Jobs · Finance

Senior Equity Administrator

Harvey · Dallas, TX · 3 mo ago
RemoteRemoteFinance$104k–$156k/yrFull-time

Role Overview

Harvey is seeking a Senior Equity Administrator to manage and oversee all aspects of equity compensation administration. As a private company experiencing rapid growth, Harvey relies on equity as a critical component of its total compensation strategy. This role will be responsible for ensuring the accurate, compliant, and timely administration of all equity plans, serving as a key resource for employees, leadership, and cross-functional partners on equity-related matters. This role combines operational excellence with strategic thinking.

What You'll Do

  • Own end-to-end equity administration, including grants, exercises, transfers, cancellations, and terminations
  • Maintain and manage the cap table and equity system (e.g., Carta), ensuring data integrity and accuracy, including reconciling monthly, quarterly and yearly activity
  • Administer employee equity programs (ISOs, NSOs, RSUs as applicable)
  • Partner with Payroll and Finance to ensure accurate equity-related reporting, tax withholding, and payroll integration
  • Support 409A valuations, audits, and financial reporting requirements (ASC 718 stock-based compensation)
  • Prepare and review equity reports for internal stakeholders, including financial statements, leadership reporting and board materials
  • Ensure compliance with company equity plans, grant agreements, and applicable regulations
  • Manage relationships with external vendors (e.g., transfer agents, valuation firms, equity platform providers)
  • Build and document scalable processes, SOPs, and internal controls
  • Support employee education and respond to equity-related questions

Requirements

  • 5+ years of experience in equity/stock administration, preferably in a high-growth private company
  • Strong working knowledge of equity plans, cap tables, and stock-based compensation
  • Experience with equity management platforms (e.g., Carta, Shareworks, Fidelity, Schwab)
  • Familiarity with ASC 718 accounting and 409A valuations
  • Understanding of tax implications related to equity (U.S. and ideally some international exposure)
  • High attention to detail with strong organizational and analytical skills
  • Able to operate independently and manage competing priorities
  • Strong cross-functional communication skills
  • Care about building infrastructure that supports a rapidly growing organization
  • Strong analytical and problem-solving skills
  • Proficient in Microsoft Excel and Google Sheets
  • CEP (Certified Equity Professional) certification or progress toward it

Similar jobs