Senior Equity Programs Lead
StackAdapt
Accounting, Auditing & Finance
Job Summary
The Financial Reporting team at StackAdapt is responsible for overseeing technical accounting, management, and external reporting, and partnering with People and Culture (“P&C”) and Legal departments to manage the company’s equity plan.
- Minimum Qualification : Degree
- Experience Level : Senior level
- Experience Length : 5 years
Job Description/Requirements
- Manage and maintain the company's share capitalization table, ensuring the accuracy and completeness of all equity data.
- Be the main point of contact for equity at StackAdapt, and own all equity transactions including but not limited to equity award issuance, participant termination, and exercise requests.
- Conducting reviews on change requests processed in StackAdapt’s equity management database and maintaining accurate equity plan and cap table data.
- Document and periodically update company policies on equity administration procedures.
- Assist in the preparation and distribution of equity-related communications to employees, including grant agreements, tax forms, and other documentation.
- Support employee’s education and awareness of equity awards to ensure participants have a positive experience. This may include hosting training sessions, recording webcast materials, and having one on one Q&A sessions.
- Lead the design and modification of equity plans to align with the Company’s strategic objectives, compensation philosophy, and competitive practices.
- Work with FP&A and P&C teams to develop forecast models on future equity awards.
- Manage accurate and timely reporting for internal and external purposes, including financial reporting, tax compliance, and audits.
- Collaborate with cross-functional teams, including Finance, Legal, and P&C, to support equity-related initiatives and ensure compliance with regulatory requirements.
- Assist with Global Mobility processing and compliance for equity transactions.
- Stay informed about developments in equity administration best practices and regulatory requirements, and recommend process improvements as necessary.
- Assist with special projects and initiatives related to equity compensation, as assigned.
- Minimum of five years of stock administration experience including working at a public company with complex global equity programs.
- CEP designation, or in the process of obtaining a CEP designation.
- Bachelor’s degree in Finance, or Accounting or related field.
- Proficiency in equity administration software (e.g., Global Shares, Solium Shareworks, Carta) and Microsoft Excel.
- Thorough understanding of equity administration function and regulatory compliance requirements.
- Excellent attention to detail and accuracy, with the ability to manage complex data and perform reconciliations.
- Strong analytical and problem-solving skills, with the ability to interpret and apply complex equity-related regulations and guidelines.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and communicate complex concepts to stakeholders at all levels.
- Ability to prioritize tasks and manage multiple projects simultaneously in a fast-paced environment.
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