Senior Global Equity Program Lead

Jobtailor; San Jose (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

Jobtailor is seeking an experienced Global Equity Administrator to manage Equity Edge Online databases and oversee the end-to-end administration of stock options and RSUs. The role requires meticulous data handling and cross‑functional coordination to ensure accurate, timely equity grants and reconciliations.

Ideal candidates have 8+ years of experience, a Bachelor's degree, and advanced Excel skills. Prior Merrill Lynch platform experience is a plus; strong communication and audit-support

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field is required.
• Eight (8) or more years of experience administering global equity compensation programs, including stock options and RSUs.
• Experience with Equity Edge Online (EEO) is required; Merrill Lynch equity administration platforms are a plus.
• Advanced Microsoft Excel skills, including the ability to analyze large data sets, perform reconciliations, and create complex spreadsheets.
• Strong understanding of stock-based compensation accounting, equity administration processes, and applicable tax reporting requirements.

Responsibilities

• Maintain the integrity and accuracy of the Equity Edge Online (EEO) and Merrill Lynch equity administration databases.
• Administer global equity transactions, including stock option and RSU grants, cancellations, exercises, vesting, and releases, ensuring all transactions are processed accurately and on a timely basis.
• Manage the quarterly equity grant process, including coordination with cross‑functional stakeholders to ensure timely and accurate execution.
• Prepare, distribute, and maintain electronic equity award agreements for all grants.
• Perform monthly, quarterly, and year‑end equity reconciliations to ensure the completeness and accuracy of equity records.
• Prepare journal entries and supporting schedules related to stock‑based compensation and other equity‑related accounting activities.
• Assist with the preparation and filing of SEC Forms 3, 4, and 5 for Section 16 insiders.
• Support the preparation of equity‑related disclosures for quarterly Forms 10‑Q, the annual Form 10‑K, and the proxy statement.
• Prepare and provide non‑qualified stock option (NQ), incentive stock option (ISO), and RSU tax reports to the Payroll team.
• Generate standard and ad‑hoc reports from the Equity Edge Online database to support Finance, Tax, Human Resources, Legal, Payroll, and other business partners.
• Coordinate with the Company's transfer agent to ensure the timely settlement of equity transactions and initiate and reconcile DWAC (Deposit/Withdrawal at Custodian) transactions.
• Provide exceptional customer service and timely support to employees, executives, and other equity participants worldwide by responding to inquiries regarding equity awards and transactions.
• Partner effectively with Human Resources, Payroll, Legal, Finance, external vendors, brokers, and auditors on equity‑related matters.
• Support internal and external audits by preparing documentation, responding to audit requests, and assisting with equity‑related reviews and investigations.
• Identify opportunities to improve processes, strengthen internal controls, and enhance the efficiency of global equity administration.
• Perform other duties and special projects as assigned.

Skills

Analytical skills

Attention to detail

Communication skills

Multitasking

Education

Bachelor's degree in Accounting/Finance/Business Admin

Tools

Equity Edge Online (EEO)

Excel

Merrill Lynch platforms

Job description

Jobtailor is seeking an experienced Global Equity Administrator to manage Equity Edge Online databases and oversee the end-to-end administration of stock options and RSUs. The role requires meticulous data handling and cross‑functional coordination to ensure accurate, timely equity grants and reconciliations.

Ideal candidates have 8+ years of experience, a Bachelor's degree, and advanced Excel skills. Prior Merrill Lynch platform experience is a plus; strong communication and audit-support