Benefits Operations Manager
Acosta
Director, Equity Administration
Dataiku
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Oversee day-to-day administration of global equity compensation programs (Options, RSUs, ESPP, and subsidiary stock plans), including grant, vesting, exercise, settlement, termination, cancellation, tax withholding, and lock up restrictions
- Monitor and ensure compliance with domestic and international laws and regulations regarding income and tax withholdings and reporting for stock awards
- Partner with Finance, Legal, and People teams to ensure accurate budgeting, financial reporting, and timely tax withholding, payroll, and compliance reporting
- Ensure equity database integrity and accurate record keeping of employee and equity data within the stock administration system (Morgan Stanley at Work)
- Support scaling the equity administration function through automation, process improvement, and partnerships with service providers
- Facilitate employee education on equity programs via communications, Q&A sessions, and training materials
- Reconcile monthly, quarterly, and annual equity activity between equity database and general ledger, HR, payroll, Board approvals, transfer agents, and tax reporting
- Own and maintain documentation of equity-related processes for external audits and internal controls
- Manage vendor relationships with transfer agents, brokers, and other stock plan administration vendors
- Prepare equity-related materials for Board and Compensation Committee meetings
- Participate in compliance program development as needed
- Provide employee stock-related input to quarter end and annual SEC reporting (Forms 3, 4 and 5; data for 10-Q, 10-K, Proxy Statements and D&O questionnaires)
- Prepare information for filing of section 16 filings (e.g., Form 4s) for section 16 officers and directors
- Mentor more junior member(s) of the equity team
- Report to Senior Director of Technical Accounting and External Reporting; role has one direct report
Requirements
- Bachelor's degree in accounting, business administration, finance, or similar field
- 10+ years advanced experience working in equity administration, including 3+ years in a public company
- Experience administering global equity compensation plans with international subplans and/or subsidiary plans
- Advanced understanding of equity instruments, accounting standards, taxation, laws and regulations related to equity compensation, both domestic and international
- People management experience and strong ability to communicate clearly and concisely both verbally and in writing
- Strong Excel skills, ability to leverage complex formulas and modeling
- Ability to handle confidential information with discretion
- Certified Equity Professional (CEP) certification preferred
- Experience implementing and transitioning equity administration software (Carta, Shareworks, E*Trade, etc.) preferred
