Industry/Sector
Not ApplicableSpecialism
Managed ServicesManagement Level
Senior AssociateJob Description & Summary
At PwC our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs develop financial solutions and offer guidance and support to help clients optimise their financial performance improve decision-making and achieve their financial goals.Focused on relationships you are building meaningful client connections and learning how to manage and inspire others. Navigating increasingly complex situations you are growing your personal brand deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients and to deliver quality. Embracing increased ambiguity you are comfortable when the path forward isnt clear you ask questions and you use these moments as opportunities to grow.
Examples of the skills knowledge and experiences you need to lead and deliver value at this level include but are not limited to:
Process: RTR
Job Title: Stock Admin Staff
Level: Senior Associate
Position: 1
Roles Summary:
StockAdmin Staffrole is accountable for the end-to-end processing and precise documentation of global equity programs. Responsibilities include managing equity transactions corporate actions and settlements across international markets while ensuring compliance with regulatory standards. The position requires coordination with internal stakeholders and external partners tofacilitateseamless operations. Additionallymaintainingcomprehensive records supporting audit processes resolving discrepancies and contributing to process enhancements are key components to drive operational excellence.
Key responsibilities:
Providetimelyandaccuratesupport to internal teams by fulfillingreportand information requests related to equity programs and financial data.
Take full ownership of the daily exercise processensuringall stock option exercises are processed accurately and within designated timelines.
Assistwith the end-to-end processing of equity grants Restricted Stock Unit (RSU) releases and Employee Stock Purchase Plan (ESPP) purchases coordinating with multiple stakeholders and systems.
Prepare and run initial reportsfor quarterly financial footnotesensuring data integrity and supporting the Financeand Accounting teams.
Support internal and external audit requests by compiling necessary documentation responding to inquiries andfacilitatingsmooth audit cycles.
Serve as a point of contact foremployeequestions related to equity plans providing clearaccurate andtimelyresponses or escalating when necessary.
Manage comprehensive process documentation ensuring procedures are up-to-date and compliant with internal controls and regulatory requirements.
Collaborate with cross-functional teams including Legal Finance HR and IT to support equity plan administration and resolve operational issues.
Monitor compliance with company policies plan guidelines and regulatory requirements related to equity compensation.
Identifyopportunities for process improvements and automation to enhance efficiency and accuracy in equityplanoperations.
Required Qualifications:
Minimum of5years experience
Basic understanding of equity compensation plans including stock options Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPP).
Experience collaborating with payroll or compensation teams particularly related to equity taxation reporting or processing.
Strong organizational skills with the ability to manage multiple tasks andmaintainaccuratedocumentation.
Proficient in preparing reports and supporting audit and compliance activities.
Excellent communication skills to effectively address employee inquiries and collaborate across teams.
Detail-oriented with a focus on accuracy and compliance in equity plan administration.
Proficiencywith common office tools such as Microsoft Excel Word and email communication.
Preferred Qualifications:
Experience working withShareworksor similar equity management platforms (Solium E*TRADE Morgan Stanley etc.).
Familiarity with payroll processes specifically related to equity compensation and taxation.
Priorexposure to financial footnote reporting or supporting quarterly financial processes.
Knowledge of relevant regulatory and compliance requirements governing equity plans.
Ability to contribute to process improvements and automation initiatives within equity operations.
Tools:
Shareworksby Morgan Stanley E*TRADE Solium Fidelity Equity Edge
Workday ADP Oracle HCM SAP SuccessFactors
Microsoft Excel (advanced functions pivot tables) Google Sheets
Slack Microsoft Teams Outlook Gmail
JIRA ServiceNow Confluence
Confluence SharePoint Google Docs
Internal audit software or ERP audit modules
Tableau Power BI Looker
VBA Python
Travel Requirements
Not SpecifiedJob Posting End Date
Required Experience:
Senior IC
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