Stock Administration Lead
- Full-time
- Current Square Employee?: Apply via go/jobs with your Square email.
Company Description
Job Description
The Stock Administration Lead will be key in leading and scaling Square’s stock administration function as the company grows globally. This position can be based in our office in San Francisco or Oakland. This role will be responsible for hands-on, end-to-end administration of Square’s equity plans (including but not limited to equity grants, option exercises, releases, ESPP, broker transactions, and withholding tax calculations), in the U.S. and globally. The ideal candidate will have a proven track record and is exceptionally organized, resourceful and detail-oriented.
You will:
Manage and mentor a team of two full-time stock plan administrators
Administer the company’s stock plans consisting of Stock Options, RSUs, RSAs and ESPP for all employees in the U.S. and globally
Work closely with the company’s transfer agent and outside service providers, as well as internal teams
Prepare, maintain transaction details, file SEC forms 3, 4 and 5 as needed
Ensure filing obligations pertaining to 6039 IRS filing obligations are met
Manage 10(b)5-1 trading plans and annual review of plan providers and work with Company Directors, Officers and Employees as necessary
Provide a superior level of service as well as prioritizing and satisfying multiple questions and requests from employees, management and others supporting employee understanding of stock plan services, enrollment and transactions
Assist efforts to continue to streamline the stock administration function, including improving and introducing additional best practices with effective controls, automate routine work streams and paperwork processes to better enable efficient, accurate and timely processing of stock administration matters and reports where possible
Continue to improve employee education materials and offerings to employees and the presentation of educational materials; plan education visits at remote offices as needed
Partner effectively and proactively with human resources, legal, tax, payroll and accounting to anticipate, implement and/or address equity compensation initiatives/matters
Maintain recordkeeping of the company’s equity data using Equity Edge Online and ComputerShare transfer agent
Manage relationships with outside vendors, monitor enhancements and changes to service levels as needed
Prepare monthly and annual reconciliation of all equity information and maintain SOX compliance
Prepare and manage annual proxy preparation
Maintain supporting documents for financial audits and assist in data requests
Perform other duties and ad hoc requests as needed
Qualifications
You are:
A strong leader that has the technical and interpersonal skills to be the face of stock administration to all of the cross functional stakeholders both internally and externally
Trusted and respected with the highest level of integrity
Self-motivated, flexible, deadline-oriented, have a keen attention to detail, and able to complete tasks with minimal supervision
A strong communicator, process-oriented individual who is also flexible enough to thrive in a fast-paced environment
Willing and able to get your "hands dirty", have a strong work ethic and excel in a dynamic environment
Team-oriented, dependable and flexible; able to maintain strict confidentiality and data privacy
Able to easily navigate between the daily transactional matters to longer term strategic planning initiatives
You have:
10+ years of relevant experience in administration of global equity plans (Full CEP designation required)
Bachelor’s degree or equivalent experience in a related field
Strong working knowledge of equity plans and various equity types; experience working directly with major third-party equity software systems and brokerage firms
Experience of a dual share class environment desirable
Ability to function in a highly confidential environment
Strong verbal, written and interpersonal communication and problem-solving skills; ability to communicate effectively with high-level executives as well as front-line employees
Strong attention to detail, analytical abilities, creative thinking and consistent follow-through, including project management skills
Ability to identify areas for efficiency improvements and create change where necessary
Must be adaptable, able to multitask and take on responsibilities as necessary
Proven ability to partner with cross-functional teams, including legal, HR, tax, payroll, accounting and financial reporting
Gain cooperation through discussion, influence and persuasion based on Square’s operating principles
Passion for data integrity, process definition and organizational alignment
Possesses energy, enthusiasm to drive results; action oriented
Passion for Square with strong interest in technology / knowledge of the industry