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Stock Plan Administrator
| Company | Veeva Systems |
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| Location | Boston, MA, USA |
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| Salary | $85000 – $110000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level |
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Requirements
- 3+ years stock administration experience or equivalent experience in a multi-national, publicly traded company
- Experience with equity and HCM administration systems
- Proficient with navigating through an equity system platform
- Certified Equity Professional (CEP), Exam Level 1 or working towards it
- Experience with U.S. federal and state taxation relating to equity compensation and detailed knowledge of global taxation of equity compensation, including cross-border taxation
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong work ethic and ability to work independently
- Detail-oriented, business-friendly mindset with an ability to accommodate tight deadlines in a fast-paced environment
- Outstanding analytical, communication, and organizational skills
Responsibilities
- Complete monthly and/or quarterly reporting for SOX purposes
- Conduct required Leave of Absence (LOA) updates in the stock administration system (Equity Edge Online)
- Complete monthly audit of address changes
- Monitor UK CSOP taxation appropriation
- Manually process terminations in our Equity Edge Online platform
- Post equity termination closing statements in Workday
- Conduct daily, weekly, and monthly audits to ensure accuracy and completeness
- Manage China SAFE foreign disbursements
- Retrieve and save international reports for Israeli tax purposes
- Perform blackout list reviews in preparation for trading window closing
- Heavily assist with the annual compensation review grant process
- Assist with administering Veeva’s equity programs and ensure that all equity transactions are accurately processed and settled within established timeframes including cross-border tax calculations with an external third-party tax advisor
- Assist with processing daily stock option exercises, Rule 10b5-1 trading plan transactions, and RSU releases, ensuring accurate and timely tax withholding and reporting in compliance with governing rules and regulations, SOX controls, stock plan documentation, and Veeva policies
- Complete scheduled and ad hoc global reporting to meet internal and external compliance requirements including but not limited to analysis of country reporting obligations, 6039 ISO reporting, and payroll reporting
- Generate recurring reports and respond timely to ad hoc requests from business partners
- Assist with preparing equity grant paperwork for approval, processing new equity grants, distributing online grant agreements, and communications grants to new hires
- Create and/or update detailed written procedures as appropriate
- Assist with maintaining database integrity and ensure the accuracy of record keeping of employee and equity data in the stock administration system
- Provide excellent customer service to equity participants at all levels and respond quickly to employee questions in a courteous manner
- Assist with preparing, reviewing, and filing Section 16 reports (e.g., Form 4s) for executive officers and directors
- Assist with annual external auditor walkthrough preparation and completion
- Attend to other duties related to stock administration
Preferred Qualifications
- Bachelor’s degree in Finance or Accounting
- Experience with E*TRADE from Morgan Stanley’s Equity Edge Online platform
- Experience with Section 16 filings
- Experience with Workday’s HRIS system functionality
- Ability to analyze data and confirm accuracy and/or outliers that may cause compliance issues
