Stock Plan Administrator
Core
Manage global equity programs and ensure compliance during a private-to-public company transition.
Role type
Senior Stock Plan Administrator (IPO transition focus)
Builds
Public company equity administration infrastructure and compliance processes
Domain
Finance / Securities Law / Equity Compensation
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work -> infrastructure (equity administration systems)
Required skills
Stock plan administration, IPO/SPAC/direct listing transition experience, Carta platform expertise, SEC regulations knowledge, Section 16 filings, Rule 144, 10b5-1 plans, ASC 718 accounting, tax implications of equity, cross-functional collaboration, data integrity, Excel/Sheets proficiency
Preferred skills
Certified Equity Professional (CEP) designation
Technologies
Carta, Microsoft Excel, Google Sheets
Responsibilities
Manage day-to-day administration of global equity plans (options, RSUs), process equity transactions (grants, exercises, cancellations, vesting), lead preparation for public company transition, develop public company processes (trading windows, pre-clearance), serve as primary contact for equity questions, collaborate with Legal/HR/Finance for payroll/tax/accounting, prepare data for public filings (S-1, 10-K), partner with transfer agents/vendors, develop educational materials for employees, ensure compliance with securities laws.
Seniority
Senior, hands-on IC