Global Equity Plan Administrator

WhiteCap Workforce Solutions; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Whitecap Search is seeking a detail-oriented professional to manage and administer all aspects of our global equity plans, ensuring accuracy and compliance with financial reporting and SEC filings. This role requires strong analytical skills and collaboration across departments.

Responsibilities include data integrity in the stock administration system, monthly/quarterly reconciliations, and supporting education on equity programs for participants.

Qualifications

• 3–5 years of experience in equity compensation.
• Bachelor's degree with emphasis on Finance or Accounting preferred.
• Strong attention to detail and quantitative analysis.

Responsibilities

• Administer all equity plans including stock and RSU programs across the company lifecycle.
• Enter data and ensure accuracy in stock administration systems with regular reconciliations and audits.
• Prepare and report equity information for quarterly financials and SEC filings.

Skills

Equity compensation

Excel

PowerPoint

Education

Finance/Accounting bachelor's

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Whitecap Search is seeking a detail-oriented and experienced professional to join our team. The ideal candidate will be responsible for managing and administering all aspects of our global equity plans, ensuring accuracy and compliance with financial reporting and SEC filings. This role requires a strong analytical skillset and the ability to work collaboratively with various departments.

Responsibilities Include:

• Responsible for the administration of all equity plans: partnership units, dual class public company stock, and equity incentive plan of the public company. This includes managing processes associated with the award life cycles such as granting, vesting, exercise, release, delivery, and termination events.
• Input all data and ensure accuracy and integrity in the firm's stock administration system and perform monthly, quarterly, and annual reconciliations and audits.
• Report accurate and timely equity information for quarterly financials and SEC filings. Coordinate data gathering and conduct analysis for Board meetings on an ongoing and ad hoc basis.
• Responsible for the Omnibus (i.e., Restricted Stock) plan.
• Support the education and communication of equity plans and programs to eligible participants.
• Facilitate coordination with Finance and Tax departments on financial reporting disclosures and reconciliations.
• Ensure accuracy of dividend payments calculations and processing. Own the dividend model.
• Manage the company's exchange processes and other capitalization events, such as secondary offerings and block trades. Own exchange and secondary models.

Qualifications:

• 3-5 years of experience working with equity compensation.
• Bachelor's degree with an emphasis on Finance or Accounting preferred.
• Exceptional attention to detail and quantitative skillset.
• Familiarity with E*TRADE Equity Edge Online is a significant plus.
• Ability to handle sensitive and confidential data and situations.
• Strong technical skills, especially in Microsoft Excel and Microsoft PowerPoint. Aptitude for analytics and reporting.
• Excellent written and verbal skills, ability to work in a fast-paced, dynamic environment.
• Willing to learn light accounting concepts related to equity, such as amortization, acceleration, and treasury stock.
• Experience leveraging AI for efficiency is a plus.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.