Stock Plan Administrator

BILL; United States; Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health, dental & vision insurance

HSA & FSA options

Employee stock purchase program

Paid holidays & PTO

Job summary

BILL is seeking a Stock Plan Administrator to own the day-to-day administration of our equity programs on Morgan Stanley EEO. You will manage the full equity lifecycle, including grants, vesting, exercises, ESPP purchases, and terminations, while ensuring SOX controls and close collaboration with Payroll, Legal, HR, and Accounting.

The role requires CEP Level 1 and 3+ years of stock administration experience, with strong Excel skills and knowledge of EEO reporting.

Qualifications

• 3+ years of progressive stock administration experience at a public company with RSU/PSU/ESPP ownership.
• Excellent Excel skills with pivot tables, lookups, and large data reconciliations.
• Knowledge of equity taxation, 10b5‑1 plans, and transfer agent processes is preferred.

Responsibilities

• Administer equity plan activity in Equity Edge Online (EEO) including RSU/PSU grants and ESPP enrollment.
• Process stock option exercises and communicate cash proceeds and tax withholding.
• Manage RSU/PSU releases, withhold-to-cover, and post-release reporting for Payroll and Accounting.

Skills

Equity compensation

Excel proficiency

SOX controls

Clear communication

Self-starter

Education

CEP Level 1 (Equity Compensation Associate / ECA)

Tools

Excel

Workday

NetSuite

Job description

Innovate with purpose

At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations. And we don’t stop there: we’re creating the future of financial automation so businesses can spend more time on what matters.

Working here means you become part of a vision-driven team that’s ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity—and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or in a remote-eligible role, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks.

BILL builds high performing teams and we seek to hire the best talent for every role. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person’s unique skills and experiences. We’d love to hear from you—you might be just what we’re looking for, whether in this role or another.

Let’s give businesses more time for what matters.

About the Role

BILL is a mature public company (NYSE: BILL) with an equity program that includes RSUs, PSUs, an Employee Stock Purchase Plan (ESPP), and outstanding stock options (exercises only; no new option grants). We are looking for a Stock Plan Administrator to own the day-to-day administration of our equity programs on Morgan Stanley E*TRADE Equity Edge Online (EEO). Reporting to the Stock Administration Manager, you will manage the full equity lifecycle — grants, vesting and releases, option exercises, ESPP purchases, terminations, and mobility events — while operating within a well-established SOX control environment and partnering closely with Payroll, Legal, HR, Compensation, Accounting, and Financial Reporting.

What You’ll Do

Equity Transaction Processing

• Administer all equity plan activity in Equity Edge Online (EEO): process RSU/PSU grants, export grants and online grant agreements to participant E*TRADE accounts, and communicate new grants to employees.
• Process daily stock option exercises (same‑day sale, sell‑to‑cover, and cash), including 10b5‑1 plan transactions through Morgan Stanley and E*TRADE, and confirm receipt of cash proceeds and tax withholding.
• Manage RSU and PSU releases end to end: pre‑release tax and income reconciliations with Payroll (EEO vs. Workday), sandbox validation of tax files, release approval files, share settlement via withhold‑to‑cover, and post‑release reporting to Payroll and Accounting.
• Administer the ESPP: enrollment, contribution tracking and IRS $25K/share‑limit monitoring, semi‑annual purchases, refunds, valuation/true‑up support, and monthly reconciliation of the ESPP tracker to the general ledger.
• Process terminations, leaves of absence, and rehires — enter termination dates in EEO, generate and deliver closing statements, suspend/adjust vesting for qualifying LOAs, and reconcile termination data to HR records.
• Initiate share issuance and transfers through Computershare (DWAC/iCart), maintain the DWAC control log, and support reconciliation of transfer agent activity.

Reconciliations, Reporting & SOX Compliance

• Execute and document SOX key controls over the equity cycle, including grant input reviews, release reconciliations, cash/bank reconciliations of exercise and release proceeds, and ESPP‑to‑GL reconciliations; support internal and external audit walkthroughs and testing.
• Prepare monthly stock‑based compensation reporting support (ASC 718), including expense reports, journal entry support. Assist with the preparation flux analysis.
• Deliver recurring reports to Payroll (domestic and international), Tax, Accounting, and Financial Reporting, including W‑2 income for ISO/ESPP dispositions, 1099‑NEC income, Section 6039 reporting (Forms 3921/3922), and annual director statements.
• Support quarterly SOC 1 report evaluations, and quarter‑end/year‑end close deliverables (EPS support, 10‑Q/10‑K share data, evergreen increases, and S‑8 support).

Compliance & Employee Experience

• Administer insider trading compliance processes: trading window blackouts, preclearance for Access Persons and Section 16 officers, and 10b5‑1 plan setup, review, and termination in partnership with Legal.
• Serve as a primary point of contact for employee equity questions via the stock administration inbox and Jira, delivering clear, accurate, and timely responses.
• Identify and drive process improvements, automation, and documentation updates to desktop procedures.

What We’re Looking For

• CEP Level 1 (Equity Compensation Associate / ECA) required; full CEP designation a strong plus.
• 3+ years of progressive stock administration experience at a public company, with hands‑on ownership of RSUs, PSUs, ESPP, and stock option exercises.
• Equity Edge Online (EEO) knowledge required, including reporting, imports/exports, and release processing.
• Excellent Excel skills (pivot tables, lookups, large data reconciliations) with strong attention to detail and accuracy.
• Excellent verbal and written communication skills; able to present webinars and explain complex equity topics clearly to employees at all levels and partner effectively across Payroll, Legal, HR, Compensation, and Accounting.
• Working knowledge of SOX controls and experience supporting internal/external audits.
• Solid understanding of equity taxation (RSU/PSU withholding, ISO/NQ exercises, ESPP qualifying and disqualifying dispositions) and related payroll reporting.
• Familiarity with transfer agent processes (Computershare, DWAC), 10b5‑1 plans, Section 16 and insider trading compliance preferred.
• Experience with Workday, NetSuite, and ASC 718 stock‑based compensation a plus.
• Excellent organizational skills. Asana experience a plus.
• Self‑starter who manages recurring daily, monthly, quarterly, and year‑end deadlines independently and handles confidential data with discretion.
• Intellectually curious learner who will proactively propose automation and changes to streamline our processes.

#LI - Remote

Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed below. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. The estimated salary ranges noted below roles in the specific geographic zones

Zone 1: San Francisco Bay Area CA (includes HQ), New York City, Seattle, Los Angeles County

$99,800—$124,800 USD

Zone 2: CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts

$89,900—$112,300 USD

Zone 3: Utah (includes Utah office), Dallas TX, Houston TX, Florida, North Carolina, Illinois, Colorado, Arizona, Georgia, Oregon, Pennsylvania

$84,900—$106,100 USD

What’s in it for you?

Redefining how businesses automate their work is a fast‑paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn’t only experienced by our customers, but by our employees as well.

• 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)
• HSA & FSA accounts
• Life Insurance, Long & Short‑term disability coverage
• Employee Assistance Program (EAP)
• 11+ Observed holidays and wellness days and flexible time off
• Employee Stock Purchase Program with employee discounts
• Wellness & Fitness initiatives
• Employee recognition and referral programs
• And much more

Don’t believe us? Check out our culture, benefits, and teams on our career site, LinkedIn Life, or YouTube pages.

BILL is an Equal Opportunity Employer.

We believe our best ideas come from the unique stories, perspectives, and experiences of our team members.

We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture.

We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact [e-mail]. To ensure a fair evaluation, our Candidate Integrity Policy prohibits the use of unapproved external assistance, including generative AI, during live interviews or assessments. Doing so will result in a review and potential disqualification.

Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.