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  • Sector: Accounting & Finance
  • Function: Manager
  • Contact Email:
  • Expiry Date: 16 December 2021
  • Job Ref: Nelson_2161396_1637103274

Job Number: 2161396

Manager, Stock Administration

The Role & The Team

Our client is seeking a highly experienced Manager, Stock Administration to report to the Director, Accounting. This role will be responsible for end-to-end administration of the Company's equity plans, including but not limited to equity grants, option exercises, ESPP administration and special projects for our Global Equity Plans. The ideal candidate will have a proven track record of successfully leading daily activities, educating employees on equity plans, managing international compliance, effectively communicating with internal and external stakeholders as well as identifying and implementing process and system improvements in a highly dynamic environment.
Key Responsibilities
  • Manage the daily administration of our stock plans globally including eligibility, enrollment, approvals, processing stock option and restricted stock unit awards, exercises and settlements, tax withholdings, expirations, cancelations, repurchases, terminations and other plan-related actions
  • Partner with other functional leads (including in Legal, HR, Payroll, Accounting and Finance) to develop processes which ensure the accuracy of all equity data including all aspects of record-keeping, withholding, reporting, reconciliation and auditing
  • Ensure proper taxation is applied to all equity exercises and releases
  • Manage the preparation of all relevant equity transactions, such as exercises, releases and intercompany activities
  • Manage Section 16 compliance
  • Manage the reporting, reviewing, and tracking of 10b5-1 trading plans
  • Maintain share pool balances
  • Create stock reports as requested; assist with stock-related disclosures and with internal, external audits and investigations related to stock matters
  • Conduct various stock analysis, modeling, and testing
  • Create communication materials and presentations to support analysis, and implementation of programs
  • Ensure that all forms of equity compensation are administered following the terms and conditions of the plan(s) under which they are granted
  • Manage the overall quarterly calendar of various stock administration related activities
  • Design and implement educational sessions, presentations, and communication materials for the global employee base to support understanding of equity programs and policies
  • Provide a superior level of service and prioritizing and satisfying multiple questions and requests from employees, management, and others supporting employee understanding of stock plan services, enrollment, and transactions
  • Assist efforts to improve the stock administration function, including improving and introducing additional best practices with controls, automate routine workstreams and paperwork processes to ensure more efficient, accurate, and processing of stock administration matters and reports
  • Lead system improvement and implementation as needed
  • Assist with mobility and international reporting compliance from an equity perspective, including China
  • Ensure compliance with internal controls in accordance with SOX 404
All tasks and responsibilities are deemed as essential functions to this position; however, business conditions may require reasonable accommodations for additional tasks and responsibilities.
Education and Experience
  • Bachelor's degree with an emphasis in Finance or Accounting
  • Minimum of 8 years of stock administration or relevant experience
  • CEP designation preferred
  • Strong experience with Shareworks
  • Strong Excel sills (Pivot tables, vlookups, etc.)
  • Outstanding analytical, communication and organizational skills
  • Excellent business judgement, strategic thinking and ability to manage multiple priorities
  • Detail oriented with a high degree of accuracy
  • Ability to inspire action and coordinate simultaneous initiatives
  • Proven leadership skills with the ability to develop and mentor staff
  • Proven track record in driving projects and process improvement initiatives
  • Experience with global taxation related to equity compensation

About Nelson:

If you're looking for a new opportunity, the recruiting and staffing experts at Nelson can help. We work with companies of all types and sizes across all industries. We help people like you find exciting roles with employers ranging from Fortune 100, government, and nonprofit organizations to local businesses, industry leaders, and the most agile start-ups. The candidates we work with appreciate our responsive approach, genuine relationships, and exceptional service. With a commitment to transparency, authenticity, and credibility, we look forward to our jobs every day, and we're excited to help you find the job you've been looking for. Nelson is an EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.