Senior Analyst, Stock Administration
Salesforce
full-time
Posted on:
Location Type: Hybrid
Location: Indianapolis • United States
Visit company websiteExplore more
Job Level
About the role
- Lead the seamless administration of Salesforce’s global equity portfolio, including RSUs, RSAs, PSUs, ESPP, and stock options, ensuring precision from grant to settlement
- Simplify employee equity education by making complex plan details easy to understand through clear communications and training
- Act as a functional architect to design and implement automated workflows using Alteryx and advanced data tools, reducing manual intervention and scaling our operations for 30+ countries
- Own the "source of truth" by auditing and reconciling data flows between Workday, E*TRADE (EEO), and global payroll systems to ensure 100% data accuracy and SOX compliance
- Partner cross-functionally with internal stakeholders, including Payroll, Tax, Employee Success (Human Resources), and Legal to support equity-related processes and ensure compliance
- Coordinate closely with Employee Success and Payroll to ensure accurate employee data and appropriate tax treatment
- Maintain a rigorous internal control environment, leading month-end, quarter-end, and year-end reconciliations and supporting external audit requirements
Requirements
- Bachelor’s degree in Finance, Accounting, Business, or a related field; combined with 4+ years of progressive experience in global stock administration or equity
- Proven track record of managing high-volume deliverables and multiple competing deadlines within a fast-paced, highly regulated environment
- Advanced proficiency in Microsoft Excel, including VLOOKUPs, pivot tables, and complex data analysis and Google Suite (Sheets, Docs, Slides)
- Certified Equity Professional (CEP) designation or progress toward certification preferred
- Experience with the E*TRADE Equity Edge Online (EEO) platform highly preferred, including ESPP and stock option administration
- Working knowledge of equity-related system integrations and data flows, including Workday and Alteryx
- Experience using Slack Canvas, Huddles, and Workflow Builder to enhance transparency and automate routine equity inquiries or cross-functional status updates
- General understanding of data flows and system integrations (e.g., Workday to Alteryx), ensuring seamless synchronization across the equity tech stack
Benefits
- medical
- dental
- 401k
- ESPP
- generous parental leave
- adoption assistance
- fertility benefits
- time off programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
global stock administrationequity administrationdata analysisdata reconciliationdata auditingautomated workflowscomplex data analysishigh-volume deliverablesSOX complianceequity-related system integrations
Soft skills
clear communicationtrainingcross-functional collaborationorganizational skillsattention to detailproblem-solvingtime managementadaptabilityleadershipstakeholder management
Certifications
Certified Equity Professional (CEP)