Senior Stock Plan Administrator

Responsibilities

Equity Administration and Operations

• Maintain accurate equity data and records within equity administration systems and administer equity plan across the full equity lifecycle.
• Manage the end-to-end processing of equity transactions (grants, vesting, releases, exercises, cancellations, etc.) in the equity system.
• Coordinate Employee Stock Purchase Plan (ESPP) enrollment and purchase cycles and ensure accurate processing and reconciliations in collaboration with Payroll and Fidelity Equity system.

Compliance and Reporting

• Maintain and reconcile equity share pool balances; perform monthly reconciliations of shares outstanding and reserves with the transfer agent.
• Assist with equity plan setup, maintenance, and governance.
• Maintain accurate records and equity reconciliations and documentation to support internal/external audit readiness.
• Analyze and reconcile equity data, perform audits, and prepare / review all month-end journal entries.
• Support period-end close activities including stock-based compensation (SBC) accounting in accordance with ASC 718 and completing monthly and quarterly stock-based compensation close processes, ensuring accuracy in journal entries, accruals, and disclosures.
• Responsible for compliance with year end tax reporting requirements.

Collaboration with Business Partners

• Partner with Legal, Payroll, Accounting, and PeopleOps teams to ensure accurate, compliant, and timely execution of equity processes.
• Assist Payroll teams with equity reporting, tax compliance and reconciliation activities.
• Respond to employee inquiries regarding equity awards, vesting schedules, exercises, and taxation.

Audit and SOX Compliance

• Maintain accurate records and documentation to support audit readiness.
• Maintain SOX control documentation and perform assigned internal controls documentation to support SOX compliance.
• Respond to auditor requests inquiries in a timely manner.

Process Improvement

• Document processes, SOX narratives and support continuous improvement initiatives.
• Identify opportunities to enhance equity processes and systems through integration and automation, improved controls, and workflow changes.

Qualifications

• Bachelor's degree or equivalent experience (Business Administration, Finance, Accounting – plus)
• 5+ years of hands-on experience in equity compensation within a public company
• In-depth knowledge of equity platforms such as Fidelity Plan Sponsor Webstation® (or equivalent systems) and managing platform processes end-to-end
• Strong understanding and experience of multiple types of equity (ISOs, NSOs, RSUs, ESPP) and related compliance, tax, and reporting requirements
• Strong experience supporting internal/external audits and ensuring compliance with SOX and ASC 718
• Experience managing complex reconciliations, close processes, and equity-related financial reporting
• Strong organization, analysis, and communication skills
• Ability to handle multiple priorities and meet deadlines
• Proficiency in Microsoft Excel, Word, and PowerPoint
• CEP certification or progress toward certification is a plus