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Harvey

Senior Equity Administrator

Harvey

. Own end-to-end equity administration, including grants, exercises, transfers, cancellations, and terminations .

Posted 4/30/2026full-timeDallas • Texas • 🇺🇸 United StatesSenior💰 $104,000 - $156,000 per yearWebsite

About the role

Key responsibilities & impact
  • Own end-to-end equity administration, including grants, exercises, transfers, cancellations, and terminations
  • Maintain and manage the cap table and equity system (e.g., Carta), ensuring data integrity and accuracy, including reconciling monthly, quarterly and yearly activity
  • Administer employee equity programs (ISOs, NSOs, RSUs as applicable)
  • Partner with Payroll and Finance to ensure accurate equity-related reporting, tax withholding, and payroll integration
  • Support 409A valuations, audits, and financial reporting requirements (ASC 718 stock-based compensation)
  • Prepare and review equity reports for internal stakeholders, including financial statements, leadership reporting and board materials
  • Ensure compliance with company equity plans, grant agreements, and applicable regulations
  • Manage relationships with external vendors (e.g., transfer agents, valuation firms, equity platform providers)
  • Build and document scalable processes, SOPs, and internal controls
  • Support employee education and respond to equity-related questions

Requirements

What you’ll need
  • 5+ years of experience in equity/stock administration, preferably in a high-growth private company
  • Strong working knowledge of equity plans, cap tables, and stock-based compensation
  • Experience with equity management platforms (e.g., Carta, Shareworks, Fidelity, Schwab)
  • Familiarity with ASC 718 accounting and 409A valuations
  • Understanding of tax implications related to equity (U.S. and ideally some international exposure)
  • High attention to detail with strong organizational and analytical skills
  • Ability to operate independently and manage competing priorities
  • Strong cross-functional communication skills
  • Care about building infrastructure that supports a rapidly growing organization
  • Have strong analytical and problem-solving skills
  • Are proficient in Microsoft Excel and Google Sheets
  • CEP (Certified Equity Professional) certification or progress toward it

Benefits

Comp & perks
  • Comprehensive health, dental and vision coverage
  • Retirement benefits (401k match up to 4%)
  • Flexible PTO

ATS Keywords

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Hard Skills & Tools
equity administrationcap table managementstock-based compensation409A valuationsASC 718tax implications related to equityanalytical skillsMicrosoft ExcelGoogle Sheets
Soft Skills
attention to detailorganizational skillsindependent operationcross-functional communicationproblem-solving skills
Certifications
Certified Equity Professional