Okta
Finance / FinServ
Director,StockAdministration
“Director, Stock Administration at Okta. Skills: Stock Administration, Equity Compensation Plans, Global Equity Plans, International Compliance, SEC Filings, Financial Reporting. Manage end-to-end administration of the Company’s equity plans. Manage international compliance”
Industry & Context.
Creative problem-solving; Analysis
What They're Looking For.
Must Have
Minimum of 9 years of stock administration experience, Advanced Excel user (i. e. pivot tables, xlookup, vlookup)
Nice to Have
CEP designation preferred or willing to complete within 18 months
What You'll Do.
Manage end-to-end administration of the Company’s equity plans
Manage international compliance
Ensure proper taxation is applied to all equity exercises and releases
Ensure regulatory compliance for Section 16 executive and Board members
Assist in the preparation of SEC Form filings
and tracking of 10b5-1 trading plans
Assist with stock-related disclosures
Conduct various stock analysis
Administer all forms of equity compensation following the terms and conditions of the plan(s)
Manage the overall quarterly calendar of various stock administration related activities
Implement educational sessions
and communication materials for the global employee base
Provide a superior level of service
Assist efforts to improve the stock administration function
Automate routine workstreams and paperwork processes
Lead system improvement and implementation as needed
Assist with mobility and international reporting compliance from an equity perspective
Assist with the equity program communication and employee education
Participate in the conversion and assumption of equity awards as required with M&A
Process or support bi-annual ESPP purchases and quarterly RSU releases
Participate in the preparation of the annual proxy filing
How You'll Work.
Team & Collaboration
Partner with other functional leads (including in Legal, HR, Payroll, Accounting and Finance); Collaborate with multiple cross-functional partners (ie. Finance, Legal, HR, and external vendors)
Communication Scope
Effectively communicating with internal and external stakeholders; Excellent oral and written communication skills
Process & Methodology
Ability to manage multiple priorities, Coordinate simultaneous initiatives, Manage competing priorities, Efficiently prioritize tasks
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