Title: Manager, Global Stock Administration
Location: San Rafael, CA
Job Type: FTE/Permanent
Shift Details: Standard weekday shifts, roughly 8am to 5pm with a flexible lunch time.
Flexible/hybrid work location, at least two days per week on-site in San Rafael, CA.
Summary This position is responsible for managing global stock administration operations. The role reports to the Senior Manager of Stock Administration in the Accounting Operations and Business Process Excellence team. It involves working cross-functionally to ensure operational rigor, financial control, and end-to-end process excellence with global partners in Finance, HR, Legal, and Information Management.
Key Responsibilities The Stock Administration Manager will handle day-to-day activities related to Employee Stock Purchase Plans, Restricted and Performance Stock Units, and Stock Options globally. The ideal candidate will have strong customer service and communication skills, high attention to detail, and the ability to produce high-quality work. The manager will be responsible for ensuring transactional accuracy, financial controls, employee service, continuous process improvement, and oversight of third-party platforms and services. Primary responsibilities include:
- Maintain stock administration database and ensure accuracy at all times.
- Prepare and process ESPP, ISOs, RSUs, PSUs, grants, cancellations, exercises, and releases in a timely manner.
- Prepare and distribute option grants electronically.
- Prepare ad-hoc and quarterly equity reconciliations, including audit support.
- Provide tax reports to global payrolls and employees as needed.
- Generate internal and external reports, including participant summaries.
- Maintain trading blackout periods, pre-clearance, and enforcement of insider trading policy restrictions.
- Interact with transfer agents to resolve processing issues and initiate ad-hoc transactions.
- Act as the primary point of contact for employee equity-related inquiries.
- Ensure internal controls and procedures are followed to comply with relevant regulations.
- Coordinate with HR partners to maintain a global mobility tracking program.
Experience Required Skills: - Minimum 5 years of experience in stock administration with increasing responsibility, including at least 2 years of management experience.
- Bachelor's degree in Accounting, Finance, or similar preferred.
- Candidate must have deep experience and knowledge with:
- Global and cross-functional environments.
- ESPP, Stock Options and RSUs
- SOX and internal controls for equity and stock based compensation.
- Global equity taxation knowledge.
- Public company experience.
- Global mobility and mechanics of a global mobility tracking program.
- The ideal candidate will possess strong:
- Analytical skills, accuracy and attention to details required.
- Written and verbal communication skills.
- Willingness and ability to work hands-on, collaboratively and with a sense of urgency, in a fast-paced environment.
- Affinity for process optimization, demonstrating a Continuous Improvement mindset for stock administrative processes.
- Organization skills, ability to operate with complexity.
- The candidate will have demonstrated the ability to:
- Work independently and effectively with a range of individuals.
- Maintain strict confidentiality of materials and information.
- Maintain a strong control environment in compliance with accounting policies, SOX, and standard operating procedures.
- Multi-task, prioritize, and work under tight deadlines.
- Effectively present and teach users and management on complex equity topics.
- CEP certification is a plus.
Education: Bachelor's degree in Accounting, Finance, Business Administration, or similar is desirable.