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Okta

Director, Stock Administration

Leads end-to-end administration of global equity compensation plans, ensuring compliance, accurate processing, reporting, and taxation. Partners cross-functionally with Legal, HR, Finance; manages SEC filings, audits, and employee education. Requires 9+ years experience and CEP preferred.

184k – 253kNew York, NYFinance & AccountingHybrid9+ YOE
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About the role

Responsibilities

  • Manage international compliance for global equity plans
  • Partner with Legal, HR, Payroll, Accounting, and Finance to ensure accuracy in equity data record-keeping, withholding, reporting, reconciliation, and auditing
  • Ensure proper taxation on equity exercises and releases
  • Ensure regulatory compliance for Section 16 executives and Board members; assist with SEC Form filings
  • Manage reporting, reviewing, and tracking of 10b5-1 trading plans
  • Lead ad-hoc projects and create stock reports for disclosures and audits
  • Conduct stock analysis, modeling, and testing
  • Administer all equity compensation per plan terms
  • Manage quarterly stock administration calendar
  • Implement educational sessions and communication materials for global employees
  • Provide superior service to employees, management on stock plans, enrollment, and transactions
  • Improve stock administration with best practices, controls, automation, and system implementations
  • Assist with mobility, international reporting, equity program communication, and M&A equity conversions
  • Process bi-annual ESPP purchases and quarterly RSU releases
  • Participate in annual proxy filing preparation

Requirements

  • CEP designation preferred or willing to complete within 18 months
  • Minimum 9 years of stock administration experience
  • Outstanding analytical, communication, and organizational skills
  • Excellent business judgement, strategic thinking, and ability to manage multiple priorities
  • Detail-oriented with high degree of accuracy
  • Ability to inspire action and coordinate initiatives
  • Intellectually curious with creative problem-solving aptitude
  • Dependable collaborator with Finance, Legal, HR, and vendors
  • Thrive in fast-paced environment with competing priorities and deadlines
  • Strong customer service with excellent oral/written communication
  • Confident with management levels and confidential data
  • Knowledge of equity program regulations, compliance, and taxation
  • Advanced Excel (pivot tables, XLOOKUP, VLOOKUP)

Skills

Equity AdministrationRsuPsuEsppSec FilingsSection 16 Compliance10B5-1 PlansAdvanced ExcelEquity TaxationGlobal ComplianceStock ReportingEquity Plan ManagementFinancial ModelingAudit SupportM&A Equity

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