Equity and Executive Compensation Sr. Analyst

About the role

This role supports design, administration, compliance, communication, and governance of equity and executive compensation programs. Key responsibilities include ensuring alignment with regulatory requirements, maintaining policies and procedures, managing equity plan operations, and delivering accurate, timely analysis and reporting.

Responsibilities

• Administer equity compensation programs, including RSUs, PSUs, RSAs, and stock options
• Oversee day-to-day operations of equity plans: grants, vesting, exercises, distributions, and terminations
• Partner with stock plan administrators and external vendors to ensure accurate recordkeeping and participant support
• Maintain equity data integrity across systems (e.g., Workday and Fidelity stock plan administration platform)
• Administer ESPP program, including enrollment cycles, contribution processing, purchase execution, and participant communications
• Ensure plan compliance with IRS and SEC regulations (e.g., Section 423 requirements)
• Monitor participation levels and analyze plan effectiveness
• Work with Payroll and Finance to ensure accurate deductions, purchase funding, refunds, payroll account activity, general ledger reconciliation, and related financial controls
• Support the design and delivery of executive compensation programs, including annual and long-term incentives
• Prepare Compensation Committee materials, including analysis, exhibits, and presentation decks
• Aid in modeling pay scenarios, data analytics, dilution, burn rate, share usage modeling, walk away value analysis, etc.
• Support executive compensation disclosures (e.g., proxy/CD&A tables, equity tables)
• Serve as the point of contact for employee inquiries related to equity awards and ESPP
• Develop and deliver communications, educational materials, and training sessions to improve employee understanding of equity compensation
• Guide on transactions, tax implications (at a high level), and platform navigation
• Partner with HR Business Partners, Northwest executives, and managers to educate stakeholders on equity and executive compensation program enhancements, tools, processes, and new technology
• Resolve associate questions and issues by interpreting applicable equity and executive compensation policies, procedures, plan provisions, and administrative guidelines
• Ensure compliance with U.S. regulatory requirements (e.g., SEC reporting, Section 16, Section 409A, IRC 162(m), SOX, etc.)
• Support preparation and filing of Forms 3, 4, and 5
• Aid in maintaining insider trading compliance processes, including blackout periods and pre-clearances
• Support internal and external audits by providing documentation and reports
• Perform SOX control procedures and maintain meticulous document trails
• Partner with Legal on equity plan documents and amendments
• Maintain established equity and executive compensation policies, procedures, guidelines, objectives, quality standards, and related governance documentation
• Conduct audits to support equity compensation data accuracy, executive compensation governance, internal equity considerations, and compliance with applicable federal, state, and local regulations
• Identify, research, and monitor changes in equity and executive compensation laws and regulations; summarize impacts and recommend appropriate next actions
• Ensure equity and executive compensation plan administration is consistent with plan documents, committee approvals, delegated authority, and internal governance requirements

Qualifications

• Preferred Bachelor’s degree in Finance, Accounting, Human Resources, Business, or related field
• 5 - 6 years of experience in equity compensation, executive compensation, or related field
• 5 - 6 years public Company experience
• 5 - 6 years working with U.S. equity compensation regulations and reporting requirements
• 5 - 6 years of experience administering ESPP programs, equity administration systems (e.g. Fidelity, E*TRADE, Shareworks, Carta)

Skills

• Strong knowledge of U.S. equity compensation laws and regulations
• Experience with equity compensation administration systems
• Excellent analytical and problem-solving skills
• Effective communication and stakeholder management skills
• Proficiency in Microsoft Office and other relevant software

Benefits

Northwest offers a comprehensive benefits package including health insurance, retirement plans, paid time off, and more.

Pay

The salary range for this position is $80,000 - $120,000 annually, commensurate with experience.

Schedule

This is a full-time position with standard business hours.

Company Information

Northwest Bancshares HQ is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.