Please direct your responses to: jacklyn.ho@experis.com
Title: Program Manager -corporate securities/stock(Finance)
Location: Research Triangle Park, North Carolina
Duration: 6-months, w/ possibility of converting to perm.
CONTR: Program Manager - corporate securities/stock (Finance) (27709, NC)
This position provides an opportunity for someone with strong analytical and project management skills in the Equity and Compensation fields. This position provides ongoing support for International activities involving employee equity programs for a specific theater, region or area of responsibility. The Program Manager will work closely with team members. Quality, teamwork, and excellent communication skills are critical for successful delivery of services.
Responsibilities include:
Serve as the main interface to the theatres (Americas, Asia, or Europe, developing countries) for employee equity matters. The program manager may also handle a specific area of responsibility. Facilitates the interface between the theater, or areas of responsibility, and the Operations, M&A and Business Process teams.
Monitor and manage the securities filings for their region or area of responsibility for timely completion and filing.
Monitor and ensure that appropriate tax withholding rates (with respect to all equity type transactions) are in place for international locations in their region or area of responsibility. Work effectively and efficiently with internal teams (Operations, Business Process, M&A, Tax, and Legal) and external advisors (tax and legal service providers) to communicate and implement updates/enhancements to tax withholding rates. Continuously identify and implement updates to country taxation web memos available to employees worldwide.
Monitor and ensure compliance of grant process, taxation, holding periods and systems, particularly where special requirements must be met.
Manage workflow of outside services providers supporting the International Stock Plans function (Legal and Tax) for their region. In consultation with the International Team Manager, define strategy/prioritization of work done in their region. Ensure that timeliness, effectiveness and efficiencies of delivery of services is continuously met. Monitor advice and drive recommendations of application of tax, securities and exchange control strategies for stock plans for their region.
Drive implementation and administration of stock plans for their region or area of responsibility, in collaboration with Operations, M&A and Business Process. Work with the Operations team to manage the V minus 7 process, update the international tax matrix, draft and/or update employee communications, answer escalation inquiries for international matters, Swiss tax ruling tracking, Brazil tax clearance, India statements, assign correct vest templates, track manual grant agreements, send grant reports to local payrolls if required, release at Computershare, monthly headcount reports, train new payrolls, implement new countries, LOA matrix, etc.
Drive implementation of a local broker, trustee or financial intermediary as required by local authorities to fully operate equity plans in a country or region.
Communicate international stock strategies to regional HR and international payrolls, and ensures efficient and effective application of stock plans. Leads projects involving various teams in their region, as needed. Update payroll training if needed and sit in on payroll training. Lead replies to questions from international payrolls in collaboration with the Operations team.
Participate in the review of stock plans, sub plans, grant agreements/appendices, prospectuses, etc and ensure administrative processes support and align with the legal documents.
Identify, recommend and lead smooth implementation of process improvements for their theater or area of responsibility in collaboration with the Business Process and Operations Managers.
Participate in Stock Plan global education initiative, as well as in the teams initiatives for process improvements and tool (productivity) enhancements.
Coach and educate international payrolls on international issues relating to stock plans in their theater.
May present to groups internally, and to outside equity compensation organizations and peers in the industry.
Special projects and other tasks as assigned, including vesting projects, M&A integration in coordination with the M&A team, country specific requirements implementation.
Qualifications
BS/BA in Business, Finance or Accounting degree, or equivalent experience. MBA, CPA, Masters in Taxation, or equivalent experience.
Exposure to Stock Administration and/or Compensation or related field is a plus.
Effective leadership and partnering skills, and teamwork (internally - with other teams, and externally - with equity industry associations and peers at other companies).
Proven experience in program design and management.
Strong presentations skills.
Knowledge of Microsoft Excel, PowerPoint and Microsoft Word.
Desire to learn Schwabs EquiView and Microsoft Access is a must.
Must be organized, detail oriented, and motivated to achieve stretch goals.
Project manager with prior corporate securities/stock experience.
Do not need to have specific law knowledge.
Thanks,
Jacklyn Ho
Experis (formerly Comsys)
T: +1 408-369-4104
jacklyn.ho@experis.com
Read the new KIT List blog at www.kitlist.wordpress.com for job tips and to connect to our community!
Please go to www.KITlist.org to join, post jobs, or get answers to common questions. If you have any comments or questions, you can reach us directly at KITmoderator@KITlist.org.
By using the KIT List you agree to comply with the Terms of Use on the site, and will not use discriminatory employment practices. The KIT List is a service of Connelly Communications, Inc.
TO UNSUBSCRIBE:
Replying to KIT emails with an "unsubscribe" request does not work.
Instead, just send an email (from the same account you used to subscribe) to KITlist-unsubscribe@yahoogroups.com. If you are still receiving emails after a few days, please email us at KITmoderator@KITlist.org and we will manually remove you. Thanks!
