Global Stock Plan Administrator

Planet

15d•Remote

About The Position

The Global Stock Plan Administration will join our Accounting Team and is responsible for the successful administration and management of our global equity programs. This role will be responsible for maintaining database integrity, managing the processing of grants, stock option exercises, restricted stock releases, terminations and other transactions, and performing monthly and quarterly accounting-related activities. The ideal candidate is an expert in global stock plans and has excellent customer service & communication skills, accuracy and attention to detail. This position is an Individual Contributor and will report to the Director, Global Equity Programs. This is a full-time, remote position based in the United States. If located near an office, you are expected to work from that office 3 days per week.

Requirements

6+ years of relevant experience with stock plan administration
Bachelor's degree required, preferably in Business, Accounting/Finance, or a related field
Achieved a Level III Certified Equity Professional (CEP) certification
Experience with Morgan Stanley ETrade's Equity Edge Online (EEO) platform and Morgan Stanley
Experience working independently and effectively with a range of individuals.
Ability to maintain strict confidentiality of materials and information
Able to multitask, prioritize, and work under tight deadlines
Excellent analytical skills, accuracy and attention to details required
Proficient in Excel
Proficient in the G-suite; Google collaboration tools
Adept at creating insightful reports and dashboards using PivotTables and conditional formatting.

Responsibilities

Partner with our external record-keeper and consultants to execute employee equity transactions, ensuring accurate and timely record keeping
Work with legal counsel to ensure timely creation of new grant agreements and necessary updates to existing grant agreements for equity plan changes as well as pertinent regulatory changes
Ensure compliance with all stock-based compensation reporting requirements, including Section 16, Proxy, and forms 10-K/Q, including drafting and filing of all Forms 3, 4 and 5 for corporate officers and directors
Assist with stock-based compensation accounting, reporting and analysis; Generate recurring reports for multiple internal and external corporate partners (HR, Payroll, Finance, Accounting, Tax, etc.), and respond to both routine and ad-hoc data requests on a timely basis.
Ensure compliance with all domestic and international laws for income and tax withholdings for stock options, RSUs and other equity grants and ensure accurate reporting on W-2s or other forms of participant tax reporting
Assist in managing the insider trading compliance program, including managing the stock trading windows, as well as the pre-clearance process and personnel
Partner with our external transfer agent to settle transactions and maintain share reserves
Manage the processing of grants, stock option exercises, restricted stock releases, terminations and other transactions
Support the preparation of the annual proxy statement
Provide excellent customer service to equity participants at all levels and to partners across departments
Support the HR compensation team during the annual compensation planning process
Assist in the preparation and maintenance of board and committee meeting materials
Drive process improvements and scale the equity administration function
Maintain internal control environment in accordance with Sarbanes-Oxley (SOX) requirements
Prepare monthly and quarterly employee equity transaction reconciliations
Enhance the onboarding program for equity programs and participate in the onboarding process for new hires to ensure they are clear on the process
Provide regular training and education to participants in our stock plan
Assist with internal and external audit activities relating to employee equity matters
Perform other duties and ad hoc projects as requested