Santa Clara University

Job Bank Listings

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

To post a job opening, please click here.

View current job listings in alphabetical order by company name.
View current job listings in chronological order by date posted.

Alphabetical Listings

Last Updated June 26, 2015


Posted Date Listings

Barracuda Networks

Position: Associate Stock Plan Administrator
Location: Campbell, CA

Barracuda Networks is looking for an entry level position that will put you on a career path as a proficient Stock Plan Administrator. You will be working in the Stock Administration group under the Legal department. This job is an easy transition from Payroll, Human Resources, Accounting, Finance, and Legal. You will perform day-to-day administration for Barracuda Networks' global equity plans. The ideal candidate will be ambitious, positive and able to work effectively in a fast-paced environment. We will provide the training;and you provide the motivation. 

Responsibilities:
  • Administer and update employee account information using E*TRADE Equity Edge Online (EEO) application 
  • Adhere to audit and control processes in order to maintain SOX 404 compliant 
  • Understand cross-functional impact and considerations (accounting, securities law, tax, payroll, administration) for equity programs 
  • Provide the payroll team with timely and accurate stock transaction information 
  • Generate reports from EEO and review for accuracy 
  • Assist in maintenance of procedures and controls 
  • Respond to employee inquiries and coordinate with internal teams and vendors as appropriate to resolve issues 
  • Process daily stock option exercises according to established procedures 
  • Work with data imports/exports in EEO Assist with other projects as needed 
Qualifications:
  • Bachelor's Degree in Accounting and/or Business Administration and/or Finance and/or Human Resources and/or Economics 
  • 1+ years experience in Microsoft Office applications, including high proficiency in Excel Additional skills 
  • Understanding and familiarity of equity compensation 
  • Certified Equity Professional (CEP) level 1 certification

Posted: June 23, 2015
Return to List of Current Positions
Alere

Position: Manager, Stock Plan Administration
Location: Waltham, MA

This is a hands-on role that requires a high level of expertise in all areas of equity plan administration, specifically multi-national stock options, RSUs and ESPP. The selected candidate will have extensive experience in global, fast-paced public company environments. The position reports to the Chief Accounting Officer.  

Responsibilities:
  • Oversee administration of equity compensation programs, including processing stock option grants and exercises, RSU grants and releases, cash settled SARs exercises, cancellations and terminations.
  • Manage stock plans and Equity Edge Online database, maintaining the highest integrity of data
  • Collaborate with and help guide senior management in Finance, Human Resources and Legal departments with all appropriate aspects of equity administration
  • Ensure compliance with governing stock plans, regulatory rules and statutory rules, including securities and tax rules and regulations of all applicable foreign jurisdictions (working with internal and external counsel and other advisors as appropriate)
  • Process and track all data changes including but not limited to address changes, cost center changes and transfers
  • Prepare and mail Forms 3921, Forms 3922 and year-end tax reporting documents, including employee statements and disqualified disposition surveys
  • Prepare annual UK share scheme filings for HMRC
  • Monitor and maintain tax withholding rate tables; apply appropriately to mobile employees
  • Report income to payroll, finance and tax departments
  • Serve as point person for all stock participant inquiries
  • Develop and maintain internal control procedures (SOX-compliant)
  • Manage relationships with captive broker, transfer agent and other external contacts; prepare instruction letters to transfer agent
  • Prepare relevant information included within public disclosure filings - Forms 10-Q, 10-K, Proxy, etc.
  • Partner with third-party experts in preparation of ASC Topic 718 stock-based compensation entries
  • Ensure accurate maintenance of shares issued and outstanding for all classes of stock
  • Prepare journal entries for equity related transactions
  • Reconcile equity related general ledger accounts
  • Support external and internal audit inquiries
  • Ensure compliance with Rule 144 for all stock programs
  • Partner with Legal for Section 16 officers and BOD reporting, including Form 3 and Form 4 filings, 10b5-1 transactions, and maintenance of trading blocks to other designated Insider accounts.
  • Maintain beneficial ownership table
  • Provide both tactical and in depth account level support on multi-national Employee Stock Purchase Plan
  • Additional responsibilities as may be assigned
Qualifications:
  • Experience working for a multinational company with a strong understanding of the accounting, tax and legal requirements of equity plans
  • BS degree in accounting and/or business preferred
  • At least 7-10 years of relevant work experience in stock plan administration
  • CEP (Certified Equity Professional), desirable
  • Knowledge of ASC Topic 718, formerly FAS123(R)
  • Experience with Equity Edge Online software strongly preferred
  • Strong excel skills, including VLOOKUP
  • Strong interpersonal and communication skills
  • Ability to prioritize and handle several projects in a fast-paced environment
  • Self-motivated and team-oriented
  • Proven organizational skills and attention to detail


Citi

Position: Equity and Deferred Compensation Analyst
Location:Tampa FL or Long Island City, NY

Citi HR Shared Services (HRSS) develops world-class global HR infrastructure that provides services, processes and tools to enable businesses to manage their employees while assisting in management of cost, risk, growth and quality. The successful candidate will be a member of the Reporting and System Operations team in the Equity Compensation Unit. Citi's Equity Compensation Unit is responsible for administration of employee equity award programs, including stock awards, stock options, and Deferred cash programs, in approximately 90 countries. Working with Reports Manager and other Equity Reports Analyst, the Equity Plan Reports Intermediate Analyst will analyze and report equity program data to multiple internal and external parties.

Responsibilities: 

  • Lead process in preparing, reconciling and distributing the Monthly Equity Activity for Restricted/Deferred Stock Award and Stock Option Programs ensuring accuracy and timely results
  • Manage the analysis and reporting of share usage including Monthly shares outstanding in equity plans and shares available for use for future grants/awards
  • Steer the evaluating, assessing and distributing of the dividend equivalents process. 
  • Coordinate and act on all aspects of the Equity Compensation Data Warehouse, including technical change requests for report revisions, testing, reconciliations and training. 
  • Responsible for generating, reconciling and distributing reports used to invoice Citi's businesses for cash settlement of equity transactions (equity chargeback) and liaising with various parties for research, analysis, resolution and communication of exceptions. 
  • Provide quality analysis to ensure data is accurate and timely. Work both independently and with colleagues to resolve any data discrepancies and/or data feed issues impacting the equity processes. 
  • Independently create and analyze reports in order to provide adhoc requests globally utilizing MS Excel, Access and Business Objects. 
  • Act as key player, liaising with global equity coordinators, Global Equity Tax, Internal Accounting, Transfer Agent, Payrolls, and Human Resource departments on various projects. 
  • Key contact for both internal and external players for discrepancies research items as pertains to equity reports 
  • Assist in preparation of communications with regard to Equity Plan
Qualifications: 
  • Bachelor’s degree and 3-5 years’ work experience 
  • Strong analytic skill set and affinity for metrics and data required. 
  • Must have initiative and ability to thrive in an environment that requires a great deal of flexibility with multiple and changing priorities 
  • Attention to detail 
  • Solid computer skills essential, proficiency in MS Access or other relational database/report writing tools a must, SQL experience a plus. 
  • Strong proficiency in Microsoft Excel, Power Point and Word ·Strong organizational and time management skills 
  • Strong interpersonal skills 
  • Effective verbal and written communication skills 
  • Some accounting experience and a facility for numbers 
  • International, Human Resource and Equity Compensation experience a plus
  • CEP designation a plus

Apply: Please apply by clicking on the below link or send your resume directly to alisa.mezheritsky@citi.com or by registering at www.jobs.citi.com and apply to requisition id 15021525. http://jobs.citi.com/new-york-state/human-resources/jobid7365174-equity-deferred-compensation-analyst-jobs

Posted
: June 22, 2015
Return to List of Current Positions


Position:
Manager of Shared Services
Location: Phoenix, AZ

Kitchell, a well-established construction firm, most recently voted “Top 10 best workplaces” and ranked amongst the “Top 50 firms” in ENR, is seeking a Manager of Shareholder Services to oversee the administration of the Kitchell Stock and Profit Sharing Plans, provide services to shareholders and potential shareholders, maintain all records, monitor legal compliance, and prepare communications and reports.  This is a great opportunity for someone with knowledge in finance looking to grow within Kitchell.

Responsibilities:

  • Administer Kitchell Stock Plans including the maintenance of ownership summaries, quarterly reports and stock option documents.
  • Manage transactions to repurchase stock from terminated employees.
  • Discuss financing alternatives with employees and prepare documents as needed.
  • Issue and record stock option documents and process their acceptance and return.
  • Prepare reports on shareholder activity and stock availability and value.
  • Advise participants of their purchase eligibility and timelines.
  • Conduct related research and coordinate with outside vendors, affiliates and consultants.
  • Issue and file Stock Plan tax reporting documents.
  • Administer Kitchell Profit Sharing Plan including the preparation of the financial statements and reconciliation of corresponding bank account.
  • Issue annual Profit Sharing balance statements to eligible employees.
  • Manage and coordinate annual Profit Sharing and 401(k) Plan Audits.
  • Responsible for equity management accounting, reporting and audits.
  • Prepare accounting cash flow budgets in relation to shareholder equity.
Qualifications:
  • 5 years of business experience. 
  • Familiarity with employee stock ownership programs/profit sharing programs is preferred. 
  • Proficiency in ORACLE JD Edwards Enterprise One system and Microsoft Office programs. 
  • General income tax accounting knowledge (state, federal and GAAP).
  • Basic accounting knowledge and ability to prepare financial calculations and reports. 
  • Ability to clearly communicate orally, and prepare and explain financial specifications. 
  • Requires confidentiality and excellent customer service skills.
Required Skills and Experience:
  • Bachelor's degree in Accounting or Finance. CEP Levels II or III preferred.
Work Environment/ Equipment:
  • General office environment. Position requires extensive work using a computer and telephone. Responsibilities may require evening and weekend work in response to needs of the systems being supported.  Minimal travel may be required.
Physical Requirements:
  • Visual and manual dexterity required for extensive reading of technical data, and computer applications. Ability to lift up to 50 pounds.


Posted
: June 18, 2015
Return to List of Current Positions



Position
: Senior Stock Administrator
Location: San Leandro, CA

TriNet is a leading provider of a comprehensive human resources solution for small to medium-sized businesses. We enhance business productivity by enabling our clients to outsource their human resources, or HR, function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our HR solution offers services such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers compensation insurance. Our services are delivered by our expert team of HR professionals and enabled by our proprietary, cloud-based technology platform, which allows our clients and their employees to efficiently conduct their HR transactions anytime and anywhere.

The candidate will be responsible for day-to-day administration of the Company's equity incentive plans, and will have strong capability in administering options, performance shares, and RSUs. The candidate will be able to work hand-in-hand with human resources and payroll with respect to equity administration, including employment and withholding taxes. The candidate will provide reporting to internal departments such as human resources, accounting, payroll and legal, as well as respond to employee requests.  The candidate will strive to ensure compliance with the governing stock plan documents, ensuring the integrity of the stock administration system, Sarbanes-Oxley, tax laws, reporting, and related requirements, including keeping abreast of the changing regulatory and payroll tax environment for an evolving business. The candidate will also provide quality customer service to employees with regard to their equity compensation related transactions. The candidate should independently process all routine and non-routine securities transactions accurately and timely and responsible for all record-keeping and reporting in compliance with Sarbanes Oxley (SOX) and auditor standards.Under general supervision, the candidate shall provide organizational and substantive support to the Senior Corporate Counsel. This shall include, but is not limited to, assisting with merger and acquisition transactions and other strategic corporate development transaction, including due diligence. The candidate will provide assistance on a broad range of U.S. securities and corporate law matters for the Company including '34 Act filings such as annual including '34 Act filings such as annual reports on Form 10-K, quarterly reports on Form 10-Q, current reports on Form 8-K, proxy statements, Schedule 13Ds and filings pursuant to Section 16 and Rule 144. The candidate will provide assistance on all corporate governance matters, including Delaware General Corporation Law matters, stock exchange listing standards, and compliance with the Sarbanes-Oxley Act of 2002.

Responsibilities:

  • Accurately and timely process stock option, performance restricted stock units and restricted stock unit grants, exercises, participant accounts, terminations, cancellations, and transfers.
  • Successfully handle administration of the Employee Stock Purchase Plan which includes eligibility tracking, changes and withdrawals monitoring, and enrollment and purchase processing and reporting
  • Accurately and timely process reports to support payroll, SOX, SEC, proxy and other regulatory reporting requirements
  • Reconcile share plan activity.
  • Coordinate with and supporting HR with equity related compensation initiatives and communication.
  • Provide analysis and support to manager for special process improvements, project enhancements or education initiatives.
  • Communicate trading blackout periods and tracking of insider trading restrictions.
  • Provide assistance to employees on equity related questions or issues.
  • Provide support to business partners on audit requests and other equity matters.
  • Stay current on equity related regulatory reporting and compliance requirements.
  • Process stock option grants for new employees as well as refresh grants for new employees.
  • Process stock repurchases by the Company.
  • Partner with accounting, tax, legal and human resources to anticipate, implement and/or address equity compensation matters.
  • Ensure compliance with all domestic laws for income and tax withholdings for options, restricted stock and ESPP.
  • Manage all other aspects of daily stock administration including filings, YTD tax imports and financial reporting.
  • Provide support for annual stockholder meeting.
  • Provide assistance on SEC-related matters including preparing or reviewing equity related portions of the: Section 16 filings;current, quarterly and annual report filings (Forms 8-K, 10-Q and 10-K);proxy statements.
  • Assist with Rule 144 compliance of our Section 16 filers and review and tracking of all Section 16 filers 10b5-1 plans.
  • Manage equity related vendor relationships.
  • Apprise company on changes in laws and regulations that impact our equity plans.
  • Analyze equity-related due diligence in connection with mergers, acquisitions and other corporate transactions.

Qualifications:

Education: Bachelor's degree required.

Training Requirements: Certified Equity Professional (CEP) Certification

Experience:

  • Minimum of 10+ years public company stock administration experience or within the proposed primary functional area of focus
  • Experience with a third party stock admin tools
  • Experience administering both equity incentive and ESPP Plans, including, processing of option exercises and grant preparation.
Other Knowledge, Skills and Abilities:
  • Strong working knowledge of equity plans
  • Ability to maintain confidentiality of all employee, payroll and equity information
  • Strong attention to detail and accuracy
  • Strong understanding of financial reporting principles related to equity compensation
  • Expert knowledge with equity related portions of SEC filings
  • Strong project management skills and able to lead and work with different departments in connection with equity administration
  • Expert skills in the MS Office Suite, including Excel, PowerPoint, etc.
  • Excellent interpersonal, oral and written communication skills
  • Demonstrated ability to work under pressure in a fast-paced environment
  • Proven ability to partner with cross-functional teams, including Legal, HR, Tax, Payroll, Accounting and Financial Reporting.
  • Must be self-motivated, flexible, deadline-oriented and able to complete tasks with minimal supervision
  • Excellent organizational skills and the ability to multi-task
  • Talent for thinking creatively in confronting new issues and pursuing novel approaches to old problems
  • Flexibility and willingness to work extended hours as needed
  • Strong analytical skills with ability to apply legal requirements to practical business needs
  • Excellent verbal and written communication skills
  • Ability to communicate with colleagues at all levels of the organization
  • Strong knowledge, understanding, familiarity with of state and federal employment laws, state and federal tax law, significant employment litigation experience, strong human resources, tax or regulatory experience, or some combination thereof
  • Excellent interpersonal skills
  • A demonstrated commitment to high professional ethical standards and a diverse workplace
  • Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities
  • Adaptable to emerging technology tools & trends

Apply:  Please send resume to Catherine.phan@trinet.com.

Posted: June 12, 2015
Return to List of Current Positions



Position
: Senior Stock Administration Specialist
Location: Santa Clara, CA

Rovi Corporation is a global B2B leader focused on revolutionizing the digital entertainment landscape by delivering software and data solutions to connect people to the movies, music and television they enjoy –anytime, anywhere. Our products and services power some of the most iconic entertainment and technology brands around the world including Microsoft, Samsung, Apple, Facebook, Pandora and Shazam. Our pioneering program guides, entertainment data, and personalized content recommendations drive search and navigation across Set-Top Boxes, Smart TVs, and Mobile Devices all around the world. With a new generation of cloud-based program guides and emerging solutions for audience analytics and interactive advertising, Rovians worldwide are leading the way in the discovery and personalization of digital entertainment.

Responsibilities:

  • Process daily trades and stock prices
  • Respond to employee requests and questions
  • Prepare monthly equity grants and supporting documentation
  • Maintain inventory of 10b5-1 plans
  • Correspond with global payroll departments to report monthly trades and monthly ESPP elections, RSA, and RSU vesting ″Handle employee mailings such as year-end stock statements (US only) and ESPP interim purchase statements (worldwide)
  • Review status of online grant acceptances and follow up with employees
  • Review ESPP election percentages and work with employees to revise to acceptable levels
  • Correspond with transfer agent to maintain and track actual shares outstanding (includes reporting RSA grants, RSA releases, RSU releases, RSA cancellations, etc.)
  • Provide monthly reports to payroll and accounting (e.g., disqualifying dispositions, capital accounts reconciliations, ESPP contributions, etc.)
  • Review monthly LOA report from HR to determine if LOA employee vesting needs to be suspended
  • Generate reports to support proxy reporting
  • Respond to ad hoc requests from HR, payroll, legal, and accounting
  • Maintain China employee account status (drop off special account file specific to China employees)
Experience & Skills:
  • 3-5 years of experience in a stock administration role
  • Bachelor degree in a related field
  • CEP certification a plus
Apply:  Please apply at the following link:https://hire.jobvite.com/j?aj=oI9U0fwv&s=CEP_SCU

Posted: June 10, 2015
Return to List of Current Positions



Position
: Stock Administrator
Location: Sunnyvale, CA

Reporting to the Director of Stock Administration and Compliance, this individual will be responsible for administering the Company's domestic and international equity plans, transfer agent and broker relations and daily equity activities.

Responsibilities:

  • Ensure compliance with internal controls related to equity process
  • Oversee maintenance of the Equity Edge database and the integrity of data
  • Ensure compliance with US reporting requirements
  • Respond to transfer agent and broker inquiries
  • Process stock option exercise and award releases
  • Partner with Payroll to ensure accurate taxation and recording of stock options exercises and RSU/PSU releases
  • Work with internal and external resources to complete year-end reporting
  • Respond to employee questions regarding equity awards, 10b5-1 trading plans and E*TRADE matters, and assist in the development and maintenance of training materials as necessary
  • Assist in the creation and updating of process documentation
Requirements:
  • BS/BA or equivalent
  • Completion of Level 1 of the CEP Program preferred
  • Prior stock administration experience with a publicly traded company and experience with Equity Edge Online preferred
  • Proficiency in Excel and Access
  • Strong organizational skills
  • Ability to communicate clearly and concisely (both written and verbal)
  • Strong work ethic and the ability to work independently and as part of a team
  • Ability to manage multiple tasks in order to meet very strict deadlines without sacrificing accuracy of data
  • Ability to work in a diverse, team-focused environment with cross-functional teams, including Legal, HR, Tax, Payroll and Accounting
  • 1-3 years of work experience
Apply:  Apply online at:https://careers.juniper.net/psc/careers_1/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=1&JobOpeningId=930558&PostingSeq=1

Posted: June 10, 2015
Return to List of Current Positions



Position
: Manager, Global  Equity Administration
Location: San Francisco, CA

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

The Manager position will be located in San Francisco and will report to a corporate and finance lawyer. This position will oversee all aspects of the day-to-day responsibilities of the Global Equity Administration ("GEA") team within the Gap Inc. Legal department. The GEA team has primary responsibility for the administration of Gap Inc.'s equity-based compensation programs around the world. Gap Inc. currently has approximately 3,500 equity award recipients in 13 countries.

GEA is a critically important team within Gap Inc. In addition to having the opportunity to play a critical role with respect to all aspects of equity administration for one of the largest specialty apparel retailers in the world, the Manager position will contribute toward the development of a world-class stock administration and reporting function.

Responsibilities

  • Manage the GEA team, including providing clarity around roles and responsibilities for day-to-day operations and training to team members
  • Ensure timely delivery and accuracy of work product from GEA
  • Communicate and partner with business partners, including HR, Payroll, Finance and senior management, as needed, on all stock-related matters
  • Quarterly Financial Reporting, including preparation, reconciliation and distribution of ASC718 expense reports
  • Partner with the accounting department on FAS 123R analysis and calculations
  • Responsibility for managing and primary accountability for all aspects of domestic and international administration of stock option and award plans, including awards, grants, exercises, releases, cancellations, maintenance, reporting, and communications
  • Responsibility for maintaining the integrity of the data in the company's Equity Edge online database
  • Responsibility for the company's relationship with E*Trade and other brokers and vendors
  • Primary contact with the company's transfer agent for stock-related matters
  • Responsibility for establishing, testing/reviewing, and maintaining internal controls, including SOX controls, relating to stock administration and dividend paying process
  • Functional expert for multiple departments on stock-related issues
  • Continuously seek and implement new methods to streamline function and processes
  • Maintain a current awareness of new or changed laws and regulations to ensure continued compliance, and work with third party providers to document updates to regulatory requirements globally, as required
  • Manage and oversee international compliance for equity programs, including quarterly and annual reporting in China with the tax and SAFE authorities
  • Oversee ongoing development and maintenance of global equity program communication and training materials, including procedures manual
  • Functional expert on Section 16(a) reporting and Section 16(b) liability; manage the coordination/process and filings on behalf of executive officers and directors
  • Manage insider trading program, including maintaining and updating insider list, ensuring integrity of insider status within equity system, and distribution of securities law/insider trading compliance manuals
  • Develop and maintain a comprehensive succession and business continuity plan for the Global Equity Administration group
  • Drive the implementation of key equity projects
  • Respond to and resolve various ad hoc issues related to global equity programs
Qualifications:
  • Minimum of 5-7+ years of experience as a stock plan administrator
  • Experience administering global stock plans
  • In depth knowledge of stock administration principles and Equity Edge Online software
  • CEP certification. (3-5+ years as a Certified Equity Professional (CEP) preferred)
  • Bachelor's Degree (preferably in the Business, Finance, or related field or equivalent experience)
  • Functional expert regarding the tax, accounting, and legal consequences of offering equity compensation in a global environment
  • Strong understanding of financial reporting principles related to equity compensation (e.g., ASC718)
  • Experience managing and training others
  • Public company experience preferred
  • International equity program experience preferred
  • Vendor management experience preferred
  • Ability to work on problems of diverse scope, demonstrating sound judgment in selecting methods and techniques for obtaining solutions
  • Ability to multi-task and prioritize in a fast-paced environment
  • Excellent communication and interpersonal verbal, written, and presentation skills in communication with external and internal stakeholders at all levels
  • Strong appreciation for driving data integrity, process improvement and high quality service
  • Demonstrated strong project management experience, including ability to proactively anticipate and complete tasks
  • Independent problem-solver and decision-maker (i.e. ability to work without significant guidance)
  • Detail oriented with strong organizational and analytical skills
  • Ability and desire to collaborate with co-workers in a team-based environment
  • Must possess self-motivation, enthusiasm, and a positive attitude
  • Advanced knowledge of Microsoft Office suite, especially Excel (including pivot tables and vlookup) preferred
Apply: Apply online at www.gapinc.com (click on the Careers tab on the menu at the top of the screen). In the Job Search window, select the following: Country - United States, Talent Area - Legal, Brand - Gap Inc.

Posted: June 10, 2015
Return to List of Current Positions



Position: Senior Stock Plan Administrator
Location: Palo Alto, CA

Responsibilities:
  • Maintain database integrity and ensure accuracy of recordkeeping of equity data using Equity Edge Online
  • Maintain accurate employee data and track employee mobility.
  • Assist with processing new equity awards and distribution of online grant agreements
  • Process daily option exercises including 10b5-1 transactions, ensuring accurate and timely tax withholding and reporting to Payroll, all the way through to timely settlement of all trades
  • Assist in the preparation and processing of quarterly vesting and release of restricted stock units, and coordinate with US and International Payroll on accurate tax withholding as well as true-up via payroll
  • Assist in administering semi-annual ESPP purchases, handle activity during open enrollment periods, and monitor and communicate contribution changes to Payroll at the beginning and during each offering
  • Preparation and filing of Section 16 reports Perform monthly, quarterly and yearly reconciliation of records between Stock Administration and General Ledger, HR, Payroll, transfer agent, etc.
  • Work with internal and external auditors and worldwide Finance team for quarterly reviews, year-end audits, as well as ensure that tight internal controls are in place and procedures are followed to satisfy periodic review of compliance with Sarbanes-Oxley
  • Generate recurring reports for multiple internal and external corporate partners (e.g., HR, Payroll, Tax, Finance, Accounting, etc.), and respond timely to ad-hoc data requests from business partners
  • Manage desktop procedures manual, calendars, ensure all information remains current and consistent
  • Provide excellent customer service to equity participants at all levels and to partners across departments and respond quickly to employee questions in a courteous and satisfactory manner
  • Help develop materials and other employee communications, contribute ideas and assist with employee education program utilizing various media available
  • Conduct employee training and information sessions in person and via WebEx Develop and maintain internal Stock Plan Services website
  • Assist with other projects as assigned
Qualifications:
  • B.A or B.S Degree required with an emphasis in Finance or Accounting strongly preferred
  • 8+ years stock administration experience in a public company
  • Experience with Equity Edge Online and E*TRADE brokerage platform a definite plus
  • SOX 404 compliance knowledge
  • Knowledge of ASC718 concepts, 409A rules and modification accounting 
  • CEP designation strongly preferred 
  • Experience with U.S. federal and state taxation relating to equity compensation, as well as general knowledge of global taxation of equity compensation 
  • Excellent communication skills, both written and verbal, and strong customer service approach. Demonstrated professionalism, reliability, moral integrity and sound judgment. Strong attention to detail and ability to perform self-audit to ensure data integrity and utmost accuracy at all times. Advanced skills in Excel, Word, PowerPoint, and Outlook
Apply by: Email resume to dmacfarlane@teslamotors.com

Posted: June 3, 2015


Position: International Equity Compliance Analyst
Location: Hopkinton, MA

Mobile Employee Equity Tax Program:

Manage the day to day administration of EMC’s mobile employee equity tax program that includes staying abreast of current tax developments affecting mobile employees; financial analysis and reconciliations to ensure the program reconciles with Deloitte Tax, UBS Financial Services, ADP, Finance and Payroll. Manage the monthly program to identify potential new mobile employees, including coordination with H.R. IT; coordinate and manage the process by which H.R. Shares Services sends surveys to potentially new mobile employees; various related correspondence and analysis and thereafter manage the workflow to Stock Plan Administration to ensure that individuals are designated as Mobile Employees. Responsible for responding to numerous inquiries from Finance, Payroll, EMC’s outside expat counsel and others regarding the “how and why” of the mobility calculations. Manage the process by which H.R. IT sends data refreshes for mobile employees to UBS and all such other and further related services.

Compliance:

Assist in research and interpretation of various regulatory requirements (tax, foreign currency control, data protection, securities law and other compliance issues that may, from time to time arise) for EMC’s international equity programs in more than 75 countries. Such responsibilities may also include communication with local country functional contacts and providing assisting in aiding the local country to achieve compliance. It is expected that the foregoing over time will include day-to-day coordination of equity compliance matters for a specific region.

General:

Assist in developing and maintaining equity resources for use by Global Finance, Human Resources, Tax, Internal Audit and other applicable functions. This includes maintenance of existing regional International Equity eRooms and development of an International Equity home page on “Inside EMC”. Other items may include the financial analysis of the cost of issuing equity (employer taxes, cost of required employer filings, etc.), of the amount of any potential financial exposure arising from regulatory non-compliance (if detected) and any other general financial analyses as may, from time to time, be required. In addition, this employee supports the roll-out of periodic International Equity webinars and participates in adding content for such webinars, particularly with respect to the mobility tax program.

Qualifications:
  • Education Required: Bachelor's or equivalent 
  • A CEP certification or one that is already in process is strongly desired 
  • Experience: Minimum 3-5 years' equity or compliance experience that includes international equity tax, international equity securities law, international equity foreign currency control compliance or international equity data protection is preferred 
  • Skills: Strong computer skills with a particular emphasis on excellent Excel skills 
  • Excellent writing and verbal communication skills;experience in communicating with international partners and recognizing cultural norms is a plus 
  • Ability to multi-task Accountability Attention to accuracy/detail Financial and analytical strengths 
  • Prior experience with equity and/or compliance or in managing a global equity tax mobility program is desired; an individual who is in the process of obtaining their CEP and who holds the full CEP certification is strongly desired 
  • Experience involving regulatory requirements/interpretation abilities, coupled with the ability to succinctly summarize the results of research, would be a plus 
Apply: Please send your resume to clare.dever@emc.com.

Posted: June 3, 2015


Position: Senior Analyst, Stock Plan
Location: Waltham or Billerica, MA

Essential Function: Managing PAREXEL's global stock programs (Stock Options, Restricted Stock, Performance Awards and Employee Stock Purchase Plan) and Deferred Compensation Plan. This role is accountable for plan design as well as delivering the day-to-day aspects of running of the plan. Manages third party vendors and internal resources (no direct reports) to ensure all of PAREXEL programs are managed effectively, within budget while ensuring compliance with local regulations and legislation. 

Responsibilties: 
  • Co-ordination of the governance process that ensures plans have been correctly authorized and that detailed cost projections have been prepared and agreed
  • Maintain internal processes while implementing efficiencies and automated processes where possible
  • Management of the third party record keepers
  • Process stock award grants for employees ″Administer ESPP
  • Administer the Deferred Compensation Plan
  • Ensure compliance with all domestic and international regulations/legislation for income and tax withholdings for option exercises, restricted stock vests and ESPP
  • Create and distribute monthly tax reporting documents to global payroll contacts
  • Partner with accounting, tax, legal and human resources to anticipate, implement and/or address equity compensation matters 
  • Produce quarterly reporting specific to the overall health of the PAREXEL stock plans
  • Monitor internal controls for Sarbanes-Oxley compliance
  • Design, develop, deliver and manage new plans as required (for example in future PAREXEL may look to implement tax efficient plans in larger locations)
  • Keeps abreast of changes to tax, equity laws &practices, and ensures the internal parties are updated accordingly
  • Manage and coordinate the activities of vendors and internal parties to ensure PAREXEL remains compliant, costs are managed and employees receive excellent service
  • Create and distribute all internal employee educational materials and communications
  • Respond to employee questions and resolve problems regarding stock plan programs 
Qualifications:
  • Bachelors in Business, Finance , Accounting or equivalent experience
  • 3 - 5 years of public company stock administration experience preferred
  • CEP Certification preferred (if not currently qualified you will be expected to complete this qualification)
Apply: Contact Michele Fournier at (781) 434-4145 or email: michele.fournier@parexel.com
 
Posted: June 2, 2015



Position: Stock Plan Administrator, Associate
Location: San Diego, CA

Do you wish to have a new career where you can explore the world of the stock market, the SEC, the IRS, and equity compensation plans? If you answered yes, then this job is for you! This is an entry level position that will put you on a new career path as a proficient Stock Plan Administrator. You will be working in the Stock Administration group under the Treasury department. This job is an easy transition from Payroll, Human Resources, Accounting, Finance, and Legal. You will perform day-to-day administration for Qualcomms global equity plans. The ideal candidate will be ambitious, positive and able to work effectively in a fast-paced environment. We will provide the training;you provide the motivation. 

Responsibilities:
  • Administer and update employee account information using E*TRADE Equity Edge Online (EEO) application
  • Adhere to audit and control processes in order to maintain SOX 404 compliant
  • Understand cross-functional impact and considerations (accounting, securities law, tax, payroll, administration) for equity programs
  • Provide the payroll team with timely and accurate stock transaction information
  • Generate reports from EEO and review for accuracy
  • Assist in maintenance of procedures and controls
  • Respond to employee inquiries and coordinate with internal teams and vendors as appropriate to resolve issues
  • Process daily stock option exercises according to established procedures
  • Work with data imports/exports in EEO
  • Assist with other projects as needed
Qualifications:
  • Preferred: Bachelor's, Accounting and/or Business Administration and/or Finance and/or Human Resources and/or Economics
  • 1+ years in the following areas required:
  • Microsoft Office applications including Excel
  • Additional skills in the following areas considered a plus:
  • Understanding and familiarity of equity compensation
  • Certified Equity Professional (CEP) level 1 certification

Posted: June 2, 2015


Position: Compensation and Equity Manager
Location: District of Columbia

The Compensation & Equity Manager of CM Strategy & Analytics will play a key role in providing compensation and equity analysis, business process improvement, quantitative bonus and incentive goal-setting, project management and operational support to enhance Career Management's mission to elevate firm performance.  The Manager will participate as a core member of the department, working closely with the division's leadership for compensation, equity, finance, CM business partnership/recruiting, training and development, and benefits.  The Manager will use their skills and experience to plan and administer the firm's equity programs, including the management of vesting schedules and exercise history and conducting reporting of the organizations' stock plan. The successful candidate for this position will be collaborative by nature, have the ability to thinking creatively, and be comfortable tackling specific problems by applying a general strategic framework.   

Responsibilities: 
  • Perform equity plan strategy and total direct compensation (TDC) analysis including administration of employee awards, exercises, forfeitures, and employee stock purchase plan 
  • Manage equity plan to ensure adequate resources for overall strategy execution, including tracking shares available for grant, tracking burn rate, and recommending award levels
  • Manage equity replenishment process as needed, including approval from major institutional shareholder advisory groups
  • Interface with external auditors for quarterly reviews of equity plan activity and annual audit
  • Ensure compliance by conducting external reporting for equity plans
  • Perform market pricing; update strategic compensation spreadsheets by utilizing salary surveys to update base salary  information based on previous matches
  • Participate in external salary surveys
  • Work closely with CM Business Partners to analyze new and revised job descriptions, choose appropriate external survey matches, select the correct internal banding assignment, and design salary bands.
  • Work closely with the Director of Compensation to help task-manage important compensation and equity initiatives and keep strategic priorities on task and on deadline
  • Serve as a customer support contact for employees as needed to troubleshoot compensation-related questions and train them on system capability
  • Become a technical compensation expert in new and existing HR systems and use that expertise to drive Career Management and firm-wide utilization of compensation tools
  • Support the administration of new and existing compensation and equity processes with opportunity to manage select tasks and projects Help to create and maintain databases/tools that summarize, analyze, and report key compensation metrics
  • Perform analysis and regular compensation reporting for senior management and group leaders
  • Develop presentations on metrics, reports and analysis, as needed and as requested
  • Proactively identify strategic opportunities to utilize compensation tools within Career Management systems and work with team members to propose new and innovative solutions to enhance employee engagement and system usage. 
Qualifications:
  • Bachelor's Degree in human resources, finance, economics, business, or other related field
  • Excellent Academic record
  • Must possess a minimum of five years of experience in the following:   
  • Experience designing and analyzing compensation data
  • Experience designing and administering stock plans
  • Experience working in a team environment
  • Experience working in an HR or Finance setting
  • Demonstrated Proficiency in MS Excel  
  • CEP certification a plus
Apply: please visit www.advisory.com/careers

Posted: June 2, 2015



Position: District Development Associate
Location: San Carlos, CA

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

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

Responsibilities:

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



Position: Stock Administration Specialist
Location: Seattle, WA

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

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

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

Posted: May 18, 2015



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

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

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

Posted: May 12, 2015



Position: Compensation Specialist
Location: Wellington, FL

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

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

Posted: May 11, 2015


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

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

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

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

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

Responsibilities:

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

Posted: May 6, 2015

Position: Compensation Accounting Director
Location: San Francisco, CA

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

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

Equity Accounting:

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

Sales Compensation and Other Variable Compensation Accounting:

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

Payroll Accounting:

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

Role Requirements:

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

Other Skills:

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

Posted: May 6, 2015



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

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

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

Qualifications:

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

Required Skills:

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

Posted: May 6, 2015



Position: Data Solutions Manager
Location: Menlo Park, CA

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

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

Posted: May 4, 2015


Position: Reporting Solutions Manager
Location: Menlo Park, CA

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

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

Posted: May 4, 2015


Coherus BioSciences

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

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

Responsibilities:
  • Responsible for preparation and processing of US payroll (non-exempt employee hours), including validation of all inputs to employee payroll files, generation of W-2s and all related accounting and reconciliation processes.
  • Responsible for accurately processing the benefits: health insurance, FSA, vacation and sick leave, leave of absence, etc.
  • Responsible for preparing month-end payroll journal entries.
  • Ensure compliance for all federal, state and local payroll tax laws.
  • Prepare schedules to support workers compensation audits, 401K audits and other surveys/reports requiring employee payroll data.
  • Process/administer all of the company’s equity programs (options, RSU and ESPP), maintain daily recordkeeping of equity data (grants, cancellations and exercises) using Equity Edge system and ensure that transactions are correctly processed and settled in a timely matter.
  • Maintain Equity Edge database and ensure accuracy at all times.
  • Process disqualifying disposition information throughout the year and provide appropriate tax information to all stock plan and ESPP participants as needed.
  • Perform reconciliations of data between HR, Payroll and transfer agent.
  • Serve as liaison between HR, Legal, transfer agent and stock administration service providers for all equity plan and shareholder related matters.
  • Assist with the preparation and administration of 10b5-1 plans and maintain insider trading status listings internally and with outside vendors, coordinate and work closely with brokers on 10b5-1 trading plans and trades.
  • Create, maintain and update procedure documents, provide analysis and support for special process improvements, project enhancements and education initiatives.
  • Coordinate with internal and external corporate partners to accurately prepare SEC filings (Section 16 related Forms 3, 4 & 5), prepare tables and information reporting for the proxy statement and other regulatory reporting requirements.
  • Maintain compliance with accounting policies, procedures and SOX controls for payroll and stock administration areas.
  • Respond to employee inquiries and requests regarding payroll and stock matters.
  • Assist with external audits by providing supporting records and documentation.
  • Other accounting/finance responsibilities as needed.
Experience and Education:
  • BA/BS in Business or Finance/Accounting, or equivalent experience desired.
  • Certified Equity Professional (CEP) Level 3 preferred.
  • At least 5+ years payroll experience and 4+ stock administration experience with a significant portion at a public company.
  • Experience and proven accuracy administering equity incentive and ESPP Plans, including transactional processing.
  • Knowledge and experience to accurately prepare SEC filings (Section 16 related Forms 3, 4 & 5), prepare tables and information reporting for the proxy statement and other regulatory reporting requirements preferred.
  • Excellent written and verbal communication skills, including drafting companywide messages, ability to interface effectively with all levels of company employees.
  • Highly organized, detail-oriented and able to prioritize and multi-task successfully in a fast-paced environment.
  • A demonstrated ability to exercise sound judgment in complex and sensitive situations is required.
  • Proficient in all MS Office applications with advanced Excel skills.
  • Remains current on equity related regulatory reporting and compliance requirements and participates regularly in related professional associations.
To Apply: Please submit your resume to: HR@Coherus.com

Posted: May 4, 2015


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

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

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

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

Posted: April 29, 2015

Adishian Group

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

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

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

Posted: April 23, 2015

Solium

Position: Relationship Manager
Location: Mission Viejo, CA

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

Responsibilities:

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

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

Posted: April 8, 2015


Solium

Position: Client Services Manager
Location: Shelton, CT

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

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

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

Posted: April 8, 2015


Randstad

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

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

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

Posted: April 8, 2015


Position: Stock Plan Administrator
Location: Palo Alto, CA

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

Responsibilities:
  • Administer the company's global equity programs and maintain daily record keeping of equity data using the company's equity administration platform
  • Ensure all participant equity plan transactions are correctly processed and settled in a timely manner
  • Assist with the administration of 10b5-1 plans and maintain insider trading status listings internally and with outside vendors
  • Prepare Section 16 filings (Form 3,4 &5)
  • Assist with roll-out of stock plans to new countries and ensure regulatory compliance (tax, securities laws and other applicable rules and regulations)
  • Work with internal and external auditors and the Finance team for quarterly reviews, year-end audits, and Sarbanes-Oxley audits of procedures and controls as needed
  • Assist with the development of employee education and reference materials; maintain and update the internal employee intranet
  • Serve as the direct point of contact for employees regarding all aspects of equity compensation and facilitating employee questions and issue
Qualifications:
  • Energy and Enthusiasm. Positive, self-directed work style and thrive in a fast paced environment
  • Data Rock Star. You are a master with Excel
  • Experienced. 1+ years of experience as a paralegal, equity professional or equivalent within a corporation or law firm. International equity experience preferred, CEP (Level I or higher) and experience with different equity platforms in both private and public companies are a huge plus
  • Detail oriented. Superior written and verbal communication and attention to detail
  • Domain. Working knowledge of ISO, NQs, RSU and ESPP equity vehicles

Posted: March 30, 2015



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

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

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

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

Posted: March 30, 2015
 
 
Printer-friendly format