Stock Plan Advisor
About The Position
Responsible for analysis and high-level administration of the company’s equity programs, including stock options, restricted stock plans, and employee stock purchase plans. Monitors daily stock option exercises and reviews them for errors, ensuring they comply with federal, state and foreign regulations and securities laws. Maintains the company’s equity administration database and coordinates with transfer agents and stock administration service providers to ensure that trades are settled in a timely manner. Interacts with Payroll on preparation and distribution of year-end statements. Serves as a resource for internal departments and employees, including customer service and training.
Requirements
- Bachelor's Degree/equivalent.
- Five (5) years’ experience in a corporate environment, administering stock plans.
- Experience owning ESPP implementation and purchases in a global corporation.
- Working knowledge of Section 16 insider reporting, tax, accounting and securities law aspects of equity compensation plans required.
- Detail oriented and able to meet deadlines and multiple work demands.
- Ability to work independently using significant discretion and judgment.
- Ability to maintain a high level of confidentiality.
- Strong organizational, human relations, and communication skills.
Nice To Haves
- CEP – Certification (any level)
- Data analysis
- Excel proficiency
- Experience with Merrill platform and supporting plans within this system.
Responsibilities
- Analysis and high-level administration of the company’s equity programs, including stock options, restricted stock plans, and employee stock purchase plans.
- Monitor daily stock option exercises and review them for errors, ensuring they comply with federal, state and foreign regulations and securities laws.
- Maintain the company’s equity administration database and coordinate with transfer agents and stock administration service providers to ensure that trades are settled in a timely manner.
- Interact with Payroll on preparation and distribution of year-end statements.
- Serve as a resource for internal departments and employees, including customer service and training.
Benefits
- Comprehensive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
