Sr. Manager Stock Plan Administration
Job Description
- Oversee all aspects of equity compensation administration proactively.
- Generate both routine and customized reports to support financial statement disclosures, including Earnings Per Share, equity award summaries, and beneficial ownership tables for SEC filings such as Forms 10K, 10Q, and proxy statements, as well as other ad-hoc reports.
- Collaborate with Legal, Finance, and HR teams to develop communications, ensure compliance with federal/state regulations and securities laws, and contribute to management reports.
- Ensure the accuracy and currency of participant and equity data, managing its integrity.
- Handle equity award processes, such as grants, vesting, exercises, and terminations.
- Regularly perform audits, analyses, and reconciliations, working with extensive data, making edits, and managing complex calculations.
- Partner with Finance to forecast and budget equity compensation, providing equity-related reports to support monthly financial close processes and journal entries.
- Serve as the lead for equity-related requests in partnership with internal and external auditors, and respond to auditor inquiries.
- Provide support for tax-related matters to internal and external tax teams.
- Implement and maintain effective SOX controls related to equity; ensure compliance with best practices.
- Assess the impact of changes in federal and state regulations and securities laws on processes and implement updates to maintain compliance and improve efficiency.
- Manage the relationship with the third-party stock transfer agent, acting as the main point of contact.
- Ensure reconciliation of equity records between Stock Administration, HR, and Payroll.
- Provide excellent customer service to plan participants and internal partners, quickly addressing equity-related inquiries, including providing training on equity matters.
- Handle communications and requests with Class B Unit holders.
- Maintain and update participant equity education resources on the internal company website.
- Lead or participate in additional assigned projects.
Skills & Qualifications:
- 5+ years of experience in stock administration for a U.S. public company.
- Strong attention to detail and ability to self-audit for accuracy and data integrity.
- Experience in a fast-paced, dynamic work environment.
- Ability to manage and prioritize multiple tasks and projects.
- Skilled in building and maintaining professional relationships.
- Self-driven with a strong sense of accountability.
- Strong analytical skills with the ability to derive insights from data.
- Ability to meet deadlines consistently.
- Excellent interpersonal, verbal, and written communication skills.
- Advanced proficiency in Microsoft Word, Excel, and PowerPoint.
- Certified Equity Professional (CEP) license.
Additional Details:
- Onsite 4 days a week in Los Angeles with remote work on Fridays.
- Compensation up to $180,000, plus a bonus of $20k/$30k and equity.
Meet Your Recruiter
Brandon Barrett, MBA
Recruiting Manager
Brandon was born and raised in Newport Beach not far from our Orange County offices. He has both his BS degree in Finance and his MBA from Chapman University. Brandon loves working with people and has always been a skilled networker, so when the opportunity to work in a sales position in the staffing industry presented itself, he jumped on it. Brandon is an excellent cook and enjoys preparing meals for his family; Tuesday’s are always reserved for taco night. What time should we be over on Tuesday?
If Brandon had a free day he would snowboard for a few hours in the morning, then hustle back down to the ocean for a sunset swim, grab some In-N-Out on the way home and settle in for a movie with his family.
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