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Job Bank Listings

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

To post a job opening, please click here.

Current Listings

Last Update: December 3, 2008




VMware

Position: Manager - Stock Administration
Location: Palo Alto, CA

Virtualization is that coveted, fast-growing industry that provides the platform for professional growth and the excitement of being an early stage innovator. VMware (NYSE: VMW) is the global leader in virtualization solutions from the desktop to the data center. Customers of all sizes rely on VMware to reduce capital and operating expenses, ensure business continuity, strengthen security and go green. With 2007 revenues of $1.33 billion, more than 100,000 customers, nearly 18,000 partners, and 6,000 employees working in 36 countries, VMware is one of the fastest-growing public software companies.


Position Overview:
The Stock Administration Manager position at VMware requires a highly energetic, self motivated, self starter who has demonstrated the ability to deliver results in a high growth environment. The ideal candidate has 4+ years of relevant stock administration experience. The individual will have strong work ethics, meticulously detail-oriented and possesses the capability to excel in a fast paced environment. The ideal candidate must also have excellent verbal and written communication skills and excellent Microsoft Excel skills.


Responsibilities:

  • Manage all aspects of the Company's international stock incentive plans (including stock options, restricted stock awards and units, and ESPP).
  • Support VMware’s international locations to identify and resolve issues regarding tax, legal and financial reporting compliance related to equity. Prior experience with international equity plans and knowledge of international tax laws is needed.
  • Competent understanding of stock regulations in this multinational environment, including international payroll taxation. Ability to research VMware’s foreign employees’ rights to participate in and identify the related issues of VMware’s stock plan.
  • Partner closely with the Legal, Tax, Finance, SOX and Human Resource functions, and interface with payroll providers on various equity issues.
  • Maintain and update SOX documentation. Create and/or make the necessary updates to narratives, controls, and testing to ensure stock administration department is compliant.
  • Partner with Legal to create and distribute stock plan related communications.
  • Maintain insider-trading list.  Work with outside vendors to regulate insider-trading activity during company wide blackout periods. 
  • Will not be directly responsible for stock based compensation expense but will need to have an understanding of FAS123R and understand how actions by Stock Administration directly impact the related equity exmpense calculated by the Equity Accounting team.
  • Participate in the Proxy preparation process and other ad hoc SEC filings.
  • Maintain vendor relationships with equity service providers and third party vendors.
  •  Supervise and review work performed by Stock Administrator and contractors.

This role would report to the Equity Accounting Manager.

Additional Requirements:

  • Certified Equity Professional (CEP)
  •  B.A. or B.S. in finance or related field
  •  At least 4 years of relevant stock administration experience 
  • Diligent and dedicated
  • Strong organizational, problem solving and analytical skills
  • Strong initiative and desire to work in a team-oriented environment
  • Self-starter with excellent time and project management skills
  •  Ability to drive process based improvements
  •  Ability to cope with pressure and changing priorities 
  • Strong computer and analytical skills, including proficiency in Excel

Qualified candidates, please contact:  Steve Hoffman, Recruiter at (415) 786-3756 or stevehoff@VMware.com

Posted: December 3, 2008
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CME Group

Position: Senior Equity Compensation Analyst
Location; Chicago, IL

Description
Building on the heritage of CME, CBOT and NYMEX, CME Group serves the risk management needs of customers around the globe. We provide the widest range of benchmark futures and options products available on any exchange, covering all major asset classes. Our collective vision is one of ongoing global growth, innovative product development, continually enhanced technology and the highest level of service available on any exchange.

This Sr. Equity Compensation Analyst will primarily be responsible for complex analysis, design and administration of CME Group equity programs, policies, and practices. Additionally, the Sr. Equity Compensation Analyst will assist in analysis, design and administration of broad-based compensation programs in alignment with the company’s compensation philosophy.

Responsibilities include:

  • Administer the day-to-day processes and transactions related to the company’s stock plans. This includes:
    • Managing the equity grant planning processes, record keeping and communication for all equity vehicles (currently stock options, restricted shares and outright stock are in use)
    • Processing ESPP enrollment and purchases and maintaining associated record keeping
    • Managing information in the stock plan administration database to ensure data integrity
    • Coordinating the payment of withholding taxes related to restricted stock vesting
    • Maintaining calculation of outstanding shares under each of the plans
    •  Assisting with equity program budget preparation and administration
    • Ensuring overall compliance and effective administration of stock plans
    • Creating and delivering employee education and communication and resolving employee questions
    • Manage flow of information to and relationships with the internal cross-functional stock plan administration team and the third party administrator.
  • Prepare and provide regular and ad-hoc complex analyses to senior management. Resolve inquiries from managers, employees, vendors, brokers, lawyers and others.
  • Prepare materials for senior management and Compensation Committee meetings.
  • Assist with design recommendations for changes to equity and other compensation programs.
  • Provide necessary data to support external reporting requirements for the proxy statement and other public filings.
  • Assists with other compensation processes and projects (such as market pricings, ad-hoc studies, annual compensation and promotion processes) as assigned.
Required:
  • BS/BA degree required; Human Resources, Finance or Business Administration preferred
  • Minimum 4 years of experience in compensation and/or stock plan administration
  • Strong knowledge of stock plan administration, tax and regulatory requirements
  • Understanding of SEC, FASB and IRS rules relating to stock plans
  • Demonstrated ability to understand and administer complex plans
  • Strong analytical, critical thinking and problem-solving skills
  • Excellent attention to detail; ability to problem-solve and initiate action
  • Strong Microsoft Excel, Microsoft Office and other database skills
  • Experience with Equity Edge or other stock plan administration software, PeopleSoft and other compensation tools
  • Strong oral and written communications skills
  • Ability to interface with all levels of employees within the organization
  • Must be able to work effectively in a cross-functional team environment
  • Ability to work independently on projects with minimal supervision
  • CEP, CCP or other related certification desired
Preferred:
  • Experience with international stock plan administration preferred
  • Masters degree desired 
Qualified candidates: 
Thank you for your interest in CME Group. Please click on the following link which will direct you to our applicant tracking system where your application will be processed. http://tbe.taleo.net/NA11/ats/careers/requisition.jsp?org=CMEGROUP&cws=1&rid=5844 

Posted: November 25, 2008
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Edwards Lifesciences, Inc.

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

Description:
Edwards Lifesciences (NYSE: EW) is the global leader in the science of heart valves and hemodynamic monitoring. Headquartered in Irvine, Calif., Edwards treats advanced cardiovascular disease with its market-leading heart valve therapies, and critical care and vascular technologies. Edwards has more than 5,600 employees worldwide, selling medical technologies in nearly 100 countries. The company leverages its research, design, development and marketing expertise through five main product categories: Heart Valve Therapy, Critical Care, Cardiac Surgery, Vascular Therapy, and Transcatheter Valve Interventions. For us, saving lives is not just a slogan – it's what we do. From developing devices that replace a damaged heart valve to creating new technologies that monitor vital signs in the critical care setting, we help ensure that patients regain and even improve their quality of life.

This is a great opportunity to work in one of Orange Counties award winning HR organizations. Our manager of Global Equity Administration will work closely with senior leaders to support the Global Equity administration process and systems for Edwards Lifesciences. By working closely with our selected outsource provider, this individual will be responsible for the timely and accurate execution of Edwards' equity programs. This individual will work with Legal, Tax, Finance, and Edwards' business units and maintain a thorough understanding of the systems currently in use, interdependencies, process and data flows and the functionality of these systems.

Responsibilities include:

  • Work with Senior Director to establish and execute global strategy for short and long term direction of Equity Plan Administration
  • Assist Subject Matter Experts (SMEs) in Finance, Tax and Legal with evaluation of Equity Programs and the ultimate administration and delivery of these plans
  • Accountable for processes, results, controls, and is willing to dig in on transactional issue
  • Understand and exceeds customer expectations
  • Establishes and monitors metrics to proactively assess Equity Administration
  • Escalates issues to Sr. Management as needed
  • Establish and execute global strategy to assess and enhance data requirements to consistently improve processes and to address regulatory and business changes
  • Establish metrics to proactively monitor administration
  • Work with data owners across the enterprise to constantly improve processes and data quality
  • Work with Legal and IT to ensure compliance and security requirements are met for globally safeguarding employee information
  • Establish strategy and work with SMEs in Benefits, Compensation, and HRIS to ensure SOX requirements are met
  • Work closely with Finance, Legal, SMEs and divisions to coordinate acquisition and divestiture activities for Administration
  • Assist Senior Director of Executive Compensation and VP, Global Total Compensation and Employee Services on special projects as needed
Our Requirements:
  • Experience
    • A minimum of five years experience of increasing responsibility in Equity Administration of a global and multi-national organization, or experience in a consulting firm with similar clients
    • Compensation Disclosure & Analysis ("CD&A") reporting experience preferred.
  • Education
    • Bachelors degree in a related field is required.
    • An MBA with concentration in Operations and/or Finance CEP designation is preferred.
  • Specialized Knowledge:
    • Experienced in all regulatory aspects of Equity Administration
    • Strong emphasis on FAS123R and Proxy/SEC reporting
    • Expert on marketplace trends and internal processes
    • Strong accounting and finance skills

At Edwards Lifesciences, we want you to have as much information as possible before making an important career decision. To find out more about this role and the opportunity it offers, please visit our website: www.edwards.com OR To apply directly to this position, please click the link below or cut and paste it into your browser:
http://www.edwards.com/Careers/reqfinder?urlvariablestring=3018

Posted: November 20, 2008
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Facebook

Position: Equity Program Manager
Location: Palo Alto, CA

Description
Facebook is seeking an experienced Equity Program Manager to join the Finance team. This is a full time position located in our Downtown Palo Alto office.

Responsibilities:

  •  Manage the administration and compliance of all employee equity compensation programs such as Stock options, Restricted stock, RSUs, and Warrants
  • Advanced knowledge of SEC, FASB, and IRS rules and regulations relating to stock plans and insider trading (including SEC Section 16, SEC Rules 144, 145 and 701, FASB 123R, and IRC Sections 83, 409A, 421, 422 and 423)
  • Provide stock plan analysis and reporting such as Cap table to executive staff
  • Maintain stock administration database, Equity Edge
  • Partner with Legal, Tax, and Human Resources to ensure ongoing compliance and for internal and external reporting
  • Develop employee communication and education programs with help of outside council
  • Establish equity programs for international subsidiaries as required
  • Respond to all employee and former employee questions pertaining to stock, creating employee communications
  • Build strong internal and external customer relationships and trust and to effectively work with all levels of an organization including executive management
Requirements:
  • A Bachelor’s degree in business administration, finance or related field preferred
  • CEP designation preferred
  • Proficiency in stock option administration applications
  • Strong working knowledge of Microsoft Word and Excel
  • Minimum 4 years stock administration experience in an international public company, preferably a technology company
  • SOX 404 compliance knowledge
  • Understanding FAS-123R, FAS-123, 409A and other equity financial accounting and tax issues
  • Self-Starter
  • Strong organizational skills and detail oriented
  • Excellent written and oral communication skills
  • Demonstrated ability to work effectively as part of a team
Facebook Benefits
Facebook rewards its employees with great salaries and options packages, plus numerous benefits and perks:
  • Medical, dental and vision plans with no premium for employees
  • 401(k) plan
  • 21 vacation days per year, plus 8 company holidays
  • Day care subsidy for parents
  • Complimentary catered breakfast, lunch and dinner daily
  • Dry cleaning and laundry service onsite
  • Free downtown parking permit
  • Subsidized gym membership
  • Up to 4 months paid parental leave
  • Your option of 15" Apple MacBook Pro or IBM • ThinkPad with large screen LCD monitor 

Qualified candidates, please contact Nicole Carmichael via email:  ncarmichael@facebook.com

Posted: November 12, 2008
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NCEO

Position: Equity Plans Project Director
Location: Oakland, CA


Description
The National Center for Employee Ownership seeks a qualified person to help develop, market, and manage its equity compensation material;s, with a special emphasis on its existing and potential training on-line programs. The NCEO is a highly collaborative organization offering flexible hours, a consensual approach to decision making, and a strong commitment to broad-based ownership. Candidates should be prepared to work in an unstructured environment where individual responsibility and entrepreneurial initiative are expected. Ideally, we are seeking someone to work half-time, but would consider applicants wanting to work somewhat more or less. The NCEO is an extremely financially stable organization and has never laid anyone off or had an annual revenue shortfall.

Position: Regular, half time
Salary: $20,000 (assuming half-time) plus a bonus historically averaging about $6,000 to $10,000 or more, outstanding benefits

Qualified candidates, please E-mail Corey Rosen at crosen@nceo.org.  Include a cover letter explaining why you are interested in working here, resume, and references.

Posted: November 12, 2008
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Chevron



Position:  Contract Position - Jr. Stock Plan Administrator/Executive Compensation Analyst
Contract term - 6 -9 months
Location: San Ramon, CA

DESCRIPTION
Temporary Position Approx. 6 to 9 Months Starting December 2008

Major Duties and Responsibilities

  • Monitor the delivery of services by vendors, including audits of daily stock options, SAR exercises recaps and monthly reports.
  • Coordinate payments, W-2 updates and distribute daily and monthly reports to various departments.
  • Ensure timely and accurate updates of demographic and tax data to vendor.
  • Monitor the process of Sec 16 officer exercises.
  • Monitor 10b5-1 plan exercises.
  • Prepare ad-hoc reports.
  • Provide required documents for annual audits including SOX audits.
  • Respond to inquiries from executives, HR business partners, and financial counselors regarding stock plan rules, payroll statements, and various non equity compensation plans.
  • Act as liaison between Chevron and the preferred financial counseling firm.
  • Monitor leave of absences and terminal vacations and draft HR management and employee communications as necessary.

 Qualifications:

  • 2+ years experience managing global equity plans.
  • Working knowledge of various aspects of equity plans administrations including current legal, tax and accounting requirements.
  • Excellent verbal and written communication skills.
  • Strong analytical and spreadsheet skills.
  • Self-motivated and detail-oriented.
  • Passed CEP level II test preferred.

Educational Requirements:

  • Bachelor degree. 

SALARY Depending on Experience

Qualified candidates, please e-mail resume, wage requirement and references to: Connie Matlock clcm@chevron.com

Posted: November 10, 2008
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Austin Greene Associates

Position: Compensation & Benefits / Stock Plan Administration Manager
Location: Kansas City, MO

Additional information:

  • Reports to:  Director, Compensation, Benefits & Total Rewards
  • Individual Contributor or Supervisor:  Supervisor
  • Salary:  $80K plus 15% bonus and relocation assistance
  • Industry:  $4B Transportation Company with 3000 employees

POSITION SUMMARY:
The Compensation and Benefits Manager/Stock Plan Administration will have dual responsible for the overall administration of compensation and employee benefit plans as a primary resource and subject matter expert for the company as it relates to traditional and non-traditional benefits for management and labor agreement employees. This individual will also administer the employee stock plans, including the Company's Employee Stock Purchase Plan, Stock Option Plan, Restricted Stock Plan and any future equity incentive plans adopted by the Company.   The purpose of this position is to design and administer a comprehensive Total Rewards program that collectively defines the organization’s strategy to attract, motivate, and retain employees.

The incumbent works under the direction of the General Director of Compensation & Benefits and the Sr. Vice President Human Resources and within the policies and procedures of the company, and collective bargaining agreements. The incumbent must also adhere to various federal, state and local statutes, regulations and judicial decisions. In addition to the multiple internal contacts including corporate and field Human Resources personnel and business unit line management, this position requires frequent outside contacts with professional organizations, vendors and various government agencies.

The major challenges to this position include keeping current with the vast number of employee-related statutes, regulations and judicial decisions, and balancing fiscal responsibility with employee needs. The effectiveness of the position is measured by the degree to which the incumbent is able to contribute to the achievement of the goals and objectives of the company fiscal results and customer satisfaction.

POSITION REQUIREMENTS:
Formal Education: Bachelor’s degree or CEP Level 2 required; CBP or CCP Certification preferred

Experience:

  • Minimum of two years of compensation and benefits experience required.
  • 2 years experience in stock plan administration with strong understanding of accounting, tax and legal (including Sarbanes-Oxley) requirements of equity plans (experience with multinational company preferred)
Skills:
  • Knowledge of regulations governing compensation and benefits required.
  • Expert knowledge of and strong knowledge of HRIS systems required. Working knowledge of Smartware software preferred
  • Strong PC skills with MS Office required
  • Excellent communication skills (verbal and written) and problem solving abilities
  • Self-motivated and detail oriented with strong organizational skills. Ability to thrive in fast-paced environment and work under pressure
  • Must be a trustworthy individual with a high level of discretion, maturity and ethics.
ESSENTIAL FUNCTIONS:
The Primary Compensation and Benefits Responsibilities are to:
  • Design, plan and implement corporate benefits and compensation programs, policies, and procedures through the integrated administration and design of traditional and non-traditional benefit plans that are responsive to the company's goals, employees’ needs, comply with legal requirements and are cost effective.
  • Develop strong communication for compensation and benefits programs that improve the perceived value of total rewards package.
  • Ensure market and internal consistency in compensation through job evaluation and analysis.
  • Ensure the compensation and benefits programs enhance the organizations ability to recruit and retain employees.
The Primary Stock Plan Administration Responsibilities are to:
  • Management of grant processing, exercise processing, recordkeeping, termination verification, and report preparation of the plans.
  • Management of the annual employee stock purchase program including all enrollments, terminations, purchases, and distribution of shares.
  • Administering Matching Gift Plan and the United Way matching program.
  • Maintenance and development of program databases.
  • Facilitation of daily exchange of information with E*Trade (import and export of option files).
  • Performing monthly reconciliation of stock purchase, option and restricted share programs.
Other Functions:
In addition, the incumbent will also be accountable for:
  • Compensation administration including job evaluation and analysis, pay structure design, base pay and incentive programs.
  • Benefit administration, plan design, communication, and evaluation against external market
  • Participation compensation and benefit surveys
  • Assessment of external market competitiveness, internal equity and effectiveness of all compensation programs
  • Compensation and benefits reporting and analysis and assisting with the documentation
  • Assurance thorough audits, reports and personal contact that company compensation and benefits programs are consistently administered in compliance with company policies and government regulations
  • Responding to and resolving issues related to stock plan administration.
  • Answering employee questions and resolve problems.
  • Assisting in Section 16 compliance.
  • Serving as primary contact for transfer agent and brokers.
  • Assisting with equity compensation and FAS 123R calculations for monthly, quarterly, and annual financial statement disclosures and forecasting.
  • Assisting with compiling information for Sarbanes-Oxley testing and compliance.
  • Serving as contact for shareholder inquiries and fulfillment of information requests.
  • Assisting with proxy preparation and solicitation.
  • Working on special projects as assigned including preparation of special reports and presentations for compensation committee members and senior management about equity incentive plans.

Qualified candidates, please contact Christa Colwell, Austin Greene Associates, (816) 942-3600 ,  christa@kc.rr.com

Posted: October 30, 2008
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High Tech Bio Manufacturer

Position: Sr. Manager Stock Administration
Location: Santa Clara, CA

Description:
High Tech, growing, bio manufacturer, prefers a CEP level three with an accounting background. Responsible for all aspects of managing and executing benefits including stock options, RSUs, ESPP, as well as stock admin database and stock based accounting. 

Salary:  $100-125k+

To apply, please send resumes to Carol@alchemysearch.com

Posted: October 30, 2008
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Gilead Sciences

Position: Sr. Stock Plan Administrator
Location: Foster City, CA

Description
In this role you will be responsible for the maintenance and update of records, forms, documents and processes related to employee stock awards and ESPP. Specific duties to include, but are not limited to:
  • Ensure accurate processing of transactions including grants, exercise and terminations.
  • Develop and maintain communication systems regarding option plan processes, answer employee questions and resolve issues regarding stock options, ESPP and the implementation of the Corporate Insider Trading Policy
  • Responsible for collection and preparation of data on capital stock, stock option activity and other data for periodic external reports such as 10-Q, 10-K, and proxy Statements.
  • Assist in the coordinating and processing of semi-annual ESPP purchase and reconcile monthly with the GL
  • Monitor insider trading, track executive and Board of Director transactions, and preparation of documents for electronic filing of Forms 3, 4 & 5.
  • Prepare FAS 123r schedules and assumption analysis
  • Reconcile shares outstanding and provide stock related information to Payroll, HR, Tax and Accounting departments in a timely manner.
  • Respond to and resolve simple to complex issues related to global equity programs.
  • Develop and present new hire training and orientation programs, coordinate with vendors on providing employee education seminars, etc.
  • Seek to identify and drive process improvements and special projects related to equity compensation.
 Knowledge, Experience and Skills
  • BA or BS in Finance or Accounting plus 4 years experience including stock plan administration at a public company
  • In-depth knowledge of Equity Edge software and E*Trade Stockplans (formerly Optionslink) is a must.
  • Proficient with MS Excel, Outlook, Access and Word.
  • Experience in multi-national organization a plus.
  • Certified Equity Professional (CEP) credential preferred.
  • Ability to work in a fast paced environment with the ability to manage multiple tasks, meet deadlines and adapt to change.
  • Strong analytical and creative problem solving skills; detail oriented with strong organizational skills.
  • Strong presentation skills, excellent interpersonal skills, and proficiency in both written and verbal communication a must. 
Qualified candidates, apply online at:
https://www.gilead.apply2jobs.com/index.cfm?fuseaction=mExternal.showJob&RID=2074&CurrentPage=1


Posted: October 27, 2008
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Accountants Now!

Position: Sr. Manager Stock Administrator
Location: Santa Clara, CA
Contract Position

DESCRIPTION
This individual will be responsible for all aspects of managing and executing benefits in connection with the Company's equity compensation plans which include stock option, restricted stock unit and Employee Stock Purchase plans. Additionally, this position will be responsible for maintaining the stock administration database, stock based accounting, vendor management and employee support.

Responsibilities:

  • Manage all aspects of the daily administration of the Company's stock option/restricted stock unit plan and Employee Stock Purchase Plan (ESPP) transactions, including stock option grants, restricted stock unit (RSU) awards, option exercises, restricted stock vesting, semi-annual purchase of ESPP shares, terminations and cancellations and withholding tax calculations.
  • Prepare written consents and obtain approval by management and compensation committee for grants of stock options and RSUs for all new hires and special recommendations.
  • Prepare FAS123R assumption estimates and valuations of stock options, RSU’s and ESPP for review. And prepare the calculation of basic and dilutive shares for EPS purposes.
  • Respond to employee queries and provide employee education including ESPP open enrollment and presenting the equity benefits overview during new hire orientation.
  • Administer the Insider Trading Policy including educating insiders (all employees), notifying them of blackout periods and working with multiple brokers to ensure trading compliance.
  • Manage Section 16 compliance program by working with board members, officers and outside counsel to ensure accurate and timely filing of Forms 3, 4 and 5.
  • Act as liaison between officers, employees and brokers in setting up and maintaining their 10b5-1 trading plans and transactions as needed.
  • Perform monthly account reconciliations for equity related accounts and provide reports to Accounting, Payroll and Tax or as requested.
  • Coordinate with payroll the reporting of stock compensation for W-2 purposes.
  • Additionally, this position will coordinate reporting stock compensation to international subsidiaries.
  • Manage 3rd party outside vendor relationships including liaison with transfer agent to reconcile common stock outstanding and stock reserves, ensuring timely transfer of shares and resolving share discrepancies; handle inquiries from stockholders.
  • Interact with multiple stockbrokers, the company's captive broker & software provider and outside legal counsel.
  • Maintain stock administration records working with E*Trade stock plan services to ensure the integrity of data in the Equity Edge Database.
  • Support internal business partners including in-house counsel, payroll, tax, accounting and HR.
  • Additionally, support CFO and VP of HR with preparation of compensation committee meeting materials.
  • Provide required data to support external reporting requirements including the 10Q, 10K and Proxy Statement.
  • Maintain forecasting models for dilutive shares and stock based compensation.
  • Provide selected data for external and internal audits to ensure ongoing compliance; maintain Sarbanes-Oxley documentation to ensure controls are sufficient.
Knowledge/Skills:
  • Demonstrated strong analytical, research, troubleshooting and problem solving skills
  • Solid customer service and organizational skills and the ability to multi task
  • Proficiency with Excel
  • BA/BS
  • CEP Level 3 or equivalent
  • 5+ years experience in Stock Administration
  • Strong knowledge of Equity Edge 7.0 or higher, Microsoft Excel, and Word
  • Ability to communicate effectively with employees at all levels (including Board of Directors and executives) and explain stock option, RSU and ESPP information
  • Strong technical skills 
This is a contract position.  Salary is DOE.

Qualified candidates, please contact Linell Coffield with Accountants Now! to apply.
All candidates are encouraged to email resumes to LCOFFIELD@westvalley.com or call 408-735-0250 ext: 3138

Posted: October 21, 2008
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Gap, Inc.



Position: Global Equity Analyst
Location: San Francisco, CA



General Summary:
This position, reporting to the Manager of Global Equity Administration, supports Gap   Inc.’s stock administration process.

Responsibilities

  • Processing stock option exercises and terminations.
  • Processing equity grants, including assisting with the annual focal grant process.
  • Maintaining and updating employee communication materials and stock procedures manual.
  • Assisting in the preparation of monthly, quarterly and year-end finance schedules.
  • Assisting with international tax and securities compliance matters.
  • Preparing ad-hoc reports.
  • Maintaining stock administration records.
  • Updating insider trading window communications.
  • First-level response to employee inquiries.

Qualifications
  • Knowledge of stock administration and Equity Edge software and reporting.
  • International equity program experience.
  • Ability to multi-task.
  • Excellent customer service skills.
  • Proven communication skills, both written and verbal.
  • Ability to work and think independently.
  • Proficiency with MS Office applications, especially Excel and Access.
  • 1-3 years stock administration experience with a public company.
  • Finance/Accounting work experience preferred.
  • Completion of level 1 CEP coursework.

All interested candidates should send resumes to Stock Administration@Gap.com

Posted: October 13, 2008
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SC Consulting

Position: Stock Option Projects/Temporary Assignment 3 to 4 months
Location: Melville,  NY

Candidate Requirements

  • Understanding of Stock Options, Restricted Stock, and Stock  Purchase Plans
  • FASB 123R Understanding and background
  • Strong Equity Edge Experience (version 7.2)
  • Strong Excel Skills
  • Access Skills a plus
  • Experience with Financial Re-statement / Blackout
  • CEP a plus  
We are looking for a person to assist in database clean-up project in addition to several other administration projects.

Please contact Sue Curran suecurran@scconsultingllp.com

Posted: October 10, 2008
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Comverse

Position: Global Equity Manager
Location: Wakefield, MA

This person contributes to Comverse’s success by administering global equity based compensation programs. Responsibilities will also include maintaining the stock administration database, stock based accounting, vendor management and employee support.

Perform full responsibilities of stock plan administration, including but not limited to:

  • Managing of option/ restricted stock/ performance share grants, exercises, cancellations, and terminations
  • Production and distribution of stock option agreements, tracking of returned signed agreements, and follow up of outstanding documents.
  • Performing monthly share and option reconciliations and provide periodic reports to Accounting and Payroll departments as necessary.
  • Maintaining participant data and ensuring all participant stock plan transactions are correctly processed and settled in a timely manner
  • Maintaining all relevant paper and electronic files for the company’s stock plans.
  • Act as Project Manager and SME in completing database and reporting conversion.
  • Assist Accounting and Compensation departments with evaluation of Equity programs as the ultimate administrator of these plans.
  • Prepare and conduct training to enhance employee understanding of equity; work with Broker to develop employee communications.
  • Ensure Section 16 stock grant and transaction details are submitted to legal for timely SEC reporting.
  • Complete surveys and assist with compiling benchmark data for equity plans.
  • Act as SME and lead or participate in cross-functional teams, in implementation of stock initiatives ( e.g., Restricted Stock Awards, Performance based Awards, etc.).
  • Administer annual Executive, Director and Employee stock grants.
  • Act as primary liaison between employees and Broker to affect timely transaction processing and to resolve account issues
  •  Due diligence projects as required; prepare RFPs and assist in the selection of vendors.
Qualifications & Experience:
  • Bachelor’s degree required
  • 5+ years in Stock Administration
  • Strong Analytical, research, troubleshooting and problem solving skills
  • Solid customer service and organizational skills and the ability to multi task
  • Proficiency with Excel - CEP certified (Level III highly preferred)·
  • Strong knowledge of Equity Edge 7.0 or higher, Microsoft
  • Excel and Word
  • Ability to communicate effectively with employees at all levels. 
Interested candidates should send resumes in via email to jobs-amercias@comverse.com

Posted: October 2, 2008
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E*TRADE

Position: Corporate Services Account Manager
Location: Menlo Park,  CA




Summary
E*TRADE FINANCIAL has a unique arm of the business called Corporate Services which offers Stock Plan Administration, Software and Brokerage Services for corporate clients and their employees. E*TRADE FINANCIAL Corporate Services helps employers navigate the challenges of stock plan administration and compliance, while helping employees understand and access their stock benefits. That's why over 2,500 companies rely on us to manage stock plans for 1.3 million employees in more than 100 countries. We offer comprehensive and cost-effective solutions for all your record-keeping, regulatory, and reporting needs. And we provide your employees with tools and information that help them make the most of their stock options, stock purchase plans, restricted stock, and other benefits. Following the sale of equity plan shares by stock plan participants, Corporate Services leverages other key areas of E*TRADE FINANCIAL to provide enhanced bank, brokerage and lending tools for reinvesting and managing assets. Over the current years, our team has represented one of the fastest growing parts of E*TRADE FINANCIAL and has successfully helped many corporate clients manage stock plan administration and provide the necessary tools to address the challenges posed by increased regulatory, administrative and audit scrutiny due to Sarbanes-Oxley, FASB and SEC rules and regulations. Corporate Services focuses on the following functional areas:

  • Equity Edge Stock Plan Administration and Reporting Software Services
  • Outsourced Stock Plan Administration and Reporting Services
  • Advanced Stock Plan Brokerage Services and Automated Tools
  • Brokerage Asset Retention and Reinvestment Strategy
  • Enhanced Executive Services and Wealth Management Strategy
We are currently seeking highly motivated and goal oriented individuals to join our team and help both retain client relationships and drive the growth of these businesses.

Position Responsibilities:
Account Manager, Corporate Services The Account Manager will work in an entrepreneurial environment to help maintain and build Corporate Services business. The role will require the candidate to:

  • Manage and monitor relationship health of large-market account relationships for:
    • Equity Edge stock plan administration and reporting software
    • Corporate stock plan outsourcing services
    • Employee brokerage services
    • Executive equity services
    • Wealth Management services for Executives and high net worth individuals
  • Develop and foster relationships with key decision makers and main points of contact at corporate client
  • Develop strategies to provide the highest quality of service and conduct periodic reviews with clients to assess satisfaction, analyze trends, identify problem areas and propose solutions and enhancements.
  • Drive conversations with mid-level management and senior executives that draws out the key issues they are grappling with through active listening, probing questions, and conversational skills
  • Identify the issues that Corporate Services expertise can address and have the intellectual creativity and business problem solving skills to show executives in the moment how Corporate Services and E*TRADE Brokerage, Bank and Lending capabilities allow us to address and solve their specific issues
  • Negotiate service renewals and pricing in accordance with program strategy and goals
  • Expand, cross-sell and up-sell business to senior level representatives from benefits, finance and treasury departments of Fortune 500 companies
  • Meet quarterly and annual sales quotas while contributing to the larger business development and marketing effort of the team
  • Build enough credibility to drive future meetings to map out the engagement
  • Collaborate with other functional areas to expand client and customer service offerings and increase revenue to E*TRADE FINANCIAL
  • As required, travel to visit corporate clients; manage trip itineraries, coordinate trips with other business leaders
  • Present product and service capabilities at regional user groups and industry conferences
E*TRADE FINANCIAL has a competitive employment offer that includes:
  • Competitive base salary plus quarterly bonus potential based upon both client retention, increased corporate revenue and increased customer reinvestment assets
  • Career advancement based on merit
  • Full benefits package that includes 401K and employee stock purchase plan.
Successful candidates possess:
  • Bachelor’s degree or equivalent in related field
  • 5+ years experience account managing corporate relationships and/or selling financial services or complex services in software, accounting or other related field
  • Outstanding record of achievement in a relevant role, i.e., account management, sales, or client facing/revenue position
  • A track record of initiative to meet or surpass challenging performance goals
  • Ability to manage complex corporate client relationships and sales processes
  • An entrepreneurial and competitive spirit
  • Ability to create and deliver compelling and persuasive arguments with an executive level audience
  • Strong interpersonal skills, ability to build rapport and credibility quickly
  • Superior time management skills and strong attention to detail
  • Good judgment with the ability to make timely and sound decisions
  • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
  • Willingness to travel (30-50%)
  • Licenses and Designations: CEP Level 1, Series 7 and Series 66 (or willingness to pursue upon hire)
Qualified candidates: Please send resume and cover letter via email to David Quinn Senior Recruiter Etrade Financial Corporation david.quinn@etrade.com .

Posted: September 30, 2008
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E*TRADE

Position: Senior Stock Plan Consultant
Location: Menlo Park, CA

Position Summary
The Senior Stock Plan Consultant performs all the duties as the Stock Plan Consultant. In addition, they are required to support the Sales, Account Management, Implementation and Consulting groups as required by their manager. Travel is required to meet face-to-face with current and prospective clients and serve as subject matter experts in the operation of Equity Edge, the requirements of FAS 123R financial reporting for 10K/10Q reporting, and for equity compensation in general. They are also required to participate with Product Management and provide feedback on the development of Equity Edge and Equity Edge Online.


Essential Job Functions for the Senior Stock Plan Consultant
1. Perform all duties required by the Stock Plan Consultant

  • Support all E*Trade Corporate clients on B2B product
  • Resolve escalated cases from Corporate Support, Outsourcing, and Account Management
  • Update CRM with Case notes for escalated cases. Note all key elements, notes and resolutions.
  • Update CRM with knowledgebase solutions. This involves writing new and editing existing solutions
  • Continuously enhance Equity Compensation knowledge and expertise. Follow guidelines for passing CEP levels I, II, III as described for Stock Plan Consultant.

Additional Job Duties for the Senior Stock Plan Consultant

2. Sales and Account Management Support

  • Provide support to both the corporate client and to the internal teams.
  • Handle escalated calls which involve review of various factors, analysis of situation, and working through to reach an effective solution for the client. Confer with management for direction on escalated cases that require additional resources to resolve.
  • Perform demonstrations with Equity Edge on Financial reporting, Equity Compensation best practices, and serve as subject matter experts. Presentations may be via the Internet or in person.
  • Act as expert in dealing with accounting, tax reporting, and financial reporting requirements. This requires competency in all aspects of financial reporting and Equity Edge’s capabilities. It also requires the direct interface with external auditors, CFO’s, Controllers, and other high profile personnel in this arena
  • Work on special projects as directed by Manager.
3. Internal and External training and communication
  • Develop internal and external training tracks around Equity Edge functionality including financial reporting, procedures, and advanced topics.
  • Deliver presentations to User Groups and to NASPP chapter meetings. Will also require attendance at Directions conference, to “evangelize” Equity Edge and it’s capabilities, and to perform presentations as needed in front of clients.
  • Assist other internal groups (Corporate Support, Outsourcing, etc.) in understanding advanced topics in Equity Compensation and Equity Edge. This will also require working with the Internal Training group.
  • Author FAQ’s and other written help topics, both for internal and external use.
4. Consulting Services
  • Audit defense: Provide client auditors with level of comfort regarding audit compliance for financial reporting.
  • On site services, including but not limited to: “Health Check”, Financial Reporting training, and audit defense.
  • Implementation of valuation and financial reporting services, features and functions for the Equity Edge and Equity Edge Online products.
  • Work on special projects as directed by Manager.
5. Keep up with Industry Knowledge and training.
  • Attend all possible Industry events, including Directions and NASPP
  • Pass all CEP levels on first possible test date.
6. Participate in product enhancement meetings for Equity Edge Online
  • Participate in Spec reviews, BRD/MRD’s, and QA meetings as required by Manager.
Minimum/Required Qualifications
  •  At least 2 years of customer support experience
  • PC software and web application experience
  • Ability to mentor, train, and share knowledge in a team environment
  • Ability to effectively communicate to a group and facilitate group training sessions
  • Ability to deliver excellent customer service. Ability to develop on-going professional relationships with corporate clients
  • Ability to work independently and able to organize and prioritize work
  • Outstanding problem resolution skills
  • Stock plan administration, accounting, paralegal, or HR benefits experience
  •  Experience supporting employee stock option and/or stock purchase plans
  • BA/BS preferably in Finance, Accounting or Business Administration or equivalent job experience
  • Ability to communicate with all management levels within client organization ranging from Stock Plan Administrator to Corporate Counsel to Chief Financial Officer using excellent written and verbal communication skills
  • 5-7 years stock administration experience within an environment that utilizes Equity Edge as the primary administration tool
  • Available to work extended hours as needed

Preferred Qualifications
  • Certified Equity Professional 
Salary:  Competitive Industry Base Salary + Bonus 

Qualified candidates, please email resume to david.quinn@etrade.com

Posted: September 11, 2008
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Sonic Solutions

Position: Stock Administrator
Location: Novato, San Francisco, or Santa Clara, CA

Description
The Stock Administrator is a hands-on position that assists with the day-to-day administration of our stock plans, which include stock options, and restricted stock units. Responsible for interfacing with external vendors, employees, and across management channels. Position will also assist in project management as needed. 

Requirements and Skills Necessary for the Position:

  • Must be able to work independently.
  • Ability to communicate effectively with senior management, employees, and external vendors
  • Strong knowledge of Equity Edge 6.2 or higher, Microsoft Excel, and Word
  • Strong technical skills, with excellent organizational skills, sound judgment and attention to detail required.
  • 3+ years experience in Stock Administration
  • BA/BS
  • CEP Level 1 or higher

Qualified candidates, please contact Wil Lindgren at 415-889-1077 or email resume to wil_lindgren@sonic.com

Posted: September 10, 2008
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