Santa Clara University

Job Bank Listings

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

To post a job opening, please click here.

Current Listings

Last Update: February 7, 2012

Accenture

Position: Share Plan Administrator
Location: San Jose, CA

Accenture is seeking a Share Plan Administrator to work with an in-house equity team to help administer our global equity programs and to liaise with our transfer agent and internal groups such as Legal, Equity Accounting, Global Payroll, Tax and Human Resources.

Main responsibilities include:

  • Process stock option exercises
  • Process quarterly insider trading list of blocking and unblocking accounts
  • Provide ad hoc reports as requested to internal groups
  • Maintain integrity of data in Transcentive database
  • Work with brokers and vendors to ensure quality stock plan services
  • Cross Train with other team members in all aspects of daily stock administration including but not limited to monthly RSU releases, invoicing/recharges, share based compensation expense and financial reporting

What is Accenture looking for?

  • 2+ years comprehensive experience in equity plan administration with both domestic and international participants
  • 2+ years working on a team
  • BA/BS is preferred
  • CEP Level 1 or a desire to attain the full CEP designation
  • Demonstrated proficiency in day-to-day administration of equity plans
  • Includes processing option exercises, interface with captive brokers, payroll and finance
  • Demonstrated customer service and organizational skills and the ability to multi task
  • Demonstrated research, troubleshooting, analytical and problem solving skills
  • Capacity to be a flexible & collaborative team member, while staying focused to deliver results.
  • Capacity to learn new skills and knowledge on an independent level to enhance personal development
  • Ability to communicate with employees of all levels (including executive management and Board of Directors) and explain share option and equity related information
  • Intermediate Microsoft Excel Skills
  • Familiarity with Outlook and SharePoint sites a plus.

To Apply: http://careers.accenture.com/us-en/jobs/Pages/jobdetails.aspx?lang=en&job=00147928

Posted: February 7, 2012
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Discovery Communications

Position: Stock Plan Administrator
Location: Silver Spring, MD

Discovery Communications (Nasdaq: DISCA, DISCB, DISCK) is the world's #1 nonfiction media company reaching more than 1.5 billion cumulative subscribers in 210 countries and territories. Discovery is dedicated to satisfying curiosity through 130-plus worldwide television networks, led by Discovery Channel, TLC, Animal Planet, Science and Investigation Discovery, as well as US joint venture networks OWN: Oprah Winfrey Network, The Hub and 3net, the first 24-hour 3D network. Discovery also is a leading provider of educational products and services, including HowStuffWorks.com. We are seeking candidates for the position of Stock Plan Administrator in our Silver Spring, MD office. Position Summary: Administer Discovery's equity based compensation programs.

Responsibilities:

  • Serves as primary point of contact for third party administrator. Maintains participant data (e.g. new hires, terminations, etc.) in third-party administrator system and ensures all participant stock plan transactions (grants, exercises, terminations) are correctly processed and settled in a timely manner. Works closely with third-party administrator to address any issues or changes to the equity plans and related administration processes.
  • Acts as an Equity Administration resource to employees and internal business partners providing them with complete and accurate information.
  • Works closely with Finance for accurate reporting including valuation, overhang, section 16 and Disqualifying Dispositions.
  • Works with external consultants on issues such as income sourcing for mobile employees, tax and legal updates.
  • Works closely with Legal and Finance to compile quarterly blackout list and communicate with third-party vendor about backouts and affected participants.
  • Works closely with payrolls in various countries to ensure proper tax withholding, accounting and compliance.
  • Performs routine audits to ensure that all data (grants, exercises, terminations) have been processed correctly. Adheres to all SOX and other established controls, reviewing and updating controls as needed
  • Coordinates contribution files for the Employee Stock Purchase Plan for U.S. and International based employees. Works with third-party administrator to process the plan purchases.
  • Partners with Payroll Contacts to ensure that all plan enrollments, changes in enrollments, and withdrawals are accurately recorded and processed.
  • Reconciles stock issuances with transfer agent on a monthly basis, including audit of plan reserve balances.
  • Assembles grant agreement documentation, provides to third-party administrator, and facilitates acceptance when needed.
  • Assists Stock Plan Manager in representing Stock Administration on special projects related to executive compensation and equity.
  • Communicates with HR and participants on a routine basis to answer questions about equity program.
  • Completes surveys and assist with compiling benchmark data for equity plans.

Requirements:

  • Demonstrates exceptionally strong attention to detail
  • 3- 5 years experience of increasing responsibility in Equity Administration of a Global and Multi-state organization or consulting firm with similar clients
  • Experienced in all regulatory aspects of Equity Administration
  • Awareness and understanding of equity administration marketplace trends and knowledge of standard internal processes
  • Prior experience in administering a Global Employee Stock Purchase Plan preferred
  • Ability to be organized and work independently on routine tasks, with sound judgment
  • 4 year college degree in finance or accounting preferred
  • Minimum of CEP Level 2 preferred
  • Must have the legal right to work in the United States

To Apply:

To be considered for this position, please visit: http://careers.discovery.com/ and where indicated, input requisition number: 5249 PLEASE DO NOT EMAIL CALL FAX OR MAIL IN RESUME. **Discovery is committed to being an employer of choice. Not just a good place to work, but a great and inclusive place to work. Discovery values the unique point of view each employee brings to the workplace. We strive to recruit and maintain a workforce that meaningfully represents the diverse and culturally rich audiences we wish to attract and serve.** Discovery Communications and its affiliates are Equal Opportunity Employers.

Posted: February 7, 2012
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Financial Additions

Position: Stock Plan Administrator

Job responsibilities:

  • Daily administration of equity plans
  • Oversee non-qualified benefit plan (Deferred Compensation Plan)

Skills Needed:

  • CEP
  • Intermediate Excel experience
  • Knowledge of Equity software
  • Prior experience with Fidelity Investments Equity software a strong plus

To Apply: Please send your resume to karen.jones@finadd.com

Posted: January 27, 2012
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AMD

Position: Sr. Stock Plan Analyst
Location: Austin, TX

AMD is seeking a Senior Stock Plan Analyst to join our Stock Administration team. The team is made up of three people who are responsible for managing all aspects of our global equity compensation programs. This position will report to the Stock Plan Manager in Austin, TX.

The responsibilities include, but not limited to:

  • Administering the company's global stock incentive plan for over 10,000 employees in the US and 30+ countries using Equity Edge Online.
  • Managing transactions/accounts for mobile employees
  • Partnering with internal and external legal teams to ensure global compliance
  • Processing quarterly RSU releases
  • Partnering with Payroll and Finance to ensure
  • Providing monthly and quarterly accounting ad hoc reports
  • Reconciling all global transactional data on a monthly or quarterly basis
  • Providing assistance to Internal Controls and Auditors to ensure SOX Compliance
  • Share reconciliation
  • Preparing monthly new hire and annual focal stock lists for Board approval
  • Preparing year-end tax statements
  • Provide backup for other team members as needed
  • Analyzing and evaluating risks when entering new countries
  • Evaluating processes to drive efficiency
  • Lead/Assist with special projects as they arise
  • Assist in employee communication and education
  • Other responsibilities as required

Requirements:

  • 2+ years of stock plan administration
  • Bachelor's degree in Accounting, Business, Finance or Human Resource or equivalent experience in stock administration
  • Proficient knowledge of Microsoft Office including Excel, Word and PowerPoint
  • Strong written and verbal communication skills
  • Highly organized and detail oriented
  • Basic knowledge of state and federal laws as well as international securities and tax laws
  • High energy; self motivated individual with ability to complete tasks with minimal supervision
  • Ability to coordinate and prioritize diverse tasks simultaneously

Preferred:

  • 3-5 years of stock plan administration
  • CEP designation
  • Equity Edge software experience

To Apply: Please email your resume to Spencer Coles at spencer.coles@amd.com

Posted: January 24, 2012
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Electronic Arts

Position: Senior Stock Administrator

Role Overview

Electronic Arts Inc. is seeking an experienced Senior Stock Administrator to work with an exciting equity team to administer our worldwide company stock plans and to liaise with our employees, transfer agent and internal groups, such as Human Resources, Accounting, Global Audit and Tax. Responsible for the administration of Equity Incentive Plans for U.S. and International participants in over 30 countries worldwide which includes: 

  • Process monthly stock option and RSU grants
  • Process stock option exercises
  • Process semi-annual stock purchases
  • Section 16 SEC Compliance/Reporting (process forms 3, 4, and 5)
  • Provide reports regularly and as requested to internal auditors, tax, payroll, finance/accounting, HR and other business partners
  • Prepare annual reports for UK filings and other regular international finance reporting requirements.
  • Maintain integrity of data in Equity Edge Database
  • Employee Communication and Education including presentations, addressing employee inquiries, creating training/educational materials and maintaining the internal Stock Administration Portal
  • Work closely with brokers and vendors to ensure quality stock plan services.
  • Manage data internally, including inbound and outbound feeds to vendor systems and internal employee self-service tools (i.e. online grant acceptance and ESPP enrollment tools).
  • Cross Train with other team members in all aspects of daily stock administration including Monthly RSU Releases, Global Mobility Tracking, YTD tax imports, ESPP disposition updates, financial reporting.

What does EA look for?

  • 4+ years comprehensive experience in equity incentive plan administration with U.S. and international participants.
  • BA/BS in Accounting, Finance or Business preferred
  • CEP Certification preferred or in the process of completion.
  • Demonstrated proficiency in day-to-day administration of Equity Incentive Stock plans and Employee Stock Purchase plans. Includes processing option exercises, grant preparation, interface with captive brokers, payroll and finance.
  • Demonstrated customer service and organizational skills and the ability to multi task.
  • Demonstrated research, troubleshooting, analytical and problem solving skills
  • Capacity to be a flexible & collaborative team member, while staying focused to deliver results.
  • Capacity to learn new skills and knowledge on an independent level to enhance personal development
  • Ability to communicate with employees of all levels (including executive management and Board of Directors) and explain stock option, RSU and ESPP information.
  • Advanced knowledge of and experience working with Equity Edge.
  • Advanced Microsoft Excel, Access, PowerPoint and Mail Merge skills.

To apply: Submit your application at: https://jobs.ea.com/search/view.do?id=a0z500000014rYbAAI

Posted: January 20, 2012
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SC Consulting LLP

Position: Stock Plan Administrator

Stock Plan Administrator Job Responsibilities:

  • Administer global stock-based compensation plans, including stock option grants and exercises, restricted stock unit award grants and vestings, participant terminations, employee account information updates
  • Reconcile equity award activity among the company's records, the broker's records and the transfer agent on an ongoing basis
  • Initiate equity grants for new hires, track online grant acceptances
  • Ensure compliance with applicable legal and tax regulations
  • Provide support and education to employees related to equity inquiries
  • Ensure SOX compliance, monitor trading, interface with external and internal auditors during audit periods and manage trading blackouts
  • Coordinate benefits with regional HR staff and external vendors Job Qualifications
  • 5-7 years experience of increasing responsibility in equity administration at a global organization
  • Knowledge of SEC regulations related to stock trading including familiarity with Form 4 filing
  • Strong working understanding of domestic and international employee benefits a plus
  • Proficiency in MS Office (Word, Excel, Access)
  • Experience with PeopleSoft or Oracle eBusiness Suite a plus
  • Bachelor's Degree
  • CEP Level I a plus

To apply: Send resumes to resumes@scconsultingllp.com

Posted: January 18, 2012
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Global Equity Organization

Position: Programs Director

The programs Director of the Global Equity Organization (GEO) is a seasoned and skilled leader with a record of achievement in business development and global marketing campaigns. S/he is able to gain the trust of and work effectively with a wide variety of people, including staff, the Board of Directors, our members and sponsors, the global equity compensation and business communities, partner organizations and the public.

Responsibilities:

  • To design, implement and deploy business development goals and objectives, aligning with GEO's philosophy, mission and strategy.
  • To develop the pipeline of corporate and issuer memberships, event sponsorship sales and event registrations.
  • To identify and outline annual goals and growth targets as it relates to relative market saturation in event sponsorships, corporate and issuer memberships, and event registrations.
  • To manage GEO's website (managing the collaboration and collection of compelling and relevant content and online services).
  • To develop and deploy programs, including webinars, speaking engagements and networking events designed to enhance GEO's product/service offerings.
  • To manage all aspects of the annual GEOnomics publication, including but not limited to engaging Subject Matter Experts to contribute content, soliciting sponsorships, promoting the publication through creative and value-added channels.
  • To own all aspects related to sales of sponsorship opportunities (corporate and issuer memberships as well as event driven sponsorship opportunities); execute on revenue development annual goals.
  • To develop and deploy programs aimed at membership expansion with focus on issuer engagement.
  • To manage the Speaker Committee and GEO Awards processes (working with necessary parties in selecting contributors and managing content).
  • Board Administration and Support: To support administration of Board by advising and informing about progress against Sales and Marketing goals and objectives, interfacing between Board and staff as needed in these efforts, and collaborating with staff and volunteers in the development and delivery of compelling services and products that best speak to the market interests/needs.
  • Community and Public Relations: To act as primary 'face to market' on behalf of GEO. Assures GEO and its mission, programs, products and services are consistently presented with a strong, positive image to relevant stakeholders.
  • To oversee planning and implementation for enhancing existing and developing new sources of revenue for GEO.
  • To identify resource requirements, research funding sources, establish strategies to approach prospective members/sponsors, submit proposals and manage fundraising records and documentation.

Skills/Experience:

  • Proven sales/marketing skills, subject matter expertise and grant writing experience are essential.
  • Passion, enthusiasm, flexibility, common sense, and uncommon commitment to our mission.
  • Demonstrated ability to communicate effectively with a diverse group of stakeholders and collaborate across these groups to achieve desired outcomes.
  • Demonstrated experience in sales, marketing, management and governance.
  • Demonstrated ability in identifying and implementing new service/product deliverables for members, sponsors and other key GEO stakeholders.
  • Demonstrated success in business development/revenue generation.
  • Comfortable with networking for partnerships, board membership, and business development.
  • Experience with the recruitment and management of volunteers.
  • Strong verbal and communications skills. Including demonstrated experience of strong public speaking skills.
  • Proven track record of success overseeing business development initiatives and public relations.
  • Completion of any level of CEP program a plus.

Reporting Relationship

  • Position reports to the Chairman of the Board

To apply, please send your resume/CV to Michele.holly@globalequity.org. We will close the submission period as of January 13, 2012.

Posted: January 3, 2012
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EMC

Position: Stock Plan Associate
Location: Hopkinton, MA

Job Description:

  • Provide high-level support for stock plan department of large, publicly traded company
  • Maintain confidential equity compensation files
  • Reconcile daily stock option exercise and restricted stock vesting activity, including for purposes of tax withholding
  • Prepare and submit SEC filings
  • Manage Section 16 Officer codes
  • Prepare monthly reports of activity for Section 16 officers
  • Handle employee inquiries with regard to equity awards and ESPP participation
  • Track international employee movement and tax withholding using third party database
  • Issue monthly exercise reports globally
  • Prepare grant packages and track receipt of award agreements
  • Handle situations such as leaves of absence, retirement, death and disability
  • Create and maintain departmental procedural  manuals and checklists
  • Coordinate broker on-site visits
  • Perform general departmental duties including coping, filing, distribution of mail and faxes, calendar management and travel arrangements

Education/Experience Required or Desired:

  • A minimum of 3-5 years previous stock plan administration experience in a NYSE of NASDAQ listed company
  • Bachelors/Associates degree preferred

Skills:

  • Excellent communication and interpersonal skills
  • Strong organizational skills
  • Ability to work independently
  • Ability to exercise good judgment, tact and diplomacy
  • Ability to handle extremely confidential information
  • Must exhibit a high level of professionalism on a consistent basis
  • Must be extremely accurate and extremely detail-oriented in a dynamic, fast-paced environment
  • Proficient on Microsoft Office Suite, EOWIN, Romeo & Dye SEC Filer and Excel

To Apply: Please email Melissa Roy at melissa.roy@emc.com

Posted: January 3, 2012
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Demand Media

Position: Stock Plan Administrator
Location: Santa Monica, CA

Demand Media (NYSE:DMD) informs, entertains and connects millions of people every day. Through a portfolio of vertical web properties reaching more than 100 million monthly visitors, a global network of digital partners, and a breakthrough content studio, Demand Media publishes what the world wants to know and share. Join the company that is shaping the future of media - how it's created, consumed and shared! We encourage all of our employees to learn and grow personally and professionally so they can assume greater responsibilities and advance their careers. This position is part of a two-person Stock Administration team, administering all aspects of Demand Media's equity compensation programs (stock options, restricted stock and employee stock purchase plan), including related areas such as stock-based compensation accounting, shareholder relations, 10b5-1 plan administration and financial reporting. This role requires effective interfacing with key business partners in payroll, legal, financial reporting, tax, human resources, as well as the executive team and board of directors. 

The Sr. Stock Plan Administrator is a member of the Finance/Accounting team who reports to the Stock Plan Manager at our corporate headquarters in Santa Monica, California.

Responsibilities:

  • Administer the company's stock incentive plans for employees and consultants in the U.S. and Europe, working closely with the company's transfer agent and outside service providers.
  • Provide expertise and ensure compliance with applicable U.S. and international laws and regulations including but not limited to ASC 718, Sarbanes-Oxley (SOX), SEC such as Section 16 reporting
  • Maintain the company's equity data using Transcentive Express Options software, generating appropriate internal reports, providing relevant tax information and other duties related to supporting employee enrollment, guidance and assistance
  • Generate reports monthly and quarterly accounting, EPS, financial footnotes and other ad hoc reporting as requested
  • Provide a superior level of service as well as prioritizing and satisfying multiple requests from employees, executives and directors
  • Review and code daily stock option trades using BenefitsOnLine broker platform
  • Process quarterly restricted stock releases using BenefitsOnLine broker platform
  • Manage administration of Employee Stock Purchase Plan (2 annual purchases/enrollment periods, plus ongoing percentage contribution changes, individual purchase limits, interfacing with global payroll departments, etc.)
  • Prepare quarterly stock grant lists and import HR files for new hire data and stock awards
  • Process employee status changes in the equity compensation database
  • Provide semi-monthly option exercise and restricted stock vesting reports to Payroll
  • Reconcile common shares outstanding with transfer agent
  • Work with internal and external auditors for quarterly and year-end audits and Sarbanes-Oxley ("SOX") testing, Maintain desktop procedures, SOX controls
  • Prepare year-end Tax Statements and assist vendor with data needed to complete Section 6039 Statements
  • May perform other duties as assigned

Requirements:

  • Bachelor's degree in Accounting, Business, Finance, or Human Resources; Certified Equity Professional (CEP) designation desired
  • 5+ years stock plan administration experience with a publicly traded company; working directly with third-party equity software systems and brokerage firms.
  • Proficient knowledge of Windows-based computer skills including Excel, Word and Outlook.
  • Strong understanding of state and federal laws, regulations and statutes relating to compensation; knowledge of international securities and tax laws governing employee stock and option plans
  • Must have strong written and verbal communication and problem-solving skills; demonstrate ability to communicate effectively with high-level executives as as front-line employees
  • Must demonstrate attention to detail, analytical abilities and consistent follow through
  • Must be team-oriented, dependable and flexible with high work ethic
  • Able to maintain strict confidentiality
  • Ability to work enthusiastically across organizations and with diverse personalities

To Apply: http://hire.jovite.com/j/?cj=oaO4VfwH&s=CEPI

Posted: January 3, 2012
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Facebook

Position: Equity Programs Analyst
Location: Menlo Park, CA 

Facebook is seeking an Equity Program Analyst to join our team. This is a full time position located in our Menlo Park office.

Responsibilities:

  • Provide excellent customer service to all levels of employees.
  • Manage relationship with and train HR Rep providing support to department
  • Work with service providers to resolve issues relating to stock programs
  • Generate stock plan statements and communication materials as needed
  • Maintain stock administration database
  • Audit and ensure accuracy of new stock grant list
  • Process stock option exercises
  • Track disqualifying dispositions
  • Process RSU releases
  • Process Insider (Section 16 or company-designated) stock transactions
  • Process LOAs and Terminations
  • Provide reports regularly and as requested to internal and external auditors, payroll, finance and HR departments, and other business partners
  • Track restricted stock administration system
  • Support employee education programs and ongoing employee communications
  • Assist with implementation of global mobility tracking program
  • Participate in other projects ad hoc

Requirements:

  • Degree in business administration, finance or related field preferred
  • +2 years experience administering stock option, restricted stock, and ESPP plans at a medium to large publicly traded company, preferably a high-tech company.
  • CEP Level 1 or higher preferred
  • Familiarity with Rule 701 and 144
  • Proficient in equity administration applications - especially Excel and Word
  • Familiarity with SEC regulations, taxation, payroll, and accounting rules as they relate to stock programs in the U.S.
  • General familiarity with requirements/constraints for stock programs in countries outside of the U.S. (labor or data privacy laws, foreign exchange controls, transactional restrictions, etc.)
  • Experience with Sarbanes-Oxley audit controls
  • An understanding of and adherence to confidentiality
  • Ability to multi-task and manage priorities under tight deadlines
  • Excellent written and oral communication skills
  • Demonstrated ability to work effectively as part of a team

Apply through website:
https://www.facebook.com/careers/department.php?dept=legal&req=a2KA0000000Ljy5MAC

Posted: December 22, 2011
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Amazon

Position: Global Stock Plan Consultant
Location: Seattle, WA

Job Description
Amazon is seeking a Global Stock Plan consultant to join the Stock Plan Services Team. This team has a blend of strategic consultative and transactional work, with three key areas of responsibility: (1) business process owner of the end-to-end stream of data that results in the creation and execution of stock grants for Amazon employees; (2) managing the daily activity of stock administration, including data analytics, reporting, executing transactions and responding to employee customers; includes managing the relationship with the external record keeper; and (3) strategically owning the stock grant policies and practices that support our total compensation philosophy.

This position requires strong attention to detail, commitment to accuracy and high quality of work and impeccable customer service and interpersonal skills to handle frequent written and verbal communications with our employees.

The Global Stock Plan Consultant's responsibilities include, but are not limited to:

  • Assist with processing RSU releases and stock option exercises for migratory employees, working directly with broker and tax consultants to ensure compliance and accurate reporting with Payroll, Tax and Accounting departments.
  • Providing consulting to business partners in Amazon's domestic and international locations.
  • Management of Amazon's external record keeper, including handling transaction reconciliation and coordinating system updates related to payroll and migratory employees.
  • Partner with internal corporate teams to provide required reporting and support including, legal, payroll, tax and accounting.
  • Respond to complex inquiries from employees, internal and external teams.
  • Reconcile stock transactions to ensure accurate income reporting/tax withholding globally.
  • Ensuring and maintaining SOX 404 Compliance; working with internal and external teams to ensure successful audits.
  • Assisting with the development and implementation of procedures and practices to better enable efficiency, accuracy and timely processing of equity.
  • Assisting with M&A integration and various other corporate actions.
  • Experienced professional with full understanding of industry practices and company policies and procedures; ability to prioritize and handle multiple projects.
  • Ad-hoc tax reporting and project management.
Basic Qualifications:

The successful candidate will have 5+ years' experience in global equity compensation. Direct experience with stock or finance/accounting in a public company is required, and exposure to international business is preferred.

Preferred Qualifications:

The strongest candidates will possess analytical and project management skills, with thorough knowledge of securities law, taxation and accounting standards around the world. Ideal candidates will have the skills to identify issues and to work independently with internal and external teams to take prompt action and implement solutions. A Bachelor's degree is required, a graduate degree and certification (CEP, CPA, CCP) is preferred. This role reports to the Manager of Stock Plan Services in Seattle, Washington.

To Apply

Go to http://amazon.com/gp/jobs/161399/ref=j_sr_1_t?ie=UTF8&category=*&location=*&keywords=stock%20consultant&page=1

Posted: December 13, 2011
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Amgen

Position: Sr. Stock Plan Administrator/Sr. Associate Global Stock Plans
Location: Thousand Oaks, CA

Background
Amgen is a leading human therapeutics company in the biotechnology industry. For more than 25 years, the company has tapped the power of scientific discovery and innovation to advance the practice of medicine. Amgen pioneered the development of novel products based on advances in recombinant DNA and molecular biology and launched the biotechnology industry’s first blockbuster medicines. Today, as a Fortune 500 company serving millions of patients, Amgen continues to be an entrepreneurial, science-driven enterprise dedicated to helping people fight serious illness. Amgen's corporate headquarters is located along the southern California coast between Santa Monica and Santa Barbara (40 miles west of Los Angeles). Amgen offers an exciting and competitive compensation plan including annual bonus, stock, 401(k), healthcare benefits, on-site gym, on-site childcare, affinity group networking, mentorship programs, and much more. 

Description
The Sr. Associate Global Stock Plans is responsible for processing a wide variety of transactions for Long-Term Incentive (LTI) grants and the Employee Stock Purchase Plan (ESPP) as well as ensuring the integrity of Amgen’s stock database. Other duties include internal reporting and providing quality customer service to staff members globally with regard to their stock benefits. In addition, the Sr. Associate Global Stock Plans is responsible for assisting the Sr. Manager Global Stock Plans with special projects. Other duties may be assigned. 

Responsibilities:

  • Maintain the integrity of Amgen's stock plans by monitoring automated data feeds and reconciling all activity impacting the plans, such as new grants, purchases, exercise or vesting transactions and cancellations.
  • Handle special vesting or termination processes for restricted stock units, stock options and performance units in accordance with Amgen’s stock plans.
  • Monitor the daily administration by our designated LTI and ESPP brokers to ensure the accuracy and completeness of all transactions and reporting.
  • Provide timely and accurate reporting to support Amgen's annual report, proxy, federal and state income tax filings, SEC filings, and payroll and SOX reporting.
  • Provide analysis and support to Sr. Manager, Global Stock Plans for special process improvement and product enhancement projects involving our program vendors.
Basic Qualifications:
  • Master’s degree OR -Bachelor’s degree & 2 years of directly related experience OR
  • Associate’s degree & 6 years of directly related experience OR
  • High school diploma / GED & 8 years of directly related experience
Preferred Qualifications:
  • Bachelor's Degree in a quantitative field of study is highly desired (i.e., accounting, finance, economics, business, etc.)
  • 5+ years of work experience requiring use of analytical skills, commitment to accuracy and attention to detail including use of Microsoft Word, Excel and Outlook in an office setting
  • Stock plan administration experience and experience with major stock plan software desirable
  • Certified Equity Professional Level 1 or higher
  • Experience with SAP
  • Excellent interpersonal and teamwork skills
  • Ability to work in a fast-paced environment
  • Ability to prioritize and handle multiple projects and deadlines
  • Ability to work independently with minimal supervision
  • Local candidates preferred

Application Process
In order to be considered for this position you must apply through Amgen’s website. Go to www.amgen.com/careers and then search jobs available within Human Resources area and job reference number 12037BR. We will consider only candidates who apply to Amgen’s jobs via www.amgen.com/careers 

As an EEO/AA M/F/V/D employer, Amgen values and encourages diversity in the workplace. 

Posted: December 13, 2011
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FRS Equity Strategies

Position: Senior Equity Consultant
Location: Santa Clara, CA

Description/Responsibilities

The person must have superior knowledge of all aspects of the laws and regulations of Equity Compensation for a global company. This includes Equity Compensation securities laws, tax laws, the financial reporting requirements for equity and related accounts, and advanced knowledge of the accounting regulations in order to properly manage and perform the basic and advanced responsibilities surrounding a company's equity plans. 

WE WILL TRAIN! An opportunity for the right candidate to move to another level of your career. We will consider candidates who have knowledge but may not have full experience in all areas.

The Sr. Equity Consultant responsibilities include the full scope of Sr. Equity Plans Manager and not limited to (see Equity Plans Mgr position):

  • Public and private company stock plans administration and management
  • Knowledge of two or more software applications (EASi, Equity Edge, CapMx, Equity Focus, Transcentive)

The Sr. Equity consultant position must have experience in equity comp projects:

  • IPO transition
  • Pre-IPO and private company administration
  • Financial analysis for equity compensation - overhang, ratios, expense forecasting
  • External reporting: 10-Q, 10-K, financial footnotes, Proxy Statement
  • Activity for mergers / acquisitions / liquidations
  • Stock database conversions
  • Stock splits and recapitalizations
  • Reconciliations
  • Analysis of equity data for 209A issues
  • Write or edit the Sarbanes-Oxley documentation for the Equity Plans corporate function
  • Transition from one vendor/agent to another: Transfer Agent, Stock Broker, Out-Sourcing Vendor, Escrow Agent, Legal Counsel
  • Perform project work and equity consulting tasks anticipating the needs of the client's executive team, management team and the employee base

Job requirements for Sr. Equity Consultant:

  • 8+ years experience in corporate stock plan administration and management
  • Management experience
  • Consulting experience
  • Finance or accounting background, education, or experience is preferred
  • Take-charge person that can handle a variety of tasks and responsibilities
  • Must be organized and efficient
  • Enjoys multi-tasking
  • Writing skills for citing regulations and writing narratives for work processes
  • Certified Equity Professional (CEP) designation required
  • Must have a bachelor's degree or equivalent experience
  • Proficiency in Excel and Word

For more information go to: http://www.frsequitystrategies.com/FRS_2008/FRS_Jobs.php

Qualified candidates please specify the position to which you are applying and email your resume to: TeresaL@Equity-Strategies.com.

Posted: December 9, 2011
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FRS Equity Strategies

Position: Manager, Equity Plans for Outsourcing Teams
Location: Santa Clara, CA

Description/Responsibilities

The person must have superior knowledge of all aspects of the laws and regulations of Equity Compensation for a global company. This includes Equity Compensation securities laws, tax laws, the financial reporting requirements for equity and related accounts, and advanced knowledge of the accounting regulations in order to properly manage and perform the basic and advanced responsibilities surrounding a company's equity plans. 

The person must have experience in each of these functions within Stock Plan Administration and Management. 

WE WILL TRAIN! We will consider candidates who have knowledge but may not have full experience in all areas. We are open to training the right candidate. 

The Equity Plans Manager position must have knowledge and experience in the following:

  • Public and private company stock plans management
  • Administration on the complete cycle for five types of equity awards administration: Options, RSAs, RSUs, SARs, PSAwards/Units
  • Employee Stock Purchase Plans administration and management
  • ASC 718 fair valuation process: analysis for public and private companies, determination of factors, assumptions, report expense allocation, reconciliations, knowledge of quirks in software that require off-line activity
  • Manage global considerations and mobility participants' worldwide tracking
  • Set up and maintain best practices and latest technology
  • Maintain a Capitalization Table (for private company)
  • Reconciliations for common stock, treasury, reserves, equity and related g/l accounts
  • Transfer agent, Brokerage, and service provider liaison
  • Employee communications and presentations
  • Knowledge of two or more software applications (EASi, Equity Edge, CapMx, Equity Focus, Transcentive)

Job requirements for Equity Plans Manager:

  • 8+ years experience in corporate stock plan administration and management
  • Must be organized and efficient
  • Enjoys multi-tasking
  • Calm personality
  • Communication skills with all levels of corporate management and Directors
  • Must have excellent English written and oral communication skills
  • Certified Equity Professional (CEP) designation required or in progress
  • Must have a bachelor's degree or equivalent experience
  • Proficiency in Excel and Word; Access and PPT experience preferred

For more information go to: http://www.frsequitystrategies.com/FRS_2008/FRS_Jobs.php

Qualified candidates please specify the position to which you are applying and email your resume to: TeresaL@Equity-Strategies.com.

Posted: December 9, 2011
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StockCross Financial Services

Position: New Accounts Director
Location: Omaha, NE

Description/Responsibilities

The New Accounts Director will be responsible for processing new account transactions for Corporate Services; assisting customers in their selection of various accounts and financial services; cross-selling StockCross products and services; opening, maintaining and closing of all account types; performing support duties; promote business by developing client relationships. The candidate should have experience in Equity Compensation and willing to learn operation functions. Also be open to cross training new/less experienced staff members. CEP designation is highly regarded. We are willing to relocate the right candidate.

To Apply
E-mail resume and contact information to; eric.tassell@stockcross.com

Posted: December 8, 2011
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Allergan

Position: Manager, Global Stock Administration
Location: Irvine, CA

Description/Responsibilities

  • Manages administration of Allergan's global equity plan and serves as the functional expert for internal stakeholders (HR, Finance, Legal, Payroll) on equity-related issues.
  • Manage global equity award administration and equity transactions including grants, exercises, sales, terminations, corporate actions; ensure data integrity within equity plan outsource provider's system; oversight of equity plan outsource provider.
  • Develop and maintain a work plan for process improvements and issue resolution, including system enhancements, vendor management; develop and maintain practices and policies manual and comprehensive business continuity plan.
  • Ensure compliance with required state, federal and international regulations; monitor international regulatory and tax compliance.
  • Provide equity award services to plan participants through outreach and education; serve as primary liaison between participants and equity award outsource provider.
  • Assist with equity plan design, equity budgeting/forecasting, board of directors submissions; manage equity projects/analyses as necessary.
Qualifications
  • Bachelor's Degree required, preferably in business, finance, or human resources; Masters Degree preferred
  • 6+ years equity plan administration experience with a global, public company. General financial analysis or statistical experience helpful; familiarity with accounting concepts, especially as they relate to equity plans
  • Certified Equity Professional (CEP) preferred
  • Strong knowledge of Microsoft Office programs, including Word, Excel, Access, PowerPoint; HRIS systems (SAP a plus)
  • Experience working with third-party vendor systems and related interaction and relationship building
  • Demonstrated advanced analytical ability, attention to detail and strong organizational skills; ability to identify issues and provide solutions
  • Excellent written and oral communication skills with all levels
To Apply
For consideration, please submit resume to: www.allergan.com/careers

Posted: November 16, 2011
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Safeway

Position: Executive Compensation Manager
Location: Pleasanton, CA 

Description
Safeway Inc., a Fortune 100 Company, is one of the largest food and drug retailers in North America with 1,700+ stores. The Safeway family of brands includes some of the most prominent brands in food retailing, with a growing base of loyal shoppers. Thanks to the professionalism, diversity, spirit and friendliness of our people, we have locations across the U.S. and Canada. Diversity is fundamental at Safeway. We foster an inclusive working environment where the different strengths and perspectives of each employee is both recognized and valued. We believe that building successful relationships with our customers and our communities is only possible through the diversity of our people. And a diverse workforce leads to better teamwork and creative thinking, as well as mutual understanding and respect. 

The Compensation Department, located in Pleasanton, California has an opening for an Executive Compensation Program Manager. 

Position Purpose:
Drives the end-to-end process for the delivery of all executive compensation materials prepared for senior management and the Compensation Committee. Manages day-to-day support of Safeway’s executive compensation and equity programs for officer population and Board of Directors. This position will work in a complex, highly sensitive technical business function supporting the VP Compensation and the SVP HR in the design, development and implementation of existing and new executive compensation and equity programs. 

Key Responsibilities include, but are not limited to:.

  • Proxy: Manages preparation for all proxy tables and related footnotes. Serves as key member of team that drafts the Compensation Discussion & Analysis (CD&A) for Safeway’s annual proxy.
  • Annual Stock Planning for Corporate and Retail: Serves as Project Manager of annual stock programs for US & Canada corporate and retail employees. Responsibilities include development of stock budgets and accurate implementation of annual stock programs.
  • Equity Compensation Support: Performs pro-forma utilization and burn analyses, compile and analyze officers’ holdings and develop pro-forma calculations for ad hoc projects as needed.
  • Executive Compensation Support: Provides analytical support for the development and evaluation of all aspects of the Company’s executive compensation programs. Prepares compensation analyses on executive (vice president and above) offers, promotion requests and retention awards. Serves as key advisor to VP Compensation and SVP HR on key executive hires by providing position and pay program evaluation and executive compensation benchmarking. Participate in executive compensation surveys and evaluate results including gap and trends analysis.
  • Tally Sheets and Executive Compensation Review for Senior Officers: Partners with compensation consultant to provide high-level analysis to the Compensation Committee to evaluate Safeway’s senior officers’ total direct compensation levels against market.
  • Board Compensation: Manages quarterly board compensation and dividend payments and quarterly and annual board statements. Ensures deferred compensation conform to existing regulations and manages all facets of board compensation including final payments to departing board members.
Qualifications:
  • Bachelor’s degree in accounting, finance, economics or a related field (MBA or JD a plus).
  • 3 to 5 years of recent and relevant executive Compensation experience with a large corporate employer or consulting/accounting firm providing Compensation Committee support, program design and executive level benchmarking
  • Must possess extensive knowledge of the legal and regulatory environment as it relates to executive compensation matters.
  • Demonstrated ability to frame and collaboratively solve highly complex problems through quantitative and qualitative analysis.
  • Deep knowledge in executive compensation elements/vehicles
  • In-depth knowledge of legal and regulatory environment as it relates to design and implementation of Executive Compensation plans
  • Ability to understand and relate to multiple stakeholders from various disciplines (e.g., Legal, Accounting, Finance, Tax, Benefits)
  • Strong project management and prioritization skills with ability to manage complex administrative processes concurrently
  • Ability to draw conclusions, themes and trends from data analysis and communicate results to senior officers
  • Persuasive with excellent written and oral communication skills
  • Strong results-oriented drive, work ethic and a sense of urgency
  • Exceptional analytical, quantitative and problem-solving skills with a commitment to accuracy and details
  • Expert user of Microsoft Excel, PowerPoint, and Word; Access experience a plus
  • CEP Level One or higher preferred
To Apply
Qualified candidates are encouraged to submit a resume by visiting www.CareersAtSafeway.com.

AN EQUAL OPPORTUNITY EMPLOYER

Posted November 10, 2011
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Ranstad Finance & Accounting

Position: Stock Plan Administrator (Contract)
Location: San Jose, CA

Description
The Stock Plan Administrator is responsible for managing the overall administration of company’s stock-based compensation plans and coordinating with Finance, Legal and Human Resources to ensure accurate processing, reporting and disclosure of employee stock transactions. 

Responsibilities:

  • Maintain/upgrade employee stock database
  • Set up and migration of employee stock database from EProsper and Equity Edge
  • Administer company’s equity programs (Options, time-based and performance-based equity awards and ESPP) including the processing all US domestic and international employee stock transactions.
  • Knowledge of international rules and regulations regarding equity awards for company’s international subsidiaries preferred.
  • Prepare and maintain required global reconciliation for all stock transactions
  • Assist in the accounting for all stock based compensation including entering of assumptions, preparing monthly expense analysis and forecasting the future impact to the company
  • Prepare monthly reconciliations between stock custodian and EProsper/Equity Edge.
  • Work closely with global Payroll teams to maintain current and accurate income and tax files
  • Maintain and ensure SOX and internal policy compliance.
  • Help prepare equity reports for public SEC filings, including Form 10-K, Form 10-Q and Proxy Statement and assist review of equity information included in the documents
  • Prepare and timely file Section 16 reports (Forms 3, 4 and 5) with the SEC
  • Run expense reports for monthly and quarterly financial statement close, provide data for stock compensation journal entries and 10K/10Q footnote disclosures, reconcile related employee taxes in the General Ledger.
  • Participate in Financial Budget and Forecast exercises in regard to stock compensation expense.
Qualifications:
  • Minimum 8+ years of progressive stock administration experience required of which, 4+ years of managing the Stock Administration function in a public company environment.
  • Understanding of ADP/Payroll Interfaces a plus
  • CEP Preferred
  • Proficiency in equity administration software (EProsper and Equity Edge)
  • Strong understanding of U.S. GAAP accounting and relevant SEC regulations and extensive knowledge of stock administration, including knowledge of FAS123R/ASC718
Note: This is a contract position

To Apply
Must be able to start ASAP. Apply with resume, salary indication and contact details (phone and e-mail) to Dorien Woudenberg dorien.woudenberg@randstadusa.com

Posted: November 9, 2011
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TIBCO Software, Inc.

Position: Senior Equity Plan Analyst
Location: Palo Alto, CA

Overview:
Headquartered in Palo Alto, California, TIBCO Software Inc. (NASDAQ:TIBX) provides enterprise software that helps companies achieve service-oriented architecture (SOA) and business process management (BPM) success. With over 4,000 customers TIBCO has given leading organizations around the world better awareness and agility–what TIBCO calls The Power of Now®.

TIBCO Software, Inc. is seeking for a Senior Equity Plan Analyst. The Senior Equity Plan Analyst reports directly to the Director, Global Shareholder Services in Corporate Legal department and is responsible for day-to-day operations of TIBCO’s Global broad-based equity plan programs. This position requires strong attention to detail, commitment to accuracy and high quality of work and impeccable customer service and interpersonal skills to handle frequent written and verbal communications with our employees, including the executive management team.

Responsibilities:

  • Process option exercises and RSA/RSU releases, including all necessary reporting requirements to brokers, transfer agent, TIBCO Payroll, Tax and Accounting departments
  • Process new hire and other ongoing grants, including employee communications and tracking of online and manual grant acceptances
  • Manage processing, tracking and reporting of Section 16 Officer transactions
  • Manage employee terminations in equity database and prepare related communications
  • Manage administration of Employee Stock Purchase Plan, including processing enrollments, tracking, withdrawals, changes, purchase processing and reporting
  • Create and maintain department’s procedure manual
  • Prepare year-end Tax Statements and assist outside vendor with data collection for meeting Section 6039 requirements
  • Maintain SOX Compliance and assist with quarterly testing/audits by internal and external teams
  • Respond timely to variety of employee equity inquiries ranging from simple to complex, maintaining highest levels of customer service
  • Work effectively and closely with Legal, HR, Payroll, Accounting and Tax teams
  • Assist with quarter and year-end close equity financial reporting (ASC-718)
  • Assist with preparation of annual Proxy tables
  • Assist with variety of projects, as assigned by management

Requirements:

  • Minimum 4 years stock administration experience for a global publicly traded company
  • Strong working knowledge of Equity Edge 8.0
  • Ability to communicate clearly and effectively
  • Detail oriented with excellent customer service and organizational skills
  • Ability to work independently and as a part of a team
  • Intermediate knowledge of Microsoft Excel, Word and Access
  • Bachelor’s Degree is preferred
  • CEP Level III is preferred

To Apply:
Qualified candidates, please send your resume to Lisa Greenawalt at lgreenwa@tibco.com.

Posted: October 31, 2011
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Red Hat

Position: Manager/Sr. Manager Equity Compensation
Location: Raleigh, NC

Description
We are currently seeking a candidate with public company equity compensation administration and people management experience to manage Red Hat's global equity programs. This professional will manage a team of equity compensation professionals, will be responsible for the implementation and ongoing management of global incentive equity compensation programs and will have the opportunity to gain meaningful exposure to our business and grow as an integral member of the equity compensation team. This role requires effective interfacing with key business partners in payroll, accounting, tax, financial reporting, human resources, and legal, as well as the executive team and board of directors.

Primary Responsibilities

  • Manage a team of equity compensation professionals to ensure equity awards are administered in accordance with the terms and conditions of the awards, the governing Stock Incentive Plans, and internal processes and procedures.
  • Partner with HR, Accounting, Payroll, Tax, Legal and the third party stock plan administrator to develop and enhance procedures associated with stock awards. Serve as primary contact for audit requests and assist in establishing and maintaining control procedures associated with stock plan administration.
  • Generate annual Long-term Incentive award expenditure forecasting, share usage monitoring and supporting analysis (i.e. burn rate, overhang, etc.).
  • Manage the day to day relationship with the third party stock plan administrator, including upgrades and system enhancements, and developing employee education and communications materials.
  • Ongoing review and updates to all internal procedure and control documentation with regard to the management and administration of all company stock plans.
  • Assist in the preparation of reports for management and the Compensation Committee of the Board, regarding equity plans and grant analysis.
  • Prepare stock utilization projections and supporting analysis (i.e.burn rate, overhang, etc)
  • Manage the ongoing administration of employee, executive and Board of Director stock programs, including planning and project managing implementation of new programs
  • Work closely with third party stock plan administrator, Finance, Accounting and Legal to project manage vendor system upgrades and enhancements, ensure plans are in compliance with plan design elements and service levels are satisfactory
  • Manage quarterly equity grant and vesting processes (RSAs, RSUs, DSUs, PSUs, stock options)
  • Direct the company's transfer agent in matters related to stock programs, such as plan reserve maintenance, restricted stock issuances, and book entry accounts and releases and maintain share balance reserves for all company stock plans
  • Assist with SEC filings including Proxy, Section 16 reports
  • Develop and deliver timely communications related to stock awards, including grant notification, terms and vesting events.
Requirements
  • At least 6-8 years of management and public company equity compensation experience in-house or with a law firm
  • Bachelors Degree in Business, Finance, Accounting, Economics or related field
  • Project management and people management experience required
  • Detail-oriented, organized, able to multi-task in high-tech, fast-paced growth environment
  • Prior experience with international stock plan administration and Section 16 reporting a plus
  • Excellent verbal and written communication skills
  • Ability to develop report metrics focused on identifying indicators for future improvement opportunities
  • Strong working knowledge of Tax, Accounting, Payroll and/or HR programs
  • High proficiency with spreadsheets is a must (including advanced functions)
  • CEP designation
To Apply
Qualified candidates, please apply online at www.redhat.com jobcode: 8669

Posted: October 31, 2011
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CapitalSource Bank

Position: Equity Administrator
Location: Brea, CA

Job Summary
The Equity Administrator has oversight of the management and administration of the Company’s equity awards programs including stock options, restricted stock, restricted stock units, and similar programs. This position will track all equity awards. This position should interface well with the stock transfer agent and the Company’s legal, finance, accounting, payroll and tax departments to provide schedules and information related to the equity awards programs. The Equity Administrator must be a self-starter, adaptive, demonstrate the ability to work independently and in a team, possess strong analytical skills, maintain a penchant for efficiency with accuracy, possess strong communication skills, and operate well within a regulated culture. 

Principal Duties and Responsibilities (Essential Functions)

  • Daily management of all aspects of equity incentive plans and awards including grants of awards, option exercises, forfeitures for stock withholding, tax issues, and termination of awards
  • Manages all equity plan databases, including stock options, restricted stock, etc.
  • Provides reports and information for all financial reporting purposes including (but not limited to) financial statements, SEC filings, quarterly/annual reporting results, etc.
  • Oversees daily exercise processing, remittance of taxes for all equity transactions, restricted stock releases, outstanding share balance and reconciliation, and valuations
  • Processes dividend share payment for all unvested stock each employee owns as of the dividend record date
  • Works with transfer agent to provide detail on total shares outstanding for each quarterly dividend paid
Education and Experience
  • BS/BA degree required
  • CEP preferred
  • Minimum of 3 to 5 years relevant experience
Knowledge, Skills and Abilities:
  • Working knowledge and experience using Equity Edge (version 7.0) preferred
  • Must be very familiar with all equity instruments
  • Stock plan accounting experience preferred
 Competencies
  • Adaptability: Maintaining effectiveness when experiencing major changes in work tasks or the work environment; adjusting effectively to work within new work structures, processes, requirements, or cultures
  • Communication: Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message
  • Customer Focus: Making customers and their needs a primary focus of one's actions; developing and sustaining productive customer relationships
  • Initiating Action: Taking prompt action to accomplish objectives; taking action to achieve goals beyond what is required; being proactive
  • Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed

To Apply
Qualified candidates, please apply online at:
https://capitalsourcebank.ats.hrsmart.com/cgi-bin/a/highlightjob.cgi?jobid=709 

Posted: October 20, 2011
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Ajilon Finance

Position: Manager, Equity Plan Administration
Location: Long Island, NY

Description
Working in the Corporate Finance department, the Equity Plan Administrator will manage data related to equity for all employees, draft and distribute communication, provide reporting as necessary, and review/refine existing processes for transactions. The Equity Administrator will be responsible for daily activities, including employee demographic and termination processing, daily trade and settlement reconciliations, and reporting. Provide a high level of customer service and responsiveness to employee population. 

Minimum Requirements:

  • Bachelors degree
  • Minimum 5-8 years experience in equity plan administration.
  • Understanding of equity accounting (FAS 123R) desirable.
  • CEP Level One or higher preferred
  • Thorough understanding of equity compensation.
  • High level of proficiency using Excel, Access and Word.
  • Experience with Equity Edge highly preferred

To Apply
Please email Erik Hansen at Erik.Hansen@ajilonfinance.com or call 631-639-3965.

Posted: October 6, 2011
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