Related skills
sox rsus espp regulatory compliance e*trade📋 Description
- Admin equity plans (Options, RSUs, PSUs, ESPP): grants and vesting.
- Reconcile monthly equity activity: shares, reserves, pool.
- Support SEC filings: Forms 3, 4, 5; 10-Q/10-K data.
- Ensure tax withholdings and regulatory compliance globally.
- Lead equity comms for Board meetings and exec reports.
🎯 Requirements
- Bachelor’s degree in Business Administration, Accounting, or Finance.
- Certified Equity Professional (CEP) preferred.
- 8+ years in equity administration; 3+ in a public company.
- Strong knowledge of equity instruments, reporting, and tax rules.
- Excellent E*Trade experience or similar equity admin platform.
- Analytical thinker with detail and problem-solving skills.
- Leadership and cross-functional partnering with Legal/Payroll/People.
🎁 Benefits
- Competitive compensation including equity.
- Retirement and Employee Stock Purchase Plans.
- Flexible paid time off.
- Medical, dental, vision, life and disability coverage.
- Family services including fertility benefits and parental leave.
- Professional development with yearly learning stipend.
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