Staffing & Recruiting

A full range of short-term and long-term plan administration coverage as well as permanent placement options

Bay Area (CA) Resources Currently Available

S.K. – Sr. Stock Plan Administrator/Manager – More than 20 years of experience in global equity and stock based employee compensation management and administration, corporate governance, and regulatory compliance at both private and publicly held multi-national corporations. Holds a CEP Level III Certification and extensive knowledge and experience in equity accounting practices, domestic and international taxation, and regulatory compliance practices, stock administration best practice standards, and internal and external relationship management. Administration software knowledge includes: EquityEdge, MSSB AutoX and Sapphire, AST StockPlan, Transcentive, and Certent (EASi).

B.M. –Director, Global Stock Plans- Talented, previously certified Global Stock Plan professional with over fourteen years of experience and a strong background in Accounting and Finance. Experienced with late stage private corporations, pre- and post-IPOs, and public company equity compensation administration and reporting. Strong skills in equity accounting. Has a passion for employee education, training, and team growth. Administration Software Knowledge includes: E*Trade, Schwab, Shareworks, Certant and Computershare.

M.G. -Manager Stock Administration- Very experienced, Senior Stock Plan Administrator, skilled in Employee communication, Grants, Forecasts, Daily transactions, SEC Officer Form Fillings, International filings, and month/quarter end close function. Responsible for two separate EEO databases for same company, and has worked with IT to create real-time personnel summaries and 6039 documentation on the company’s intranet (6039 Forms followed IRS's strict requirements). Also, developed and implemented a Payroll Audit Tool which audits gain and taxes on equity transactions with 99% accuracy, online tool to deliver mandatory Sec 6039 annual statements to employees. Administration Software Knowledge includes: E*Trade, Computershare

M.K. – Stock Administration Consultant – Accomplished professional with 20+ years of experience in global stock plans including stock options, restricted stock awards, restricted stock units, performance-based stock awards and employee stock purchase plans (ESPP). Able to support and balance the needs of the company at all times, provide exceptional customer service and interface effectively throughout the organization. Additional expertise in general ledger, financial reporting, cash management, payroll, accounts receivable, and accounts payable. Administration Software Knowledge includes: E*Trade, Schwab, Transcentive, BAML, UBS and Shareworks.

T.T. – Payroll Manager/Stock Plan Administrator - Dynamic and highly qualified Stock Plan Administrator with extensive knowledge of stock options, and RSUs GAAP, HR and taxation policies. Successfully implemented new processes that streamline equity, payroll, and HR functions, reducing human error and paper processing by 90%. Accurately and timely process 1,500 payroll for hourly non-exempt and exempt staff for multi-States in the US Puerto Rico, different Provinces in Canada and EMEA. Administration Software Knowledge: E*Trade, Shareworks, Fidelity.

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