Senior Associate Stock Administrator Specialist
Who We Are
KeepTruckin builds technology using the latest advancements in AI and computer vision to improve the safety and efficiency of businesses with vehicles. Over one million drivers and 100,000 companies across every industry trust KeepTruckin’s integrated platform to power their operations, prevent accidents and reduce costs.
At KeepTruckin, we see our hard work rewarded in tangible ways every day, and we believe that intelligence is most powerful when paired with humility. We’re motivated by the opportunity to save lives on the road while impacting and improving every facet of multiple trillion-dollar industries that keep our physical economy moving. KeepTruckin is proud to be a Forbes Cloud 100 company, Forbes Best Startup Employer 2020, and an Inc Magazine Best Place to Work.
About the Role:
We are seeking a Stock Administrator to join our rapidly growing team who will assist with scaling KeepTruckin’s stock administration function as the Company continues to grow globally. This role will report into the Head of Stock Administration. You will work closely with finance and human resources teams globally to advise and answer questions from directors, shareholders, officers and employees on equity plans and procedures, and equity compliance matters.
What You'll Do:
- Utilize your stock administration expertise to administer the company's many equity programs for all employees in the U.S. and globally.
- Work closely with the company's transfer agent, outside broker service providers, and internal Legal, Finance, Payroll, People, Tax, and other teams, as necessary.
- Provide a superior level of customer service to employees, management, and others.
- Support employee understanding of equity awards and Company programs and policies and conduct office hours for new and existing employees.
- Assist efforts to grow and scale the stock administration function, including but not limited to enhancing existing manual processes, automating processes, and helping to evaluate service providers.
- Lead efforts to automate routine work streams and manual processes to enable efficient, accurate and timely processing of equity award data.
- Maintain company's equity data online tools and resources.
- Prepare custom reports within EEO and Excel and perform complex reconciliations to review accuracy of equity and transaction data.
- Maintain supporting workbooks for internal/external SOX auditors and respond accurately, thoroughly, and timely to auditor requests for data.
- Prepare and file accurate and timely Section 16 Forms 3, 4 and 5.
- Assist with preparation of stock-related sections of 10Qs, 10Ks and Proxy Statements.
- Assist legal team with review of newly proposed 10b5-1 trading plans and process trades manually from trading plan brokers.
- Assist with processes for mobile employees.
- Apply complex mobility tax calculations.
- Perform other duties and ad hoc projects and reporting as requested.
What We're Looking For:
- 3+ years of experience in administration of global equity programs and/or a finance or technical accounting role (e.g, AR/AP).
- Working toward CEP Level 1 or higher
- Demonstrated expertise with global equity programs, multiple equity award types, and transaction volume.
- Demonstrated experience working directly with E*TRADE and EEO required.
- Prior experience with Carta, Workday and ADP and other accounting tools.
- Ability to be successful in a fast-paced and demanding environment.
- Strong verbal, written and interpersonal communication skills with an ability to communicate effectively with all levels of employees and internal/external partners.
- Demonstrated analytical abilities and proficient at Excel.
- Excellent project management skills and ability to prioritize.
- Energy, enthusiasm, and follow-up skills necessary to drive results.
- A team player with a strong work ethic and ability to complete projects timely and accurately.
- Self-motivated, reliable, flexible, deadline-oriented, have a keen attention to detail, and are able to complete multiple tasks in a timely fashion, independently with minimal supervision.
- An effective communicator using any medium with a variety of levels of internal employees, business partners, external vendors, etc.
- A compliance and process-oriented individual who is also flexible and can excel in a fast-paced and rapidly evolving environment.
- Able to maintain strict confidentiality in a very open and transparent environment.
- Bachelor's degree preferred.
Creating a diverse and inclusive workplace is one of KeepTruckin's core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives.
Please do not let an arrest or conviction record prevent you from applying for employment at KT. KT considers qualified applicants with arrest and conviction records.
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