Senior Manager - Equity Programs
About the Role We are seeking an experienced and highly skilled Senior Stock Plan Manager to optimize our global employee equity programs. This role emphasizes expertise in daily administration including option exercises, tax position review, etc, Equity Edge Online (EEO), deep knowledge of stock-based compensation and public company disclosures, including Proxy and Forms 3, 4, and 5 filings. The ideal candidate will also bring public company experience and Employee Stock Purchase Plans (ESPPs), along with a strong background in international equity management, navigating the complexities of multinational taxation and compliance.
This is a leadership role requiring proven people management skills and a track record of delivering scalable equity solutions in a fast-paced, growth-oriented environment. The Senior Manager will partner with cross-functional teams, including HR, legal, finance, and external service providers, to ensure the seamless execution of equity-related processes and compliance with global tax and regulatory requirements. This role offers high visibility and requires strategic planning to support organizational growth while fostering employee understanding and success through effective equity communications.
Key Responsibilities
Equity Administration & Compliance
Oversee the end-to-end administration, including stock grants, vesting, exercises, and transactions, ensuring data accuracy and compliance.
Detailed reviewer of the capitalization table and ensure accurate financial reporting, including tax filings and public disclosures.
Contribute to managing SEC filings and disclosure requirements, including Form 3, 4, and 5, Annual Proxy Statement, in partnership with legal and finance teams.
Ensure compliance with international tax and regulatory requirements, collaborating with legal and external advisors to mitigate risk.
Strategic Equity Program Oversight
Implement equity solutions and lead efforts to enhance and automate processes, leveraging Equity Edge Online to scale effectively.
Partner with leadership and cross-functional partners on the design, implementation, and evolution of global equity programs, including ESPP.
Operational Excellence
Oversee the month-end close process for stock-based compensation, including journal entries, data reconciliations, and financial reporting.
Maintain and update procedure documentation, ensuring robust internal controls and audit-readiness.
Collaborate with external service providers, auditors, and internal teams to support audits, filings, and regulatory submissions.
Communication & Education
Oversee the equity communication strategy for employees and stakeholders, including executive leadership.
Foster employee understanding and engagement with equity programs through clear, concise, and tailored messaging.
People Management & Leadership
Lead, mentor, and develop a high-performing equity administration team.
Develop talent, foster collaboration, and maintain a culture of operational excellence and employee success.
Stay ahead of industry trends, regulatory changes, and best practices, ensuring that the company’s equity programs remain competitive and compliant.
Qualifications
Education & Certification
Bachelor’s degree in Accounting, Finance, or a related field.
Certified Equity Professional (CEP) designation required.
Experience
7+ years of progressive experience in equity administration, including at least 3 years in a public company environment preferred.
Strong expertise in Equity Edge Online and stock-based compensation accounting.
Comprehensive understanding of equity instruments, applicable tax regulations, and public company disclosure requirements.
Proven experience managing employee stock purchase plans and navigating global equity complexities.
Skills & Competencies
Strong analytical skills with attention to detail and problem-solving abilities.
Excellent interpersonal and communication skills to effectively interact with stakeholders at all levels.
Demonstrated ability to streamline processes and scale operations in a dynamic environment.
Proven leadership and people management experience, with a focus on team development.
About the job
Apply for this position
Senior Manager - Equity Programs
About the Role We are seeking an experienced and highly skilled Senior Stock Plan Manager to optimize our global employee equity programs. This role emphasizes expertise in daily administration including option exercises, tax position review, etc, Equity Edge Online (EEO), deep knowledge of stock-based compensation and public company disclosures, including Proxy and Forms 3, 4, and 5 filings. The ideal candidate will also bring public company experience and Employee Stock Purchase Plans (ESPPs), along with a strong background in international equity management, navigating the complexities of multinational taxation and compliance.
This is a leadership role requiring proven people management skills and a track record of delivering scalable equity solutions in a fast-paced, growth-oriented environment. The Senior Manager will partner with cross-functional teams, including HR, legal, finance, and external service providers, to ensure the seamless execution of equity-related processes and compliance with global tax and regulatory requirements. This role offers high visibility and requires strategic planning to support organizational growth while fostering employee understanding and success through effective equity communications.
Key Responsibilities
Equity Administration & Compliance
Oversee the end-to-end administration, including stock grants, vesting, exercises, and transactions, ensuring data accuracy and compliance.
Detailed reviewer of the capitalization table and ensure accurate financial reporting, including tax filings and public disclosures.
Contribute to managing SEC filings and disclosure requirements, including Form 3, 4, and 5, Annual Proxy Statement, in partnership with legal and finance teams.
Ensure compliance with international tax and regulatory requirements, collaborating with legal and external advisors to mitigate risk.
Strategic Equity Program Oversight
Implement equity solutions and lead efforts to enhance and automate processes, leveraging Equity Edge Online to scale effectively.
Partner with leadership and cross-functional partners on the design, implementation, and evolution of global equity programs, including ESPP.
Operational Excellence
Oversee the month-end close process for stock-based compensation, including journal entries, data reconciliations, and financial reporting.
Maintain and update procedure documentation, ensuring robust internal controls and audit-readiness.
Collaborate with external service providers, auditors, and internal teams to support audits, filings, and regulatory submissions.
Communication & Education
Oversee the equity communication strategy for employees and stakeholders, including executive leadership.
Foster employee understanding and engagement with equity programs through clear, concise, and tailored messaging.
People Management & Leadership
Lead, mentor, and develop a high-performing equity administration team.
Develop talent, foster collaboration, and maintain a culture of operational excellence and employee success.
Stay ahead of industry trends, regulatory changes, and best practices, ensuring that the company’s equity programs remain competitive and compliant.
Qualifications
Education & Certification
Bachelor’s degree in Accounting, Finance, or a related field.
Certified Equity Professional (CEP) designation required.
Experience
7+ years of progressive experience in equity administration, including at least 3 years in a public company environment preferred.
Strong expertise in Equity Edge Online and stock-based compensation accounting.
Comprehensive understanding of equity instruments, applicable tax regulations, and public company disclosure requirements.
Proven experience managing employee stock purchase plans and navigating global equity complexities.
Skills & Competencies
Strong analytical skills with attention to detail and problem-solving abilities.
Excellent interpersonal and communication skills to effectively interact with stakeholders at all levels.
Demonstrated ability to streamline processes and scale operations in a dynamic environment.
Proven leadership and people management experience, with a focus on team development.