Lead Stock Analyst - Remote

Overview

Join a leading fintech company that’s democratizing finance for all.

In Short

• Maintain the integrity of the equity database and ensure accurate record keeping
• Manage the complete process for new equity grants, option exercises, and RSU releases
• Oversee all aspects of the Employee Stock Purchase Plan (ESPP), from enrollment to purchase
• Address inquiries and resolve issues for employees and partners
• Create and maintain internal equity compensation website content
• Prepare and review monthly and quarterly reconciliations, and address SOX audit requests
• Prepare and review Section 16 reports and form filings
• Review 10b5-1 trading plans and manage trading windows and trade clearances
• Lead the annual proxy process for equity reporting
• Assist with international expansion efforts and other ad hoc projects

Requirements

• Minimum of 6 years of stock administration experience within a US public company
• Exceptional attention to detail and strong analytical skills to ensure data accuracy and completeness
• Customer-focused with a strong sense of urgency and the ability to prioritize effectively
• Proficiency in Equity Edge Online
• Excellent verbal and written communication skills, with the ability to work independently and collaboratively across different teams
• Proficient in Microsoft Excel and G Suite applications
• Certified Equity Professional (CEP) Level 3 designation is preferred, or active progress toward certification is desirable.

Benefits

• Market competitive and pay equity-focused compensation structure
• 100% paid health insurance for employees with 90% coverage for dependents
• Annual lifestyle wallet for personal wellness, learning and development, and more!
• Lifetime maximum benefit for family forming and fertility benefits
• Dedicated mental health support for employees and eligible dependents
• Generous time away including company holidays, paid time off, sick time, parental leave, and more!
• Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits