Senior Associate, Compensation and Benefits (Equity Administration) (Finance)

Description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.

The Team

A&M's Compensation & Benefits practice is currently seeking an Equity Administration Specialist who will work with a team of professionals to assist our clients with the administration of their equity compensation plans, as well as various other compensation and benefits matters. When you join us you will gain unique experiences and valuable knowledge working across capabilities, sectors and have the opportunity to take control of your career progression.

As an Equity Administration Specialist, you will focus on completing day-to-day equity administration tasks for our clients, managing client employee communications, and managing grant, vest, and distribution processes. In addition, you will also help identify opportunities for our team to assist clients with additional compensation and benefits projects, including complex tax and accounting issues that may arise from the equity compensation program and providing advice in regard to establishing and maintaining a best-in-class equity administration function. With this position, you will further your analytical and communication skills while adding value for our clients by helping solve their complex problems.

How you will contribute:

• Processing day-to-day equity administration tasks, such as daily activity communications and responding to client stakeholder requests
• Managing client employee communications within the stock administration function in collaboration with client stakeholders
• Managing equity plan event administration, including grant, vest, distribution, and employee termination processes
• Plan compliance management, including monthly, quarterly, and/or annual reconciliations, plan share authorization usage tracking, internal process control documentation, and external audit control documentation
• Drafting, reviewing, and revising internal process and procedure documentation for all aspects of plan administration
• Maintaining Section 16 Officer beneficial ownership tracking spreadsheets to account for grant, vest, distribution, and outside purchase and sales activity
• Preparing and filing Section 16 Officer SEC disclosures (i.e., Forms 3, 4, and 5)
• Assisting clients with preparation of equity plan-related materials for periodic SEC disclosures, including Forms 10-Q, 10-K, and Annual Proxy filings
• Assisting client stakeholders with the preparation of requested equity plan-related materials, such as board of director presentations, employee education materials, tally sheets, etc.
• Helping review and improve administration processes with regard to risk and efficiency
• Assisting in the design of annual long-term equity incentive awards
• Providing support for administration platform identification, evaluation, selection
• Assisting with administration platform transitions, including new system setup and data export, import, reconciliation, and validation

Qualifications:

• Bachelor's degree required
• Minimum of 1 year of experience providing equity administration services
• Certified Equity Professional (CEP) certification is a plus
• Familiarity with an equity administration platform (e.g., Fidelity, EquityEdge, Shareworks, ComputerShare, OptionTrax, Certent, Global Shares, BAML, etc.)
• Ability and willingness to learn how to administer equity plans on multiple administration platform technologies
• Solid PC skills, including Microsoft Windows and Office applications, especially Excel, Word and PowerPoint
• Excellent verbal and written communication skills and ability to articulate complex information
• Strong analytical skills and attention to detail
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs

Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.

The salary range is $85,000 - $105,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

#LI-BK1