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 September 2, 2015


Posted Date Listings

Coherus BioScience

Position: Stock Plan Manager
Location: Redwood City, CA

Coherus BioScience is experiencing significant growth and is seeking an experienced stock plan manager. This position will be responsible for administering the stock administration functions including compliance and disclosure, preparing or helping prepare the necessary journal entries, monthly reconciliations, monthly/quarterly reports, and other reports/analysis pertaining to stock administration. 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 functions, and also help develop processes that will both improve the daily stock administration operations and strengthen the internal controls. This position will interact with the payroll function in providing the necessary information and reconciliations to report in all payment notices, including W-2 and Form 1099 statements.

Responsibilities:
  • 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
  • Responsible for preparing or helping prepare month-end payroll journal entries related to stock option expenses 
  • Ensure compliance for all federal, state and local payroll tax laws
  • Process disqualifying disposition information throughout the year and provide appropriate tax information to all stock plan and ESPP participants as needed
  • Perform or help 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 stock administration areas
  • Respond to employee inquiries and requests regarding stock matters
  • Assist with external audits by providing supporting records and documentation
  • Other accounting/finance responsibilities as needed 
Education and Experience:
  • BA/BS in Business or Finance/Accounting, or equivalent experience desired
  • Certified Equity Professional (CEP) Level 3 preferred
  • At least 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 send your resume to hr@coherus.com

Posted: September 2, 2015

Return to List of Current Positions
Certent

Position: Client Relationship Manager
Location: Remote

Bring your relationship building expertise and SaaS sales savvy to this exciting role at one of the fastest growing technology companies in North America.  Certent is the largest independent stock plan software company in the world. In this critical role of Client Relationship Manager, you will be key to the long-term success of our prestigious client list, increasing their satisfaction levels, and introducing new value propositions. With your innate ability to work autonomously, you will join a growing team that is strategically supporting the new industry standard in this software segment. Plus, this position comes with a superior support model, great team members, and clear goals and objectives. If you are a magnate for good client relationships, join the company today whose technology provides connectivity to the largest broker-dealers in the world. 

Based out of a remote office, you will be responsible for creating, developing and nurturing of ongoing relationships within our existing client base, and improving client satisfaction and retention. You will develop and maintain strong contacts within various levels of the organization through a proactive outreach campaign such as emails, phone calls and on-site visits. You will quickly learn our value proposition and will thrive at cross-selling our products and services to an existing client base. Prior experience with equity compensation will be crucial as you serve as the primary client contact for questions pertaining to new products and services, as well as client relationship issues. Key to this role will be your analytical skills as you oversee, maintain and update our CRM system with client interactions. 

This is your chance to join a company with great elements and a team that is dedicated to making stock plan management and reporting easier! Certent web-based collaboration platform has redefined the way companies manage and report on equity compensation. The fully collaborative Certent model revolutionizes the way stock plan administration is done. Via Certent's web-based software you provide controlled access to real time data for use by your Broker, Transfer Agent, Employees, Auditors, Corporate Tax, Accounting, Treasury, Finance, Payroll, Legal and HR colleagues. Certent helps offload the inquiry, execution and settlement functions to your broker of choice. Trade confirmations are sent by the broker and participants can use the Certent self-service portal to get annual statements. Certent provides audit reports on demand to reconcile broker and transfer agent activity.


Posted: September 2, 2015

Return to List of Current Positions
Stock and Options Solutions Inc.

Position: Junior Stock Plan Administrator
Location: Campbell, CA / Nashville, TN

Responsibilities:
  • Basic day-to-day stock administration operations
  • Data entry: participant information, new grants, exercises, terminations/ cancellations, dispositions
  • Grant agreement preparation, distribution, and tracking
  • ESPP tasks: new enrollments, changes, withdrawals
  • Basic employee customer service: answer phones/email, direct inquiries to appropriate contacts
  • Filing maintenance
  • Miscellaneous administrative tasks
  • Work under the guidance and direction of the Sr. Project Manager and lead Sr. Equity Consultants on various SOS Advisory Services projects, yet work independently with minimal supervision
  • Manage multiple projects simultaneously
Qualifications:
  • Bachelor's degree or equivalent desired
  • One to two years' experience in corporate stock administration with a strong understanding of business, regulatory, and technical requirements at an operational level;experience on the vendor side a plus
  • Industry knowledge, including major trends and services offered by specific resources in the marketplace
  • Excellent writing skills, including grammar, spelling, and presentation (samples of work requested)
  • Strong organization, attention to detail, verbal and written communications, and interpersonal skills
  • Able to manage multiple tasks and deadlines effectively and efficiently and follow project workscopes, timelines, and deliverables
  • Flexibility to work a non-standard work schedule and adapt to changing requirements in mid-project lifecycle
  • Proficient with MS Office applications (Word and Excel) and E*Trade Equity Edge and/or Transcentive systems
  • Minimum CEP Level I desired
To Apply: Please email Monse Barrita at mbarrita@sos-team.comor through our jobs page at http://www.sos-team.com/screens/Jobs/SOS-Jobs.aspx

Posted: August 27, 2015
Return to List of Current Positions

Microchip Technology Inc.


Position: Stock Plan Administrator
Location: Chandler, AZ

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

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

Posted:
August 26, 2015
Return to List of Current Positions

Twitter, Inc.


Position: Global Equity Programs –Lead/Manager –Acquisitions & Executive Services
Location: San Francisco, CA

Responsibilities:
  • Define, implement and manage acquisition integration processes and applicable SOX compliance for acquired company shareholders/investors and employee equity programs
  • Lead acquisition integration activity for equity team: work closely with Corporate Development, Legal, Human Resources, Accounting, and the Transfer and Exchange Agents, to execute on deal terms and ensure implementation is carried out in a compliant manner
  • Manage ongoing obligations arising out of the terms of the acquisition agreements, including share releases and escrow processing
  • Prepare and deliver educational content to employees of target acquisition companies and schedule one-on-one sessions, as needed
  • Track and process share repurchases related to acquisitions
  • Define and manage process for Section 16 insiders and 10b5-1 plans –create trading schedules and confirm trades with brokers, provide section 16 review for legal, and run equity reports for executives &their financial managers.
  • Act as back up to daily operations team, as necessary
  • Contribute to team initiatives and projects, as they arise
Qualifications:
  • Passionate about delivering efficient, high-quality work product
  • Ability to think strategically and exercise discretion and independent judgment to contribute to the development of end-to-end and world-class processes and procedures
  • Eagle eye for minute details
  • Ability to work in a fast-paced environment, and adjust to changing priorities in a collaborative way
  • Excellent project and time management skills
  • Expert working knowledge of Schwab's Stock Plan Manager &Equiview
  • Outstanding written and verbal communication skills, and ability to build relationships across departments
  • BS/BA or equivalent experience;CEP and/or MBA preferred
To Apply: https://about.twitter.com/careers/positions?jvi=obkb1fwr,Job

Posted: August 25, 2015
Return to List of Current Positions

Square, Inc.


Position: Equity Plan Administrator
Location: San Francisco, CA

The Equity Plan Administrator will be a key member to assist in leading and scaling Square’s stock administration function as the company grows globally. This position is based in our headquarters in San Francisco. The successful candidate will be responsible for hands-on, end-to-end administration of the company’s equity plans (including but not limited to equity grants, option exercises, broker transactions, cancellations and withholding tax calculations), in the U.S. and globally. The ideal candidate will have at least five years experience and be exceptionally organized, resourceful and detail-oriented.

Responsibilities:
  • Administer the company's stock plans for all employees in the U.S. and globally, working closely with the company's transfer agent and outside service providers, as well as internal teams.
  • Provide a superior level of service as well as prioritizing and satisfying multiple questions and requests from employees, management and others supporting employee understanding of stock plan services, enrollment and transactions.
  • Assist efforts to develop and scale the stock administration function, including but not limited to evaluating stock plan services and software providers, implement best practices with effective controls, and automate routine work streams and paperwork processes to better enable efficient, accurate and timely processing of stock administration matters and reports.
  • Partner effectively and proactively with human resources, legal, tax, payroll and accounting to anticipate, implement and/or address equity compensation initiatives/matters.
  • Maintain recordkeeping of the company's equity data using Equity Edge Online.
  • Prepare equity reports and assist in the review and reconciliation of equity information.
  • Maintain supporting documents for audit and assist in data requests.
  • Perform other duties and ad hoc requests as needed.
Qualifications:
  • 5+ years of relevant experience in administration of global equity plans (Prefer a CEP designation - program underway or completed).
  • Bachelor's degree or equivalent experience in a related field.
  • Strong working knowledge of equity plans and various equity types;experience working directly with major third-party equity software systems and brokerage firms.
  • Ability to function in a highly confidential environment.
  • Must have strong verbal, written and interpersonal communication and problem-solving skills;ability to communicate effectively with high-level executives as well as front-line employees.
  • Must demonstrate attention to detail, analytical abilities and consistent follow-through, including project management skills.
  • Proven ability to partner with cross-functional teams, including legal, HR, tax, payroll, accounting and financial reporting.
  • Possesses energy, enthusiasm to drive results;action oriented.
  • Passion for Square. Strong interest in technology / knowledge of the industry.

Posted:
August 25, 2015
Return to List of Current Positions
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: August 17, 2015
Return to List of Current Positions

Position: Stock Plan Administrator
Location: San Francisco, CA

New Relic is looking for a Stock Administrator to take responsibility for managing all aspects of our equity plans. This role is a great opportunity for a skilled, hands-on stock professional to apply his or her experience in a growing, global organization that appreciates the importance of effective stock administration. 

The ideal candidate will be well versed in best practices for equity administration, proficient with stock software systems, detail oriented and comfortable interacting with people in all locations and levels of the organization.

This role will be responsible for maintaining equity plan records, including new grants, equity transactions, grant cancellations and expirations, and domestic and international ESPP. In this role, you will process equity transactions and communicate transaction detail to US and international payrolls and assist with processing semi-annual ESPP purchase.

This is a new role and its influence will be wide ranging. It is a key position on our Finance team and will provide equity thought leadership and administration to a variety of stakeholders across the company. 

Responsibilities: 

  • Administer all of the company's equity programs and ensure that all equity transactions are accurately processed and settled in a timely manner 
  • Maintain all equity-related files and paperwork, including grant agreements and exercises and perform regular audits of equity plan records  
  • Create, upload, and audit the monthly grant list for the stock plan administration database  
  • Complete monthly plan reconciliations, transfer agent tie-outs, and equity roll-forwards  
  • Support the accounting organization by updating Black-Scholes assumptions in system and providing reporting and information on stock plans and details 
  • Assist in the implementation and on-going administration of 10b5-1 Trading Plans for insiders  
  • Implement and communicate trading window blackouts  
  • Assist in general equity-related communications and employee training Initiate communication with and respond to inquiries from employees, brokers, investors, and personal tax advisors  
  • Respond to internal data and equity statement requests  
  • Perform payroll reconciliations of W-2 income from equity transactions  
  • Assist in creating and distributing year-end equity statements 

Qualifications: 

  • 3+ years previous experience as a Stock Plan Administrator or similar position in a public company  
  • Understanding of ASC 718 
  • Working knowledge of all types of equity awards 
  • Schwab EquiView experience is highly desirable 
  • CEP or CPA Certification a plus 
  • Big 4 Accounting Experience a plus 
  • Bachelor's Degree

Posted: August 6, 2015
Return to List of Current Positions


Position: Client Service Administrator
Location: Edison, NJ

The Client Service Administrator is responsible for coordinating client activities and servicing by interfacing with the client management team, the client, and the operational units. The Client Service Administrator initiates client service orders and ensures that the expectations of the client are met. The Client Service Administrator may also be responsible for the introducing additional service offerings and leveraging opportunities for increased revenue and profitability. 

Responsibilities:

  • Prepares and issues service instructions to various operating units based on clients' requests 
  • Ensures timely receipt, from the appropriate sources, of information, raw material and other inputs needed to successfully execute clients' services 
  • Maintains functional knowledge of Computershare's processes, systems and products 
  • Ensures effective delivery of clients' MIS reports 
  • Resolves client issues and conducts research by working directly with other functional units 
  • Intercedes and resolves client or shareholder inquires quickly and accurately 
  • Works either independently or with the Relationship Manager to ensure proper follow-through on clients' requests 
  • Ensures timely funding of services (i.e. dividends and advance postage) 
  • Performs reconcilement activities 
  • Serves as a mentor, coach, and team mate for other Client Service Administrators within the team 
  • Assists clients with special projects, expediting transactions, troubleshooting, problem solving, and servicing of all clients' shareholder accounts 
  • In concert with the Relationship Managers, strives toward meeting annual revenue targets 
  • Attends client annual meetings, closings, and account planning sessions with Relationship Managers as required 

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 


Education and/or Experience: 

  • Bachelor's degree (B. A.) from four-year college or university; or 2 to 4 years related experience and/or training; or equivalent combination of education and experience. 
  • CEP certification required 

To Apply:
https://cpu.taleo.net/careersection/ex/jobsearch.ftl

Posted: August 5, 2015
Return to List of Current Positions


Position: Client Service Manager
Location: Edison, NJ

The Client Service Manager is responsible for providing leadership to a team of Client Service Administrators. Primary responsibilities include giving consultation, direction, guidance and feedback to direct reports on their performance relative to the objectives that have been set for them. The Client Service Manager is a facilitator who ensures that the Client Service Administrators have the resources they need to achieve their goals for client satisfaction, retention and profitability. In addition, is the most senior level client representative responsible for managing client inquiries, serving as liaison between client and product staff developers and acts as on site product trainer. 

Responsibilities:

  • Leads, mentors and coaches a team of Client Service Administrators. 
  • Provides client-specific training to Client Service Administrators.
  • Ensures that Client Service Administrators meet their performance objectives.
  • Counsels Client Service Administrators on performance improvements and career development.
  • Coordinates Client Service Administrator activities with the Relationship Managers and clients
  • Completes scheduled performance appraisals.
  • Conducts daily resource planning in order to meet client service requirements.
  • Ensures that the appropriate processes and procedures are developed for the team and that the controls in place are periodically reviewed to ensure they mitigate risk to the business.
  • Frequently interfaces with all the clients for their own and team's book of business and ensuring clients are satisfied within the delivery of service and are reference-able.
  • Re-balances workloads as required.
  • Ensures that client service is being provided effectively relative to cost, revenue and performance metrics.
  • Communicates with peers in other business units regarding client expectations and our performance
  • Manages client inquiries and responds to them in a timely manner.
  • Serves as liaison between client and product staff developers.
  • Serves as on site Product Trainer.
  • Updates and maintains client contact information.
  • Handles escalated items originating from the participant / shareholder or Plan Sponsor.
  • Facilitates entry and settlement of market orders with trading unit based on non US exchange specific requirements.
  • Responsible for business continuity for purposes of being within an off-site that can be used as a contingency in case of emergency.
  • Acts as Relationship Manager for plans where a RM is not assigned. 

Qualifications:

  • Bachelor's degree (B. A.) from four-year college or university; and four to six years related experience and/or training; or equivalent combination of education and experience.
  • CEP certification required
  • Minimum 6 years employee stock purchase and stock option plan administration experience
  • Excellent oral and written communications skills
  • Excellent analytical and problem resolution skills
  • Excellent interpersonal skills

Posted: July 30, 2015
Return to List of Current Positions


Position: Compensation Analyst
Location: Santa Ana, CA

The Compensation Analyst will report to the Director, Executive Compensation and assist in administering the Company's various executive compensation and benefits programs, including the Company's stock plans. This highly visible role will interact with the Company's management and senior-level employees and work with cross-functional teams and external vendors.

Responsibilities:

  • Responsible for day-to-day management of the equity administration process.
  • Process stock award grants, lapses, stock option exercises, reporting, and withholding of related payroll taxes.
  • Manage Employee Stock Purchase Plan (ESPP) enrollment, contributions, purchases, refunds and withdrawals.
  • Monitor ESPP purchase limits.
  • Work with third-party administrator to maintain and ensure the accuracy and integrity of equity data in the recordkeeping system.
  • Responsible for the day-to-day administration relating to the Company's deferred compensation plans (e.g., enrollment, contributions, payments) and other executive compensation and benefits programs.
  • Respond to employee inquiries and coordinate with internal and external parties to resolve issues.
  • Routinely interact with cross-functional teams (e.g., Payroll, Accounting, HR) to provide relevant compensation data and analysis for processing and compliance.
  • Support Accounting and Legal in preparing required disclosures in the Proxy, 10-K and other regulatory filings.
  • Maintain and update process documentation and respond to audit requests for internal and SOX compliance.
  • Conduct market pricing and pay analysis for executive positions.
  • Provide support to ad-hoc requests as necessary.

Qualifications:

  • Bachelor's degree in Business, Finance, Accounting or equivalent experience.
  • 3 to 5 years of work experience as a compensation analyst, stock plan administrator, or business/financial analyst.
  • Strong organizational skills and proven ability to successfully manage multiple projects and deadlines.
  • Attention to details and ability to produce accurate and quality work.
  • Exceptional analytical/ problem-solving skills;ability to organize and interpret data in a logical way and to identify and resolve issues.
  • Advanced Excel skills (e.g., vlookup, pivot table) required. Proficiency in Word and PowerPoint.
  • Strong interpersonal, oral and written communication skills. Experience with direct employee communication desired.
  • Strong work ethic and ability to work independently, as well as part of a team and across functional groups.
  • Knowledge of equity compensation and experience with stock plan administration preferred.
  • Certified Equity Professional or Certified Compensation Professional (CCP) designation (or working towards designation) a plus.
  • Ability to handle confidential data.

Posted: July 30, 2015

Return to List of Current Positions


Position: Senior Stock Administrator
Location: Santa Clara, CA

Come join Arista, and be a part of a team that continues to ignite new innovations in the software driven cloud networking space. Arista is transforming the way data centers, cloud networking and high performance computing environments operate and manage their mission critical environments with our networking solutions.Arista delivers a portfolio of 1/10/40 and 100 Gigabit Ethernet switches that redefine scalability, robustness, and price-performance metrics.Our team is comprised of experienced management and top notch talent from leading networking companies.

This role will be working in the HR Department and is based in Santa Clara, CA.

Responsibilities:

  • Comprehensive records maintenance of global equity compensation plan activities.
  • Process stock option and RSU transactions, prepare DWACs
  • Maintain the Company stock database (Equity Edge Online)
  • Utilize Equity Edge software and Excel to report stock plan information, tax withholding and transactions to internal accounting, payroll, Human Resources, Plan participants and relevant service providers
  • Reconcile stock plan records with records maintained by, but not limited to, the company's outside legal counsel, and internal accounting and payroll
  • Monitor and respond to participants/employees inquires and requests
  • Maintain Stock Plan Administration files including employees records and legal documents
  • Prepare and distribute new grants paperwork, ensure proper agreements are singed by employees, stock notices are issued liaising with the Company's outside legal counsel
  • Process domestic and international employee stock transactions, including exercises, cancellations, repurchases, and transfers
  • Prepare and distribute various annual statements
  • Ensure compliance with all domestic and international laws for income and tax withholdings for stock options, RSU's, and ESPP
  • Knowledge of international rules and regulations regarding equity awards preferred
  • Assist with quarterly preparation of all stock compensation related disclosures;SOX procedures related to equity process;and with various ad-hoc reporting/analysis projects
  • Additional special projects as needed

Qualifications:

  • Bachelor Degree or Master's Degree
  • CEP Designation
  • 5 to 10 years of related experience performing duties listed above
  • Attentive to details, high level of accuracy, organized, reliable and able to multi-task in a deadline driven atmosphere
  • Ability to maintain confidentiality and a high level of integrity in handling sensitive and confidential matters and documentation
  • Proficient with Equity Edge, Microsoft Word, Excel and PowerPoint
  • Self-starter eager to exceed objectives and take on more responsibility
  • Experience with both private and public companies preferred
  • High technology experience preferred
  • Excellent verbal, writing and customer service skills

Send Resumes to:
 rzamora@arista.com

Posted: July 30, 2015
Return to List of Current Positions


Position: Stock Plan Administrator
Location: Gold River, CA 

Responsibilities:

  • Responsible for data entry into stock administration software of participant data, stock option grants, restricted stock unit grants and performance restricted stock units.
  • Responsible for transmission of data from third party stock administration software to broker.
  • Responsible for end-to-end processing of grant issuance.
  • Responsible for processing employee option exercises, restricted stock releases and 10b5-1 transactions with broker.
  • Responsibilities may also include monthly, quarterly and yearly reconciliation between HR, Payroll, transfer agent, broker and third party stock administration software. 
Qualifications:

  • Certified Equity Professional Designation (Level I or II) required.
  • Minimum 3-5 years experience in stock plan administration, preferably for a public company, and a comprehensive understanding of equity compensation awards and administrative issues related thereto.
  • Operating knowledge of stock plan software (preferably Certant).
  • Familiarity with a web portal for a third-party stock plan administrator.
  • Experience with Sarbanes-Oxley.
  • Experience with U.S. and foreign tax issues relating to equity compensation.
  • Working knowledge of section 16 (Forms 3, 4, and 5) and Rule 144 filings.
  • Ability to adhere to all organizational policies and procedures.
  • Professional, reliable, and detail-oriented. Ability to multi-task a must.
  • Excellent written and verbal communication skills.
  • Superior organizational skills.
  • Proficient computer skills including word processing, spreadsheet, and database applications.
  • College degree preferred.  High School Diploma required.
To Apply:  https://www.ehealthinsurance.com/about-ehealth/careers  

Posted: July 29, 2015
Return to List of Current Positions


Position: Stock Plan Administrator
Location: Irvine, CA

Works with supervisor and colleagues to administer employee stock plans. Processes transactions with broker for employees exercising options; initiates option grants for new hires. Answers employee questions and resolves problems regarding stock options, SAR and the Employee Stock Purchase Plan. Maintains employee stock database by updating information and running monthly/quarterly reports. Prepares summary reports, grant agreements, and distribution of grant agreements and other statements. 

Essential Duties and Responsibilities:
  • Assists the Stock Plans Administration Group in administering the Company’s Stock Plans Administration Program including the following:
  • Grant processing
  • Record keeping
  • Option and SAR Exercise processing
  • Terminations/cancellation processing
  • Prepare routine accounting, payroll and tax reports
  • Prepare audits and reconciliation reports
  • Process transactions with the broker for employees exercising options
  • Answer domestic and foreign employee questions and resolve problems regarding stock option grants and ESPP
  • Prepare summary reports
  • Prepare and distribute grant agreements, tax documentation, etc.
  • Maintain and file Stock Plans Administration files
  • Maintain the Stock Plans Administration Intranet portal
  • Sending and tracking ESPP/ISO disposition surveys
  • Managing ESPP enrollment records and enter withdrawals
  • Order office supplies for Stock Plans Administration 
To perform this job satisfactorily, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:
  • Bachelor’s degree
  • 1-2 years of related experience
Skills/Knowledge:
  • Equity Edge Online
  • MS Office, MS Access is a plus 
  • Strong mathematical skills are a plus 
  • Ability to apply principles of logical thinking to a wide range of intellectual and practical problems.  Deal with nonverbal symbolism (formulas, scientific equations, graphs, etc.).  Work with a variety of abstract and concrete variables
  • Maintain confidentiality
  • Communicate effectively, both orally and in written form, with all levels of the organization
  • Works on assignments involving concrete and abstract variables that are semi routine
  • Exercise independent judgment and discretion
  • Follows departmental and organization policies and procedures
  • May recommend changes to policy, procedure and practice
  • May recommend alternative solutions to business issues

To Apply:
Please apply online at http://careers.wdc.com/

Posted: July 28, 2015      


SOAProjects, the 6th largest CPA firm in Silicon Valley is actively looking to find full, part-time and temporary candidates to support our public, private and pre-IPO companies with equity administration and accounting needs. A CEP designation is not required for all engagements, but is preferred. We have clients in San Mateo, Mountain View, San Jose, Fremont, Oakland and San Francisco. As an SOAProjects equity compensation consultant, you will  work with a variety of companies in administering and managing their employee stock option, stock purchase, and restricted stock programs. We are also a full time recruiting firm, that places CEPs on a full time basis in industry as well.

To Apply: Please send your resumes to Carol Greenberg: cgreenberg@soaprojects.com, or phone 650-960-9900 x310

Posted: July 16, 2015
Return to List of Current Positions



Position: Stock Plan Administrator
Location: Sunnyvale, CA

ShoreTel is currently seeking a Stock Administrator who will administer our global equity plans. This is a Part Time role (20 hours per week). This is an excellent opportunity for someone who needs flexibility with their work schedule. 

Responsibilities:

  • Administer all of the company's equity programs and ensure that all equity transactions are accurately processed and settled in a timely manner
  • Process equity transactions in compliance with current rules and regulations, SOX controls and governing US and International stock plan documents, ensuring the integrity of the stock administration system, interfacing with Payroll, Accounting, HR, Legal, brokers and transfer agent
  • Maintain daily recordkeeping of equity data and ensure quality control of the record keeping system
  • Reconcile transactions, termination dates, tax withholding and reporting, and other items as required
  • Generate and review for accuracy recurrent and quarterly reports for Finance, Payroll, HR and Legal
  • Administer ESPP (US &International), including purchase of shares and monitor ESPP limits
  • Work with internal and external auditors and Finance team for quarterly reviews, year-end audits, and SOX audits of procedures and controls as needed
  • Communicate plan provisions to employees and resolve employee issues or concerns as appropriate
  • Maintain and update documents defining procedures for all plan administration
  • Create, maintain and update procedure documents, provide analysis and support for special process improvements, project enhancements and education initiatives 
Qualifications:
  • 5+ years as a stock administrator for a public company
  • Deep understanding of US GAAP accounting for stock based compensation (ASC 718)
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher
  • Solid understanding of many different types of equity awards and public company equity programs, across multiple jurisdictions
  • Advanced operating knowledge of industry stock administration and financial reporting software platforms
  • Experience with Sarbanes-Oxley testing and responding to complex auditor requests for data
  • Knowledge of U.S. federal and state taxation relating to equity compensation
  • Proven MS Excel skills (Excel skills will be tested during interviewing process) and proficiency in all other MS Office applications including Word, Outlook, and PowerPoint Education
  • B.A or B.S Degree required with an emphasis in Finance or Business Administration required

Posted: July 14, 2015
Return to List of Current Positions



Position: Lead/Manager - Acquisitions & Executive Services
Location: San Francisco, CA

Responsibilities:

  • Define, implement and manage acquisition integration processes and applicable SOX compliance for acquired company shareholders/investors and employee equity programs
  • Lead acquisition integration activity for equity team: work closely with Corporate Development, Legal, Human Resources, Accounting, and the Transfer and Exchange Agents, to execute on deal terms and ensure implementation is carried out in a compliant manner
  • Manage ongoing obligations arising out of the terms of the acquisition agreements, including share releases and escrow processing
  • Prepare and deliver educational content to employees of target acquisition companies and schedule one-on-one sessions, as needed
  • Track and process share repurchases related to acquisitions
  • Define and manage process for Section 16 insiders and 10b5-1 plans – create trading schedules and confirm trades with brokers, provide section 16 review for legal, and run equity reports for executives & their financial managers.
  • Act as back up to daily operations team, as necessary
  • Contribute to team initiatives and projects, as they arise
Qualifications:
  • Passionate about delivering efficient, high-quality work product
  • Ability to think strategically and exercise discretion and independent judgment to contribute to the development of end-to-end and world-class processes and procedures
  • Eagle eye for minute details
  • Ability to work in a fast-paced environment, and adjust to changing priorities in a collaborative way
  • Excellent project and time management skills
  • Expert working knowledge of Schwab’s Stock Plan Manager & Equiview
  • Outstanding written and verbal communication skills, and ability to build relationships across departments
  • BS/BA or equivalent experience; CEP and/or MBA preferred

Posted: July 13, 2015
Return to List of Current Positions


Position: Sales Compensation Design Analyst
Location: Palo Alto, CA

Want to grow your career and start working with the HR group who plans the equity grants, budgets, communications? We are looking to add to the Hewlett Packard Enterprise team. As you may know, HP is going through a separation and our teams are being split between HP Inc. and HPE. We are looking for someone who understand administration, processes, databases and preferably has their CEP certification.

Requirements:

  • Ability to understand cross-functional data complexity and organize data in a meaningful and simple way. 
  • Ability to define and present compelling recommendations and communication collaterals that illustrate the business case. 
  • Provide innovative thought leadership to create and maintain a tool to support HP's strategic planning and Sales comp design. 
  • Ensures proper communications are in place to support team efforts.
  • BA or BS in Communications, Marketing or Business Administration. 
  • 5-7 years of experience in sales, sales operations or sales compensation. 
  • Experience leading programs requiring large and complex data sets analysis 
  • Ability to produce clear, concise, and compelling recommendations under tight deadlines. 
  • Knowledge and Skills Required 
  • Superior communication skills includes verbal, written and presentation forms;negotiation, and influence skills. 
  • Mastery in English.
To Apply: Please visit www.hp.com/jobs and look for requisition 1418726

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


Position: Stock Plan Administrator
Location: Santa Clara, CA

ServiceNow is changing the way people work. With a service-orientation toward the activities, tasks and processes that make up day-to-day work life, we help the modern enterprise operate faster and be more scalable than ever before. We're disruptive. We work hard but try not to take ourselves too seriously. We are highly adaptable and constantly evolving. We are passionate about our product, and we live for our customers. We have high expectations and a career at ServiceNow means challenging yourself to always be better. We are seeking a stellar Stock Plan Administrator with 2-3 years of experience in global equity administration to join the ServiceNow Legal team. Reporting to the Stock Plan Manager, the successful candidate will be located in our Santa Clara Headquarters and will be primarily responsible for supporting the day-to-day administration of our global equity plans, including the daily processing of equity transactions in compliance with governing stock plan documents and regulations. The position requires a team player who can work with internal and external stakeholders and who can provide careful work product with minimal supervision in a fast-paced, high-energy environment. CEP designation a plus. 

Responsibilities:

  • Administer all of the company's equity programs and ensure that all equity transactions are accurately processed and settled in a timely manner.
  • Maintain daily recordkeeping of equity data and ensure quality control of the record keeping system.
  • Reconcile transactions, termination dates, tax withholding and reporting, and other items as required.
  • Generate and review for accuracy recurrent and ad-hoc reports for Finance, Payroll, HR and Legal.
  • Administer ESPP (US &International), including purchase of shares;facilitate QDs and DDs;monitor ESPP limits.
  • Work with internal and external auditors and Finance team for quarterly reviews, year-end audits, and SOX audits of procedures and controls as needed.
  • Work with vendors for outsourced administration and transactions, focusing on controls, accuracy, timeliness and customer service.
  • Communicate plan provisions to employees and resolve employee issues or concerns as appropriate.
  • Conduct new employee equity benefits orientation as required.
  • Maintain and update documents defining procedures for all plan administration.
  • Create, maintain and update procedure documents, provide analysis and support for special process improvements, project enhancements and education initiatives. 

To Apply: Please visit https://hire.jobvite.com/j?cj=oVka0fw9&s=Santa_Clara_U_Job_Posting

Posted: July 7, 2015
Return to List of Current Positions


Position: Stock Administrator
Location: Mill Valley, CA

Looking for your next challenge? How about helping us disrupt a $90B+ talent acquisition market! Glassdoor is the world’s fastest growing career community with more than 25M members and thousands of business customers and our mission is helping people everywhere find jobs and companies that they love. We have raised approximately $160 million from top-tier VCs such as Google Capital, Tiger Global, DAG, Battery, Benchmark, and Sutter Hill and we are on a hyper-growth trajectory, successfully marrying user-generated content with high-value employment advertising and branding for companies.

We are seeking a Stock Administrator to join our rapidly growing team that will report directly to our General Counsel and manage all aspects of equity plan administration. The ideal candidate will have previous experience administering a global equity program in pre-IPO and public environments, will understand the complex tax and legal issues associated with equity plan administration, and lead the administration and reporting of our equity plans as we continue to expand within the US and internationally.  As the Stock Administration workload ebbs and flows over the course of a year this position will also handle a number of standard corporate paralegal responsibilities as well.

Responsibilities:

  • Lead and administer our equity stock administration function, including processing all domestic and international employee stock transactions
  • Ensure all participant equity plan transactions (grants, vesting, exercises, transfers, and forfeitures) are correctly processed and settled in a timely manner
  • Develop all equity-related employee communication and education programs
  • Provide prompt and accurate responses to employee questions and timely resolution of employee matters regarding stock options
  • Develop partnerships with cross-functional teams, and work closely with Human Resources and Finance to address any matters or changes to equity plans and related administration processes
  • Prepare monthly, quarterly and year-end reconciliation of all stock activity including shares outstanding balance
  • Provide timely and accurate reporting to support our audit, tax reporting, annual report, quarterly stock compensation related disclosures, and SEC filings (section 16 reporting)
  • Prepare equity disclosures in annual and proxy filings
  • Coordinate stock sales with insiders, transfer agent, and brokers
  • Enforce the insider trading policy and administration of 10b5-1 trading plans
  • Generate ISO disqualified disposition reports and coordinate with the payroll team to ensure proper tax withholding, accounting, and compliance
  • Manage the filings of Forms 3921 and 3922
  • Implement and maintain equity-related internal audit and SOX compliant processes
  • Assist with maintenance of corporate books and records (minute books, etc.)
  • Assist the in-house legal team prepare for board and stockholder meetings and preparation for the company’s IPO
Qualifications:
  • Bachelor's Degree, preferably in Business, Finance, or Economics
  • 8+ years of global equity plan administration experience with increasing responsibility
  • Tax, legal, and accounting knowledge as it applies to equity plan administration
  • Customer service skills with ability to work well with employees at all levels, a must
  • CEP designation (Level 3) preferred
  • Proficiency with Solium Shareworks a plus
  • Excellent written and verbal communication skills required
  • Excellent organization, planning, project management, and problem solving skills
  • Ability to professionally handle sensitive information and maintain confidential matters, a must
  • Knowledge in, or willing to learn Solium Shareworks
Why Glassdoor?
We truly believe that where you work matters and, as a career community, we know a thing or two about what makes employees happy. So join us on our mission – helping people everywhere find the jobs and companies they love!
  • Competitive salary
  • Employee stock options
  • Time off when you need it – unlimited vacation days!
  • 100% company paid medical/dental/vision/life coverage (and we even pay 90% of dependent coverage)
  • Free daily lunch with fully stocked break rooms with free food and drinks
  • Dog friendly office (with a few dog-free zones if you are so inclined)
  • Onsite gym, yoga, Crossfit and boot camp classes, and meditation room
  • Company and team volunteer days
  • Mac or PC – you choose!
  • Sunny Mill Valley offices located directly on the water
  • 3-Time Winner “Best Places to Work” in the North Bay, (2012, 2013 and 2014)
  • Love the active life? We have company and team outings, kayaks/standup paddle-boards, sports teams, and more

This position is based in Mill Valley, CA (minutes from San Francisco, off Hwy 101, just 4 miles north of the Golden Gate Bridge). Compensation will be competitive and commensurate with experience.

To Apply: Interested applicants can apply directly at http://jobs.glassdoor.com/job/GLASA001M363/GLASA001M/Stock-Administrator

Posted: July 6, 2015
Return to List of Current Positions



 
 
Printer-friendly format