Stock Administration Lead

  • San Francisco, CA
  • Full-time

Company Description

We believe the economy is better when everyone has access. When everyone has room to grow. No one should be left out because the cost is too great or the technology too complex. We started with a little white credit card reader but haven’t stopped there. We’re empowering the independent electrician to send invoices, setting up the favorite food truck with a delivery option, helping the ice cream shop pay its employees, and giving the burgeoning coffee chain capital for a second, third, and fourth location. We’re here to help sellers of all sizes start, run, and grow their business—and helping them grow their business is good business for everyone.

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

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Additional Information

At Square, our purpose is to empower – within and outside of our walls. In order to build the best tools for the businesses and customers we support all over the world, we have to start at home with a workforce as diverse and empowered as our sellers. To this end, we take great care to evaluate all employees and job applicants equally, based on merit, competence, and qualifications. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by law. We encourage candidates from all backgrounds to apply and always consider qualified applicants with arrest and conviction records, in accordance with the San Francisco Fair Chance Ordinance. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us by sending an email to assistance(at)squareup.com. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Perks At Square, we want you to be well and thrive. Our global benefits package includes: Healthcare coverage, Retirement Plans, Employee Stock Purchase Program, Meal reimbursements, Wellness perks, Paid parental leave, Flexible time off, Learning and Development resources