- Full equity administration via E*TRADE including award issuance, data and insider trading management, interaction with brokers, quarterly dividend processing, SEC filing support, and financial reporting support.
- Prepare detailed quarterly reports to be presented to the executive team and the board of directors.
- Ensure that all equity transactions including grants, exercises, distributions, and cancellations are accurately processed, settled, and tracked in an efficient and timely manner.
- Prepare and file required reports and disclosures related to equity compensation, including Form 4 filings and equity-related sections of the company's financial statements.
- Prepare and deliver communications to participants including equity award packets, vesting and tax election notifications, and participant education materials.
- Monitor and facilitate data transfer between E*TRADE and our payroll system to ensure proper payments and recording of taxable events.
- Perform regular audits of recorded information.
- Collaborate with finance, HR, and legal teams to develop and enhance equity compensation policies, plans, and procedures that align with the company's overall strategy.
- Assist in the preparation of financial forecasts and budgets related to equity compensation expenses.
- Ensure compliance with Sarbanes-Oxley (SOX) requirements as they pertain to equity compensation.
- Provide public filings and disclosures as required.
- Administer ownership guidelines as requested by executives to determine attainment toward required ownership multiples.
- Oversee Section 16 insider reporting and review filings for accuracy.
- Support internal financial and stock compensation reporting processes by providing the necessary data from HRIS, payroll and E*TRADE systems to internal teams such as HR, Finance, Payroll and Legal including ad-hoc requests.
- Support equity-related accounting and financial statement disclosures.
- Assist in the development of communication and training materials for employees and human resources.
- Participate in market data analysis projects, stock plan benchmarking, and executive salary surveys.
- Maintain and adhere to necessary documentation as required by relevant laws and regulations.
- Research and analyze programs, processes, and procedures to make recommendations and improvements.
- Analyze industry trends and best practices to propose innovative equity compensation programs that attract and retain top talent.
- Special analysis & other duties may be assigned.
- Provide information used in public filings and disclosures as required.
- Bachelor's degree in finance, human resources, business or a related field from an accredited college or university.
- 8+ years of stock plan administration experience required.
- Certified Equity Professional Level III certification required or equivalent
- Thorough knowledge of equity compensation regulations, accounting principles, and tax implications
- Experience working in a public company environment on equity taxation, reporting and compliance.
- Experience with stock plan administration systems such as E*TRADE's Equity Edge Online, or other similar plan administration systems preferred.
- Proficiency with Microsoft Excel.
- Strong oral and written communication skills are essential.
- Excellent communication and interpersonal skills, with the ability to present complex information to various stakeholders.
- Proven track record of collaborating effectively with cross-functional teams and external vendors.
- Ability to operate with discretion and confidentiality as well as exercise good judgment and integrity in day-to-day decisions.
- Ability to manage competing priorities, adhere to tight deadlines, and build/improve processes.
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Associate Director, Stock Administration - South San Francisco, United States - Alumis Inc.
Description
Alumis Inc. is a precision medicines company with the mission to transform the lives of patients with autoimmune diseases. Even with treatment innovations of the last two decades, many patients with immunologic conditions continue to suffer – our goal is to fundamentally change the outcomes for these patients.
We are looking for a stock plan administration expert to join our company as the owner of this critical function. This role will report to the General Counsel and will work across teams in HR, finance, payroll, and legal. This individual is responsible for the daily administration of our stock programs, data analysis and reporting, compliance, internal controls, and related financial accounting and audit support. In addition to processing transactions and ensuring data flows smoothly between our equity and payroll platforms, this individual will work with vendors, brokers, executives, and our board of directors to provide a world-class experience to our employees.
Duties & Responsibilities
Qualifications
Alumis Values
· Elevate
· Challenge
· Nurture
This position is located in South San Francisco, CA. At this time, we are not considering fully remote applicants.
The salary range for this position is $205,000 – $220,000 USD annually. This salary range is an estimate, and the actual salary may very based on the Company's compensation practices.
Alumis Inc. is an equal opportunity employer.
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