Equity Compensation Analyst

Responsibilities

• Maintain equity-related data and workflows in Oracle Fusion and E*TRADE Equity Edge Online (EEO), ensuring data integrity, proper reconciliations, and system alignment
• Prepare and deliver accurate, timely reporting to global payroll teams, including tax withholdings for equity transactions and reconciliation of pre- and post-tax deductions; support compliance and audit activities
• Process RSU grant packages end-to-end, including setup in EEO, validation, and participant acceptance tracking
• Aid in the preparation and execution of semi-annual global ESPP purchase transactions, including auditing payroll contributions, preparing purchase data for E*TRADE, and generating reports for HR, Finance, and Accounting
• Track and process accelerated vesting events related to terminations, retirement, death, or disability
• Administer and reconcile data exchanges between the company and E*TRADE, including weekly account updates and terminations
• Manage the Equity team inbox, responding to employee and HR inquiries with accuracy and professionalism
• Prepare and distribute standard employee and HR communications related to equity programs
• Maintain and update insider lists provided by Corporate Legal, ensuring accuracy within equity systems
• Document processes and procedures to support consistency, compliance, and audit readiness
• Identify opportunities to streamline workflows and enhance operational efficiency
• Support internal and external audits of equity plans

Qualifications

• Bachelor’s degree or equivalent work experience preferred
• 5+ years of experience administering global equity programs preferred
• Experience with Oracle Fusion and E*TRADE Equity Edge Online (EEO) strongly preferred
• Working knowledge of ERISA, IRS, Department of Labor, and Sarbanes-Oxley (SOX) regulations related to equity plan compliance
• Strong analytical and problem-solving skills with the ability to identify root causes and recommend solutions
• Excellent organizational, planning, and project management skills with the ability to manage competing priorities
• Ability to work effectively in a fast-paced, high-volume, and deadline-driven environment
• Self-motivated with the ability to work independently and collaboratively
• Strong attention to detail and follow-through
• Effective written and verbal communication skills
• Vendor management experience preferred
• Advanced proficiency in Microsoft Excel and Word