Equity Plan Solutions, LLC · 1 day ago
Equity Plan Administrator - Private Markets
Santa Clara, CA
Full-time
Onsite
Entry, Mid Level
2+ years expEquity Plan Solutions, a leading consulting firm in the equity compensation industry, is seeking an Equity Plan Administrator specializing in Private Market stock plan administration. The role involves managing employee equity plans, ensuring timely data management and process improvements, and maintaining professional communication with clients.
AccountingFinancial ServicesProject Management
Responsibilities
Timely data management of grants, exercises, terminations, valuations (fair value and 409a). Timely reconciliation of quarterly/monthly cap table, board minutes vs. grant file, and all other key period-end reporting
We require clear documentation of all current equity processes and creating/implementing efficient and auditable administration processes
Listening to the client's needs - as well as providing clear written and verbal communication - are keys to a successful equity administration relationship
Qualification
Required
2 years' experience administering stock plans with the Shareworks equity management system
Strong Excel skills - Pivot tables, Xlookup
Strong Analytical Skills
Excellent Customer Service skills
Ability to work independently and manage multiple projects concurrently
Strong written and verbal communication skills
Preferred
Experience administering stock plans with one or more of Equity Edge Online, Carta, Certent or Option Trax
Experience in the equity compensation industry
Certified Equity Professional (CEP) certification
Company
Equity Plan Solutions, LLC
Equity Plan Solutions (EPS) offers a variety of stock plan consultative services, in three main areas: plan administration, Stock Plan Accounting, and Special Projects.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase