Senior Stock Plan Administrator – Contractor

Jobtailor; San Jose (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

Jobtailor is seeking an experienced Equity Administrator to maintain and reconcile equity databases and administer global equity transactions for stock options and RSUs. You will coordinate with cross-functional teams to ensure timely grant processing and accurate reporting, including SEC filings.

You will produce tax reports for NQ/ISO/RSU and support audits, disclosures, and internal controls while delivering excellent service to employees and executives worldwide.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 8+ years of global equity compensation admin experience.
• Experience with Equity Edge Online (EEO) required.
• Advanced Excel with large data sets.
• Strong analytical and detail orientation.
• Experience with multinational equity programs preferred.

Responsibilities

• Maintain integrity of EEO and Merrill Lynch equity databases.
• Administer global equity transactions: stock options and RSUs.
• Manage quarterly equity grant process with cross-functional stakeholders.
• Prepare, distribute and maintain electronic equity award agreements.
• Perform monthly, quarterly, and year-end reconciliations of equity records.
• Prepare journal entries and schedules for stock-based compensation.
• Assist with SEC Forms 3, 4, and 5 for Section 16 insiders.
• Support equity disclosures for Form 10-Q, Form 10-K, and proxy statements.
• Prepare and provide tax reports for NQ, ISO, and RSU to Payroll.
• Generate standard and ad-hoc reports from Equity Edge Online.
• Coordinate with transfer agents for DWAC settlements.
• Provide customer service to employees, executives, and equity participants.
• Partner with HR, Payroll, Legal, Finance, vendors, brokers, and auditors.
• Support audits and improve internal controls and processes.
• Perform other duties and special projects.

Skills

Advanced Excel

Analytical skills

Communication skills

Attention to detail

Education

Bachelor's degree in Accounting/Finance

Tools

Equity Edge Online (EEO)

Merrill Lynch platforms

Job description

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 restricted stock unit (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.

Requirements

• 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 restricted stock units (RSUs).
• Experience with Equity Edge Online (EEO) is required; experience with Merrill Lynch equity administration platforms is 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.
• Excellent analytical, organizational, and problem‑solving skills with exceptional attention to detail and accuracy.
• Demonstrated ability to manage multiple priorities, meet tight deadlines, and work effectively in a fast‑paced environment.
• Strong written and verbal communication skills with the ability to interact professionally with employees and business partners at all organizational levels.
• Demonstrated commitment to handling sensitive and confidential information with discretion and integrity.
• Experience supporting multinational or global equity programs is preferred.