Associate Director or Director - San Francisco, CA, United States - SearchWright

Description

Confidential Search

Director - Stock Plan Services, Finance Operations

Hybrid Position: 3 days per week San Francisco Bay Area - Peninsula Location

Job Description

Position reports to the Senior Director, Stock Plan Services

The Operations Manager is the technical lead for the Stock Plan Services team and ensures stock transactions for all global equity types (Options, RSUs, PSUs, ESPP) are accurately and efficiently processed. Maintains data integrity, reviews and supports financial reporting, and ensures stock plan documents and grant rules are appropriately interpreted and applied. Partners and collaborates with teams in Payroll, Legal, IT, HR, Investor Relations, E*TRADE, CPAs, law firms, and other external partners, as needed.

Responsibilities include:

Technical review of stock plan activity, including award releases and option exercises, grants, cancellations, and terminations

Technical review of ESPP activity, including enrollments and purchases

Support preparation and/or review data for stock-based compensation calculations for quarterly and annual financial statement disclosures as well as forecasts. Update the PPT deck and present to External Reporting

Support preparation and/or review data for quarterly EPS reporting

Coordinate and/or assist in compiling information for SOX and audit testing and compliance, including the EEO access review.

Review annual proxy statement disclosures and 10-Q/10-K disclosures

Support preparation and filing of SEC Forms 3, 4 & 5

Ensure compliance of U.S. and non-U.S. tax withholding and securities processes in partnership with Baker McKenzie and Deloitte

Manage creation and distribution of department dashboard for the Treasurer

Support and review reporting of stock plan and ESPP activity to U.S. and international Payrolls

Manage HR reporting requests

Review the calculation of the stock plan reserves

Create and maintain the list of deferred RSU/PSU releases

Manage the quarterly China SAFE filings

Support and review the processing of payments through SAFE-approved bank account

Provide excellent customer service responding to employee inquiries in a timely and professional manner

Maintain accurate and up-to-date systems and records

Manage system security of internal tools and interfaces

Other tasks, projects and team-member support, as assigned

Requirements:

Experience working for a multinational company with a strong understanding of the accounting, tax and legal requirements of equity plans.

5-10 years of stock plan administration experience with employee stock purchase plans, stock options, and restricted stock in a global environment

CEP level 3

Bachelor's degree in business or related discipline

Public accounting experience a plus

Strong interpersonal and communication skills

Independent and self-motivated

Must be organized and detail-oriented

Ability to prioritize and handle several projects in fast paced environment

Familiarity with Equity Edge Online

Proficiency in MS Office (Word, Excel and PowerPoint)

Experience with Tableau a plus