Mason & Blair, LLC · 1 week ago
Senior Manager--Equity Administration (100% remote)
United States
Full-time
Remote
Senior Level, Lead/Staff
$150K/yr - $180K/yr
10+ years expMason & Blair, LLC is offering a fantastic fully-remote opportunity for a Senior Manager in Equity Administration. The role involves managing the administration and compliance of the company's employee equity incentive and employee stock purchase program, ensuring ongoing compliance with regulatory requirements, and driving improvements in equity plans and practices.
AccountingFinanceHuman ResourcesRecruiting
Hiring Manager
Adam Samarel, CPA
Responsibilities
Administration of all aspects of the company’s equity compensation plans including the releases of NQs/ISOs/RSUs/ESPP
Ensure equity compensation are administered in accordance with the terms and conditions of the plan under which they are granted
Maintain equity database integrity and ensure accuracy of employees’ data contained in Equity Edge/E•TRADE
Liaise with transfer agent to maintain updated reporting, ensure timely settlement of trades, and assist in execution of trading instructions and other transfer agent activities
Provide excellent customer service in responding to equity plan participants inquiries regarding E•TRADE account information/navigation, the NQs/ISOs/RSUs/ESPP vesting
Maintain compliance with international and US (payroll) tax withholding/reporting requirements
Conduct monthly/quarterly Black-Scholes Valuation
Assist with month-end close calculations around SBC expense, and compilation of data for stock-related sections of 10Qs, 10Ks and proxy statements, as well as any other regulatory filings
Perform various equity account reconciliation
Provide reporting for key SOX controls and maintain supporting documents
Generate recurring reports (monthly, quarterly, annually) and respond on a timely basis to ad hoc data requests from Finance, Legal and Human Resources On a quarterly basis, prepare CEO/CFO Equity Compensation Report for Compensation Committee
Update monthly and quarterly stock compensation expense results and forecasts
Adhere to internal processes and procedures; identify opportunities for, contribute to and/or drive, as appropriate, improvements or other changes to such processes and procedures
Assist Legal with the maintenance of trading blackouts and the related roster(s) of designated Insiders
Assist Finance and Legal with the preparation of the annual proxy statement Performs other duties as assigned
Qualification
Required
Bachelor's degree in Accounting, Finance, or equivalent
Minimum of 10 years in Stock Plan Administration or Compensation for publicly traded company (over $1B market capitalization)
Certified Equity Professional credential required
Highly proficient with Excel
In depth knowledge and experience with all facets of a major third-party equity administration software (E•TRADE required)
Proven analytical capability and organizational skill set
Effective communicator at all levels of the organization
Detail-oriented, friendly team player who has demonstrated capability of accommodating tight deadlines in a fast-paced environment
Experience handling US and Foreign tax issues relating to equity compensation and payroll tax
Experience with SOX compliance
Ability to work independently, be proactive, and apply good judgement
Company
Mason & Blair, LLC
Mason & Blair, LLC is a boutique search firm specializing in identifying and placing quality finance and accounting professionals at companies throughout the Silicon Valley/San Francisco Bay Area.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Adam Samarel, CPA
Partner
Mike Renfro
Founder and Financial Recruiting Partner
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