Global Stock Plan Administrator responsible for managing equity programs at Planet. Collaborating with internal departments and ensuring compliance with stock-based compensation regulations.
Responsibilities
Partner with our external record-keeper and consultants to execute employee equity transactions, ensuring accurate and timely record keeping
Work with legal counsel to ensure timely creation of new grant agreements and necessary updates to existing grant agreements for equity plan changes as well as pertinent regulatory changes
Ensure compliance with all stock-based compensation reporting requirements, including Section 16, Proxy, and forms 10-K/Q, including drafting and filing of all Forms 3, 4 and 5 for corporate officers and directors
Assist with stock-based compensation accounting, reporting and analysis; Generate recurring reports for multiple internal and external corporate partners (HR, Payroll, Finance, Accounting, Tax, etc.), and respond to both routine and ad-hoc data requests on a timely basis.
Ensure compliance with all domestic and international laws for income and tax withholdings for stock options, RSUs and other equity grants and ensure accurate reporting on W-2s or other forms of participant tax reporting
Assist in managing the insider trading compliance program, including managing the stock trading windows, as well as the pre-clearance process and personnel
Partner with our external transfer agent to settle transactions and maintain share reserves
Manage the processing of grants, stock option exercises, restricted stock releases, terminations and other transactions
Support the preparation of the annual proxy statement
Provide excellent customer service to equity participants at all levels and to partners across departments
Support the HR compensation team during the annual compensation planning process
Assist in the preparation and maintenance of board and committee meeting materials
Drive process improvements and scale the equity administration function
Maintain internal control environment in accordance with Sarbanes-Oxley (SOX) requirements
Prepare monthly and quarterly employee equity transaction reconciliations
Enhance the onboarding program for equity programs and participate in the onboarding process for new hires to ensure they are clear on the process
Provide regular training and education to participants in our stock plan
Assist with internal and external audit activities relating to employee equity matters
Perform other duties and ad hoc projects as requested
Requirements
6+ years of relevant experience with stock plan administration
Bachelor's degree required, preferably in Business, Accounting/Finance, or a related field
Achieved a Level III Certified Equity Professional (CEP) certification
Experience with Morgan Stanley E*Trade's Equity Edge Online (EEO) platform and Morgan Stanley
Experience working independently and effectively with a range of individuals.
Ability to maintain strict confidentiality of materials and information
Able to multitask, prioritize, and work under tight deadlines
Excellent analytical skills, accuracy and attention to details required
Proficient in Excel
Proficient in the G-suite; Google collaboration tools
Adept at creating insightful reports and dashboards using PivotTables and conditional formatting.
Benefits
Comprehensive Medical, Dental, and Vision plans
Health Savings Account (HSA) with a company contribution
Generous Paid Time Off in addition to holidays and company-wide days off
16 Weeks of Paid Parental Leave
Wellness Program and Employee Assistance Program (EAP)
Home Office Reimbursement
Monthly Phone and Internet Reimbursement
Tuition Reimbursement and access to LinkedIn Learning
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