Stock Plan Administrator Resume
Objective : As a Stock Plan Administrator, responsible for the day-to-day administration of global equity programs ESPP, SARs, SOPs, and Phantom stock, including recordkeeping, reporting, compliance, and reconciliations.
Skills : Stock Plan Administration, Regulatory Compliance.
Description :
- Processed new equity awards and distribution of online grant agreements.
- Prepared and distributed year-end tax statements for all equity transactions.
- Assisted the Key Interface members with stock-related queries in a timely manner.
- Communicated plan provisions to employees and resolved employee issues or concerns according to established plan rules.
- Performed monthly, quarterly, and annual reconciliation of transactions between Payroll and Compensation.
- Ensured compliance with all global tax laws and withholding requirements and stayed updated on the changing regulatory and payroll tax environment.
- Administered equity transactions globally such as granting, exercise, sale, releases, retirements, terminations, expatriates, and international transfers.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor's Degree In Human Resources
Senior Stock Plan Administrator Resume
Summary : As a Stock Plan Administrator, generated recurring reports for multiple internal and external corporate partners (HR, Payroll, Tax, Finance, Accounting), developed processes, and responded timely to ad hoc data requests from business partners.
Skills : Communication, Data Management.
Description :
- Participated in the creation of HR strategies to support the business goals, and led special projects as assigned.
- Led and directed contact for relationships with executive compensation vendors and stock plans.
- Conducted monthly, quarterly as well and yearly reporting inclusive of information needed for Proxy plus 10k filings.
- Collaborated with legal, finance, and HR teams to communicate materials, compliance, grant process, and management reports.
- Ensured to process new grants as well as varied transactions with a strong know-how of accounting, legal, and tax implications.
- Administered semi-yearly organization enrollments and purchases.
- Developed quarterly organizational disqualified disposition reports along with year-end tax statements.
Experience
10+ Years
Level
Senior
Education
BA in Accounting
Stock Plan Administrator Resume
Objective : As a Stock Plan Administrator, assisted new and existing participants with general inquiries including account information, website navigation, grant acknowledgments, ESPP enrollment, option exercises, and restricted stock unit vesting.
Skills : Taxation, Customer Service.
Description :
- Responded to all executive plus employee queries pertinent to company stock plans.
- Performed to enhance efficiencies, processes, and accuracy of data.
- Performed large data sets, audits, reconciliations, v-lookups, data edits, and complex calculations.
- Administered and executed domestic as well as international equity programs.
- Ensured compliance with federal, state, and foreign regulations along with securities laws.
- Managed relations with all third-party administrators as well as captive brokers.
- Collaborated with SOX, Finance, Payroll, Legal, and Human Resources on entire stock reporting requirements.
Experience
2-5 Years
Level
Executive
Education
BA in Accounting
Junior Stock Plan Administrator Resume
Objective : As a Stock Plan Administrator, coordinated with 3rd party plan provider, Shareworks, on communication materials to participants on grant acceptance, ESPP enrollment, disqualified disposition, vesting, and updates to terms and conditions.
Skills : Problem-Solving, Collaboration.
Description :
- Suggested and led process improvement initiatives and automation of processes.
- Partnered with internal teams including Finance, Tax, Payroll, and HR, on all equity-related matters.
- Assisted internal and external auditors with audits upon request and implemented controls, as needed.
- Ensured accuracy, timeliness, and integrity of all equity data in the equity system of record.
- Generated, and reviewed for accuracy, recurring and ad-hoc reports for FP&A, Accounting, Payroll, HR, Internal audit, and Legal teams.
- Reconciled equity award activity with the company records, the broker records, and the transfer agent on an ongoing basis.
- Processed stock option exercises and transactions, ensuring timely and accurate execution.
Experience
0-2 Years
Level
Junior
Education
BS in Accounting
Associate Stock Plan Administrator Resume
Objective : As a Stock Plan Administrator, identified operational inefficiencies and helped improve existing manual processes or develop new processes, or system improvements to ensure standardization and consistency with growth.
Skills : Reporting, Analysis.
Description :
- Processed transactions involving option exercises, RSU vesting, and ESPP purchases, with a strong collaboration between HR and Payroll.
- Performed reconciliation of records between Stock Administration, HR, and Payroll.
- Maintained database integrity and ensured the accuracy of record-keeping of equity data using Equity Edge Online.
- Reconciled and performed auditing procedures related to equity transactions to ensure accuracy, timeliness, and quality control of data in the equity system.
- Provided support to internal teams for monthly corporate accounting and global payroll processes (23 countries), including responding to inquiries and support requests.
- Supported Corporate SOX controls/testing and global audit/compliance requests.
- Partnered with the Legal/Corporate Secretary's office on relevant insider trading and Section 16 reporting requirements and tracking.
Experience
2-5 Years
Level
Executive
Education
BS in Accounting
Assistant Stock Plan Administrator Resume
Objective : As a Stock Plan Administrator, responsible for the day-to-day activities of the companys global equity incentive programs which include stock options, restricted stock units, and employee stock purchase plans.
Skills : Knowledge of Equity Compensation, Administrative Skills.
Description :
- Managed monthly/annual deferred compensation enrollment events for base/bonus compensation.
- Managed annual distributions of deferred compensation programs by partnering with Benefits colleagues, deferred compensation vendors, payroll, and the Corporate Secretary's office as required.
- Participated in annual compensation planning processes (Workday) with other Total Rewards colleagues, FP&A, and accounting vendors for equity expense forecasts.
- Responded to equity-related requests from HR business partners, employees, and former employees to resolve questions or issues.
- Updated/enhanced and developed communication materials in support of managed programs.
- Updated documented processes and procedures and identified continuous process improvement opportunities.
- Maintained accurate records of stock grants, vesting schedules, and other plan details.
Experience
0-2 Years
Level
Junior
Education
BS in Finance
Stock Plan Administrator Resume
Objective : As a Stock Plan Administrator, provided excellent customer service to equity participants at all levels and to partners across departments and responded quickly to employee questions in a courteous and satisfactory manner, including training on equity topics.
Skills : Data Management, Financial Literacy.
Description :
- Assisted in the preparation and distribution of stock plan communications, such as grant notifications, award agreements, statements, and employee education materials.
- Provided support and guidance to employees regarding their stock grants, including answering questions and assisting with account navigation.
- Managed all aspects of processing and reporting equity within Fidelity and Workday.
- Managed equity grant and vesting processes of RSUs for all Salaried and Hourly employees.
- Developed recommendations for enhanced processes and equity-related programs.
- Managed relationships with external vendors and maintained company standards within the platform.
- Managed different stakeholders, departments, and leadership personnel.
Experience
0-2 Years
Level
Fresher
Education
BS in Finance
Stock Plan Administrator Resume
Summary : As a Stock Plan Administrator, helped develop materials and other employee communications, contributed ideas, and assisted with employee education programs utilizing various media available, including conducting employee training and information sessions.
Skills : Problem-Solving Skills, Analytical Skills.
Description :
- Assisted with other broad-based compensation programs and administration such as market pricing, offer recommendations, and reporting as needed.
- Administered and managed employee stock options, stock purchases, and equity compensation plans for a workforce of [X] employees.
- Ensured compliance with federal and state regulations, including SEC and IRS guidelines, to maintain plan accuracy and data integrity.
- Collaborated with HR and Finance teams to maintain accurate employee data and update stock plan records as necessary.
- Processed stock option grants, exercises, and releases in compliance with plan documents and corporate policies.
- Generated and distributed grant agreements, vesting schedules, and stock option exercise instructions to employees.
- Provided expert guidance and support to employees on stock plan-related questions and issues, including tax implications, and assisted in resolving plan-related inquiries.
Experience
7-10 Years
Level
Consultant
Education
BS in Finance
Stock Plan Administrator Resume
Objective : As a Stock Plan Administrator, responsible for the administration of stock-related programs, policies, and tools for grant and vest events and other related activities. Completes surveys and assists with compiling benchmark data for equity plans.
Skills : Cross-Functional Collaboration, Confidentiality Standards.
Description :
- Administered and managed the ESPP (Employee Stock Purchase Plan), including enrollment, contribution deductions, and disbursement of shares.
- Maintained accurate and organized records of stock plan transactions, ensuring proper audit trails for all activities.
- Collaborated with third-party administrators, transfer agents, and brokers to execute stock option exercises and transfers.
- Monitored stock plan communication materials, ensuring clarity and compliance with regulations.
- Participated in the annual external audit of stock-based compensation plans.
- Assisted in the design and implementation of process improvements to enhance stock plan administration efficiency.
- Assisted in the administration of stock option and equity compensation plans.
Experience
2-5 Years
Level
Executive
Education
BS in Finance
Stock Plan Administrator Resume
Objective : As a Stock Plan Administrator, works closely with Legal to compile quarterly blackout lists and communicate with third-party vendors about blackouts and affected participants. Reconcile stock issuances with transfer agent on a monthly basis, including audit of plan reserve balances.
Skills : Continuous Learning, Scheduling meetings.
Description :
- Supported employees with stock plan inquiries, explaining plan details, tax implications, and related information.
- Maintained records of stock plan activities, ensuring accuracy and completeness.
- Collaborated with cross-functional teams to streamline processes and improve plan administration.
- Ensured all participant stock plan transactions (grants, exercises, terminations) were correctly processed and settled in a timely manner.
- Assembled grant agreement documentation, provided to a third-party administrator, and facilitated acceptance when needed.
- Worked closely with payrolls in various countries to ensure proper tax withholding, accounting, and compliance.
- Calculated and tracked dividend equivalents, retirement-eligible FICA compliance, and quarterly employee stock purchase plan offering periods.
Experience
2-5 Years
Level
Executive
Education
BS in Finance
