding of stock plan administration needs, corporate actions and the challenges related to delivering effective data solution services.
  • Track record of executing strategic solutions and developing strong client relationships.
  • Strong analytical skills and problem-solving abilities. Excellent verbal and written communication skills.
  • Ability to think strategically and have creative problem-solving skills.
  • Proven ability to influence cross-functional teams without formal authority.
  • Proven business development, client engagement, and project leadership skills.
  • Record of winning client engagements and ability to increase managed relationships.
  • 10+ years of relevant industry experience, or equity compensation provider.
  • A Bachelor's degree with concentration in business administration. 
  • A CEP certification or MBA degree are a plus.
To Apply: Contact Derrick Green at Derrick.Green@etrade.com

Posted: March 30, 2015



Position: Client Service Manager
Location: Tempe, AZ

Solium is fulfilling a vision of becoming the global leader in equity-based (stock) incentive and share purchase savings plan management. We specialize in the delivery of complete web-based services for the full lifecycle of equity-based incentive and savings plans. Through our technically advanced Solium Shareworks™platform, Solium is setting the industry's service standard for the administration and execution of all types of equity-based incentives and savings plans. Why work at Solium? Solium is a fast growing company where every member of our team is important to our success. If you have an unfailing commitment to excellence, alignment to customer interests, and strong problem-solving skills, Solium would welcome your contribution to our enthusiastic team. We reward our people with a competitive compensation and benefits package. We currently have a full-time, permanent opportunity for a: Client Services Manager –Large Markets Located in Tempe, AZ and reporting to the Manager, Client Services –Large Markets, the Client Services Manager is responsible for building and nurturing strong relationships with HR professionals, senior financial staff, and high-level payroll/benefits contacts on Solium enterprise accounts. You will apply your extensive knowledge of Solium products, in addition to strong customer service and communication skills.

Responsibilities:
  • Delivering optimum service to our customers, including corporate client account administration and providing responses to customer inquiries by phone as required
  • Being attentive to client needs and requests meanwhile, demonstrating effective prioritization, time management skills and escalating when appropriate
  • Managing the administration of share purchase plans, stock options and awards for specific client groups
  • Developing and maintaining long-term client relationships
  • Effectively documenting and maintaining client processes
  • Processing timely and accurate data updates, data manipulation and data management by writing to the database per client instruction
  • Proactively participating in ongoing training to expand your own knowledge base
  • Tracking open issues and escalating internally as appropriate
  • Identifying errors and potential issues and working collectively with other team members and internal stakeholders to find solutions
  • Understanding financial reporting and administrative reports
  • Actively managing customer expectations to ensure maximum satisfaction with Solium's products and services
  • Working in a team environment, including interacting with Relationship Management team on on customer issues and taking responsibility for client satisfaction
Qualifications:
  • Post-secondary diploma or degree is required
  • 3+ years customer service and operational experience;experience in a B2B environment is preferred
  • Self-motivated with the ability to effectively manage multiple tasks against tight deadlines
  • Demonstrated ability to prioritize and multi-task, including escalating when appropriate
  • Fluency in written and spoken English is a must
  • Strong analytical, problem solving skills, and proven attention to detail
  • Successful completion of Certified Equity Professional (CEP) program would be an asset
  • Ability to apply your entrepreneurial, innovative mindset to assist in the development and improvement of internal and external processes
  • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
  • Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word
To Apply: Send a cover letter and resume to careers@solium.com and the application deadline is March 29, 2015.  While we thank all applicants for their interest in a career with Solium, please note that only those individuals selected for an interview will be contacted.

Posted: March 25, 2015



Position: Account Manager
Location: San Francisco / Mountain View, CA

Equity Compensation Startup - eShares - https://esharesinc.com/ You are a slayer of Excel spreadsheets. You are highly organized and obsessive with details. You can digest large data sets and communicate them in a simplified manner. You are comfortable working with legal professionals and C-level executives. Your job will be to work with our diverse client set and provide impeccable customer service throughout the onboarding process. You will be part of the first contact with our clients and the experience you provide will directly impact the success of the Client Services team. This role will allow you to become an expert user of the eShares platform while gaining an in-depth understanding of the client onboarding process. We are looking for tireless learners that thrive in a collaborative and team environment.

Qualifications:
  • Successful completion of CEP level 1 exam and willingness to finish CEP program within 18 months of hire
  • Bachelors Degree in Business, Finance, Accounting, Economics or related field
  • Juggle multiple projects while delivering on individual tasks
  • Team player that can excel in a cross functional atmosphere
  • Superior written and verbal communication and attention to detail
  • Desire to become an domain expert in equity compensation
  • Comfortable reviewing legal documents and extracting pertinent information 
To Apply: Contact Zibbie Nwokah at zibbie@esharesinc.com

Posted: March 17, 2015



Position: Senior Compensation Analyst
Location: Philadelphia, PA

Responsibilities:
  • Provides high level compensation support to assigned sector to provide job analysis, job description review, position evaluation, and market pricing to ensure internal consistency and external competitiveness for salaried and hourly employees
  • Provides interpretation of policies and procedures as they relate to compensation and recommends solutions to problems or issues not covered by established practices
  • Coordinates and facilitates the merit increase cycle and validates information containing merit increase recommendations
  • Generates summary reports at the end of the merit increase cycle for management review; generates analytics for use by management to assist with compensation management decisions
  • Participates in the design, modeling and administration of variable incentives and the Management Incentive Bonus Plan, Front Line Manager, sales incentive plans, and other reward and recognition programs
  • Evaluates new positions using established evaluation system and determines grade assignments
  • Partners with external vendors to participate in a variety of compensation surveys. Collects and analyzes information on Company’s competitive position to the external market
  • Other special compensation related projects as assigned
Qualifications:
  • Bachelor's Degree, preferably in Finance, Accounting or in Human Resources required
  • 5-7 years of Compensation, Human Resources, or Finance experience required
  • Sales incentive plan design and administration experience required
  • Executive Compensation experience strongly preferred
  • Ability to perform complicated financial analysis and modeling related to the compensation program
  • Ability to communicate professionally with all levels in the organization
  • Must be able to work with highly sensitive and confidential information
  • Ability to work in a fast-paced environment performing multiple tasks
  • Strong skills in Excel and relational databases (i.e., Access, SQL, etc.) required
To Apply: Please send your resumes to resumes@scconsultingllp.com

Posted: March 16, 2015


Position: Analyst, Equity Administration
Location: San Francisco, CA

Lending Club utilizes technology and innovation to reduce the cost of lending to offer borrowers better rates and investors better returns. Over $2.5 billion in personal loans have been issued through the Lending Club platform, which has more than doubled annual loan volume each year since launching in 2007. The Company has been prominently recognized as a leader for its growth and innovation, including being named one of Forbes’ America’s Most Promising Companies in 2011 and 2012, a 2012 World Economic Forum Technology Pioneer, and one of The World’s 10 Most Innovative Companies in Finance by Fast Company in 2013. Lending Club is based in San Francisco, California. More information is available at: http://www.lendingclub.com.

Responsibilities:
  • Daily trade processing activities for stock options (ISOs/NQSOs) and other potential equity vehicles
  • Work with data imports/exports into our recordkeeping system
  • Assist with year-end activities (conducting year-end audits, etc.)
  • Maintain department’s operational controls/integrity of data in recordkeeping system and gathering information for regular audits
  • Serve as one of the points of contact for employee issues; respond to employee questions covering the Company’s equity programs; manage team inbox
  • Collaborate on rollouts of equity programs • Participate in various efficiency projects
  • Provide excellent customer service to internal business partners and employees – customer fixation is very key for the success of this role
  • Additional projects as assigned. 
Requirements:
  • 2 to 4 years minimum experience with Equity Administration processing for a publicly traded company
  • Bachelor’s Degree required; CEP certification a plus, Level I minimum requirement to apply
  • Strong knowledge of MS applications (Word, PowerPoint and particularly Excel is a must!)
  • Strong interpersonal, written and verbal communication skills
  • Successful candidate will be solutions oriented and very flexible to adapt
  • Able to meet strict deadlines; must be organized and able to multi-task; high level of attention to detail required
  • Ability to communicate tactfully, directly and with a high degree of integrity
  • Motivated/self starter with the ability to work both independently and as a team player
To Apply: Please visit http://hire.jobvite.com/m?3dvb6hwL

Posted: March 5, 2015



Position: Stock Administrator
Location: Redwood Shores

Our client is looking for a stellar Stock Administrator to join the legal team, located at corporate HQ in Redwood Shores, CA. Our client is pioneering the third pillar of enterprise security, fills the gaps in endpoint and network security by directly protecting high-value applications and data assets in physical and virtual data centers. With an integrated security platform built specifically for modern threats, their data center security provides the visibility and control needed to neutralize attack, theft, and fraud from inside and outside; to mitigate risk; and to streamline compliance. In this role, the Stock Administrator will report to the General Counsel and will manage all aspects of equity plan administration. This role will work closely with all facets of our organization to lead the administration and reporting of the company’s equity plans as it continues to expand within the US and internationally. The ideal candidate will enhance and further develop the organization’s policies and procedures as they relate to the equity plan administration and will help ensure compliance. Responsibilities: The Stock Administrator will administer the company’s equity based compensation programs, and will represent the program both internally and externally. The role will be responsible for all required tracking and reporting associated with the program.

Responsibilities:
  • Administer company’s equity programs (options, RSUs, restricted stock awards and ESPP) including the processing all US domestic and international employee stock transactions.
  • Ensure all participant equity plan transactions (grants, exercises, releases, forfeitures, etc.) are correctly processed and settled in a timely manner.
  • Maintain the company’s stock data.
  • Work closely with legal and finance to address any issues or changes to the equity plans and related administration processes.
  • Act as an Equity Administration resource to participants, internal and external business partners, providing them with complete and accurate information.
  • Work closely with finance for accurate reporting.
  • Work with the General Counsel to administer the Insider Trading Policy, Trading Windows, Pre-clearance Program and 10b5-1 plans.
  • Communicate with local payroll entities to ensure proper tax withholding, accounting and compliance.
  • Perform routine audits to ensure that all data (grants, exercises, releases, forfeitures, etc.) have been processed timely and correctly.
  • Help maintain and improve SOX and process-related controls.
  • Reconcile shares related to stock plan transactions on a monthly, quarterly and annual basis with Finance, the transfer agent and brokers, including audit of plan reserve balances.
Requirements:
  • Bachelor's Degree (BA/BS) from four-year college or university.
  • 5 years+ experience of increasing responsibility in Equity Administration for a global and multi-state organization.
  • Experience with the preparation and filing of Section 16 Forms 3, 4 & 5 and Schedules 13G.
  • Experienced in all regulatory aspects of equity administration and understanding of equity administration marketplace trends and knowledge of industry best practices.
  • Ability to take ownership of projects and drive them through to completion. • Adept at creating practical solutions to daily business challenges.
  • Excellent knowledge of Sarbanes-Oxley requirements including the ability to assess, develop and implement internal controls.
  • Must be able to interact effectively with all levels. • Ability to work independently and as a team player.
  • Strong analytical and organizational skills. • Excellent attention to detail, communication and follow up skills.
  • Experience with stock administration for employees in Israel, including experience with interacting with the local trustee a plus.
  • CEP designation preferred. Minimum completion of CEP Program – Level 2 or equivalent experience considered.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or national origin.

To Apply: Please submit resumes to anne@beyerkelley.com

Posted: March 3, 2015



Position: Senior Stock Administrator
Location: San Mateo, CA

The SolarCity team is smart, dedicated to our clients, open minded, fun, and composed of the solar and renewable energy industry’s best talent. If you want to join a rapidly growing, award-winning company with plenty of opportunities for upward mobility, we invite you to apply to SolarCity.

Job Description:

The Senior Stock Administrator will partner with the Manager, Stock Administration to administer SolarCity’s equity incentive programs. Our equity programs currently include Restricted Stock Units, Stock Options (ISO/NQs), Performance Options and Performance Units. 

Responsibilities:
  • Work independently with little or no supervision
  • Manage accurate database of equity data using industry-standard stock administration software platforms
  • Fully responsible for processing new equity grant issuances
  • Drive restricted stock unit releases
  • Oversee Performance Option/Unit programs
  • Take ownership of daily, monthly, quarterly and yearly reconciliation of data between HR, Payroll, transfer agent, broker and stock administration software
  • Reconcile large volumes of data using advanced MS Excel functionality
  • Partner with internal and external auditors and Finance team for quarterly reviews, year-end audits, and Sarbanes-Oxley (“SOX”) audits and testing of procedures and controls
  • Oversee recurrent and ad-hoc equity reporting for multiple internal and external corporate partners (e.g., HR, Payroll, Tax, Finance, etc.)
  • Partner closely with Legal, Finance, Payroll, HR and external vendors to ensure successful equity programs
  • Provide excellent customer service to equity participants at all levels and to partners across departments
  • Prioritize and satisfy multiple inquiries from equity participants via email and phone
  • Prepare and deliver econtent for employee education
  • Manage/lead other projects and business initiatives as requested by the Manager, Stock Administration and Legal team
Qualifications:
  • B.A or B.S Degree required with an emphasis in Finance or Business Administration required
  • A minimum of 5 years as a stock administrator for a public company required
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher
  • Corporate Securities Paralegal Certification desirable but not required
  • Solid understanding of equity awards and public company equity programs
  • Advanced operating knowledge of industry stock administration and financial reporting software platforms
  • Experience with Sarbanes-Oxley testing and responding to complex auditor requests for data
  • Knowledge of U.S. federal and state taxation relating to equity compensation
  • Excellent organizational and analytic skills
  • Excellent written and verbal communication skills required
  • Excellent customer service skills required
  • Demonstrated professionalism, reliability, flexibility, attention to detail, and ability to maintain strict privacy of confidential data
  • Proven MS Excel skills (Excel skills will be tested during interviewing process) and proficiency in all other MS Office applications including Word, Outlook, and PowerPoint
  • Must be able to successfully pass a pre-employment background screen

Posted: February 19, 2015


Position: Senior Stock Administration Analyst
Location: San Jose, CA

Reporting to the Director of External Reporting and Technical Accounting, the Sr. Stock Administration Analyst is responsible for assisting with the overall administration of Adobe’s stock-based compensation plans (including options, time-based and performance-based restricted stock, and ESPP) and coordinating with Finance, Legal and Human Resources to ensure accurate processing, reporting and disclosure of employee stock transactions. 

Qualifications:
  • CEP designation, Level 3 certification preferred or in the process of completing
  • Minimum 5-7 years of progressive stock administration experience required. Stock Administration experience in a public corporation preferred
  • Must be detail-oriented, have a proactive approach and the ability to work with cross-functional teams (i.e. Finance, Legal and Human Resources)
  • Ability to effectively prioritize tasks and manage critical deadlines
  • Ability to work in a team environment; strong interpersonal skills
  • Strong analytical and problem resolution skills with a very high level of customer satisfaction
  • Self-motivated, strong work ethics and able to work independently with minimal supervision
  • Strong English verbal and written communication skills
  • Ability to work with various levels of management and handle confidential data

Posted: February 19, 2015

Gilead Sciences

Position: Senior Stock Administration Analyst
Location: Foster City, CA

Gilead Sciences, Inc., a biotechnology company located in Foster City, CA, is seeking a Senior Stock Administration Analyst to join the Stock Plan Services team. Gilead offers broad based equity to employees located in more than 30 countries. Candidate must be able to work in a fast paced and high growth environment.

Operations excellence is one of Gilead’s key corporate goals. A major responsibility of the incumbent is to identify process improvement opportunities as well as drive implementation of these initiatives. The incumbent will actively participate in on-going process improvement initiatives either as a project lead or a key stakeholder in cross functional projects.

Responsibilities:
  • Maintaining stock administration system currency
  • Conducting database audits to ensure data integrity
  • Performing functions relating to option trades, RSU releases and ESPP purchases
  • Supporting financial and SEC reporting
  • New hire equity plans training
  • Projects as assigned 
Qualifications:
  • Bachelor degree in a business related field
  • Certified Equity Professional (CEP) Level III
  • 6+ years of stock administration experience in a global public company
  • Excellent written/verbal communication skills
  • Proficiency in Excel and PowerPoint
  • Demonstrated experience in administering global equity plans in a large company
  • Familiarity with equity accounting (ASC 718)
  • Experienced/training in process improvement methodologies such as Six Sigma
  • Proven ability to collaborate across multiple functions/disciplines and demonstrated team player
  • Project management experience a plus
  • Equity Edge/Equity Edge Online expert user
To Apply:  Please email your resume to nina.dekeczer@gilead.com or apply directly at https://www.gilead.apply2jobs.com/ProfExt/index.cfm?fuseaction=mExternal.showJob&RID=18877&CurrentPage=1

Posted:
February 19, 2015



Position: Senior Compensation Analyst
Location: Atlanta, GA

Responsibilities:
  • Partner with the divisions on all officer transactions; e.g., new hires, transfers, promotions, separations
  • Analyze data to develop recommendations for business leaders on compensation plans and market trends
  • Serve as a primary contact point for the division compensation and HR partners on executive compensation matters 
  • Conduct market pricing annually for division officer positions
  • Conduct long-term incentive plan (LTIP) award allocation each spring for specific divisions
  • Interact with payroll, finance, accounting, and legal departments as needed
  • Coordinate with the CEI Compensation equity administration team as needed
Requirements:
  • Ideal candidate has at 4-6 years compensation experience, including consulting and internal roles
  • Executive compensation background preferred; incentive design in particular • Ability to work independently as well as in a team environment, and establish relationships
  • Good financial acumen; analytical and creative problem solving skills; strong attention to detail
  • CEP and/or CCP designation a plus
  • Experience with PeopleSoft, Oracle Fusion, and/or Kenexa’s CompAnalyst a plus
To Apply: Please send your resume to resumes@scconsultingllp.com

Posted: February 17, 2015


Position: Executive Compensation Consultant
Location: Ft. Lauderdale, FL

Not only is Citrix defining the future of enterprise mobility solutions, our employee base is growing worldwide and their learning needs are outpacing traditional approaches to professional development. As a result, the Citrix Compensation team is looking for new team members to help us transform and scale the solutions we offer. Are you dedicated to making others more successful? Do you want to apply your creativity and energy to challenging business problems? Do you want to collaborate with a vibrant, global team? Do you want to see your hard work make a difference? We are looking for an Executive Compensation Consultant to join our team in either Fort Lauderdale, Fl or Santa Clara, CA.

Responsible for the overall management of the executive compensation programs while ensuring alignment with Citrix compensation philosophy. Additional responsibilities include support of Board of Director/Compensation Committee meeting preparation, including preparation of competitive data, plan design alternatives, market trends, etc., working with independent compensation consultant as it relates to compensation design materials for presentation to the Compensation Committee; working with management, legal, finance, tax and accounting in the design of annual and long term incentive plans.

Management of equity compensation programs – support design, approval, and communication and implementation with an understanding of world-wide disclosure and compliance requirements, including SOX processes. Management of processes to track up-to-date market intelligence on executive compensation related issues and competitive compensation practices. As an integral member of the Compensation team, the individual will also work closely with other team members to design and influence overall Total Rewards strategy across all levels. 

Working with Citrix puts you in the forefront of technology. Engage and discover the possibilities when you take your career to the unequivocal leader of service and application delivery. Every day, our teams are developing solutions that are deployed in thousands of networks around the globe to optimize, secure and control the delivery of all enterprise and cloud services. Elevate to the world's most advanced cloud network platform by applying online for the Executive Compensation Consultant position.

Responsibilities:
  • Base pay administration, year-end performance and pay management/processing, and equity reviews
  • Responsible for creating and distributing all materials used to communicate the annual focal (merit and stock) review program for Citrix managers and employees.
  • Perform regular SOX procedures in review of equity compensation programs to ensure compliance.
  • Conduct complex analysis in support of initiatives established by HR and Compensation leadership as well as the Compensation Committee of the Board. Oversee executive and equity compensation survey submission processes for receipt of timely market data.
  • Develop and deliver compensation training programs and communications to familiarize managers and other employees with key elements of the company's compensation programs.
  • Evaluate programs, keep abreast of changes in legislation, trends, advances and/or new technology and make recommendations for changes and improvements.
  • Partner with HRIS team to ensure continuous improvement of processes and technology in support of compensation programs Provide professional consultation and guidance to managers and HR Business Partners by resolving questions and making recommendations to resolve outstanding issues related to compensation programs.
  • Analyze current compensation programs for alignment with business objectives and compensation competitiveness.
  • Maintain a working knowledge of federal and state legislation and labor contracts that may affect compensation policies.
  • Participate in special projects as assigned, including executive compensation analysis and M&A activities.
Qualifications and Requirements:
  • Expert knowledge in executive and equity compensation design, application and theory to include strong knowledge of regulatory compliance standards in the US and globally 
  • Excellent analytical and organization skills with the ability to work independently and interact effectively with all levels of management 
  • Ability to manage to deadlines with multiple priorities; work under pressure and handle confidential information appropriately 
  • Ability to obtain, present and discuss information and recommendations that may be controversial in nature
  • Capable of leading or influencing processes and decision making at a senior level.
  • Strong project management skills, with the ability to prioritize and manage multiple assignments in a fast-paced environment. 
  • Excellent analytical skills, expert in MS Excel and knowledgeable in all MS Office products. SAP experience a plus.
  • Strong written, verbal and presentation skills, strong analytical and computer skills
  • Demonstrated attention to detail

Functional / Technical Requirements
  • Bachelor's Degree in Human Resources Management. Business Administration, Finance and Accounting and/or MBA a plus.
  • CEP and/or CCP designation preferred
  • Minimum of 7 years experience in Compensation
  • Previous experience in global equity and executive compensation areas preferred
  • Experience working in a team-oriented, fast-paced environment

Posted: February 17, 2015
 
 
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