Employee Equity Plan Analyst

The Employee Equity Plan Analyst will be responsible for the day-to-day management and administration of the company's stock plans, ensuring compliance with regulatory requirements and providing excellent service to our participants. This role involves detailed record-keeping, regular communication with employees, finance professionals, and external vendors, and staying up-to-date with relevant securities and tax regulations affecting stock compensation. 

Duties/Responsibilities

Plan Administration: 

• Administer employee stock purchase, equity, and other stock-based compensation plans. 

• Process transactions such as grants, exercises, and cancellations meticulously and ensure all transactions are compliant with internal policies and external regulations. 

• Maintain accurate records of all stock plan transactions and ensure that vesting schedules, exercise periods, and other plan criteria are managed effectively. 

Compliance and Reporting: 

• Ensure compliance with all regulatory and reporting requirements associated with stock plans, including SEC filings, Section 16 insider reporting, and IRS returns. 

• Prepare and distribute detailed reports to HR, payroll, legal, and finance departments on a regular basis to ensure accurate accounting and reporting of stock-based compensation. 

Employee Support and Education: 

• Serve as the primary contact for queries related to stock plans. Educate plan participants on plan features, enrollment, and procedures. 

• Develop and distribute educational materials and conduct presentations and webinars to enhance understanding of the company’s stock plans. 

Vendor Management: 

• Liaise with external plan administrators, brokers, and transfer agents to ensure service standards are met. 

• Evaluate and select vendors, negotiate contracts, and manage ongoing relationships. 

Plan Design and Implementation: 

Education and/or Experience

• Bachelor’s degree in Business Administration, Finance, or a related field (or equivalent work experience) required

• 5+ years in stock plan administration or in a related field such as human resources, payroll, or finance. 

• Private firm experience required

• Experience with global equity programs and knowledge of tax and securities law as it pertains to stock plans in multiple countries. 

• Certified Equity Professional (CEP) credential is highly advantageous. 

Other Preferred Qualifications

• Strong knowledge of equity software platforms such as Certent, E*TRADE Corporate Services, Fidelity PSW, or similar. 

• Experience with financial reporting and tax reporting related to equity compensation. 

• Proven ability to handle confidential information with discretion and professionalism. 

Required Skills/Abilities 

• Technical Skills: Proficient with Microsoft Office Suite, especially Excel, and familiarity with databases and equity management software. 

• Analytical Skills: Ability to interpret financial data and legal documents to ensure compliance and inform stakeholders. 

• Attention to Detail: Precision in handling details necessary for accurately executing transactions and maintaining documentation. 

• Communication Skills: Excellent verbal and written communication abilities with experience in educating and answering participant inquiries. 

• Organizational Skills: Strong organizational and time management skills to handle multiple responsibilities simultaneously. 

Work Environment

• This job operates in a hybrid, office environment.

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