Stock Plan Administrator

Summary

Join Veeva Systems’ Equity Team as a Stock Plan Administrator, responsible for administering global equity plans and ensuring SOX compliance. You will handle monthly/quarterly reporting, leave of absence updates, address change audits, and various other tasks related to equity management. The role requires experience with equity and HCM systems, a strong understanding of global taxation, and proficiency in Microsoft Office Suite. Veeva offers a flexible work environment and a comprehensive benefits package, including medical, dental, vision, and retirement programs. The ideal candidate will be detail-oriented, possess excellent communication skills, and thrive in a fast-paced environment. This position offers a competitive salary and potential for additional compensation.

Requirements

• 3+ years stock administration experience or equivalent experience in a multi-national, publicly traded company
• Experience with equity and HCM administration systems
• Proficient with navigating through an equity system platform
• Certified Equity Professional (CEP), Exam Level 1 or working towards it
• Experience with U.S. federal and state taxation relating to equity compensation and detailed knowledge of global taxation of equity compensation, including cross-border taxation
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong work ethic and ability to work independently
• Detail-oriented, business-friendly mindset with an ability to accommodate tight deadlines in a fast-paced environment
• Outstanding analytical, communication, and organizational skills

Responsibilities

• Complete monthly and/or quarterly reporting for SOX purposes
• Conduct required Leave of Absence (LOA) updates in the stock administration system (Equity Edge Online)
• Complete monthly audit of address changes
• Monitor UK CSOP taxation appropriation
• Manually process terminations in our Equity Edge Online platform
• Post equity termination closing statements in Workday
• Conduct daily, weekly, and monthly audits to ensure accuracy and completeness
• Manage China SAFE foreign disbursements
• Retrieve and save international reports for Israeli tax purposes
• Perform blackout list reviews in preparation for trading window closing
• Heavily assist with the annual compensation review grant process
• Assist with administering Veeva’s equity programs and ensure that all equity transactions are accurately processed and settled within established timeframes including cross-border tax calculations with an external third-party tax advisor
• Assist with processing daily stock option exercises, Rule 10b5-1 trading plan transactions, and RSU releases, ensuring accurate and timely tax withholding and reporting in compliance with governing rules and regulations, SOX controls, stock plan documentation, and Veeva policies
• Complete scheduled and ad hoc global reporting to meet internal and external compliance requirements including but not limited to analysis of country reporting obligations, 6039 ISO reporting, and payroll reporting
• Generate recurring reports and respond timely to ad hoc requests from business partners
• Assist with preparing equity grant paperwork for approval, processing new equity grants, distributing online grant agreements, and communications grants to new hires
• Create and/or update detailed written procedures as appropriate
• Assist with maintaining database integrity and ensure the accuracy of record keeping of employee and equity data in the stock administration system
• Provide excellent customer service to equity participants at all levels and respond quickly to employee questions in a courteous manner
• Assist with preparing, reviewing, and filing Section 16 reports (e.g., Form 4s) for executive officers and directors
• Assist with annual external auditor walkthrough preparation and completion
• Attend to other duties related to stock administration

Preferred Qualifications

• Bachelor's degree in Finance or Accounting
• Experience with E*TRADE from Morgan Stanley’s Equity Edge Online platform
• Experience with Section 16 filings
• Experience with Workday’s HRIS system functionality
• Ability to analyze data and confirm accuracy and/or outliers that may cause compliance issues

Benefits

• Medical, dental, vision, and basic life insurance
• Flexible PTO and company paid holidays
• Retirement programs
• 1% charitable giving program