Senior Manager, Stock Plan Administrator - Addison Group

Title: Sr Manager, Stock Plan Administration

Location: Irvine

Compensation: $170k - $180k + Bonus +Equity

RESPONSIBILITIES

• Proactively manage the overall activities of equity compensation administration.
• Prepare recurring and custom reports to support financial statement disclosures such as Earnings Per Share, equity award tables, and beneficial ownership tables for SEC filings, including Form 10K, 10Q, and proxy statements, as well as any other ad-hoc reports.
• Collaborate with Legal, Finance and HR teams to design and develop communications, ensure on-going awareness and compliance with federal/state regulations and securities laws, and contribute to management reports.
• Manage integrity of plan participant and equity data, ensuring information is up-to-date and accurate.
• Process and monitor equity award activity, including grants and grant agreements, vesting of shares, award exercises, and employee terminations.
• Regularly conduct audits, analysis, and reconciliations, working with large data sets, data edits and complex calculations.
• Partner with Finance to forecast and budget equity compensation; provide equity-related reporting to support monthly financial close process and journal entries.
• Works with internal and external audit partners, serving as the lead for equity-related requests; evaluates and responds to auditor’s inquiries.
• Fulfill tax-related support requests to internal and external tax partners.
• Implements best practices with effective SOX controls; maintain and manage equity- related SOX controls.
• Evaluates changes in federal and state regulations and securities laws; determines impacts to existing processes and implements changes to ensure on-going compliance and efficient processes.
• Manage the relationship and serve as the main point of contact with third-party stock transfer agent.
• Ensure equity data integrity, reconciling records between Stock Administration, HR, and Payroll.
• Provide excellent customer service to plan participants at all levels and to partners across departments and respond quickly to employee questions in a courteous and satisfactory manner, including training on equity topics.
• Manage communications and respond to requests with Class B Unit holders.
• Manage participant equity education materials maintained on the Company’s internal website.
• Participates in or leads other projects as assigned.

 REQUIREMENTS

• 5+ years stock administration experience in a U.S. public company
• Very strong attention to detail and ability to perform self-audit to ensure data integrity and utmost accuracy at all times
• Experience working in a dynamic, rapidly evolving organization
• Ability to manage and prioritize multiple projects
• Ability to build and maintain relationships
• Self-motivated with a strong sense of personal accountability
• Strong analytical skills and the ability to draw conclusions from data
• Complete work within deadlines
• Strong interpersonal, oral and written communication skills
• Advanced Microsoft skills in Word, Excel, and PowerPoint
• Sound experience with using stock plan administrative platforms, such as E*TRADE/Equity Edge Online
• CEP license