A full range of short-term and long-term plan administration coverage as well as permanent placement options
O.N. - Equity and Payroll Professional - Highly skilled Equity & Payroll Professional with proven success in Global Administration of vibrant and complex plans. Accounting and finance background with close attention to detail while handling the dual responsibilities of both payroll and equity. Lead a Global system conversion project, including employee communication and education, established quarterly Equity meetings for new hires and “office hours” for employee questions, prepared Proxy statements, and administered ESPP programs including stock purchase. Systems Knowledge includes: Equity Edge Online, Morgan Stanley Sapphire, BAML, Fidelity
G.S. - Sr. Manager of Global Stock Plan Administration - An experienced Stock Plan Manager with over 20 years of industry experience. Manages global administration and all aspects of private equity incentive plans and profits interests plan. Provides guidance on day-to-day administration for global stock programs. Oversight exercises, releases, 83(b) elections, reconcile transactions, termination dates, tax withholding, domestic and global YE reporting, new grant issuances, and equity education initiatives. Able to interface cross departmentally which includes partnering with Accounting, Payroll, Finance Legal, Mobility and HR teams to evaluate best practice and maintain compliance (US and Global). Systems Knowledge includes: Charles Schwab, Morgan Stanley Sapphire, Equity Edge Online, Fidelity
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