Equity Plan Specialist

Job Description

The Equity Plan Administrator is responsible for managing the operations of the company’s stock-based compensation plans. This role ensures data accuracy, supports compliance tasks, and coordinates with employees and internal teams on equity-related matters.

- Administer equity programs, including grant uploads, reconciliations, vesting events, and employee communications.

- Maintain equity data across systems and ensure alignment with broker, payroll, and accounting records.

- Support accounting processes, including journal entries and SEC filings (10-K, proxy).

- Respond to employee equity inquiries and assist with training and education.

- Coordinate with teams (Finance, Legal, Tax, Payroll, HR) and vendors (Fidelity, transfer agents).

- Generate reports and dashboards for decision-making.

- Ensure compliance with equity plan documentation and SOX requirements.

- Identify and implement process improvements.

Qualifications

- Experience: 5–8 years in HR, Compensation, or Equity/Stock Plan Administration.

- Education: Bachelor’s degree in Business, Finance, Accounting, HR, or related field.

- Systems: Experience with Oracle HCM and Fidelity platforms or similar.

- Technical: Excel proficiency; data analysis and reporting experience.

- Communication: Written and verbal communication skills.

- Other: Ability to work independently and with teams.

- Global Exposure: Experience supporting international payrolls and expatriate employees.