Equity and Executive Benefits Analyst

• Transaction Processing: Execute the daily processing of stock option exercises and RSA vestings, ensuring accurate tax withholding and timely distribution of vested awards.
• Data & System Maintenance: Perform regular data syncs and reconciliations between the equity platform (e.g., Fidelity) and Workday systems to maintain flawless data integrity.
• Insider Trading & Section 16 Support: Assist with monitoring trading blackout windows, processing 10b5-1 plan trades, and gathering data to support timely Section 16 Form 4 filings.
• Participant Education: Respond directly to employee inquiries regarding account setup, vesting schedules, and how to use the stock portal. Help draft clear, user-friendly communication materials.
• Daily Plan Maintenance: Track executive deferral elections, process distribution events, and run routine audits on participant accounts with Newport, the third-party NQDC recordkeeper.
• Open Enrollment Execution: Provide hands-on support during the annual deferred compensation enrollment window—testing the enrollment portal, distributing communication toolkits, and tracking employee submission status.
• Compliance Checks: Review deferral and distribution data against plan documents to ensure operational alignment with IRC Section 409A regulations.
• Generate routine and ad-hoc reports for Finance, HR and Payroll teams, including equity data needed for monthly accounting and tax reporting.
• Assist with quarterly SOX control testing and provide documentation for internal and external auditors.
• Experience: 3–5 years of experience in equity administration, ideally within a publicly traded company.

supporting deferred compensation or executive benefits plans is a major plus.

• Education: Bachelor’s degree in Finance, Human Resources, Business, or equivalent practical experience.
• Certifications: Progress toward or completion of the Certified Equity Professional (CEP) Level 1 or 2 is highly desirable.
• Technical Skills: Proficiency with equity administration platforms (Fidelity, Shareworks, E*TRADE, etc.) and HRIS systems. Strong Excel skills are critical (must be comfortable with pivot tables, VLOOKUPs/XLOOKUPs, and data audits).
• Communication & Discretion: Exceptional attention to detail and a customer-service mindset when helping employees. Must possess the professionalism and discretion required to handle sensitive executive data.