Stock Plan Administrator Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the stock plan administrator job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

K Schoen

Kayleigh

Schoen

2739 Ronaldo Via

San Francisco

+1 (555) 948 1033

2739 Ronaldo Via

San Francisco

Phone

p +1 (555) 948 1033

Experience Experience

San Francisco, CA

Stock Plan Administrator

San Francisco, CA

Klocko-Cassin

San Francisco, CA

Stock Plan Administrator

Assist with the development and maintenance of an internal Stock Admin information employee portal/hub
Responsible for administration and management of our Fidelity equity platform, including as the primary point of contact for Fidelity service providers
Evaluate processes for improvement and efficiency and develops recommendations for change
Assist employees with frequently asked questions and more complex issues. Develop self-service materials
Partner with human resources on management of grants for new hires and merit grants. Work closely with QVC and Liberty on trading windows and restrictions
Help develop equity materials, presentations, and employee communications, contribute ideas, hold office hours, and assist with employee education programs
Work with generalists and recruiters on compensation matters, including providing recommendations for various compensation actions

Houston, TX

Junior Stock Plan Administrator

Houston, TX

Cartwright-Funk

Houston, TX

Junior Stock Plan Administrator

Assist in the creation and updating of process documentation
Work with internal and external resources to complete year-end reporting
Process stock option exercise and award releases
Ensure compliance with internal controls related to equity process
Partner with Payroll to ensure accurate taxation and recording of stock options exercises and RSU/PSU releases
Respond to transfer agent and broker inquiries
Respond to employee questions regarding equity awards, 10b5-1 trading plans and E Trade matters, and assist in the development and maintenance of training materials as necessary

present

Dallas, TX

Senior Stock Plan Administrator

Dallas, TX

Walter Group

present

Dallas, TX

Senior Stock Plan Administrator

present

Providing analysis and support to manager for special process improvement initiatives
Implement and create processes, identify areas for streamlining and increasing efficiency across the department, maintain and improve procedures
Coordinate special projects as requested by Manager of Equity Plans or Director of Risk Management
Assist with the development of an equity award process for the receipt of new equity award information
Help develop materials and other employee communications, contribute ideas, and assist with employee education programs
Providing assistance to global employees on equity related questions or issues
Assist in the preparation and processing of vesting and release of restricted stock units, including coordinating accurate tax withholding with Accounting

Education Education

Bachelor’s Degree in Human Resources

Duke University

Bachelor’s Degree in Human Resources

Skills Skills

Conduct analyses on a broad range of compensation projects, including financial analysis of compensation programs and initiatives, (e.g. long-term incentive design and planning, competitive pay analyses, proxy peer group data, etc.)
Strong results-oriented drive and work ethic with passion for accuracy, sense of urgency and timely delivery of high quality work with commitment to teamwork
Database Administration, Reporting Analysis and Documentation: Understanding of how databases work. Ability to assess feasibility of new reports per client requests and document processes-Ability to work in a fast paced environment
Analytical Skills: Well-developed problem solving skills necessary to identify multiple solutions for issues/problems that may arise in the course of daily processing
Interact regularly with the Legal, Finance, Payroll, and Tax Departments with respect to regulatory filings, US and international tax issues and proxy disclosure and annual report tables
Business Knowledge: Good understanding of the workings of the equity compensation business as well as a strong understanding of securities operations
Highly detail oriented and willingness to work independently
Strong critical thinking and analytical skills. Ability to leverage these skills in auditing work to ensure accuracy
Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint
Communication: Strong written and verbal communication skills necessary for interacting with others throughout the organization

Create a Resume in Minutes

8 Stock Plan Administrator resume templates

Read our complete resume writing guides

Stock Plan Administrator Resume Examples & Samples

Employee point of contact for equity stock plans and Employee Stock Purchase Plan
Process daily stock transactions
Maintain stock plan database
Manage equity incentive grant process
Manage ESPP enrollment and semi-annual purchase process
Generate reports as needed for audit, tax and legal filings
Assist with audits, reviews and SOX 404 compliance
Work with internal tax advisors on global tax issues
Proficient knowledge of E*Trade Equity Edge software, as well as Microsoft Outlook, Excel, Access and Word
Demonstrated ability to maintain strict confidentiality

Senior Stock Plan Administrator Resume Examples & Samples

Certified Equity Professional (CEP) designation. or working towards designation
5-7+ years’ experience in stock administration in a public company with international presence
BS degree or equivalent experience, preferably in Business, Finance or Human Resources
Proficiency with Microsoft Office suite and Equity Edge
Ability to work with various levels of management and maintain confidential information
Customer service skills; ability to work well with employees at all levels in the company
Self-motivated; ability to work independently without supervision
Results-driven with ability to successfully coordinate cross-functional teams and service providers
Excellent project management skills and ability to prioritize

Senior Stock Plan Administrator Resume Examples & Samples

Daily, weekly, monthly, quarterly, and annual administration and reporting of global stock plan transactions
Taxable gains and related taxes for international transfers and expats
Maintain equity plan database (i.e.; demographic data, new hires, tax rates, address changes, termination of employment, transfers)
Reconcile transactions, termination dates, tax withholding and reporting, cash receipts, share count and other items as required
Work with vendors for outsourced administration and transactions, focusing on controls, accuracy, timeliness and customer service
Provide accurate, timely, and usable information to internal customers ( i.e.; employees, managers, Payroll and HR departments)
Communicate plan provisions to employees. Resolve employee issues, problems or concerns as appropriate. Respond to questions within 24 hours
Conduct new employee equity benefits orientation as required
Maintain procedures documents for all plan administration
Assist with equity grants (options RSUs), RSU releases, ESPP enrollment and purchases as needed
Other duties, such as administration of leaves of absence, as required
BS degree or equivalent experience, preferably in Accounting, Business, Finance or Human Resources
Knowledge of accounting rules regarding compensation expense
Progress towards Certified Equity Professional designation preferred
3+ years experience in multinational stock administration, tax, finance or legal
Proficiency with Microsoft Office suite, especially Excel, and Equity Edge software for equity plan administration
Ability to maintain confidential information
Strong written and oral communication
Financially minded and logical thinker
Organizational and administrative skills, follow through and attention to detail

Senior Stock Plan Administrator Resume Examples & Samples

Accurate and timely processing of stock option exercises and restricted stock unit releases, updating participant accounts, and terminations
Import monthly grants into Equity Edge Online
Successfully handling administration of the Employee Stock Purchase Plan which includes eligibility tracking, changes and withdrawals monitoring, and enrollment and purchase processing and reporting
Accurate and timely processing of reports to support payroll, SOX, SEC, proxy and other regulatory reporting requirements
Reconciling share plan activity
Assist with International tax filings
Run adhoc reports for HR, Legal, Tax as needed
Providing analysis and support to manager for special process improvement initiatives
Providing assistance to global employees on equity related questions or issues
Staying current on equity related regulatory reporting and compliance requirements globally
Maintaining the online Stock Administration site
Maintaining and updating the procedures manual
Certified Equity Professional (CEP) or working towards designation
At least 8 years stock administration experience in a public company with international presence
Bachelor’s degree in relevant discipline preferred
Proficient in MS Office applications with advanced Excel skills
Strong understanding of financial reporting principles related to equity compensation
Strong analytical and problem-solving abilities
Ability to prioritize and multi-task successfully in a fast-paced environment
Ability to work independently without supervision

Stock Plan Administrator Resume Examples & Samples

Conduct analyses on a broad range of compensation projects, including financial analysis of compensation programs and initiatives, (e.g. long-term incentive design and planning, competitive pay analyses, proxy peer group data, etc.)
Support global benchmarking process by participating in and analyzing industry survey data to determine competitiveness of total compensation programs
Assist in preparing materials for Compensation Committee and Board of Director meetings, as well as Proxy filings and other financial reports
Work with generalists and recruiters on compensation matters, including providing recommendations for various compensation actions
Interact regularly with the Legal, Finance, Payroll, and Tax Departments with respect to regulatory filings, US and international tax issues and proxy disclosure and annual report tables
Conduct ad-hoc compensation analyses
2 years of experience in Stock Plan Administration
Bachelor’s degree in Human Resources, Finance, Economics, Mathematics, or related field
Familiarity with common types of annual and long-term incentive vehicles, as well as SEC disclosures such as Proxy statements
Advanced skills in Microsoft Excel & PowerPoint
Highly detail oriented and willingness to work independently
Strong critical thinking and analytical skills. Ability to leverage these skills in auditing work to ensure accuracy
Comfortable working in ambiguous situations where the problems are always different and solutions are never the same
Customer service and results-oriented, with an ability to prioritize work, and meet deadlines
Strong verbal, written and interpersonal skills
Ability to adapt to a fast-paced and changing business model

Stock Plan Administrator Resume Examples & Samples

Manage the administration of Williams-Sonoma Inc.'s equity program and deliver communications to equity eligible associates
Maintain company relationships with various outside vendors and service providers
Coordinate legal filings to report activity of the company's Section 16 officers and Board of Directors (e.g. Section 16-b compliance)
Deliver quarterly compensation and dividend payments to members of our Board of Directors
Prepare compensation-related proxy tables and footnotes for inclusion in the annual proxy statement
Partner with Accounting on a monthly basis during the financial close by processing all equity activity in the company's equity system for their reporting
Partner with Accounting intermittently by entering mock grants into the company's equity system for their forecasting needs
Build models to forecast pro-forma overhang, equity utilization and burn calculations for additional shares request
Develop tools, templates and provide analytical support as needed. Forecast and model potential plan design changes and their impact on executive compensation. Establish and implement processes where processes either don't exist and/or don't work well
Complete special projects and perform general analysis on an ad hoc basis
2+ years of recent and relevant stock administration experience with a large, global corporate employer
Knowledge of stock administration and compensation-related proxy tables a strong plus
Knowledge of accounting, financial and tax treatment of compensation programs and their impact on proxy disclosure rules
Ability to understand and relate to multiple stakeholders from various disciplines (e.g., Legal, Stock, Accounting, Finance, Tax, Benefits, etc.)
Strong results-oriented drive and work ethic with passion for accuracy, sense of urgency and timely delivery of high quality work with commitment to teamwork
Strong intellectual curiosity including a willingness to take responsibility and ownership
Excellent skills in MS Excel
LI-AB

Stock Plan Administrator Resume Examples & Samples

Morgan Stanley Corporate Equity solutions services over 325 Corporate Clients, including 20% of the Fortune 500, in the administration of the institutional clients’ equity compensations plans. These plans include stock options, restricted stock, employee stock purchase plans and stock appreciation rights programs
As a Stock Plan Administrator in CES, you will be responsible for administering stock plans, and supporting Corporate Client stock administrators in plans from a variety of Morgan Stanley’s institutional clients
Ensure all client requests are delivered in a timely and accurate manner
Maintain the employee stock database, update information and run monthly/quarterly reports and all SEC reporting requirements
Maintain stock plan schedules and administer policies regarding insider trading rules and reporting
Interact with internal clients regarding stock plan database inquiries and corrections
Maintain ongoing contact with Client Managers, Stock Plan Directors and their staff; continually identify ways to improve processes by suggesting potential procedure or service improvements
Responsible for execution of defined tasks for a client’s restricted stock release
Knowledge of the overall securities operations processes
Experience in Financial Services or supporting Stock Plans
Bachelor’s degree preferred, or 3+ years of relevant work experience
Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint
Analytical Skills: Well-developed problem solving skills necessary to identify multiple solutions for issues/problems that may arise in the course of daily processing
Communication: Strong written and verbal communication skills necessary for interacting with others throughout the organization
Business Knowledge: Good understanding of the workings of the equity compensation business as well as a strong understanding of securities operations
Teamwork: Ability to work well with others toward a common goal
Project Administration: Ability to work under periods of high volumes and pressure. Need to be able to meet deadlines for daily weekly and monthly deliverables; prioritize workflow and critical issues
Database Administration, Reporting Analysis and Documentation: Understanding of how databases work. Ability to assess feasibility of new reports per client requests and document processes-Ability to work in a fast paced environment
Must be detail oriented, and possess excellent organizational, and follow-up skills
Ability to manage several projects and/or tasks at the same time

Stock Plan Administrator Resume Examples & Samples

Responsible for all aspects of daily, weekly, monthly and annual equity compensation administration surrounding for Restricted Stock Units and Stock Options. This includes processing of stock transactions, grants, terminations, recordkeeping and report preparation
Work closely with counterparts at QVC and Liberty in the coordination and maintenance of stock grant information utilizing UBS’s platform
Track all RSU releases and coordinate with QVC, Liberty and UBS on the vesting of RSUs
Assist in coordinating and creating new grant proposal files for Liberty’s Compensation Committee on a quarterly basis
Work with vendors to ensure that trades are settled timely
Implement and monitor internal controls for audit purposes; create and maintain SOPs for all equity processes and procedures
Perform all aspects of required reporting from internal departmental needs to external requirements
Create and maintain disqualifying disposition reporting procedures
Serve as liaison to payroll to ensure that RSU vesting events and stock option exercises are recorded appropriately on employees’ payroll records and W-2s. Ensure compliance with tax reporting laws for RSUs and options
Partner with human resources on management of grants for new hires and merit grants. Work closely with QVC and Liberty on trading windows and restrictions
Partner with accounting, tax, legal and human resources to anticipate, implement and/or address equity compensation matters
Communicate plan provisions to employees; maintain the stock options e-mail alias mailbox, create communication materials for posting to the company intranet site
Three to five years of proven experience administering stock plans
BA/BS degree or equivalent experience, preferably in Human Resources or Accounting
Solid experience working with vendors in administering stock plans
Strong proficiency with Microsoft Excel (v-lookups and pivot tables). Strong mathematical and statistical skills
Strong technical skills with an understanding of tax, accounting, treasury and regulatory issues related to equity compensation plans
Ability to research and handle confidential information in a professional and discreet manner
Strong written, verbal and interpersonal relationship and communication skills
Ability to work independently in fast-paced environment and manage multiple competing priorities
CEP Level One or higher desired

Stock Plan Administrator Resume Examples & Samples

Process materials for upload into e*Trade’s Equity Edge; manage new hire accounts, terminations, ESPP enrollments and contribution changes, etc
Ensure the integrity of all files and electronic databases related to equity administration; maintain stock plan documentation for both internal and SOX compliance
Serve as the functional expert for multiple departments on stock-related issues (e.g., best practice, common processes, trends, compliance, global regulatory changes)
Support the preparation of equity related materials for the Compensation Committee of the Board of Directors and the annual proxy statement to shareholders, including running reports and compiling data on plan usage and participation
Conduct analyses on market competitiveness of equity grant guidelines
Provide recruiting grant recommendations to recruiters, and review employment offers to ensure compliance with guidelines
Create content updates and deliver training, informational and educational materials on stock programs. Own internal relationships to keep information sources and portals up to date
Assist employees with frequently asked questions and more complex issues. Develop self-service materials
Develop schedules for grant activity and communications for employees regarding system updates and changes
Evaluate processes for improvement and efficiency and develops recommendations for change
A Bachelor's degree required, preferably in Human Resources, Finance, Business or Related Field
Intermediate Excel skills. Working proficiency in Microsoft PowerPoint and Outlook
Has a strong understanding of global regulations affecting stock plan administration
3 - 5 years’ experience with Stock Plan Administration at a publicly traded organization
Some progress towards or completion of a CEP certification
Take an ownership of a program, recommending process improvements, and building consensus with key stakeholders
Offer level will be based on candidate ability

Senior Stock Plan Administrator Resume Examples & Samples

Responsibility for all domestic and international equity activities related to PSU and RSU grant issuances and releases
Ensure accurate and timely generation and distribution of reports to support Payroll, SOx, Finance, SEC, Legal, HR, and other managerial and regulatory reporting requirements. Provide guidance to global business partners on audit requests and other equity matters
Work with Payroll, outside advisor and providers on global mobility matters and ensure appropriate rates are applied for taxable events
Assist Manager with research and updating of equity related regulatory reporting and compliance requirements globally
Drive all global equity-related year-end communication, processes and mailings
Implement and create processes, identify areas for streamlining and increasing efficiency across the department, maintain and improve procedures
Reconcile share plan activity
Provide quality customer service to equity participants at all levels and to partners across departments
As needed assist with, daily transactional processing and filings as well as ESPP administration, including but not limited to eligibility tracking, changes and withdrawals, enrollment and purchase processing and reporting
Conduct trainings in person, as well as via phone and web-based
Assist with Deferred Compensation Open Enrollment annually, in addition to monthly eligibility and enrollment
Assist with 401(k) audit materials and filings
Coordinate special projects as requested by Manager of Equity Plans or Director of Risk Management
Certified Equity Professional (CEP) designation. or working towards designation preferred
Proficiency with Microsoft Office suite and Equity Edge Online
In addition to excellent project management skills and ability to prioritize, candidate should demonstrate Intellectual curiosity, flexibility, innovation, accountability, team work and be proactive
Self-motivated, but yet a team player; ability to work independently without supervision

Senior Stock Plan Administrator Resume Examples & Samples

Using Fidelity platform, you will be the sole administrator for global equity programs
Equity reconciliation
New equity grants for new employees
Maintain superior accuracy and level of confidentiality
SOX compliance. trade monitoring, internal/external auditing
3-6 years in equity and stock administration
Compensation analysis experience a plus
SEC regulations knowledge required
Strong understanding of domestic and international stock/compensation/equity laws and programs
Software: MS Office including strong excel and access skills, Oracle

Stock Plan Administrator Resume Examples & Samples

Administer accurate processing and disclosure of all equity-based transactions and ensure that they are conducted efficiently and correctly, including stock grants & vesting, exercise of stock grants, accurate accounting of stock activity, forfeitures and resolution of issues
Accurate and timely regulatory compliance for Section 16 Officers
Oversee auditing activity with financial accounting & tax, account auditing and stock reconciliation between transfer agent, third party administrator and financial accounting
Conduct research for both internal and government auditors, Board of Directors, Executive Office, law department, finance and tax departments in support of 10-K and proxy reporting, litigation activities, tax, compensation, labor and securities law planning and reporting activities
Serve as primary interface with information systems specialists, internally and with outside vendors, in maintaining the integrity of the stock tracking programs; resolve software issues and assist in the design, development and implementation of new interfaces and system enhancements as needed
Ensure the integrity of all files and electronic databases related to the administration of equity grants and reporting of payroll and taxes
Develop and distribute grant recipient education and communication materials
Maintain stock plan documentation for both internal and SOX compliance
Conduct annual review of stock ownership guidelines for appointed and elected officers
Benchmark LTI practices (domestic and international practices) to ensure programs remain competitive
Provide reports internally and to the Compensation Committee of the Board of Directors on stock plan balances, reserves, grant activity, etc
Bachelors Degree with 8 years relevant experience for a public company with US and International locations
5+ years stock administration experience required
Strong analytical and problem-solving abilities, ability to demonstrate judgment in working through complex transactions, with the ability to analyze, problem solve and communicate observations and recommendations
Solid understanding of all aspects of administering equity based programs, including accounting, tax and legal implications
Knowledge and experience in preparing SEC filings (Section 16 related Forms 3, 4 &5), prepare tables and information reporting for the proxy statement and other regulatory requirements
Proven ability to partner with and provide reporting to cross-functional teams, including Legal, Human Resources, Tax, Payroll, Internal Audit, Accounting and Financial Reporting
Collaborate and build strong working relationships across the organization
Communicate with all levels (including executive management and Board of Directors) and explain restricted stock, performance awards, stock ownership guidelines and stock holding requirements. /
Mental Abilities
CEP Certified Equity Professional highly preferred but not required

Stock Plan Administrator Resume Examples & Samples

Assist new and existing participants with general inquiries including login and account information, website navigation, grant acknowledgement, ESPP enrollment, option exercise inquiries, restricted stock vesting, frequently asked questions, and W-9 certification
Work with the Stock Plan Administration manager to facilitate grants to employees, Board of Directors and financial advisors. Ensure stock awards are administered in accordance with the terms and conditions of the awards, the governing plans and internal processes and procedures
Assist with the generation and monitoring of daily and monthly option exercise reports. Prepare various monthly and ad-hoc reports in a timely and accurate manner. Ensure the timely completion and delivery of exercise and vesting reconciliation for review
Assist with monthly, quarterly and annual reporting needs for internal and external reporting including Proxy, earnings release, Form 10-K/Q, reporting, budgeting and forecasting, and forms filed for executive officers
Coordinate with the Stock Plan Administration manager on developing and sending out communication materials to participants such as e-mail reminders for ESPP enrollment, blackout window and various equity events. Responsible for preparation and mailing disqualifying disposition surveys, 1099-MISC form, retiree vesting tax notice and MD statements
Stay abreast of accounting, tax and legal implications of equity transactions. Participate in industry associations and continuing education
Generate disqualified disposition reports and year-end tax statements. Educate employees on the impact of equity transactions on W-2s and other tax documents
Improve processes, efficiencies and accuracy of data. Complete special implementation projects as needed
Communicate insider trading window dates and procedures to company insiders and to Computershare as the need arises
Assist with the Technical Accounting/External Reporting teams on ad-hoc projects
Bachelor’s Degree with a focus in business
Preferred: 1-3 years with a focus in Stock Plan Administration
Ability to work in a fast paced environment who thrives on change
Excellent organizational skills and time management skills with a high level of attention to detail
A helpful, respectful and personable approach to client and coworker interactions
A client-centric attitude that considers the client’s point of view for all actions
Personal pride in delivering exceptional experiences to clients and coworkers

Global Stock Plan Administrator Resume Examples & Samples

Bachelor's degree Business, Finance, Accounting, or equivalent experience required
Minimum 7+ years of proven experience administering global stock plans for a publicly traded company
Minimum 3+ years of experience in compensation
Strong attention to detail and ability to self-audit work to ensure strong data integrity and accuracy in every situation. Ability to perform a variety of tasks and can work well in a frequently changing environment. Can work independently, relying on experience and judgment to accomplish goals, but also a team player with a collaborative work style
Demonstrated professionalism, reliability, and sound judgment in working with Board members, executives, and the handling of sensitive and confidential information
Strong knowledge of MS Office (Word, Excel and PowerPoint)
Certified Equity Professional credentials a plus
Knowledge of mobile employee and international compensation issues strongly preferred
Knowledge of broad executive compensation programs

Senior Stock Plan Administrator Resume Examples & Samples

Administer global equity program, including stock option grants and exercises, restricted stock unit award grants and vestings, participant terminations, update employee account information using Fidelity platform
Reconcile equity award activity among the Company’s records, the broker’s records and the Transfer Agent on an ongoing basis
Initiate equity grants for new hires, track online grant acceptances
Ensure accurate data input into Fidelity, maintain all paper and electronic files related to equity administration
Stay abreast of global stock administration to ensure the company is in compliance with applicable legal and tax regulations where we operate
Provide support and education to employees related to equity inquiries
Prepare daily reports resulting from exercises, run required monthly and quarterly, prepare annual Proxy tables, import and export data
Ensure SOX compliance, monitor trading, interface with external and internal auditors during audit periods, and manage trading black-outs
Coordinates preparation and review of annual renewals
Assist with compensation and various analysis projects and ensure compliance with federal, state and international laws
BS/BA or equivalent experience preferred
Minimum 5 years’ experience in Equity administration in a global organization; compensation experience or prior experience as a compensation analyst is a plus
Ability to work with the highest levels of the organization
Knowledge of SEC regulations related to stock trading including familiarity with Form 4 filing
Must be self-motivated and detail oriented with exceptional organizational, quantitative and analytical skills
Excellent interpersonal skills and excellent communication skills, both verbal and written
Strong working understanding of domestic and international compensation programs is a plus
Proficiency in MS Office Suite in particular MS Word, Excel and Access along with familiarity with Oracle eBusiness Suite a plus

Stock Plan Administrator Resume Examples & Samples

At least 5 years of experience in stock administration, preferably for a public company
Expertise in a stock admin platform, preferably Fidelity
Self-motivated and team-oriented individual with exceptional organizational and communication skills and attention to detail
Ability to thrive in the HubSpot culture (see this slideshow for more details on the HubSpot Culture)

Senior Stock Plan Administrator Resume Examples & Samples

Administering all aspects of the equity programs, including maintenance of data (e.g., new hires, terminations, etc.) in the equity system, and managing all participant equity plan transactions (grants, exercises, releases, forfeitures, etc.) are correctly processed and settled in a timely manner. Will work closely with internal departments and third-party consultants to address any issues or changes to the equity plans and related administration processes
Acting as an Equity Administration resource to participants, internal and external business partners providing them with complete and accurate information. Work closely with Finance, Legal and Payroll for accurate reporting
Performing routine audits to ensure that all data (grants, exercises, releases, forfeitures, etc.) have been processed timely and correctly. Adheres to all SOX and other established controls, reviewing and updating controls as needed
Reconciles cash and shares related to equity plan transactions on a monthly, quarterly and annual basis with Finance, the transfer agent and brokers, including audit of plan reserve balances
Representing the equity program(s) in all communications with partners and internal partners, answering questions and proactively leading communication efforts for program(s)
Completing surveys and assisting with compiling benchmark data for equity plans
Bachelor’s Degree in Finance
Experience with U.S. federal and state taxation relating to equity compensation, as well as general knowledge of global taxation of equity compensation
3-5+ years’ experience of increasing responsibility in Stock Plan Administration
Demonstrated ability to work in a fast paced, complex environment
Strong attention to detail, exceptional organizational skills with the ability to manage multiple priorities at once
Expert working knowledge of Microsoft Excel and general Word

Stock Plan Administrator Resume Examples & Samples

Minimum 5-7 years experience in Stock Administration or Compensation for a large, multi-national, publicly traded company
Deep knowledge and experience with all facets of Equity Edge Online & E*TRADE's Stock Plans platform is required
Strong work ethic and ability to work independently
Detail-oriented, business-friendly team player with an ability to accommodate tight deadlines in a fast-paced environment
Experience handling US and foreign tax issues relating to equity compensation
Experience with SOX compliance; adherence to all organizational policies and procedures

Stock Plan Administrator Resume Examples & Samples

Support administration of equity compensation including vests, releases, grants, option exercises, performance awards, and ESPP purchases utilizing Equity Edge Online
Ensure accuracy of employee demographic data including tax and payroll details
Tracking mobility and taxation in multiple jurisdictions
Update stock plan processes and work flows
Monitor and respond to employee inquiries and requests through a stock inbox
Interface with designated brokers to ensure proper release of shares and assist with employee account issues
Maintain relationships with multiple international payroll and financial contacts for purposes of equity reporting; responsible for accurate and timely reporting to numerous internal groups
Tracking of online grant Agreement acceptances
Extensive use of spreadsheets to combine and/or compare data from multiple sources
Assist with other equity projects as assigned
BS/BA or equivalent experience
Minimum of 3 years of experience performing the duties listed above, preferably at a medium to large sized public company
Proficiency in equity administration software (Equity Edge Online preferred)
Proficiency in MS Office suite, with expert level in Excel
Proficiency with Workday is a plus
Must be a flexible and collaborative team member, able to work under short time constraints
Comfortable working in a highly complex and growing organization
Strong communication and writing skills
Level 1 Certified Equity Professional (CEP) (or working towards designation) preferred
Self-motivated with good organizational and analytical skills
Ability to process confidential data and maintain employee discretion
Capacity to learn new skills and knowledge on an independent level

Stock Plan Administrator Resume Examples & Samples

Day-to-Day administration of all aspects of Ironwood’s equity compensation plans including but not limited to
Verifying stock option exercises and preparing instruction letters to Transfer Agent
Calculating and maintaining tax withholding and rates; coordinating with Payroll
Administering ESPP including on-line enrollment, contributions, refunds and purchases
Collaborate with Legal, Human Resources and Payroll on equity-related issues, taxes and filings
Generate recurring reports (monthly, quarterly and annually) and respond timely to ad hoc data requests
Provide excellent customer service responding to all inquiries from employees, shareholders and brokers

Stock Plan Administrator Resume Examples & Samples

Assists with supervisor to administer the Company’s Stock Plans Administration Program including the following
Bachelor’s degree, highly preferred
Intermediate knowledge of Equity Edge
Specialized training using E*TRADE (Levels 1& 2)
Works on moderately difficult assignments involving concrete and abstract variables that are semi routine
Exercises some independent judgment and discretion in matters of importance
Follows departmental and organization policies and procedures
Occasionally recommends changes to policy, procedure and practice
Occasionally recommends alternative solutions to business issues

Stock Plan Administrator Resume Examples & Samples

Support administration of equity compensation including vests, releases, grants, option exercises, performance awards, and ESPP purchases utilizing the Fidelity system
Maintain employee equity database integrity and ensure accuracy of indicative, tax and payroll data
Prepare Section 16 filings
Prepare equity related Proxy data
Prepare monthly or quarterly journal entries, general ledger account reconciliations and SOX documentation
Review Rule 10b5-1 stock trading plans
Track mobility and taxation in multiple jurisdictions
Respond to and resolve employee inquiries on equity matters
Manage desktop procedure manual and calendar, ensure all information remains current and consistent
Tracking of online grant agreement acceptances
Certified Equity Professional (CEP) credential
Minimum of 5 years of experience performing the duties listed above, preferably at a large sized public company (5,000 or more employees)
Proficiency in equity administration software (Fidelity preferred)
Working understanding of ADP/ProBusiness is a plus
Working understanding of SAP/Employee Connect is a plus

Stock Plan Administrator Resume Examples & Samples

The Jr. Stock Plan Administrator is primarily responsible for all operational aspects of the administration of the company's global equity plans
Responsible for administering equity plans for the global employee base, daily exercises, quarterly RSU releases and ESPP transactions
Maintain stock administration database (Equity Edge Online)
Interface with finance, payroll, human resources and legal
Interface Etrade and other preferred broker and Transfer Agent
Assist in the coordinating and communicating equity plan updates and guidance - Conduct training's in person, as well as via phone and video
Assist in preparing month-end, quarter-end, and year-end reporting related to equity plan activity
Assist in administering Global ESPP- includes updating current educational documents. Assist employees with specific inquiries, updating and administer. changes such as suspensions, withdrawals and open enrollment
Primary point of contact for employee inquiries and support

Stock Plan Administrator Resume Examples & Samples

Administer FICO’s global stock plans using E*TRADE Equity Edge Online (EEO) application
Adhere to audit and control processes in order to maintain SOX 404 compliance
Process grants, option exercises and award (RSU, PSU, MSU) releases
Partner with Payroll to ensure accurate taxation and timely recording of equity transactions
Track online grant acceptances and expirations
Ensure accuracy of data in EEO, using imports/exports
Prepare Section 16b filings and track beneficial ownership; work with outside brokers to ensure compliance with company policies
Generate monthly and quarterly reports for HR and Finance departments
Reconcile equity award activity with broker and transfer agent records
Assist with annual reporting to U.K. and Singapore tax authorities
Respond to employee inquiries and coordinate with internal teams and vendors as appropriate to resolve issues
Assist with other projects as needed
Certified Equity Professional (CEP) preferred or must have completed Level 1
Proficiency with equity administration software (EEO preferred)
Section 16 filing experience
Minimum two years of experience with a publicly traded company
Ability to communicate clearly and concisely, both written and verbal
Very well organized, detail oriented and good work ethic
Experience with Excel using Pivot Tables and VLOOKUP to compare and combine data

Junior Stock Plan Administrator Resume Examples & Samples

Ensure compliance with internal controls related to equity process
Oversee maintenance of the Equity Edge database and the integrity of data
Ensure compliance with US / International financial reporting requirements
Respond to transfer agent and broker inquiries
Process stock option exercise and award releases
Partner with Payroll to ensure accurate taxation and recording of stock options exercises and RSU/PSU releases
Work with internal and external resources to complete year-end reporting
Respond to employee questions regarding equity awards, 10b5-1 trading plans and E*Trade matters, and assist in the development and maintenance of training materials as necessary
Assist in the creation and updating of process documentation

Senior Stock Plan Administrator Resume Examples & Samples

Manage all aspects of the Company’s stock plans, including processing of grants, exercises, releases, etc
Manage Equity Edge Online, ensure maintenance of database, and oversee all data imports and exports
Prepare quarterly, annual and ad hoc reports for Finance, HR, Legal and Payroll as needed
Reconcile Equity Edge balances to transfer agent reserves; update Legal and HR regularly
Manage vendor relationships, including transfer agent and captive broker
Manage and respond to employee questions, communications regarding stock plans/E*TRADE accounts and employee education
Provide support for quarterly and annual audits and interface with internal and external auditors
Liaise with internal and external counsel and worldwide locations on international stock plan requirements for approximately 25 countries
Remain current on market, legal and “best practice” trends associated with equity programs

Stock Plan Administrator Resume Examples & Samples

Assist with maintaining database integrity and ensure accuracy of recordkeeping of equity data using Morgan Stanley’s Online Services/System
Maintain accurate employee data and track employee mobility
Assist with the development of an equity award process for the receipt of new equity award information
Assist with the adoption of 10b5-1 trading plans for executives
Assist with processing new equity awards and distribution of online grant agreements
Process daily option exercises including 10b5-1 transactions, ensuring accurate and timely tax withholding and reporting to Payroll, all the way through to timely settlement of all trades
Assist in the preparation and processing of vesting and release of restricted stock units, and coordinate with US and International Payroll on accurate tax withholding as well as true-up via payroll
Assist in administering semi-annual ESPP purchases, handle activity during open enrollment periods, and monitor and communicate contribution changes to US and International Payroll at the beginning and during each offering
Assist with the preparation and filing of Section 16 reports, as needed
Perform monthly, quarterly and yearly reconciliation of records between Stock Administration and General Ledger, HR, Payroll, transfer agent, etc
Assist with the creation of a public company capitalization table, and maintenance thereof
Work with internal and external auditors and worldwide Finance team for quarterly reviews, year-end audits, as well as ensure that internal controls and procedures are followed to satisfy periodic review of compliance with Sarbanes-Oxley
Generate recurring reports for multiple internal and external corporate partners (e.g., HR, Payroll, Tax, Finance, Accounting, etc.), and respond timely to ad hoc data requests from business partners
Help to manage desktop procedures manual, calendars, ensure all information remains current and consistent
Provide excellent customer service to equity participants at all levels and to partners across departments and respond quickly to employee questions in a courteous and satisfactory manner
Help develop materials and other employee communications, contribute ideas and assist with employee education program utilizing various media available
Assist with the development and maintenance of an internal Stock Admin information employee portal/hub
Assist with compiling data for D&O questionnaires, proxy statement and 10-Q/10-K reports
Help support Insider Trading Compliance process
Assist with other projects as assigned

Stock Plan Administrator Resume Examples & Samples

Certified Equity Professional (CEP) Certification
Proven ability to effectively use data management tools (e.g. Equity Edge imports/exports; Excel: formatting CSV and other file formats
Attention to detail and accuracy
Maturity, discretion and the ability to maintain a high degree of confidentiality
Ability to both work independently and as part of a team
Prior experience with maintaining compliance with Sarbanes-Oxley (“SOX”) controls

Download Stock Plan Administrator Resume Sample as Image file