The Equity Manager will work in close partnership with stakeholders to deliver, administer, and communicate equity to stakeholders. This hands-on individual contributor role will own all day-to-day processes associated with shares and warrants owned by investors and stock options and restricted stock awards (RSAs) granted to employees.
- Implementation and program management of equity administration, compliance, and system infrastructure to support the Company’s equity plan
- Maintenance of the Company’s capitalization table and assistance with SEDAR/CSE reporting
- Data management/error reconciliation between Sage Intacct and OptionTrax and the Trustee
- Ensure compliance with the Company’s equity plan and policies
- Manage processing of equity grants within OptionTrax and awards releases and stock option/warrant exercises for stakeholders
- Primary support for payroll, tax and financial reporting/accounting teams to ensure that RSAs and stock options are accurately processed and reported; reconcile stock transactions to ensure accurate income reporting/tax withholding
- Support equity award issuance, including audit and process
- Respond to equity plan inquiries from stakeholders and leadership
- Monthly reporting to management on plan status and shares available for issuance
- Assistance with preparation of ad-hoc, monthly, quarterly and annual external reporting requirements
- Partner with internal teams to develop, maintain and deliver customized communications and resources
- Bachelor in in accounting, business, management, finance or related field and 5+ years of experience in global equity compensation
- Certified Equity Professional (CEP) designation is preferred
- Direct experience with stock or finance/accounting in a public company
- Excellent verbal and written communication skills
- Strong business acumen
- Demonstrated experience managing stakeholder escalations/inquiries from intake to closure with a high degree of accuracy, resolution, and employee satisfaction
- Experience working with start-ups is a plus
- Qualified candidates will have demonstrated strong interpersonal skills with all internal and external customers
- A strong analytical, critical thinking skills, attention to detail and accuracy
- Equity plan vendor management experience
- Excellent project management skills with a proven ability to design workable solutions, manage multiple initiatives simultaneously
- Flexibility, sharp organizational and process-oriented skills, and a self-starting work ethic
All your information will be kept confidential according to EEO guidelines.
