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 Update: November 25, 2014

Posted Date Listing


eBay

Position: Sr. Stock Plan Analyst
Location: San Jose, CA

eBay is currently seeking an Senior Stock Plan Analyst who possesses 5-8 years of Stock Administration experience within a large public company. This individual will work with the Global Stock Plan Services team and be primarily responsible for day-to-day operations of eBay’s broad-based stock option and employee stock purchase plan programs.

Shared responsibilities include but are not limited to:

  • Processing of RSU releases in Equity Edge Online
  • Processing of new hire employee data including on-going maintenance of data
  • Providing excellent customer service to employee questions on RSUs, stock options, ESPP, and insider trading on a global basis
  • Administering the employee stock purchase plan including enrollments, withdrawals, and purchases with Global Stock Plan Services team
  • Maintaining integrity of data in Equity Edge database and completing regular quarterly audits
  • Ensuring and maintaining SOX 404 Compliance; working with internal and external teams to ensure successful audits
  • Periodic reporting for all employees with internal partners including Tax, HR, Payroll, Accounting
  • Assisting with the development and implementation of procedures and practices to better enable efficiency, accuracy and timely processing of equity
  • Ability to prioritize and handle multiple projects within Global Stock Plan Services team
  • Communicating and updating blackouts periods to all employees; providing regular updates to employees regarding eBay’s Insider Trading levels
Job Requirements
  • Candidate must demonstrate excellent communication and organization skills and the ability to effectively collaborate with others
  • 5-8 years of Stock Administration experience within a large public company
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving abilities
  • Highly organized and detail-oriented
  • Ability to prioritize and multi-task successfully in a fast-paced environment and demanding work environment
  • Demonstrate flexibility, a high degree of accuracy, strong working knowledge of Equity Edge Online Platform
  • Ability to work independently and as a team player
  • Results-driven with ability to successfully coordinate cross-functional teams and service providers
  • Bachelor’s degree required
  • Proficient in MS Office applications with advanced Excel skills
  • Completion of Certified Equity Professional (CEP) Level 1 or higher required
  • Bachelors Degree Required

To Apply: Apply at www.ebaycareers.com and search for Requistiion number 108942BR-1

Posted:  November 24, 2014
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Western Digital

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
Qualifications
  • 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
  • CEP designation or participation in the CEP Program required

Skills/Knowledge

  • Equity Edge Online
  • MS Office, MS Access is a plus
  • Strong mathematical skills is 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: Apply directly online at careers.wdc.com to job ID# 09452

Posted:  November 24, 2014
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Zynga

Position: Sr. Stock Administrator
Location: San Francisco, CA

Responsibilities

  • Manage daily RSU releases and option exercises
  • Work closely with accounting to manage the FAS 123R calculations and reporting
  • Reconcile share count and capitalization on a monthly basis
  • Interface with employees regularly regarding their equity status
  • Develop and roll out employee education programs
  • Coordinate projects w/ Legal, HR, Payroll, Accounting, Finance
  • Manage record keeping of equity files
Requirements
  • Minimum 4 years of experience in administering Restricted Stock Units, ISOs, NQs, and ESPP
  • Completion of Level 2 of CEP Program minimum
  • 4 year college degree
  • Experience with Morgan Stanley Sapphire platform is preferred
  • Strong Excel Skills
  • Solid communication skills
  • Strong understanding of the requirements of ASC 718 Share-Based Payments (stock comp)
  • Experience w/ Executive Compensation Disclosure requirements

To Apply: http://hire.jobvite.com/CompanyJobs/Careers.aspx?nl=1&k=Apply&j=oXNJZfwc&s=School

Posted:  November 24, 2014
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Tableau Software

Position: Stock Plan Adminstrator
Location: Palo Alto, CA

What You'll Be Doing...

As our Stock Plan Administrator, you will take charge of our stock administration program, improve processes and be a resource for the entire company. Some of the things you'll be doing includes...

  • Administer the company’s equity programs and maintain daily record keeping of equity data using the company’s equity administration platform
  • Ensure all participant equity plan transactions are correctly processed and settled in a timely manner
  • Assist with the administration of 10b5-1 plans and maintain insider trading status listings internally and with outside vendors
  • Prepare Section 16 filings (Form 3,4 & 5)  
  • Assist with roll-out of stock plans to new countries and ensure regulatory compliance (tax, securities laws and other applicable rules and regulations)
  • Work with internal and external auditors and the Finance team for quarterly reviews, year-end audits, and Sarbanes-Oxley (“SOX”) audits of procedures and controls as needed
  • Assist with the development of employee education and reference materials; maintain and update the internal employee intranet
  • Serve as the direct point of contact for employees regarding all aspects of equity compensation and facilitating employee questions and issues
  • Perform other ad hoc duties to the stock administration as requested
Who You Are...
  • Energy and Enthusiasm.  Positive, self-directed work style and thrive in a fast paced environment
  • Data Rock Star. You are a master with Excel
  • Experienced.  Two or more years of experience in stock administration. International equity experience preferred, CEP (Level I or higher) and experience with different equity platforms in both private and public companies are a huge plus
  • Detail oriented.   Superior written and verbal communication and attention to detail 
  • Domain.  Working knowledge of ISO, NQs, RSU and ESPP equity vehicles 
To Apply:  Please visit http://tbe.taleo.net/NA11/ats/careers/requisition.jsp;jsessionid=750FCEF957B5500991750C0D4B3E3330.NA11_primary_jvm?org=TABLEAU&cws=1&rid=1002

To learn more about Tableau’s culture, please visit:http://careers.tableausoftware.com

Posted:  November 19, 2014
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E*TRADE

Position: Manager, Executive Services
Location: Alpharetta, GA

The Executive Services Manager is responsible for the direct oversight and supervision of the Platinum Executive Services Specialist / Relationship Manager (PES / RM) daily activities including; inbound/outbound calls, business development, 10b5-1 plan administration and high value client book management. This person is responsible for ensuring the team is providing a concierge experience to executive level corporate services’ participants, while achieving asset growth / retention / satisfaction targets and operational efficiency. The candidate must stay abreast of rules and regulations that govern Rule 10b5-1, Section 16 / Rule 144 insiders, and work closely with senior management to implement best practices to ensure compliance. The ideal candidate must be able to effectively communicate with senior level executives and key decision makers of E*TRADE’s corporate client base.

Responsibilities

  • Effectively manage the process for facilitation, design, implementation, trading, and daily monitoring of executive client 10b5-1 Trading Plans · Develop a high performing concierge team through mentoring, coaching and motivating.
  • Manage the employment, career development, training, performance, compensation and motivation of the Platinum Executive Services / 10b5-1 team.
  • Provide leadership to ensure the team delivers a high level of satisfaction for Corporate Services clients / executive level participants and meet all departmental goals.
  • Establish strategic direction on operations, policy, and program development.
  • Monitor work procedures and productivity of the Platinum Executive Services Group.
  • Work effectively with demanding Stock Plan Administrators, General Counsels and key decision makers.
  •  Handle Corporate Services Clients / executive level participants escalated issues to final resolution.
  • Ability to interact with clients on an advanced level regarding sales activities, account information, procedures, systems, and our expanding range of financial services products.
  • Maintain daily interaction with corporate optionees surrounding option exercises, sales and related administration
  • Be comfortable and effective discussing financial needs with highly affluent individuals on daily basis
Requirements
  • Series 7 and 66 REQUIRED
  • Series 24 preferred. Must obtain within 90 days of appointment.
  • Must become certified with CEE within three months, CEP Level 1 within 12 months
  • CEP Level 2 within 18 months and CEP Level 3 within 24 months.
  • Education or Training Equivalent to: BA/BS
  • Strong familiarity with Rule 144 and 10b51 plans
  • 5-7 years experience in a demanding financial sales environment with proven results, including at least 3 years management experience. 
  • Outstanding presentation, negotiation, oral and written communication skills.
  • Strong ability to build relationships—both internally and externally.
  • Positive and professional customer service attitude and capability.
  • Advanced knowledge of the securities industry including corporate equity compensation plans.
  • Thorough understanding of all E*TRADE FINANCIAL product, service and advice offerings. Ability to engage business partners in other departments to work collectively to exceed Corporate client and senior executive unique demands, while strengthening the overall corporate relationship by delivering a high level of satisfaction for Corporate Services Clients / executive level participants.

To Apply: email gabriel.mancuso@etrade.com or call 201-499-0763

Posted:  November 17, 2014
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Red Hat

Position: Senior Analyst, Equity Compensation
Location: Raleigh, NC

At Red Hat, we connect an innovative community of customers, partners, and contributors to deliver an open source stack of trusted, high-performing technologies that solve business problems. We’re a billion dollar S&P 500 company offering solutions from Linux to middleware, storage to cloud, together with award-winning global customer support, consulting, and implementation services. Senior Analyst, Equity Compensation This professional 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.

Responsibilities

  • 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.
  • Establish and maintain control procedures associated with stock plan administration.
  • Manage the day-to-day relationship with the third party stock plan administrator.
  • Develop employee education and communication materials.
  • Ongoing review and updates to all internal procedure and control documentation with regard to the management and administration of all stock incentive plans.
  • Assist in the preparation of reports for management and the Compensation Committee.
  • Manage the ongoing administration of employee, executive and Board of Director stock programs, including implementation of new programs.
  • Work closely with third party stock plan administrator, Finance, Accounting and Legal to 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 vest processes (RSAs, RSUs, DSUs, PSUs and stock options).
  • Direct the company's transfer agent in matters related to stock incentive plans, such as plan reserve maintenance, restricted stock issuance, book entry accounts and releases and maintain share balance reserves for all company stock plans.
  • Assist with securities matters, including proxy statement, 10b5-1 plans and Section 16 filings.
  • Develop and deliver timely communications related to stock awards, including grant notification, terms and vesting events.
  • Generate equity transaction information for US and non-US reporting and distribute to respective teams.
  • Assist with audits, reviews and SOX 404 compliance.
  • Work with internal and external tax and legal advisors on global equity matters.
  • Lead cross-functional teams on equity-related projects.
  • Be subject matter expert on interface files between Red Hat and third party stock plan administrator.
Requirements
  • At least 5-7 years of public company equity compensation experience in-house
  • Bachelor’s Degree in Business, Finance, Accounting, Economics or related field
  • Detail-oriented, organized, able to multi-task in high-tech, fast-paced growth environment
  • Prior experience with international stock plan administration
  • Prior experience with automated interface files to and from third party stock plan administrator
  • Excellent verbal and written communication skills
  • Ability to develop report metrics focused on identifying indicators for future improvement opportunities
  • High proficiency with spreadsheets is a must (including advanced functions)
  • Experience with stock plan vendor systems, Fidelity stock plan vendor software a plus
  • Knowledge and experience with progressive equity compensation plan design, administration and best practices
  • Strong project management/leadership experience
  • Superior analytical skills in fact finding and problem resolution
  • Strong working knowledge of Tax, Accounting, Payroll and/or HR programs relating to equity compensation
  • Knowledge of SOX requirements for controls and compliance
  • Strong analytical skills and organizational skills with the ability to set priorities and meet deadlines
  • Functional knowledge of US securities laws and reporting requirements applicable to equity-based incentive plans, including Section 16 reporting
  • CEP Level II, or enrolled in November 2014 Level II exam, with continuing enrollment in program

To Apply: Please apply online.

Posted:  November 3, 2014
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Talentburst

Position:  Senior Compensation Manager
Location:
San Jose, CA

Responsibilities

  • Performs activities to develop, implement and administer compensation plans, policies and programs (e.g. annual focal review process, quarterly/annual incentive plan process, global sales compensation plans, etc.).
  • Audits jobs for content and qualifies job descriptions reflecting job responsibilities, activities, duties and requirements.
  • Develops and/or participates in compensation surveys to collect and analyze competitive salary information to determine company's competitive position.
  • Reviews proposed salary adjustments (e.g. merit/promotional increases, lump sum payments, market adjustments) for conformance to established guidelines, policies and practices.
  • Recommends corrective or alternative actions to resolve compensation-related or market based issues with base salary, incentives and/or related allowances.
  • Reviews requests for new or revised jobs classifications to determine appropriate salary grade assignment/compensation plan.
  • Formulates recommendations regarding management/development of company salary structure, FLSA exemptions, job revisions and organizational structures. Reviews existing and proposed statutory requirements governing compensation administration and recommends appropriate courses of action.
  • May prepare special initiatives, studies and recommendations on subjects such as incentive compensation, sales commission plans or recognition programs
  • Review of local salary ranges, increase recommendations by country/region, review of mandatory salary increase requirements, salary budgeting, work with leading compensation planning vendors to ensure accurate market information.
  • Work with staff to establish and maintain a comprehensive job family and current job descriptions, allowing for a strong career path for employees across all organizations and regions
Skills
  • 5 to 8 years of experience managing and administering compensation and/or equity based programs, policies and processes.
  • Certified Equity Professional (CEP) and/or Certified Compensation Professional (CCP) are preferred.
  • Strong analytical and problem solving ability is required.
  • Strong project management ability and experience is required.
  • Expert level user Excel skills.

To Apply: Please email Shivang.rajpal@talentburst.com

Posted:  November 3, 2014
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Dolby

Position:  Director of Global Stock Plan Administration
Location:
San Francisco, CA

Join the leader in entertainment innovation and help us design the future. At Dolby, science meets art, and high tech means more than computer code. As a member of the Dolby team, you’ll see and hear the results of your work everywhere, from movie theaters to smartphones. We continue to revolutionize how people create, deliver, and enjoy entertainment worldwide. To do that, we need the absolute best talent. We’re big enough to give you all the resources you need, and small enough so you can make a real difference and earn recognition for your work. We offer a collegial culture, challenging projects, and excellent compensation and benefits. This position is located in our San Francisco Headquarters.

Essential Job Functions

  • Manages the administration and compliance of all employee equity compensation programs - stock options, ESPP, restricted stock, RSUs, etc.
  • Provides stock plan analysis to executive staff in connection with proposed changes to equity plan design
  • Evaluates best practices and developments in applicable laws to drive changes in stock plan implementation
  • Partners with Legal, Tax, and Finance Departments to ensure ongoing compliance and for internal and external reporting
  • Partners with Human Resources and IT Departments to develop reporting systems and internal review processes
  • Manages vendor relationships – stock plan administrator, transfer agent, etc.
  • Develops employee communication and education programs
  • Acts as liaison among Legal, Human Resources, Finance, Payroll and Tax Departments with respect to equity compensation matters
  • Coordinates with company-designated broker regarding 10b5-1 Trading Plans and other executive transactions and for monitoring Trading Window/Blackout Periods
  • Communicates with employees as questions and/or issues arise
  • Prepares equity-related data for 1934 Act filings, including executive compensation tables for proxy statement
  • Leads staff of stock administration professionals in the processing of equity plan transactions.
  • Provides coaching and development for a professional staff.
  • Perform duties as assigned by Assistant General Counsel or General Counsel
  • Assist team members as needed
Education, Skills, Abilities, and Experience Required
  • Bachelor’s degree in business administration, finance or related field
  • CEP designation preferred
  • Superior written and oral communication skills required, including the ability to update senior management as necessary
  • Proficiency in stock option administration applications
  • Advanced skill in Microsoft Word and Excel
  • Minimum 10 years stock administration experience in an international public company
  • SOX 404 compliance knowledge
  • Knowledge of ASC-718, 409A and other equity financial accounting and tax issues
  • Self-Starter with the ability to thrive in a fast paced and dynamic environment
  • Strong organizational skills and detail oriented
  • Demonstrated ability to lead a team

To Apply: Interested candidates may apply online.

Posted:  October 28, 2014
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Citi

Position:  Equity Compensation Operations Manager
Location:
New York, NY

Citi, the leading global financial services company, provides consumers, corporations, governments and institutions with a broad range of financial products and services. Additional information may be found at www.citigroup.com. Citi's Human Resources Shared Services (HRSS) is an organization of nearly 1,500 employees that provides customer-focused, value-centric HR shared services, including HR systems, operations, and payroll administration globally. Our mission at HRSS is to develop a world-class global HR infrastructure that provides services, processes and tools to enable businesses to manage their employees while assisting in management of cost, risk, growth and quality. In partnership with HR, HRSS strives to provide excellent customer service through its product offering to employees and managers while focusing on process reengineering and initiatives to enhance the Shared Services role in Citi. Equity Compensation is part of the HRSS Compensation and Benefits team. Equity Compensation administers Citi’s restricted and deferred stock awards, stock units, deferred cash awards and stock option programs for current and former employees of Citi in over 90 countries. The Equity Compensation Operations Manager leads a team in the day-to-day administration of Citi’s global equity compensation programs, including stock award vests and cancellations, option exercises and share deliveries for Citi employees.

Responsibilities

  • Ensure efficient and accurate processes are in place in accordance with the program provisions and legal and tax regulations.
  • Review and reconcile data and reports to ensure all processes are completed with accuracy and within required timeframes.
  • Supervise, train and develop team of analysts and associates.
  • Serve as subject matter expert on the vesting, exercise, termination, share delivery, FICA tax collection and non-compete processes.
  • Proactively identify and implement process improvements to achieve efficiencies and/or mitigate risk.
  • Ensure process documentation is complete and accurate.
  • Manage relationships with vendors and partners such as Morgan Stanley, Citi Personal Wealth Management, Shareholder Services and Pershing, to ensure accurate and efficient share delivery and cash payments.
  • Manage relationship with service center.
  • Provide support and training to HR partners and service center team.
  • Research and resolve escalated inquiries.
  • Partner with Citi teams including Legal, Tax, Finance and Payroll to ensure accurate end-to-end administration of equity compensation programs.
  • Coordinate user acceptance testing for new functionality in the administration system.
  • Contribute to business requirements for enhancements to the equity administration system and website.
  • Partner with colleagues to prioritize enhancement requests.
Requirements
  • Bachelor’s degree required.
  • 6-10 years of experience with global, large-scale, equity compensation (stock awards and stock options) programs
  • Able to foster a strong team environment with an emphasis on training and developing a staff.
  • Knowledge of equity compensation tax and legal requirements in the US and abroad.
  • Understanding of HR operations and data.
  • Ability to thrive in a fast-paced environment that requires a great deal of flexibility with multiple and changing priorities. Must work well under pressure.
  • Strong time management and organizational skills. Experience managing multiple, high priority tasks while meeting tight deadlines. ·
  • Ability to quickly grasp and handle complex issues.
  • Proficiency in Microsoft Access or other relational database/report writing applications.
  • Intermediate Excel skills (pivot tables and vlookup functions).
  • Excellent client service skills with solid written and verbal communication skills
  • CEP certification preferred

To Apply: Interested candidates may apply online.

Posted:  October 27, 2014
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Infoblox

Position:  Equity Compensation Administrator
Location:
Santa Clara, CA

As our Equity Compensation Administrator, you will be responsible for ensuring the accuracy and integrity of data in the Equity Edge Online system. You will enter daily exercises and work with the transfer agent to issue shares; prepare monthly grant information and coordinate approvals from Board Committees; collaborate with Payroll on tax imports and work with your manager and payroll on monthly RSU releases and on the semi-annual ESPP purchase.This is an opportunity for a self-starter to take ownership of equity processes and be a part of the ongoing improvement of Infoblox’s equity programs.

Responsibilities

  • Auditing of all data
  • Importing/exporting of required files from and to E-Trade
  • Entry of new hire information and termination tracking
  • ESPP enrollment and change data
  • Employee orientation
  • Monthly balancing of outstanding shares to transfer agent
  • Researching problem issues
  • Preparing monthly and quarterly reports for accounting
  • Working with SOX and audit teams
  • Ad hoc reporting and collaboration on additional projects
  • Reporting to the Legal department, you will work closely with our HR, Payroll, Accounting and Tax teams
Requirements
  • CEP Level II, or enrolled in November 2014 Level II exam, with continuing enrollment in program
  • One to two or more years’ experience working directly in stock administration in public company
  • Accounting background - attention to detail and accuracy is extremely important – must demonstrate familiarity with accounting issues related to equity administration
  • Knowledge of Equity Edge Online software – minimum 1 year using online system
  • Skilled in Microsoft Office software (Microsoft Word, PowerPoint, Excel) – must be comfortable with Excel vlookups, pivot tables, filtering, manipulation of data
  • Strong organizational skills - ability to complete assignments and projects in established timeframes
  • Reliability and flexibility – ability to manage concurrent tasks
  • Excellent communication skills – verbal, written, interpersonal; must be able to liaise with senior management regarding equity issues
  • Professionalism - ability to manage sensitive information and maintain confidentiality
  • Must be able to work independently as well as in collaboration with internal teams

To Apply: Interested candidates may apply online.

Posted:  October 27, 2014
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Twilio

Position:  Stock Administrator
Location:
San Francisco, CA

We are looking for a dynamic, experienced stock administrator to join the Twilio legal team.  As an early member of the Twilio team and the first dedicated stock professional, you’ll be responsible for handling all aspect of day-to-day stock administration and employee education for Twilio’s growing employee basis. The ideal candidate will be a “roll up your sleeves” type of person who thrives in a fast-paced, growing environment. You should be an expert in your field, with a love of setting up and implementing new processes.  You will report to the General Counsel and be based in our San Francisco headquarters.

Responsibilities

  • Establish and take the lead on the stock administration process that ensures timely processing of all equity-related processes.
  • Responsible for entry and maintenance of data within stock administration tools for all equity activities.
  • Design, implement and maintain stock administration website and information to assist with employee education and tracking.
  • Ensure the timely completion of tax withholdings and related filings around the globe.
  • Daily, weekly, monthly, quarterly and annual administration and reporting of global stock plan transactions.
  • Work closely with the Finance and People Operations teams on various analyses and reporting optimization projects.
Requirements
  • Bachelor’s degree or equivalent experience, preferably in Accounting, Business, Finance or Human Resources.
  • 7+ years experience with a background in stock administration, with experience at a startup company strongly preferred.
  • CEP Certification.
  • Extensive systems experience required, with a background in systems implementations preferred.
  • International experience with both legal and tax issues related to equity awards in foreign jurisdictions.
  • Extensive knowledge of accounting for stock-based awards and compensation expense.
  • Execution-focused and detail-oriented with great organizational skills, but also comfortable with ambiguity.
  • Customer service focus with ability to work well with employees at all levels within the company.
  • Top performer who is willing to dive into the details and looking to gain experience and grow with Twilio.
  • Guided by integrity, with a commitment to personal and professional ethics – no shenanigans.
  • Strong interpersonal skills and proven ability to work well in a fast-paced team environment.
  • Bonus points for IPO experience.

To Apply: Interested candidates may apply online.

Posted:  October 27, 2014
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World Fuel Services

Position:  Stock Plan Administrator
Location:
Miami, FL

The position is responsible for the administration, communication and reporting of World Fuel Services Corporation’s Long-term Incentive programs. Working closely with the Manager of Equity Administration & Executive Compensation, this position will ensure that the compensation programs are in compliance with plan documents, legal, financial regulations, process controls, customer service standards, internal efficiency and quality

Responsibilities

  • Administer, communicate, and report on all global transactions, including grants, cancellations, exercises and lapses of equity and cash awards, and ensure that transactions are correctly processed in a timely manner.
  • Act as the primary resource to address inquiries with plan participants and with Legal, People/HR, Payroll, Accounting/Finance, Tax, Audit, external business partners and vendors, providing them with complete and accurate relevant information.
  • Maintain equity and cash award database with current and newly issued grants.
  • Reconcile transactions, terminations, tax withholding and reporting, cash receipts and share accounts with payroll and Finance/Accounting.
  • Prepare and distribute grant statements and grant/vest/lapse communication to plan participants as necessary.
  • Work with the Legal to administer the company’s Insider Trading Policy, Trading Windows, Pre-clearance Program and 10b5-1 plans.
  • Initiate Deposit and Withdrawal at Custodian (DWACs) transfers and assist with Transfer Agent/Broker reconciliations.
  • Administer compensation accruals for all long-term incentive and bonus plans
  • Manage competitive global benchmarking through internal analysis and market pricing
  • Complete compensation survey submissions.
  • Manage expatriate compensation administration and analysis.
Job Requirements
  • Bachelor’s Degree in Accounting and/or Finance
  • Master’s degree desired but not required
  • 3-5 years of progressing experience in Stock/Equity Administration, Accounting, Finance, or Tax
  • Proficient in Excel, Access, Word, and PowerPoint
  • Knowledge of accounting rules regarding compensation expense
  • Strong organizational and administrative skills
  • Ability to work independently, or as a team player, and handle multiple priorities
  • Effective written and oral communication with the ability to work well with employees at all levels
  • CEP designation (or progress towards it) preferred
  • Able to maintain a high degree of confidentiality due to the nature of the job
  • Absolute integrity

To Apply: Interested candidates may apply online.

Posted:  October 21, 2014
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Box

Position:  Stock Administrator
Location:
Los Altos, CA

We are looking for a high-energy, bright Certified Equity Professional to help oversee global stock administration for our 1,000+ employees. This role will be responsible for the stock administration process while ensuring global compliance. We’re looking for 2 to 3 years’ experience in stock administration. We’re looking for game-changers who will take charge of our stock administration program, improve processes, and be a resource for the entire company. If you have the motivation to oversee a business-critical process and the desire to grow quickly within the Box organization, this is the position for you!

Responsibilities

  • Own the management and execution of our Global Stock Equity Administration Program including: new grants exhibit preparation for board approval, grants input and reconciliation into the Schwab system, process RSU and RSA releases company-wide, oversee payroll reporting of gain recognized on exercises/releases, ensure ISO limit compliance for options granted, work with the payroll team on reporting and withholding requirements, maintain database integrity and ensure accuracy of record keeping of equity data, serve as liaison between employees and broker
  • Lead cross-functional meetings and coordination efforts to roll-out stock plans to new countries. Coordinate global equity related regulatory compliance (tax, securities laws and other applicable rules and regulations)
  • Ensure cap table is kept up to date and reconciled between all related systems and data sources(e.g. CapMx to Schwab)
  • Manage all required filings including assisting with quarterly preparation of all stock compensation related disclosures, coordinating proxy filings and assisting in the organization of our annual shareholder's meeting, preparing and managing the processes related to Director and Officer Questionnaires, completing Section 16 Filings through preparation and filing applicable forms for Officer and Board of Directors transactions
  • Month-end responsibilities include APIC journal entries, stock option related cash receipts and receivables, equity roll-forward, reconciliations, etc.
  • Serve as the direct point of contact for employees regarding all aspects of equity compensation and facilitating employee questions and issues
  • Partner with the People Team in the development of education and reference materials as well as regular equity office hours
  • Manage ad hoc requests for total compensation benchmarking and analysis
  • Year-End 6039 reporting such as forms 3921/3922, etc.
  • Perform other ad hoc duties related to the stock administration as requested
Experience
  • 2 – 3 or more years in stock administration (public setting)
  • Experience working with different types of Equity Plans in both private and public companies is a huge PLUS
  • Working knowledge of ISO, NQs, RSA, RSU and ESPP equity vehicles
  • Section 16 reporting (Form 3, 4 & 5)
  • International equity experience preferred
  • Experience with recurring metrics tracking and analysis a plus

To Apply: Interested candidates may apply online.

Posted:  October 21, 2014
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IBM

Position:  Manager Executive Compensation Operations & Officer Services
Location:
Armonk, NY

Job Description

An employee in this job role is responsible for managing the Executive Compensation Operations and Officer Services Team.

Responsibilities

  • Stock administration
  • Operational aspects of the executive compensation cash and equity cycle, employee equity cycle and annual incentive program
  • Management of the equity vendor
  • Vetting of equity transactions for executives with stock administration guidelines
  • Compliance with business controls
  • Form 3 and 4 securities filings.
  • Frequent teaming with other IBM functions on matters involving legal compliance, employee communications, and financial reporting related to the equity programs.
  • Managing a team located in both Armonk, NY and Kuala Lumpur, Malaysia
Requirements
  • Bachelor's Degree; Masters Degree preferred
  • At least 4 years experience in knowledge of compensation programs
  • At least 3 years experience in managing supplier/vendor relations
  • At least 2 years experience in knowledge of securities regulations
  • At least 4 years experience in knowledge of compensation systems
  • At least 4 years experience in people management
  • Certified Equity Professional (CEP)
  • English: Fluent

To Apply: Interested candidates may apply online.

Posted:  October 20, 2014
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Opower

Position:  Global Stock Plan Administrator
Location:
Arlington, VA

The Position

Opower is looking for an experienced global stock plan administrator to help us meet the increasing demands of a newly public, rapidly expanding, global company that’s busy saving the world. Reporting to the Director of Technical Accounting and Financial Reporting, the Global Stock Plan Administrator will manage the day-to-day administration of the Company’s equity compensation programs, while serving as the principal point of contact for employee inquiries and education regarding employee stock benefits. Responsibilities include processing of equity transactions in compliance with current rules and regulations, Sarbanes-Oxley controls and governing stock plan documents, ensuring the integrity of the stock administration system, interfacing with Legal, Accounting, Payroll, brokers and the Company’s transfer agent. This role will require a strong ability to manage multiple, complex, visible projects with competing deadlines and priorities.

Responsibilities

  • Equity plan accounting and administration:
    • Administer the Company’s equity programs, including processing all employee stock transactions and managing external broker/vendor relationships
    • Act a resource to participants, internal and external business partners
    • Ensure data is accurately entered into the Company’s software system
    • Provide monthly, quarterly and year-end reconciliation of all stock activity including shares outstanding balance
    • Communicate with payroll and outside resources to ensure proper tax withholding and remittance on vesting of RSUs and non-qualified option exercises
    • Assist in preparing materials for Compensation Committee and management
  • Reporting and regulatory compliance:
    • Provide timely and accurate reporting to support our Company’s audit and equity related disclosures for the annual and quarterly reports 
    • Prepare all Proxy related equity award disclosures
    • Ensure the timely filing of changes in beneficial ownership
    • Responsible for administration of 10b5-1 trading plans
    • Maintain trading blackout periods, pre-clearance and tracking of insider trading
    • Prepare year-end tax statements and IRS Section 6039 filings
  • Other:
    • Assist in the development and implementation of Sarbanes-Oxley compliant internal controls
    • Perform analyses related to current equity plans and programs as well as formulating design recommendations for new plans and programs
    • Assist with variety of projects and analysis as needed
About You
  • BS/BA from an accredited university
  • CEP designation or willingness to pursue designation required
  • 5+ years of relevant experience in administration of global equity plan with a public company
  • Proven ability to partner with cross-functional teams, including Legal, Accounting and Financial Reporting, Human Resources, Tax, and Payroll
  • Excellent organizational and communication skills and the ability to multi-task
  • Strong working knowledge of equity plans
  • Proficient in Microsoft applications, specifically Excel, Word and PowerPoint
  • Experience with Solium's Shareworks preferred

To Apply: Interested candidates may apply online.

Posted:  October 13, 2014
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Genentech

Position:  Associate Director Compensation - Equity Program
Location:
South San Francisco, CA

The Position

The primary responsibility of this role is to manage the administration, communication and compliance of employee equity grant and/or purchase programs company-wide and manage a team of stock administrators . You will partner with Legal and Finance to ensure ongoing compliance with regulatory, internal and external reporting and requirements for equity plans and disclosures. In conjunction with internal partners, develop reporting and internal review processes and systems, employee communication and education programs, and grant recording and tracking mechanisms. As the functional expert for internal stakeholders (HR/Compensation, Finance, Audit, Legal, Payroll and Tax) and outside service providers on equity-related issues and partner with these groups to identify, analyze and implement solutions. This role will manage relationships with outsourced vendors and gain a deep understanding of competitive best practices and trends in different areas of equity compensation, with the goal of continuously challenging and improving our programs. This role will regularly interface with senior members of the HR organization, both at Roche and Genentech, in order to deliver recommendations and results related to strategic equity matters. You will analyze and communicate performance of equity plan and grant practices to executive staff and internal stakeholders. This role will require a strong ability to manage multiple, complex, visible projects with competing deadlines and priorities.

Responsibilities

  • Administer the Company’s equity programs including processing all employee stock transactions and managing external broker/administrator vendor relationships
  • Act as a functional expert and work closely with our Legal, Finance and HR teams to provide information and address issues or changes to equity plans and changes to related administration processes
  • Play a critical role in communicating our rewards strategy at Genentech
  • Work closely with Legal to establish insider trading policies, procedures to track transactions by insiders in a timely and accurate manner
  • Provide timely and accurate reporting to support our company’s audit, annual report, all quarterly stock compensation related disclosures, proxy filings, applicable forms for officer and Board transactions, federal and state income tax filings
  • Provide monthly, quarterly and year-end reconciliation of all stock activity including shares outstanding balance and capitalization table
  • Communicate with local payroll entities and outside resources to ensure proper tax withholding and remittance on vesting of RSUs and non-qualified exercises
  • Stay abreast of global stock administration
  • Establish and implement new equity plans and programs; this includes performing analysis related to current plans and programs as well as formulating design recommendations for new plans and programs
  • Manage the vendor relationship with the equity administration system provider
  • Strong leadership skills, managing and mentoring a team of direct reports
Who You Are
  • Bachelor’s degree in Accounting,Business, or Finance, required Masters, preferred
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher
  • Experience administering equity incentive plans, including, processing of option exercises, share issuance and grant preparation Demonstrated ability to work under pressure in a fast-paced environment
  • Strong understanding of laws,regulations and statutes relating to equity compensation; knowledge of international securities and tax laws governing employee equity plans.
  • Excellent interpersonal, oral and written communication skills and the ability to communicate effectively with high-level executives as well as team of direct reports
  • Managing a team of direct reports preferred
  • Strong analytical and organizational skills Must demonstrate attention to detail,analytical abilities and consistent follow-through, including project management skills.
  • Must be team-oriented, dependable and flexible with high work ethic; able to maintain strict confidentiality and data privacy
  • Proven MS Excel skills and proficiency in all other MS Office applications including Word, Outlook, and PowerPoint

To Apply: Interested candidates may apply online.

Posted:  October 8, 2014
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VMWare

Position:  Senior Stock Administrator
Location:
Palo Alto, CA

Position Description

The Senior Stock Administrator is responsible for the day-to-day administration of VMWare’s equity compensation programs. Responsibilities include processing of equity transactions in compliance with current rules and regulations, SOX controls and governing stock plan documents, ensuring the integrity of the stock administration system, interfacing with key internal and external business partners, and providing quality customer service to employees globally with regard to their equity compensation related transactions.

Essential Job Functions

  • Accurate and timely processing of stock option exercises and restricted stock unit releases, updating participant accounts, and terminations
  • Import monthly grants into Equity Edge Online
  • Successfully handling administration of the Employee Stock Purchase Plan which includes eligibility tracking, changes and withdrawals monitoring, and enrollment and purchase processing and reporting
  • Accurate and timely processing of reports to support payroll, SOX, SEC, proxy and other regulatory reporting requirements
  • Reconciling share plan activity
  • Assist with International tax filings
  • Run adhoc reports for HR, Legal, Tax as needed
  • Providing analysis and support to manager for special process improvement initiatives
  • Providing assistance to global employees on equity related questions or issues
  • Staying current on equity related regulatory reporting and compliance requirements globally
  • Maintaining the online Stock Administration site
  • Maintaining and updating the procedures manual
Qualifications
  • Certified Equity Professional (CEP) or working towards designation
  • At least 8 years stock administration experience in a public company with international presence
  • Bachelor’s degree in relevant discipline preferred
  • Proficient in MS Office applications with advanced Excel skills
  • Strong understanding of financial reporting principles related to equity compensation
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving abilities
  • Highly organized and detail-oriented
  • Ability to prioritize and multi-task successfully in a fast-paced environment
  • Ability to work independently without supervision
  • Results-driven with ability to successfully coordinate cross-functional teams and service providers

To Apply: Contact fordel@vmware.com or apply online.

Posted:  September 26, 2014
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Theravance

Position:  Senior Stock Plan Administrator
Location:
South San Francisco, CA

Position Description

Responsible for the day-to-day administration of the Companies’ equity compensation programs. This position requires strong attention to detail, commitment to accuracy and high quality of work, excellent communication skills to provide quality customer service to our employees and the executive management team. Responsibilities include processing of equity transactions in compliance with current rules and regulations, SOX controls and governing stock plan documents, ensuring the integrity of the stock administration system, interfacing with Payroll, Accounting, HR, Legal, brokers and transfer agent.

Duties & Responsibilities

  • Accurate and timely processing of stock options, restricted stock awards, restricted stock unit awards, performance awards, exercises, restricted stock releases, participant accounts, terminations and cancellations.
  • Administer the Employee Stock Purchase Plan which includes enrollments, changes and withdrawals, disposition tracking, purchase processing and reporting.
  • Prepare monthly reconciliations of issuances, wires and journal entries.
  • Prepare year-end Tax Statements and Section 6039 requirements.
  • Maintain trading blackout periods, pre-clearance and tracking of insider trading restrictions.
  • Assist with the processing, tracking and reporting of 10b5-1 Plans and Section 16 transactions/reporting.
  • Assist with quarter and year-end close equity financial reporting, SOX controls and testing, preparation of annual Proxy tables and D&O Questionnaires.
  • Assist with development of new procedures, controls and processes.
  • Assist with variety of projects and analysis as needed.
Qualifications
  • Bachelor’s degree in a Business related field preferred
  • Minimum of 5 years of Stock Plan Administration experience in publicly traded company
  • Strong attention to details and commitment to accuracy
  • Reliable and flexible – ability to multi-task
  • Excellent communication skills and ability to interact with executives
  • Equity Edge and Equity Edge Online experience
  • Advanced MS Office skills in Excel and Word
  • CEP certification a plus

To Apply: Interested candidates may contact gryan@theravance.com

Posted:  September 19, 2014
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SAP

Position:  Associate: Consultant Total Rewards/ Equity Operations
Location:
Prague, CV

SAP is the global market leader for business software and thus contributes a considerable part of the world's economic power grid. At SAP you get your chance to put your ideas into action with maximum impact.As market leader in enterprise application software, SAP helps companies of all sizes and industries run better. From back office to boardroom, warehouse to storefront, desktop to mobile device - SAP empowers people and organizations to work together more efficiently and use business insight more effectively to stay ahead of the competition. Global Equity is responsible for designing and delivering best-in-class share-based compensation programs to our employees and Executives worldwide in order to attract and retain key talent for SAP in our existing and future markets. We also play an active role in Merger & Acquisitions and Post Merger Integration by evaluating equity programs of target companies and defining and implementing an equity strategy for Executives and employees of acquired companies. We have entered an exciting phase of transformation to make sure SAP's equity solutions meet new business requirements and support SAP's strategy of becoming THE Cloud company, and to drastically simplify both portfolio and delivery of our services and solutions. This is a great time to join Global Equity and to be part of jointly creating the future of equity at SAP. Within our team, we practice a trust-based working model. If you need to work flexibly from another location or at another time you can do so given your manager's agreement. As part of the operations team, the Associate Consultant Total Rewards / Equity will be responsible for defined parts in the delivery of SAP's global equity plans and support global projects to review and simplify equity processes. He / she will closely cooperate with stakeholders from HR (Total Rewards, Payroll, Mobility), Finance (Treasury, Legal, Accounting, …) and IT as well as with external 3rd party providers.

Expectations and Tasks

  • Is responsible for the administration of defined parts of our SAP equity programs (eligibility checks, timely and accurate reporting, maintenance, reconciliation of all stock activity, partnering with payroll to ensure proper tax withholding, …)
  • Clarifies operational topics in the defined area of responsibility with Legal and Finance to ensure compliance with regulatory, internal and external reporting and requirements for equity plans and disclosures 
  • Identifies solutions to improve efficiency and effectiveness of equity delivery processes in own area of responsibility 
  • Supports cross-functional equity operations projects in a global environment
  • Collaborates with internal stakeholders (HR, Finance) and external service providers (tax and legal advisors, external plan administrator, …)
Work Experience:
  • University degree, preferably with first working experience in Human Resources, Total Rewards or Accounting
Education and Qualification/ Skills and Competencies
  • Bachelor or master degree level
  • Analytical approach with an affinity for figures and numbers
  • Pragmatism, execution-orientation and can-do attitude
  • Thoroughness 
  • Very good Excel skills 
  • Fluent in English 
  • Knowledge about existing SAP equity programs and total rewards concepts is an asset 
  • Knowledge of SAP's HR info system (IPP) as advantage 
  • IT knowledge as advantage
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher

To Apply: Interested candidates may apply online.

Posted:  September 16, 2014
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SAP

Position:  Senior Consultant: Expert Total Rewards/Equity Design
Location:
Walldorf, Baden-Württemberg, Germany

SAP is the global market leader for business software and thus contributes a considerable part of the world's economic power grid. At SAP you get your chance to put your ideas into action with maximum impact.Global Equity is responsible for designing and delivering best-in-class share-based compensation programs to our employees and Executives worldwide in order to attract and retain key talent for SAP in our existing and future markets. We also play an active role in Merger & Acquisitions and Post Merger Integration by evaluating equity programs of target companies and defining and implementing an equity strategy for Executives and employees of acquired companies. We have entered an exciting phase of transformation to make sure SAP's equity solutions meet new business requirements and support SAP's strategy of becoming THE Cloud company, and to drastically simplify both portfolio and delivery of our services and solutions. This is a great time to join Global Equity and to be part of jointly creating the future of equity at SAP. Within our team, we practice a trust-based working model. If you need to work flexibly from another location or at another time you can do so given your manager's agreement. The Senior Consultant or Expert Total Rewards / Equity will be responsible for the design and development of global equity programs and lead / support global projects around equity strategy topics . He / she will support M&A and PMI activities, by partnering closely with M&A HR to evaluate equity practices of target companies and determine the future equity approach.

Expectations and Tasks

  • Is responsible for the design of new equity programs together with design expert
  • Analyses and leverages internal and external market intelligence in the context of equity and translates into equity strategies and designs aligned to SAP business strategy
  • Partners closely with equity operations to capture operational requirements in equity design and relevant stakeholders such as Tax, Legal and Finance to ensure compliance and feasibility of new plan designs
  • Provides support in Mergers & Acquisitions and Post Merger Integration on equity-related topics
  • Leads / supports cross-functional projects in a global environment
  • Collaborates with external service providers (tax and legal advisors, external plan administrator, …)
Work Experience:
  • 5-8 years experience in global equity compensation (equity design or delivery) or neighboring functions (total rewards, accounting) with equity focus.

Education and Qualification/ Skills and Competencies

  • Very good knowledge of all aspects of share-based compensation in a global environment
  • High familiarity with general Total Rewards concepts (compensation approaches, analysis of market intelligence, …) 
  • Ability to think strategically and to put things into a broader context, at the same time pragmatic and execution-orientated working style with a can-do attitude 
  • Proven ability to successfully lead and deliver multiple projects and priorities working in complex structures and across functions and cultures 
  • Bachelor or master degree level
  • Fluent in English Preferred skills 
  • Experience with equity plan designs for public and/or technology companies
  • Knowledge about existing SAP equity programs 
  • M&A / PMI experience 
  • IT knowledge
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher

To Apply: Interested candidates may apply online.

Posted:  September 16, 2014
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SAP

Position:  Senior Consultant: Expert Total Rewards/Equity Operations
Location:
Walldorf, Baden-Württemberg, Germany

SAP is the global market leader for business software and thus contributes a considerable part of the world's economic power grid. At SAP you get your chance to put your ideas into action with maximum impact.Global Equity is responsible for designing and delivering best-in-class share-based compensation programs to our employees and Executives worldwide in order to attract and retain key talent for SAP in our existing and future markets. We also play an active role in Merger & Acquisitions and Post Merger Integration by evaluating equity programs of target companies and defining and implementing an equity strategy for Executives and employees of acquired companies. We have entered an exciting phase of transformation to make sure SAP's equity solutions meet new business requirements and support SAP's strategy of becoming THE Cloud company, and to drastically simplify both portfolio and delivery of our services and solutions. This is a great time to join Global Equity and to be part of jointly creating the future of equity at SAP. Within our team, we practice a trust-based working model. If you need to work flexibly from another location or at another time you can do so given your manager's agreement. As part of the operations team, the Senior Consultant or Expert Total Rewards / Equity will be responsible for high-quality delivery of SAP's global equity plans and lead / support global projects to review and simplify equity processes. He / she will closely cooperate with stakeholders from HR (Total Rewards, Payroll, Mobility, …), Finance (Treasury, Legal, Accounting, …) and IT as well as with external 3rd party providers.

Expectations and Tasks

  • Leads / supports the implementation of new equity programs and runs recurring tranches of existing equity programs 
  • Ensures ongoing compliance with regulatory, internal and external reporting and requirements for equity plans and disclosures
  • Continuously challenges and improves equity delivery processes taking into consideration our responsibility for an end-to-end delivery, participates in the definition of simple equity delivery processes as part of our renewed equity portfolio 2016
  • Leads and/or supports cross-functional equity operations projects in a global environment
  • Represents operational needs and requirements in equity design activities
  • Collaborates closely with internal functions in HR (Total Rewards, HR Business Partners, Payroll, …) and Finance (Legal, Tax, Corporate Financial Reporting, Treasury) and with external service providers (tax and legal advisors, external plan administrator, …)
Work Experience:
  • 5-8 years experience in global equity plan administration or neighboring domains with equity focus.

Education and Qualification/ Skills and Competencies

  • Very good knowledge of all aspects of the administration of share-based compensation in a global environment
  • Strong process-orientation and good knowledge of process documentation methodologies
  • Pragmatism, execution-orientation and can-do attitude
  • Proven ability to successfully deliver multiple projects and priorities working in complex structures and across functions and cultures
  • Bachelor or master degree level
  • Fluent in English Preferred skills
  • Knowledge about existing SAP equity programs and total rewards concepts is an asset
  • IT knowledge
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher

To Apply: Interested candidates may apply online.

Posted:  September 16, 2014
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IMAX

Position:  Equity Plan & Securities Program Manager
Location: New York, NY

IMAX is not your everyday entertainment experience, so it’s not surprising that IMAX employees and their careers go beyond the ordinary. Our employees share a passion for quality in everything they do. Our Hollywood people are movie business insiders with years of production experience. Our technology experts are unashamedly geeky – people who can talk for hours, and be riveting, about color gamut and lasers. Our business people are consummate sales and marketing professionals who are spreading the IMAX word around the world. Of course we offer all the benefits you’d expect from a company with over 40 years of history. Yet, beyond this, we know everyone works differently and is motivated by different things. That’s why we offer competitive pay and a wide assortment of benefits – to help you make the most of your life at work and away from it. As the world’s leading entertainment technology company, IMAX has revolutionized the way people experience movies. Specializing in immersive motion picture technologies, our employees are driven by a passion to take audiences around the world to places they’ve only dreamed of. Come explore IMAX – where innovation, creativity and passion come together. The successful candidate will manage the administration of IMAX’s equity incentive plans and will have strong capability in administering both options and restricted share units and the preparation of public disclosure reports. The Equity Plan & Securities Program Manager requires a strong ability to manage multiple, complex, visible projects with competing deadlines and priorities. This individual will be the functional expert for internal stakeholders (HR/Compensation, Finance, Audit, Legal, Payroll and Tax) and outside service providers and company transfer agents on equity-related issues and partner with these groups to identify, analyze and implement solutions.

Key Responsibilities

  • Manage all facets of the Corporation's employee stock plans to include granting, exercise, release and termination of all equity awards for executives, employees and non-employees
  • Provide subject-matter expertise and ensure compliance with applicable US, Canadian and international regulations and company policies [such as ASC 718, Sarbanes-Oxley (SOX),] including keeping abreast of the changing regulatory environment and best practices
  • Manage all equity-related communications to include development and distribution of all equity-related materials and correspondence; this includes the drafting of grant agreements and coordination with legal counsel as necessary
  • Maintain recordkeeping of the company’s equity data, generating appropriate internal and external reports.[Syncbase Optrack and Computershare database platforms]
  • Reconcile shares related to equity plan transactions on a monthly, quarterly and annual basis with finance, the transfer agent and brokers, including controls of equity plan reserve balances
  • Establish and implement new equity plans and programs; this includes performing analysis related to current plans and programs as well as formulating design recommendations for new plans and programs
  • Manage the vendor relationship with the equity administration system provider
  • Serve as the primary liaison between equity recipients and the outsource provider
  • Maintain the data integrity of the stock administration system and periodically validate the accuracy of database information, including all insider data, employee data, tax withholding rates, award information, etc.
  • Administer Insider Trading Policy, Trading Windows, Pre-clearance Program and 10b5-1 plans.
  • Preparation and filing of equity related public reports, Section 16 and SEDI Insider Reports, TSX Form 1, all Proxy related equity award disclosures etc.
  • Work closely with payroll teams to ensure current and accurate income tax reporting. Serve as primary contact related to equity administration between Executive Programs and all internal and external sources who interface with equity administration (i.e., Shareholder Services, Accounting, Payroll, Legal, Audit, Transfer Agent, etc.)
  • Ensure equity programs and awards are in compliance with formal equity plans
  • Support quarterly and year-end audits and reporting for internal team and external auditors.
  • Support or generate monthly, quarterly and periodic reports and forecasts of stock-based compensation expense [ in accordance with GAAP].
  • Consult with and counsel line of business managers regarding equity compensation matters.
  • Work with internal resources to develop and maintain listing of Insiders (Section and Non-Section 16); ensure Executive Programs’ compliance with IMAX’s Insider Trading policy
  • Manage the deferred compensation plans for non-employee directors
  • Prepare reports for management and the Compensation Committee of the Corporate Board of Directors.
  • Additionally, this role supports the identification and implementation of process improvements for compensation programs and processes.
  • Perform other duties as assigned.
Requirements:
  • Bachelor’s degree in Accounting, Business, or Finance
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher
  • 5+ years stock plan administration experience with a publicly-traded company; working directly with third-party equity software systems and brokerage firms
  • Expert knowledge with SEC, SEDAR and SEDI filings
  • Experience administering equity incentive plans, including, processing of option exercises, share issuance and grant preparation 
  • Demonstrated ability to work under pressure in a fast-paced environment
  • Knowledge of Compensation Expense reporting (ASC 718) including expenses for financial reports, forecasting, forfeiture rate analysis, fair value calculations, expected term rates, etc.
  • Strong understanding of laws, regulations and statutes relating to equity compensation; knowledge of international securities and tax laws governing employee equity plans.
  • Excellent interpersonal, oral and written communication skills and the ability to communicate effectively with high-level executives as well as front-line employees
  • Ability to drive process based improvements
  • Strong analytical and organizational skills
  • Must demonstrate attention to detail, analytical abilities and consistent follow-through, including project management skills.
  • Must be team-oriented, dependable and flexible with high work ethic; able to maintain strict confidentiality and data privacy
  • Proven MS Excel skills and proficiency in all other MS Office applications including Word, Outlook, and PowerPoint

To Apply: For consideration, please apply online at IMAX Careers. We thank all applicants for their interest in IMAX but only those selected for an interview will be contacted.

Posted:  September 9, 2014
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Health Net
Position:  Stock Plan Administration Manager
Location: Woodland Hills, CA

This position is responsible for the overall integrity of Health Net's equity-based compensation programs, including compliance, annual disclosure reporting, internal accounting & record-keeping, and the administration of ongoing transactions

Essential Duties and Responsibilities

  • Ensures legal compliance of the corporate equity plans according to SEC, NYSE, Board of Director and Compensation Committee governance policies.
  • Must stay up to date with evolving regulatory requirements. Accordingly, makes recommendations based on knowledge of industry standards, competitive landscape, benchmarking data and service methodologies and models.
  • Ensures the integrity of all files and electronic databases related to the administration of equity grants.
  • Ensures all aspects of equity transactions are conducted efficiently and correctly, including exercises, recording and acceptance of grants, cancellations and resolution of personnel issues.
  • Maintains up to date documentation of workflow processes.
  • Ensures high quality, responsive customer service to grantees (associates and directors) and their agents (e.g., stock brokers and financial advisors).
  • Ensures third-party administrators (e.g., broker, administrator, transfer agent) perform effectively.
  • Acts quickly and decisively to resolve problems.
  • Provides reports to management and to the Compensation Committee of the Board of Directors on plan balances, reserves, grant activity, etc.
  • Maintains effective partnership with Legal, Treasury, Finance and Payroll departments to effect transaction processing, proxy reporting, 8K filings, FAS 123R analyses, taxation, etc.
Requirements
  • Education: Bachelor's Degree in Finance, Business or related field required
  • Certification/License: Certified Equity Professional (CEP Level 3) required
Experience:
  • Minimum eight years direct stock administration experience.
  • Negotiating and working with outside vendors.
  • Supervisory experience preferred.
  • In-depth understanding of various equity compensation structures
  • Expert knowledge of executive tax/accounting matters (IRC Section 162(m); 280g, FAS 123R, etc.)
  • Strong accounting skills
  • Excellent PC skills including Excel, Word, PowerPoint Solid user skills with databases and data file structures, importing/exporting files, report design and creation
  • Expertise in financial analysis, statistical analyses and spreadsheet modeling
  • Excellent communication and customer service skills (written, verbal and presentation)
  • Ability to project confidence and credibility with senior executives
  • Attention to detail, strong organizational skills, and ability to multi-task in a fast-paced environment

To Apply:  Please send your resume to bonnie.k.taylor@healthnet.com

Posted:  September 5, 2014
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SanDisk

Position:  Senior Stock Plan Analyst
Location: Milpitas, CA

SanDisk has a unique opportunity in our Stock Administration department. We are looking for an individual who wants to be mentored and coached for the next phase of their career. The Sr. Stock Plan Analyst will work side by side with the Stock Plan Manager to provide analytical and process support for a Global Fortune 500 company.

Responsibilities

  • Maintain daily recordkeeping of equity data using Equity Edge Online
  • Perform periodic reconciliation of data between HR, transfer agent, and payroll
  • Perform periodic journal entries of stock related matters
  • Consider areas of process improvement as the Company grows and expands, especially with managing dual brokers
  • Coordinate with employees, HR, outside advisor and payroll providers on global mobility matters and issues
  • Coordinating with and supporting regional teams, internal and external counsel with equity compliance matters and transactional or participant related processes
  • Coordinate and work closely with broker on 10b5-1 trading plans and trades
  • Providing analysis and support for special process improvements, project enhancements or education initiatives
  • Responsible for maintenance of the online Stock Administration internal web site.
  • Communication of trading blackout periods and tracking of insider trading restrictions
  • Maintaining and updating procedures documents
  • Maintain recordkeeping of equity data using stock administration software
  • 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
  • Generate recurrent and ad-hoc equity reports for multiple internal and external corporate partners (e.g., HR, Payroll, Tax, Finance, etc.)
Experience
  • Experience and proven accuracy administering equity incentive and ESPP Plans, including transactional processing of grants
  • Proven ability to partner with and provide reporting to cross-functional teams, including Legal, HR, Tax, Payroll, Internal Audit, Accounting and Financial Reporting.
  • Knowledge and experience to accurately prepare SEC filings (Section 16 related Forms 3, 4 & 5), prepare tables and information reporting for the proxy and other regulatory reporting requirements
  • Experience with dual brokers and dividends a plus
Qualifications:
  • Certified Equity Professional (CEP) Level 3
  • At least five years stock administration experience in a public company with international presence
  • Proficient in all MS Office applications with advanced Excel and Word skills
  • Understanding of financial reporting principles related to accounting for share based compensation (ASC 718)
  • Excellent written and verbal communication skills, including drafting company-wide messages
  • Strong analytical and problem-solving abilities
  • Highly organized, detail-oriented and able to prioritize and multi-task successfully in a fast-paced environment
  • Results-driven with ability to successfully coordinate cross-functional teams and service providers
  • Staying current on equity related regulatory reporting and compliance requirements globally
  • Bachelor degree required. Bachelor degree in Accounting or Business a plus.

To Apply:  Please e-mail your resume to Maria Alonso at maria.alonso@sandisk.com or apply directly on our website.

Posted:  September 2, 2014
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