Lead and oversee the global equity administration function, establishing strategy, scalable processes, and best-in-class practices to support company growth and maturity.
Drive cap table migration from one administrator to a new system, including system implementation, data reconciliation, controls documentation, and end-user training.
Own and maintain the company’s capitalization table, ensuring accuracy and compliance across all equity-related records.
Oversee all participant equity plan transactions (grants, exercises, releases, secondary transactions, and modifications), ensuring accuracy, compliance, and timely processing.
Partner with Finance, Legal, HR, and Payroll to ensure equity-related reporting, accounting, and compliance meets PCAOB audit standards, SOX controls, and SEC requirements.
Lead the equity audit and uplift process, coordinating with internal stakeholders and external auditors to achieve audit readiness.
Provide analysis and reporting to the Compensation Committee, Board, and executive leadership on dilution, equity spend, and long-term incentive planning.
Act as a subject matter expert on equity program design and communication, ensuring employee understanding and engagement.
Manage secondary market transactions including management of highly detail intensive step-by-step closing process
Provide assistance to the Corporate Governance team in facilitating and preparing documents related to stock transfers
Additional duties and responsibilities as assigned
Requirements
B.A. or similar degree
10+ years of progressive experience in equity administration, including at least 3+ years in a leadership role
Proven experience leading equity functions through significant corporate growth or transformation
Expertise in equity administration platforms, with hands-on experience migrating from one cap table provider to a new system
Deep knowledge of SEC reporting, PCAOB audit standards, SOX compliance, and global equity tax rules
Strong technical skills, especially MS Excel and other reporting tools
Exceptional attention to detail, process orientation, and organizational skills
Ability to lead and influence across executive and Board-level stakeholders