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.

Current Listings

Last Update: August 22, 2014

Citi

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

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

Job Responsibilities

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

Job Requirements

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

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

Posted:  August 22, 2014
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Morgan Stanley

Location: New York, NY
Position: Product Manager

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

Duties

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

 Qualifications

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

Minimum Requirements

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

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

Posted:  August 21, 2014
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Keysight

Location: Santa Rosa, CA
Position: Stock Administrator


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

Duties & Responsibilities

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

 Qualifications

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

To Apply: Interested candidates may apply online.

Posted:  August 20, 2014
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Edwards Lifesciences

Location: Irvine, CA
Position: Global Equity Analyst


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

Essential Functions

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

 Qualifications

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

To Apply: Interested candidates may apply online.

Posted:  August 19, 2014
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Accela

Location: San Ramon, CA
Position: Stock Administration Paralegal


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

Responsibilities

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

Required Qualifications

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

Desired Experience:

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

To Apply: Interested candidates may apply online.

Posted:  August 18, 2014
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Genentech

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

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

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

Responsibilities

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

Who You Are

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

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

Posted:  August 15, 2014
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Charles Schwab

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

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

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

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

This includes:

  • Coach administrators to review and improve process flow and procedures for the department with a focus on achieving high corporate client satisfaction
  • Ability to assess risk and minimize exposure or liability regarding participants/client issues
  • Manage and distribute work across team members through plan assignments and effective client event planning
  • Develop team members through coaching and mentoring to help them achieve their career goals. Drive an increase in employee engagement
  • Participate in providing requirements and testing enhancements for SPS systems and processes. Provide guidance to technology teams and advocate for client needs and requests
  • Responsible for check-in’s on a quarterly or as needed bases for approximately 30-40 plans
  • Ability to handle escalated client issues in a timely manner, researching and providing feedback to our clients around potential solutions. This includes managing ongoing plans for remediation of client items
  • Partnering with and supporting SPS Sales team as needed (RFP and RFI response review, onsite presentations, web casts and system demonstrations) to support the business goals
In addition to base salary, employees may take advantage of Schwab’s extensive benefits program and also have the opportunity to earn a bonus which rewards team goals, client satisfaction, and profitable company growth. We invest in our employees through several weeks of paid training every year and through an extensive benefits program. Schwab employees also have the opportunity to take part in community service projects and other company events.

What you have:

  • CEP certified or completion of one or more levels of the CEP program
  • 7 + years of customer service experience in dealing with corporate clients, benefits, finance and accounting and/or brokerage environment preferred
  • Proven working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock and ACS17 and/or corporate accounting administration, preferred
  • 5+ years of team supervisory/management experience
  • Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines
  • Demonstrated passion for providing client-centric solutions
  • Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
  • Excellent communication, problem solving, and presentation skills to influence and build consensus among your team members and leadership
  • Ability to prioritize effectively in a fast paced environment and function in a professional manner under pressure
  • Ability to plan, delegate and oversee the overall work assignments and special projects within the team
  • Ability to articulate Schwab's Visions and Values to team members
  • Proficient PC skills including all Schwab platforms and applications
  • Bachelor’s degree preferred or equivalent business experience

To Apply:  Interested candidates may apply online

Posted:  August 12, 2014
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NetSuite, Inc.

Location:  San Mateo, CA
Position: Stock Administration Manager

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

Summary:

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

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

Posted:  August 6, 2014
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Uber

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

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

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

Location:  San Francisco, CA
Position: Stock Plan Administrator

Responsibilities:

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

To Apply: Interested candidates may apply online at www.riverbed.com/about/careers/search.

Posted:  August 1, 2014
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SearchWright

Location: San Francisco, CA
Position: Relationship Manager

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

Key Responsibilities:

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

Posted:  July 31, 2014
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SearchWright

Location: Bay Area, CA
Position: Stock Administrator

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

Responsibilities include:

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

Posted:  July 31, 2014
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SearchWright

Location: San Francisco, CA
Position: Stock Administration Manager

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

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

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

Requirements:

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

Posted:  July 31, 2014
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SearchWright

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

Our client, a prestigious and well known technology firm, is looking to hire a new Stock Administrator to join their.  Reporting up through finance, this person will be a key member of the stock administration team.

Responsibilities:

  • Handle routine administration of all stock plan transactions
  • Handle mobility related items including taxes for international mobile participants
  • Manage employee communications, education and questions
  • Maintain database as it relates to participant data, new hires, tax rates, address changes, terminations, etc.
  • Liaise with outsourced vendors
  • Provide excellent service to internal managers and equity plan participants
  • Handle reconciliations
  • Assist with grant process and ESPP enrollment/purchases
  • Lend support with other related items, as needed

Requirements:

  • Bachelor’s Degree or equivalent stock admin experience
  • Minimum of 3 years stock administration experience
  • Experience administering a global stock plan
  • CEP certified or completion of one or more levels of the CEP program
  • Prior experience with Equity Edge strongly preferred
  • General understanding of finance including accounting/compensation as it relates to equity compensation
  • Excellent communication skills both oral and written
  • Client service oriented 
  • Excellent attention to detail
  • Team player

To Apply: SearchWright is a boutique search firm with an 18 year history in the San Francisco bay area.  Becky Bruno, Director/Recruiter, has over 10 years experience in equity compensation and specializes in this type of job search.  Interested candidates may contact Becky directly at bbruno@searchwright.com or 650.224.0009

Posted:  July 31, 2014
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Synopsys

Location: Sunnyvale, CA
Position:  Sr. Stock Administrator

Mountain View based Synopsys, Inc. has an immediate need for a Sr. Stock Administrator to join our team. The Sr. Stock Administrator will be responsible for end-to-end administration of all operations related to employee equity plans in a global organization, including daily activity, database management and customer service to employees and Board members. The ideal candidate will have at least 5-8 years stock administration experience and be exceptionally organized, detail-oriented with excellent communication skills.

Primary Responsibilities:

  • Assist with the administration of our global equity plans including RSUs, Stock Options and ESPP
  • Maintain Equity Edge database ensuring data integrity
  • Assist with processing new equity awards and distribution of online grant agreements
  • Assist with daily exercises including 10b5-1 transactions
  • Coordinate with payroll department to ensure correct taxation of stock related employee compensation and W-2 reporting
  • Perform monthly and quarterly ESPP/ISO disqualifying disposition reporting
  • Assist with semi-annual global ESPP program
  • Ensure regulatory compliance for Section 16 Officers, including filing of Forms 3, 4 & 5
  • Support month-end, quarter-end & year-end financial reporting activities for internal departments
  • Perform international monthly reporting to respective international subsidiaries
  • Manage the process for year-end reporting (e.g. 6039s & year-end tax statements to employees)
  • Provide on-going support to accounting, human resources, legal, tax and treasury including generating recurring reports for purposes of FAS-123R, financial statements, SEC filings and proxy reporting
Qualifications:
  • A minimum of 5-8 years public company stock administration experience
  • Experience with Equity Edge Online and E*TRADE brokerage platform required
  • Extensive knowledge with Section 16 filings is required
  • Excellent interpersonal, oral and written communication skills is required
  • Bachelor’s degree, ideally in Finance or Accounting strongly preferred
  • Certified Equity Professional (completion of Level 1 or higher of the CEP Program strongly preferred)
  • Strong proficiency with Microsoft Office
  • International equity experience preferred
  • Acquisition/Merger experience preferred
  • Ability to effectively collaborate and build strong working relationships across the organization

To Apply:  Please send resumes to christina.escalante@synopsys.com

Posted:  July 29, 2014
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Castlight Health

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

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

Job Requirements:

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

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

Posted:  July 28, 2014
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Microchip

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

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

Duties:

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

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

Posted:  July 23, 2014
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NuVasive

Location: San Diego, CA
Position: Stock Plan Administrator, Senior Paralegal

The successful candidate will be tasked with administering the company’s equity plans, coordinating with internal and external constituencies for successful administration of all equity transactions for employees, and ensuring compliance with SEC rules and regulations. A primary function of the roll includes maintaining communication systems regarding equity plan processes, while serving as the principal point of contact for employee inquiries and education regarding employee stock benefits. Another primary function of the roll involves assisting with Board of Director meeting materials, minutes, proxy statement preparation, insider trading policy maintenance and administration, and other corporate governance matters.

Responsibilities:

  • Administration of all company equity plans.
  • Administer Section 16 (Forms 3, 4 and 5) compliance for company reporting persons
  • Corporate Governance (Board minutes, BoardVantage, Insider Trading Policy)
  • Coordinate all equity transactions with company transfer agent.
  • Coordinate with human resources, accounting, tax and other key departments for equity compensation reporting and administration.
  • Prepare and administer summary reports, grant agreements and distribution of grant agreements.
Qualifications:
  • Bachelor's degree from four year college or university.
  • Paralegal certification from an ABA approved program or equivalent practical experience.
  • Minimum of 3-years of experience administering employee equity plans for a publicly traded company.
  • Certified Equity Professional (CEP) designation a plus.
  • In-depth experience with Equity Edge Online or equivalent equity administration software.
  • Expertise with Excel or equivalent spreadsheet software including, charts, graphs, formulas, etc.
  • Proficient with presentation software (PowerPoint), charting and graphs; proficient and accurate with word processing (Word).
  • Proficient with internet-based software systems and databases.
  • Must be a well-organized individual who works well with a cohesive team and effectively communicates regarding the status and developments of assigned tasks.
  • Ability to effectively write company-wide e-mails and regular communication in person and via written correspondence with Senior Executives and other employee constituencies.
  • Ability to speak effectively before groups of customers, employees, and management.
  • Expertise and comfort in calculating and dealing daily with figures and amounts such as exercise prices, tax percentages, discounts, interest, commissions, proportions and percentages.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Additional Requirements:
  • The employee must occasionally lift and/or move up to 10 pounds.
  • While performing the duties of this job, the employee is regularly required to sit and talk or hear.
  • The employee is required to walk and reach with hands and arms.
  • Specific vision abilities required by this job include close vision and the ability to adjust focus.
  • Infrequent travel (less than 10%) is also required.
To Apply:  Please submit resumes directly to: https://nuvasive.silkroad.com/epostings/index.cfm?fuseaction=app.dspjob&jobid=2038&company_id=16151&version=1&jobBoardId=1112# 

Posted:  July 10, 2014
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Zeltiq

Location: Pleasanton, CA
Position: Sr. Stock Plan Administrator

Responsibilities:

The Senior Stock Plan Administrator manages and coordinates the development, planning and administration of company stock related matters including grants, vesting schedules, exercise history, proxy disclosure and SEC filings. The Senior Stock Plan Administrator is responsible for answering questions and addressing issues from company stock plan participants. The position is responsible for end-to-end administration of the Company's equity incentive plans and will have strong capability in administering options, RSUs and employee stock purchase plans in a global organization. The individual works hand-in-hand with human resources and payroll with respect to employment and withholding taxes. He/she provides reporting to internal departments such as human resources, accounting, payroll and legal, as well as respond to employee requests. The individual strives to ensure compliance with Sarbanes-Oxley, tax laws and related requirements, including keeping abreast of the changing regulatory and payroll tax environment for an evolving business.

Duties include:

  • Involved in planning and administering stock grants and stock related items, including employee stock purchase plan.
  • Works with Human Resources and Legal management to establish guidelines for stock grants, policies and procedures.
  • Communicate plan provisions to employees; maintain the stock options e-mail alias mailbox, create communication materials for posting to the Company intranet site.
  • Daily, weekly, monthly, quarterly, and annual administration and reporting of global stock plan transactions related to stock grants including Incentive Stock Options, Non-Qualified Stock Options, and Restricted Stock Units. This includes processing of stock transactions, grants, terminations, record keeping and report preparation.
  • Create and maintain disqualifying disposition reporting procedures.
  • Maintain the Equity Edge database, including ensuring data integrity while processing data transfers between Equity Edge, broker and transfer agent. Work with vendors to ensure that trades are settled timely and DWAC transactions occur as required.
  • Works with Legal Department to prepare SEC filings. Ensures filings are on time and accurate as the Stock Plan Administrator.
  • Partner with Legal on management of employee trading plans and open trading windows; human resources on management of grants for new hires and merit grants.
  • Serve as liaison to payroll to ensure that stock option exercises and vesting events are recorded appropriately on employees’ payroll records and W-2s. Ensure compliance with domestic and international laws for income and tax withholdings for options and RSUs.
  • Prepares securities / stock related proxy tables and footnotes.
  • Prepares reports related to stock plans for senior management, including capitalization tables and forecast of weighted shares outstanding.  Monitor and enhance internal controls for Sarbanes-Oxley 404 compliance; create SOPs for all equity processes and procedures.
  • Serves as the company global expert on securities and tax regulations as applies to stock plan administration. Ensures plans and grants including vesting and stock distribution meet requirements for applicable tax, securities and accounting treatment and exemption.
  • Maintains communication with and coordinates activities with Legal, Human Resources and Finance functions, and serves as primary point of contact with 3rd party resources such as Computershare and company broker (E*Trade).
  • Support quarterly and year-end audit by creating necessary reconciliations and reporting for internal team and external auditors, including stock-based compensation accounting, reporting and analysis
Qualifications:
  • Bachelors in Business, Finance or Accounting or equivalent is required.
  • 5 years minimum public company stock administration experience is required.
  • CEP Level One or higher is preferred
  • Strong working knowledge of equity plans and Equity Edge Online and stock-based compensation reporting is required
  • Ability to research and handle confidential information in a professional and discreet manner. Strong attention to detail and accuracy is required
  • Expert knowledge with SEC filings is required
  • Experience administering both equity incentive and ESPP Plans, including, processing of option exercises and grant preparation is required
  • Strong proficiency with Microsoft Excel (complex formulas, pivot tables, v-lookups and other advanced functions). Strong mathematical and statistical skills are required
  • Excellent interpersonal, oral and written communication skills is required
  • Demonstrated ability to work under pressure in a fast-paced environment is required
  • Proven ability to partner with cross-functional teams, including Legal, HR, Tax, Payroll, Accounting and Financial Reporting is required
  • Must be self-motivated, flexible, deadline-oriented and able to complete tasks with minimal supervision
  • Excellent organizational skills and the ability to multi-task is required

Additional Requirements:

  • Responsible for performing all duties in compliance with FDA’s Quality System Regulation (QSR), ISO13485, the Canadian Medical Device Regulations, and all other international regulatory requirements with which ZELTIQ complies.
To Apply:  Submit your application at : http://ch.tbe.taleo.net/CH09/ats/careers/requisition.jsp;jsessionid=B2D16F95FF05D3B6C37617F31D1BD388.NA10_primary_jvm?org=ZELTIQ&cws=1&rid=615

Posted:  July 9, 2014
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Pearl Meyer & Partners 

Position: Executive Compensation Associate
Location: Southborough, MA

For 25 years, Pearl Meyer & Partners (PM&P) has been an independent compensation consultancy. From our offices in the U.S. and London, we serve as trusted advisor to Boards and their senior management in the areas of governance, strategy and compensation program design. Multinational clients from the Fortune 500 to not-for-profits and emerging high-growth companies rely on us to help align rewards with their long-term business goals to create value for all stakeholders: shareholders, executives, and employees.

Some of the highlights of working at Pearl Meyer & Partners are:

  • A work hard, play hard environment that recognizes the contributions of its employee
  •  Rigorous, analytic work content and increasing client-facing opportunities with experience
  •  A chance to see your recommendations implemented at the highest levels in some of America’s most prestigious companies
  •  An opportunity to work with and learn from exceptionally intelligent and ambitious people
  •  A culture of training and investment in our people; an environment of continuous learning
  •  Salaries and benefits that are competitive and include: generous bonus opportunity, 3 weeks of paid vacation time, health club & fitness reimbursement program, and a flexible work environment 
Keys to Success as an Executive Compensation Associate:
  •  Strong intellectual curiosity that includes a willingness to take responsibility and ownership
  •  Highly detail-oriented and the willingness to work independently and think critically about information and data
  •  Flexibility, adaptability and the ability to work under tight deadlines or changing client needs
  • Ability to multi-task and provide technical, analytical and project management support to multiple client teams
  •  Excellent verbal and written communication skills
  •  Strong quantitative and qualitative skills; familiarity with finance and accounting concepts is a plus
  •  Strong working knowledge of MS Excel, MS PowerPoint, and MS Word
Responsibilities of Compensation Associate include:
  •  Managing/performing daily analytical requirements
  •  Performing analysis of (i) executive pay levels and mix, (ii) financial and stock price performance, and (iii) other specialized areas including: equity compensation, taxes, regulatory requirements and employment agreements
  •  Creating spreadsheet models to test and refine incentive compensation plans under various business scenarios
  • Assisting in the preparation of client reports and memos
  • Participating in team sessions focused on creative problem solving for clients 
  • Assist in the drafting of marketing and intellectual capital materials
  • Act as a resource to junior analysts
Qualifications:
  •  At least two years of compensation experience; compensation consulting experience is preferred
  •  BA/BS in virtually any field with demonstrated academic excellence
  •  Background in Economics, Finance, Business, or Accounting is a plus
  •  CEP certified or in the process of certification

To Apply: Please log on to https://www.onewire.com/p-26666-Executive-Compensation-Associate-.aspx

Also see our website for additional job postings at https://www.onewire.com/f_5113-Pearl-Meyer-Partners.aspx

Posted:  June 26, 2014
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Rimini Street

Location: Plesanton, CA
Position: Stock Administrator

Rimini Street, Inc., the world’s leading independent provider of support for enterprise application software, seeks a Stock Administrator. Our company is currently privately held with plans to become a public company. 

Rimini Street views all of our employees as partners, and is committed to providing an exciting, participatory and team-oriented work environment. In addition to our very competitive compensation packages, be prepared for challenging professional growth and fun along the way! 

Position Summary:

As the Stock Administrator, you’ll be responsible for the day-to-day activities of administering Rimini Street’s global equity plans, including all aspects of record keeping, reporting and reconciliation. You will play a critical role in assisting and developing partnerships with cross-functional teams with daily employee interactions, with an eye toward preparing the company for an IPO and after the company is publicly-traded. The Stock Administrator needs to ensure the accuracy and integrity of all equity data, be able to work closely with employees and other colleagues, and provide world-class customer service.

Responsibilities:

  • Administration of equity plans in 6+ countries including grants, cancellations, exercises and releases including withholding tax calculations.
  • Manage ESPP plan administration
  • Serve as equity contact for domestic, international and executive employees worldwide
  • Process all types of stock grants, exercise, lapses and reporting of payroll and taxes, and handle other transactions with strong understanding of accounting, tax and legal implications
  • Maintain and reconcile all equity plan and stock activities including share count and capitalization
  • Provide Payroll with timely and accurate stock transactions information
  • Provide equity awards and expense reports to Finance for income tax provision
  • Ability to handle 409A and IRS Sec. 6039
  • Generate disqualified disposition reports and year-end tax statements
  • Develop training and educational programs and communications for employees
  • Improve processes, efficiencies and accuracy of data
  • Lead cross-functional projects with Legal, HR, Payroll, Accounting, Finance, and Audit
  • Assist Finance analysis on key metrics such as dilution and burn rate as requested
  • Stay current on relevant regulatory, legal and other developments
  • Ensure and maintain compliance with policies and internal controls
  • Respond to employee inquiries and coordinate with internal teams and vendors as appropriate to resolve issues

Additional Duties:

  • Ensure our equity tracking software and cap table are up-to-date and accurate
  • Respond to both internal (employee / management) & external information requests
  • Prepare and provide employee training, both individually and in group settings
  • Assist with equity system migration work streams, as needed
  • Assist Legal with SEC filings
  • Other job related duties and responsibilities that may be assigned from time to time
Qualifications:
  • Bachelor's Degree, preferably in Business, Finance or Accounting, and a minimum of 5 years industry experience in private or public company stock administration
  • Strong preference for Certified Equity Professional (CEP) designation
  • Motivated self-starter with the ability to work independently and as a team player
  • Ability to communicate verbally and in writing tactfully, directly and with a high degree of integrity, interpersonal skills, and professionalism
  • Detail oriented, highly organized and focused on accuracy
  • Knowledge of equity-related accounting, tax and legal concepts
  • Proficient in Microsoft Excel, Word and PowerPoint
  • Experience with EASi system a plus but will train as needed
  • Excellent judgment and the ability to function in a highly confidential environment 
  • Excellent analytical and problem-solving skills
  • Able to manage multiple priorities, work cross-functionally and meet tight deadlines
Experience:
  • Minimum 5 years of experience in administering ISOs, NQs, and ESPP
  • Strong understanding of the requirements of ASC 718 Share-Based Payments
  • Experience working with Finance and auditors on providing information for financial reporting and related disclosures under tight deadlines
  • Experience with UBS and EASi platforms is preferred but not required
  • Experience managing vendors and consultants
  • Experience w/ Executive Compensation Disclosure requirements
  • Experience with M&A transactions helpful

To Apply:  Please submit your resume to http://ch.tbe.taleo.net/CH12/ats/careers/requisition.jsp;jsessionid=A6FFF0EA45D0CDA21D2088D1D890F655.NA10_primary_jvm?org=RIMINI_STREET&cws=1&rid=654

Posted:  June 23, 2014
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SurveyMonkey

Position: Financial Reporting and Technical Accounting Manager
Location: Palo Alto, CA

SurveyMonkey is the world's leading provider of web-based survey solutions, but there's really much more to us than that. We're a smart, passionate group of people who work hard to deliver the best survey experience on the planet, period. We do this because we believe everyone deserves easy access to the insights and information they need to make better, more informed decisions. We're also proud to admit that despite our incredible growth over the past 10 years, we refuse to grow up. We are still small and nimble; everyone plays an impactful role; and when we say good ideas can come from anyone, we mean it. SurveyMonkey is trusted by millions of customers, including 99% of the Fortune 500, as well as other businesses, academic institutions and organizations of all shapes and sizes. In any given month, we collect more than 40 million survey responses from people in all countries around the world. If this sounds like home to you, and you're ready to make your work matter to millions, we'd love to meet you.

The Role 

SurveyMonkey is seeking a Financial Reporting and Technical Accounting Manager who will report directly to the Director of Accounting/US Controller and will be a critical member of the team. This hands-on person will be responsible for preparation of financial statements including footnotes and research and documentation of complex and non-routine transactions. This person will work with our independent accountants during the annual audit. In addition, this person will strive for continuous process improvement, help develop enhanced reporting capabilities and implement additional financial controls/ systems as the company scales. 

Responsibilities 

  • Prepare monthly, quarterly and annual audited financial statements including related footnotes.
  • Research, record and document in technical accounting memos in coordination with external auditors the following:
    • Purchase price accounting
    • Debt financings (including modifications and extinguishments)
    • Leases
    • Equity transactions
    • Divestitures
    • Stock-based compensation
    • Other complex transactions 
  • Assist with equity administration including equity grants, exercises, releases and capitalization tables.
  • Develop, review and update existing policies and procedures for the above areas, as needed, focusing on internal controls; establish new ones as needed to ensure streamlining, automation and efficiency.
  • Prepare various journal entries and month-end reconciliations.
  • Participate in special projects and perform additional duties as required
Qualifications

The ideal candidate will have a very strong technical accounting background and eager to learn, be flexible, innovative and confident, have a strong sense of urgency, and can adapt quickly to changing priorities. Candidate must be comfortable interacting across all disciplines of the company. Effective and credible at managing the annual audit process and meeting management’s expectations and deadlines:

  • This person will likely have 6+ years of experience
  • Certified Public Accountant (CPA), CEP, Big 4 audit experience a plus
  • Strong academic background; Bachelor’s Degree preferably in accounting or related field.
  • Experience with financial statement preparation including footnotes and related disclosure guide.
  • Experience with preparation of account reconciliations and analysis, documentation and evaluation of current procedures and preparation of journal entries.
  • Self-motivated, proactive and efficient worker with high standards for quality and meeting deadlines who can work independently and productively in a dynamic environment and take full responsibility for all tasks assigned and see them through to timely completion.
  • Quick learner that is technically competent, methodical and analytical who possesses excellent organizational skills and can be a solutions oriented team player.
  • Maintains focus and positive attitude during high volume of work while multi-tasking with changing priorities.
  • Excellent communication (verbal, written and interpersonal) and multi-tasking skills.
  • Intermediate to advanced Excel skills required.
  • SOX compliance familiarity a plus.
  • Intrinsic desire to seek solutions, achieve results, complete tasks on a timely basis; passionately embraces challenges and is willing to do what it takes to get the job done well which may include some overtime.
  • Experience in SAAS/Internet/Technology sector and experience with NetSuite, EASi, Blackline and Nexonia a plus.
  • Strong work ethic with a great sense of humor.

To Apply: Apply online at: https://www.surveymonkey.com/mp/job-listings/?job=oWfYYfwR

Also see our website for additional job postings at https://www.onewire.com/f_5113-Pearl-Meyer-Partners.aspx

Posted:  June 16, 2014
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Global Atlantic Financial Group Limited

Position: Senior Analyst, Compensation Accountant
Location: Southborough, MA

Global Atlanta Financial Group Limited, a multi-line insurance and reinsurance company, was founded at Goldman Sachs in 2004 and separated as an independent company in April of 2013. In less than a decade, Global Atlantic has established itself as an innovative insurance and reinsurance provider. The company entered the life & annuity market in 2005 by acquiring Allmerica Life, renamed Commonwealth Annuity and Life Insurance Company. It subsequently entered the property & casualty market in 2006 through its Arrow companies in Bermuda, and in 2008 launched its syndicate at Lloyd’s of London. The business now operates under the Ariel Re brand. In 2013, Global Atlantic acquired the former Aviva USA Life business, rebranded it Accordia Life, and in 2014 added Forethought Financial Group. These subsidiaries now form the foundation of a growing retail franchise to operate alongside its premier reinsurance business. The combined organization has over $30 billion in assets and 10 offices. Global Atlantic’s success is driven by experienced leadership, a long-term focus on policyholders, financial discipline and a culture that emphasizes teamwork, innovation and excellence.

Global Atlantic offers employees the unique opportunity to work in a fast-paced, collaborative and meritocratic working environment. The Company’s unique entrepreneurial culture encourages all employees to assume significant levels of responsibility. Global Atlantic invests in its people because it believes they are critical to the long term success of its business.

Position Overview

The Senior Analyst, Compensation Accountant will join the Southborough Global Atlantic Life and Annuity team and will be responsible for the accounting, financial reporting and disclosures for the Company’s various incentive and equity plans. In this role, the certified equity professional will partner with human resources and senior management to ensure timely and accurate internal and external reporting. Key responsibilities will include:

  • Performing accurate and timely processing of compensation transactions, including payroll and incentive plans
  • Performing quarterly analysis for inclusion in the stock compensation expense calculation
  • Preparing and delivering financial reporting data for all equity programs
  • Ensuring reconciliation between stock administration portal and transfer agent shareholder listings and validating settlements
  • Reconcile shares related to stock plan transactions on a monthly, quarterly and annual basis
  • Developing financial expense and liability forecasts by compensation component
  • Assisting in processing monthly journal entries related to equity programs
  • Interpreting and designing of stock plans and related award documentation to ensure appropriate financial reporting and disclosure requirements are met
  • Assisting with external auditors by providing required supporting documentation
  • Providing regular reports to leadership regarding compensation statistics including headcount, salary, and incentive plans history and projections
  • Developing and maintaining documentation supporting an effective control environment, ensuring compliance with SOX requirements
Qualifications:
  • 5+ years of compensation experience in rapidly changing environment
  • B.A./B.S. in Finance or Accounting
  • CEP designation preferred
  • Strong knowledge of and actual experience with FASB 123(R), compensation legislation, SEC rules, and SOX requirements for compliance
  • Experience with stock-based compensation, including stock options, restricted stock and/or performance-based stock awards

To Apply: Please apply through our website: http://www.globalatlantic.com/Careers/

Posted:  June 10, 2014
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Accenture

Position:  Global Equity - Senior Analyst
Location:  San Jose, CA

The Equity Services Operations - Senior Analyst interacts with customers and organization groups to organize and execute the processing of operational transactions related to one or more of the global equity programs. The Senior Analyst prioritizes the completion of custom reports ,coordinates audits of transactions, responds to customer questions, development of procedural documentation and functional testing of new system functionality. Basic Qualifications:
  • Bachelor's degree
  • 3+ years of experience using Microsoft Excel
Preferred Qualifications:
  • Certified Equity Professional certification (CEP), completion of Level 1 minimum
  • 2+ years of experience in Equity program administration
  • Experience in a large, global company's stock/share programs
Professional Skills:
  • Strong communication skills
  • Ability to pay very close attention to detail
  • Ability to work well under stress
  • Experience working well in a team environment
  • Demonstrated leadership in professional setting; either military or civilian
  • Demonstrated teamwork and collaboration in a professional setting; either military or civilian
To Apply:  Apply online at https://tas-accenture.taleo.net/careersection/10003/jobdetail.ftl?job=1508698&src=JB-11540

Posted:  June 10, 2014
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Occidental Petroleum Corporation Position: Equity Administrator
Location: Houston, TX Occidental Petroleum Corporation (NYSE: OXY) is an international oil and gas exploration and production company — one of the largest in the U.S., based on equity market capitalization — and our OxyChem subsidiary is a major North American chemical manufacturer. Occidental is an industry leader in applying advanced technology to boost production and access hard-to-recover reserves. With more than 40,000 employees and contractors worldwide, we are committed to being the employer, partner and neighbor of choice. 

Description:

  • Manage delivery of operational services related to complex global long-term incentive programs
  • Oversee and ensure that all aspects of long-term incentive transactions are conducted efficiently and accurately, including data management, recording and acceptance of grants, cancellations, terminations, processing and payment of vested awards and exercises, and resolution of employee equity issues
  • Ensure the integrity of all files and electronic databases related to the administration of long-term incentive grants
  • Manage the relationship with the Company’s third-party long-term incentive administrator. Ensure third-party administrator performs effectively and provides excellent customer service to company’s long-term incentive agents as well as grantees. Act quickly and decisively to resolve problems
  • Ensure high quality, responsive customer service to grantees and their agents (e.g., stock brokers and financial advisors) as well as internal stakeholders
  • Coordinate with the Tax and Payroll Departments on global mobility matters and ensuring appropriate rates are applied at taxable events
  • Ensure legal compliance of the company’s long-term incentive programs (equity and cash) according to SEC, NYSE, Board of Director and Compensation Committee governance policies. Must stay up to date with evolving regulatory requirements involving complex long-term incentive programs
  • Maintain up to date documentation of workflow processes and makes recommendations for new procedures and/or enhancements to processes in compliance with Sarbanes-Oxley and the company’s internal control programs
  • Provide reports to management on plan balances, grant activity, etc.
  • Maintain effective partnership with the Company’s Legal, Treasury, Finance, Tax, Payroll and Audit departments to effect accurate and timely transaction processing; daily, monthly, quarterly and annual financial reporting processes including proxy reporting, 8K and 10K filings, taxation, etc.
  • Provide support to global business partners on audit requests and other long-term incentive matters
  • Stay current on long-term incentive related regulatory reporting and compliance requirements globally
Qualifications:
  • Bachelor's Degree in Accounting, Finance or related field required
  • Certified Equity Professional certification or progress thereof
  • Minimum ten years direct stock and long-term incentive administration experience, including negotiating and working with outside vendors. Supervisory experience preferred.
  • In-depth understanding of various long-term incentive compensation structures including securities, tax, financial reporting and accounting laws and regulations and the interdependencies between Stock Administration, Legal, Corporate Secretary, Finance, Payroll, Tax and Human Resources
  • Excellent PC skills including Excel, Access, Word, and PowerPoint
  • Solid user skills with databases and data file structures, importing/exporting files, report design and creation
  • Excellent communication and customer service skills(written, verbal and presentation); ability to project confidence and credibility with senior executives
  • Advanced analytical ability; Attention to detail, strong organizational skills, and ability to multi-task in a fast-paced environment; ability to identify issues and provide solutions
  • Experience working with vendors, and managing service levels

To Apply:  Please apply at www.oxy.com\careers

Posted:  June 3, 2014
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Armstrong World Industries

Position: Stock Plan Administrator
Location: Lancaster, PA

Armstrong World Industries, Inc. has a job opportunity for a Stock Plan Administrator. The Stock Plan Administrator will manage and coordinate the development, planning and administration of company stock related matters including grants, vesting schedules, exercise history, proxy disclosure and SEC filings. The candidate will also analyze, implement, and administer the company’s employee and director stock–related plans. The Stock Plan Administrator is responsible for answering questions and addressing issues from Company stock plan participants.

Key Responsibilities of the Stock Plan Administrator:

  • Involved in planning and administering stock grants and stock related items
  • Writes, edits and disseminates stock-related documentation
  • Tracks information related to stock grants, which includes vesting schedules, exercise history and dividends
  • Works with Legal Department to prepare SEC filings. Ensures filings are on time and accurate as the Stock Plan Administrator
  • Prepares securities / stock related proxy tables and footnotes
  • Prepares reports related to stock plans for management
  • Works with Human Resources and Legal management to establish guidelines for stock grants, policies and procedures
  • The Stock Plan Administrator serves as the company global expert on securities and tax regulations as applies to stock plan administration. Ensures plans and grants including vesting and stock distribution meet requirements for applicable tax, securities and accounting treatment and exemption
  • Maintains communication with and coordinates activities with Legal, Human Resources and Finance functions. Serves as point of contact with 3rd party resources such as American Stock Transfer and company broker (eTrade)
  • Performs complex analyses, modeling and reviews of the company’s stock plans as the Stock Plan Administrator
  • Serves as contact for employees regarding stock plan; answers questions and addresses any issues. Leads training / education sessions as required

Required Qualifications for the Stock Plan Administrator:

  • Bachelor’s degree in business, finance or accounting or equivalent experience; may have post-graduate education or training
  • 5+ years of stock plan administration or related experience
  • Excellent knowledge of all U.S. and non-U.S. securities laws and tax regulations
  • Excellent time management, communication, decision-making, follow up, human relations, presentation and organizational skills
Desired Qualifications for the Stock Plan Administrator:
  • Certified Equity Professional (CEP)

To Apply:  Apply online at http://careers.armstrong.com/

Posted:  May 22, 2014
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Autodesk

Position: Stock Plan Administrator
Location: San Rafael, CA

This position is primarily responsible for transactional administration, communication and reporting of equity compensation plans in compliance with plan documents, legal and financial regulations, process controls, customer service standards, internal efficiency and quality.

Primary Duties and Responsibilities

  • Daily, weekly, monthly, quarterly, and annual administration and reporting of global stock plan transactions
  • Taxable gains and related taxes for international transfers and expats
  • Maintain equity plan database (i.e.; demographic data, new hires, tax rates, address changes, termination of employment, transfers)
  • Reconcile transactions, termination dates, tax withholding and reporting, cash receipts, share count and other items as required
  • Work with vendors for outsourced administration and transactions, focusing on controls, accuracy, timeliness and customer service
  • Provide accurate, timely, and usable information to internal customers ( i.e.; employees, managers, Payroll and HR departments)
  • Communicate plan provisions to employees. Resolve employee issues, problems or concerns as appropriate. Respond to questions within 24 hours
  • Conduct new employee equity benefits orientation as required
  • Maintain procedures documents for all plan administration
  • Assist with equity grants (options RSUs), RSU releases, ESPP enrollment and purchases as needed
  • Other duties, such as administration of leaves of absence, as required
Academic and Experience Requirements
  • BS degree or equivalent experience, preferably in Accounting, Business, Finance or Human Resources
  • Knowledge of accounting rules regarding compensation expense
  • Progress towards Certified Equity Professional designation preferred
  • 3+ years experience in multinational stock administration, tax, finance or legal
  • Proficiency with Microsoft Office suite, especially Excel, and Equity Edge software for equity plan administration
  • Ability to maintain confidential information
  • Strong written and oral communication
  • Customer service skills; ability to work well with employees at all levels in the company
  • Financially minded and logical thinker
  • Organizational and administrative skills, follow through and attention to detail

To Apply:  Chris Early, Senior Recruiter chris.early@autodesk.com

Posted:  May 22, 2014
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Charles Schwab

Position: Financial Reporting Manager
Location: Englewood, CO

Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial fitness goals. Stock Plan Services is seeking a Financial Reporting Manager who has a deep understanding of share-based payment concepts.

What you’ll do:

The Financial Reporting Manager will be responsible for providing consulting services to corporate clients on the application of accounting concepts in the Schwab EquiView system. This position requires subject matter expertise in both ASC 718 and IFRS 2 and the ability to deliver training on advanced accounting topics both internally and externally. This position will be responsible for identifying system enhancement and development opportunities based on client needs and regulatory changes. Additionally, this position will create and maintain whitepapers and all other accounting documentation. Responsibilities Include:

  • Subject matter expert in domestic and international share-based payment concepts.
  • Understand overall stock plan record-keeping system architecture and functionality.
  • Understand the Schwab EquiView financial reporting system form settings configuration to expense and disclosure reporting calculations.
  • Support Conversion Managers on proper set-up and configuration of valuation, expense and disclosure settings based on client expectations.
  • Support Client Service in providing proactive financial reporting support to administration clients and make recommendations when appropriate to address reporting challenges.
What you have:
  • At least 3 years work experience in the equity compensation industry
  • 2 plus years working with Accounting Standards Codification (ASC) Topic 718
  • Knowledge of IFRS 2 (preferred)
  • Knowledge of Schwab EquiView equity compensation recordkeeping system, or other industry recordkeeping systems
  • Bachelor’s Degree in Accounting, Finance or related field
  • CEP certification required

To Apply:  Go to www.schwab.com/careers Search for job by: Category = Stock Plan Services Location(s) = CO - Englewood

Posted:  May 22, 2014
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JP Morgan

Position: Compensation Finance Associate
Location: New York, NY

The HR Finance Group is responsible for financial budgeting, reporting, forecasting and analysis for four major areas of expertise, including: * HR department, * Benefits (HR aligned), * Equity (stock & options) Incentive Compensation and Workforce Analytics. Corporate HR includes supporting an expense base of $500mm. Benefits (HR aligned) financials include firm wide pension, 401k, medical and other post employee benefits and deferred comp with total assets of $18 Billion. Workforce Analytics is responsible for headcount reporting and firm wide analysis on employee data. Finally, HR Finance is responsible for the forecasting and analysis of incentive compensation, including cash IC as well as stock & options issuance and expense amortization, all totaling approximately $10 Billion.

Roles and Responsibilities of the HR Finance Associate on the Compensation Finance Team:

  • Report directly to the Manager of Compensation Finance
  • Prepare monthly executive management reports and scorecards to senior executives, including the firm's CFO, Controller and Head of HR Prepare the firm's employee issuance and share count forecasts on a monthly basis to support quarterly and long range earnings per share calculations, partnering closely with Capital Planning team, Corp P&A and Treasury
  • Partner with the LOB Financial Planning & Analysis Managers to provide insightful commentary on both the P&L and balance sheet impacts, including monthly plan vs. actual variance explanations and updated forecasts
  • Lead the annual budgeting process with respect to annual incentives and equity award planning; this includes providing global incentive compensation expense guidance to the LOBs, on both an economic and accounting basis
  • Provide subject matter expertise in the area of equity incentive compensation products, to include monitoring ongoing technical, accounting and industry developments
  • Partner closely with the Corporate Accounting Policy and Corporate HR Accounting groups to determine appropriate accounting treatment for changes in award structures, terms and conditions, grant practices or award components
  • Monitor firm-wide incentive compensation for monthly forecasting purposes through detailed transaction level analysis
  • Partner closely with LOB Compensation Executives to monitor and forecast the firm's compensation pools, including cash IC accruals, equity award amortization and comp-to-revenue trend analyses
Qualifications:
  • Bachelors degree required
  • Minimum 3-5 years of core finance experience required, with knowledge of technical accounting concepts and standards, as well as financial management reporting
  • Strong verbal and written communication skills are essential
  • Must be detail oriented
  • Ability to multi-task and produce timely and accurate analyses in a fast paced environment
  • Must be a team player
  • Proven ability to manage projects, which includes the automation of tools, as well as process efficiency improvements
  • Technically proficient in MS Office; advanced excel skills and experience working directly with EssBase preferred
  • Previous experience with cash and equity compensation preferred
  • CEP designation preferred

To Apply:  https://careers.jpmorganchase.com/career/careerhomeHuman Resource Finance Associate-140044761

Posted:  May 21, 2014
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SanDisk

Position: Sr. Stock Plan Analyst
Location: Milpitas, CA

Objectives:

Work closely with, and report to, the Stock Plan Manager to provide analytical and process support for the Stock Administration department.

Responsibilities:

  • Maintain daily recordkeeping of equity data using Equity Edge Online
  • Perform periodic reconciliation of data between HR, transfer agent, and payroll
  • Perform periodic journal entries of stock related matters
  • Consider areas of process improvement as the Company grows and expands, especially with managing dual brokers
  • Coordinate with employees, HR, outside advisor and payroll providers on global mobility matters and issues
  • Coordinating with and supporting regional teams, internal and external counsel with equity compliance matters and transactional or participant related processes
  • Coordinate and work closely with broker on 10b5-1 trading plans and trades
  • Providing analysis and support for special process improvements, project enhancements or education initiatives
  • Responsible for maintenance of the online Stock Administration internal web site
  • Communication of trading blackout periods and tracking of insider trading restrictions
  • Maintaining and updating procedures documents
  • Maintain recordkeeping of equity data using stock administration software
  • Work with internal and external auditors and Finance team for quarterly reviews, year-end audits, and Sarbanes-Oxley (“SOX”) audits of procedures and controls as needed
  • Generate recurrent and ad-hoc equity reports for multiple internal and external corporate partners (e.g., HR, Payroll, Tax, Finance, etc.)
Experience:

Experience and proven accuracy administering equity incentive and ESPP Plans, including transactional processing of grants.

  • Proven ability to partner with and provide reporting to cross-functional teams, including Legal, HR, Tax, Payroll, Internal Audit, Accounting and Financial Reporting
  • Knowledge and experience to accurately prepare SEC filings (Section 16 related Forms 3, 4 & 5), prepare tables and information reporting for the proxy and other regulatory reporting requirements
  • Experience with dual brokers and dividends a plus
Qualifications:
  • Certified Equity Professional (CEP)
  • At least five years stock administration experience in a public company with international presence
  • Proficient in all MS Office applications with advanced Excel and Word skills
  • Understanding of financial reporting principles related to accounting for share based compensation (ASC 718)
  • Excellent written and verbal communication skills, including drafting companywide messages
  • Strong analytical and problem-solving abilities
  • Highly organized, detail-oriented and able to prioritize and multi-task successfully in a fast-paced environment
  • Results-driven with ability to successfully coordinate cross-functional teams and service providers
  • Staying current on equity related regulatory reporting and compliance requirements globally
  • Bachelor degree required. Bachelor degree in Accounting or Business a plus.
To Apply: Apply directly at SanDisk Careers. Search for Job number 15905

Posted:  May 20, 2014
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SanDisk

Position:  Stock Administrator
Location: Milpitas, CA

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

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

  • Assist in administration of SanDisk’s global equity plans including RSUs, stock options, and ESPP
  • Monitor daily stock option exercises, reviewing reports for errors
  • Maintain the equity administration database including daily input and ensure accuracy at all times
  • Send RSU grant awards to global grantees
  • Interacts with transfer agent and stock administration service provider to ensure that trades are settled timely; reconciles DWAC instructions
  • Respond to and research employee inquires and coordinate with internal teams and vendors as appropriate to resolve issues
  • Process RSU share releases and coordinate with payroll for proper tax deductions
  • Assist in ESPP purchase inputs and reconciliation
  • Review and provide accurate reports to internal customers (Finance, Legal, Payroll, and Human Resource teams)
  • Reconcile information between domestic and global brokers
  • Assist in processing monthly journal entries related to our global equity programs
  • Assist with external audits by providing supporting records and documentation
  • Assist with Section 16 compliance (Form 3, 4 and 5) and related Proxy reporting requirements
  • Provide formal and ad-hoc analysis of stock activity
  • Performs other related duties as assigned
Required Skills:
  • Strong computer skills are required including advanced skills in Excel
  • Strong Equity Edge/Equity Edge Online skills
  • Strong organization and problem solving skills with the ability to track multiple tasks and issues
Required Experience:
  • Bachelor's degree, ideally in Finance/Accounting or Economics
  • Two or more years of experience in administering employee equity plans or 5 years+ experience of increasing responsibility in general ledger/payroll
  • CEP certified a plus

To Apply:  Apply directly to SanDisk Careers. Search for job number 15025

Posted:  May 20, 2014
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