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Job Bank—Current Job Openings

Below is a list of current job openings that require the CEP designation or successful completion in one of the three CEP Institute courses.

To post a job opening, please e-mail the job description to cepi@scu.edu. In order to post jobs, the position must require the CEP designation or completion in at least one of the three CEP Institute courses. The posting will be listed on the website for 3 months. Please notify the CEP Institute if the job posting closes before the 3 month listing period.

Current Listings:

Last Update: April 11, 2008

Deloitte Consulting LLP

Position: Executive Compensation Manager
Location: Los Angeles, CA

Deloitte Consulting LLP
Deloitte Consulting LLP (“Deloitte Consulting”) is one of the nation’s leading consulting firms for business strategy, operations, technology and human resources planning. We bring together a strong combination of experience, scale and capabilities to help clients address their most complex business problems. The organizational structure of our parent organization, Deloitte LLP (“Deloitte”) and our collaborative approach integrate our consulting services with other Deloitte subsidiaries offering tax services, financial advisory services, and risk management capabilities. Clients depend on us for straightforward advice and results that create value.

With nearly 7000 Deloitte Consulting employees in more than 80 U.S. cities, we understand that people are our most precious resource. We also know that serving our clients and helping them and our people excel demands a diverse range of skills, talent, experiences and backgrounds.


Human Capital
It is our mission to enhance an organization’s value through people. How are we doing this? By redefining human capital and how it is managed and measured. By assembling a highly talented and integrated team of broad-based business consultants and deep technical specialists. By fostering an environment of innovation. By investing aggressively in leading-edge metrics, methodologies, and tools. And, simply, by being more than your typical human resources consulting practice.

Total Rewards
Our Human Capital professionals uniquely address overall business strategy, corporate culture and global alignment of employee programs. We also provide design, delivery and performance improvement solutions to purchasers, providers and administrators of employee programs. Our integrated approach includes technical experience in retirement, health care, compensation, communications and tax.

Deloitte Consulting has a career opportunity for a Manager in their Executive Compensation Consulting Practice.

Job Description:

  • Market Analysis
    • Conduct proxy statement studies and analyses of other publicly available data sources
    • Benchmark annual incentive plans and long-term incentive plan design and practice
    • Conduct custom compensation surveys
    • Conduct statistical analyses of compensation data
    • Model financial impact of compensation plans
    • Conduct performance metrics studies
    • Monitor executive and other compensation trends
  • Presentations and Business Development
    • Prepare client reports including all exhibits and summaries
    • Participate in marketing initiatives including writing proposals
    • Research and speech preparation for internal and external presentation
  • Other
    • Potential to participate in broader Total Rewards projects including employee benefits, retirement and healthcare

Qualifications

  • Bachelors degree with 5-10 years of related experience in a compensation consulting firm
  • CCP or CEP certification highly desired
  • Strong technical skills with an understanding of the tax and accounting issues of executive compensation arrangements
  • Ability to participate on multiple projects
  • Ability to work well with others in a team environment
  • Self-motivated and able to work with little direct supervision
  • Strong written, verbal and quantitative skills
  • Attention to detail
  • Strong working knowledge of the following PC-based software applications for analysis and reporting: Excel, PowerPoint, Word
  • Short term travel may be required

About Deloitte
Deloitte refers to one or more of Deloitte Touche Tohmatsu, a Swiss Verein, and its network of member firms, each of which is a legally separate and independent entity. Please see www.deloitte.com/about for a detailed description of the legal structure of Deloitte Touche Tohmatsu and its member firms. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Deloitte LLP and its subsidiaries are equal opportunity employers.

FOR IMMEDIATE CONSIDERATION, PLEASE SUBMIT YOUR RESUME TO: mtindle@deloitte.com

Posted: April 11, 2008
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Fortune 500 Company

Position: International Equity Manager
Location: Massachusetts

A Fortune 500 Company located in Massachusetts, with 31,137 employees and over $11.2 Billion in Annual Revenue, is seeking an International Equity Manager.

The International Equity Manager will provide technical leadership and expertise in the identification and resolution of issues regarding employee stock options and restricted stock grants for over 40 countries outside the US related to securities and tax regulations. Responsibilities also include assessing the labor law, exchange control and data privacy requirements.

Requirements:

  • A working knowledge of various equity compensation plans (e.g., stock options, restricted stock/units, ESPP) and related issues, including current legal, tax and accounting requirements.
  • Degree in Business, tax, finance, accounting law or economics
  • MINIMUM 3-5 years experience of relevant global equity compliance experience.
  • CEP Designation Preferred

Compensation: Up to $110K

Relocation Package available.

If you are interested in exploring this position, please contact:
Cindy Dunn
Director of Financial Recruitment
VELOCITY TALENT, MRI
340 Oswego Pointe Dr., Suite 200
Lake Oswego, OR 97034
503-534-0240 ext. 101
503-534-0245
cindy@velocityt.com
www.velocityt.com

Posted: April 11, 2008
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San Mateo Corporation

Position: Senior Compensation Analyst
Location: San Mateo, CA

A large corporation in San Mateo is seeking a Senior Compensation Analyst to add to their team. This position will provide knowledgeable and seasoned analytical, consultative, and project management services in designing, delivering and implementing compensation programs for our Customer Operations and Finance teams.

The incumbent will partner with senior leadership and HR counterparts to implement and administer strategic initiatives, and ensure a multi-site, consistent approach to servicing our internal clients.

You will be primarily responsible for the following:

  • Consulting and collaborating with HR counterparts and business leaders in the development of base, annual incentive, and long-term compensation programs and to ensure conformance with established compensation and company guidelines, policies and practices
  • Analyzing market data and developing reports for HR and business leadership
  • Development and delivery of compensation communications and training for line management
  • Analytical, consultative and project management services on various compensation initiatives
  • Compensation modeling and forecasting
  • Participating in and/or conducting salary surveys

ADDITIONAL REQUIREMENTS

  • Bachelors’ degree or equivalent experience, and a minimum of 5 years progressive compensation analysis experience.
  • Previous experience with compensation program design and delivery.
  • Candidate must possess strong communication and interpersonal skills in order to interact with senior leadership within the HR, Customer Operations and Finance groups.
  • Intermediate to advanced proficiency in Excel, Access, and PeopleSoft HR module (or other similar HRIS systems, e.g. SAP, Oracle).
  • Intermediate to advanced proficiency in PowerPoint preferred.
  • Familiarity with compensation analysis systems (e.g. REWARD, Prizm) preferred.
  • Experience with project planning and management.
  • Excellent facility with details required.
  • Experience with compensation analysis is required.
  • Excellent problem solving skills.
  • CCP or CEP certification highly desired.

Please send your resume in MS Word format to Jennifer Drozd at jennifer@elite-searches.com to be considered for this excellent opportunity!

Posted: April 8, 2008
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Janus

Position: Manager, Stock Plan Administration
Location: Denver, CO

Summary of current responsibilities

  1. Management of the Company’s Long-Term Incentive Plans – LLC Conversion, 1998 & 2005 LTI Plans and EIA Plan
    • Maintain stock database, including stock options, restricted stock (& units) and mutual fund units
    • Grant processing (stock options, restricted stock and mutual fund awards)
    • Stock option exercise processing
    • Facilitate restricted stock vesting events, including communications to participants, company interface with broker and transfer agent
    • Terminations/cancellation processing
    • Recordkeeping of all stock-related documents
    • Dividend and dividend equivalent processing (reconcile and coordinate with accounting and transfer agent)
    • Update information in database and prepare accounting, payroll, and tax reports on bi-weekly/monthly/quarterly basis, and on as needed basis
    • Periodic equity award statements, as requested
    • Audits and reconciliation reports prepared for independent auditors
    • Periodic reports and analyses for senior management
    • Plan and award agreement design consultation (work with Legal on revisions to plans and award agreements)
    • Identify, recommend and lead implementation of process improvements and productivity enhancements
  2. Management of the Company’s Employee Stock Purchase Plan (ESPP)
    • Liaise with ESPP agent (Wells Fargo)
    • Manage stock database (TBD)
    • Compose and distribute all employee communications/announcements
    • Plan design and consultation, including any related plan documents
    • Facilitate ESPP purchases
    • ESPP disqualifying disposition surveys and tracking for multiple offerings
  3. Consistently maintain proper internal controls and ensure compliance with LTI plans and to all applicable SEC, IRS, Federal and State laws and regulations.
  4. Manage reporting of employee ownership guidelines.
  5. Manage the Directors’ stock, deferred stock and dividend equivalent reporting.
  6. External reporting preparation related to stock information of Section 16 Directors and Officers to be included in Form 3, 4 and 5s (proxy statement and annual report).
  7. Employee shareholder services and participate in employee education initiates (employees, directors, former employees and KCS employees), including answering stock-related questions and resolve problems regarding awards, basis, exercises, vesting events and terminations. Prepare summary reports, as needed.
  8. Liaise with transfer agent (Wells Fargo), including open market repurchases, issuances, forfeitures, vesting events, DRIP program, dividend payment, W-8 Forms for international group, oversight of shares outstanding and treasury balance.
  9. Liaise with captive broker (Charles Schwab) and management of the Schwab Equity Award Center, daily file uploads to Stock Plan Manager.
  10. Supervise one employee who supports the administration of and accounting for the Company’s stock plans and transfer agent relationship.

MINIMUM EXPERIENCE
 Two to five years of current stock plan administration in public company.

MINIMUM EDUCATION, TRAINING AND CERTIFICATIONS

  • Bachelor’s degree required or equivalent experience.
  • CEP certification preferred

WORKING ENVIRONMENT/PHYSICAL ACTIVITIES:

  • Overtime may be required on short notice and may include weekend/evening/holiday hours
  • Must be willing to comply with the provisions of Janus' Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements.

About Janus
To understand who Janus is, it’s important to know who we are not. Janus is not your typical investment management firm. Our people are different, our process is different and our perspective is different. What really sets us apart from the crowd is our research. Since 1969, we’ve engaged in hands-on, fundamental research, consistently going above and beyond to uncover what we believe are the world’s best investments. Simply put, we go farther so that our investors can go farther.

So, who is Janus? We are an investment management firm with the trust and respect of more than four million shareholders, clients and institutions around the globe. We are the manager of more than $206.7 billion in assets (as of December 31, 2007). We are a recognized leader of growth and risk-managed investment strategies. And we are singularly focused on delivering strong, consistent investment performance to our investors.

Janus is an EOE and Affirmative Action Company.

Qualified candidates, please apply online at www.janus.com.

Posted: March 12, 2008
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Electronic Arts

Position: Senior. Stock Administrator
Location: Redwood City, CA


Job Description:
Electronic Arts Inc is seeking an experienced Stock Administrator to work with an exciting equity team to administer our worldwide company stock plans and to liaise with our employees, transfer agent and internal groups, such as Human Resources, Accounting, Global Audit and Tax.

Responsible for the administration of Equity Incentive Plans for U.S. and International participates in over 30 countries worldwide which includes:

  • Process monthly stock option and RSU grants
  • Process semi-annual stock purchases
  • Coordinate with internal partners, including U.S. and international payrolls, HR, HRIS, Global Audit on Sox 404 Compliance, finance and accounting. Ensure high level of accuracy of all information reported to internal partners.
  • Provide required documentation to outside auditors quarterly
  • Track globally mobile employees
  • Prepare annual UK filings and other regular international finance reporting requirements.
  • Maintain integrity of data in Equity Edge Database
  • Employee Communications including maintaining and updating information on Stock Administration Portal and addressing employee inquiries
  • Work closely with brokers and vendors to ensure quality stock plan services.
  • Manage data internally, including inbound and outbound feeds to vendor systems and internal employee self-service tools (i.e. online grant acceptance and ESPP enrollment tools).
  • Cross Train with other team members in all aspects of daily stock administration including daily processing of exercises, Monthly RSU Releases, Forms 3, 4 and 5 filing, YTD tax imports, ESPP disposition updates, financial reporting and employee informational training sessions.

Technical skills and experience

  • 4+ years comprehensive experience in equity incentive plan administration with U.S. and international participants.
  • BA / BS in Accounting, Finance or Business preferred
  • CEP Certification preferred or in the process of completion.
  • Demonstrated proficiency in day-to-day administration of Employee and Director Stock plans and employee purchase plans. Includes processing option exercises, grant preparation, interface with captive brokers, payroll and finance.
  • Demonstrated customer service and organizational skills and the ability to multi task.
  • Demonstrated research, troubleshooting, analytical and problem solving skills
  • Capacity to learn new skills and knowledge on an independent level to enhance personal development
  • Ability to communicate with employees of all levels (including executive management and Board of Directors) and explain stock option, RSU and ESPP information.
  • Advanced knowledge of and experience working with Equity Edge.
  • Advanced knowledge and experience in financial reporting
  • Advanced Microsoft Excel, Access and Mail Merge skills.

To Apply: Applicants should apply online at: http://jobs.ea.com/pljb/ElectronicArts/United_States/applicant/jobClick.jsp?count=1&id=7189

Posted: March 10, 2008
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Pixar Animation Studios

Position: Equity Compensation Specialist
Location: Emeryville, CA

About Pixar:

Pixar Animation Studios is an Academy Award®-winning computer animation studio with the technical, creative and production capabilities to develop computer-animated feature and short films with memorable characters and heartwarming stories that appeal to audiences of all ages.

Pixar has created eight of the most successful and beloved animated films of all time: Toy Story, A Bug's Life, Toy Story 2, Monsters, Inc., Finding Nemo, The Incredibles, Cars and most recently Ratatouille. The studio has won 20 Academy Awards® and its eight films have grossed more than $3.4 billion at the worldwide box office to date. The Northern California studio's next film release is WALL-E (June 27, 2008).

Summary of Position:

This individual contributor will provide support to the Mgr, Stock Administration in processing all stock option exercise transactions including all necessary reporting requirements to brokers, transfer agent, Payroll, and Accounting departments. The Equity Compensation Specialist is responsible for processing options and awards in the system. The successful candidate will assist in the daily award releases. Assist in responding to employee communications including responding to employee phone calls and drafting e-mail responses to employee inquiries. Also assist with special projects as they arise.

Qualifications:

  • Minimum of one year experience handling stock administration for a publicly-traded company.
  • Minimum of two years general administrative support experience.
  • Strong working knowledge of Equity Edge.
  • Ability to communicate clearly and effectively.
  • Posses excellent customer service and organizational skills.
  • Intermediate knowledge of Microsoft Excel and Word.
  • Bachelors Degree or equivalent is preferred.
  • CEP level I is preferred.

To apply, please go to http://www.pixar.com/companyinfo/jobs/index.html

Pixar is an Equal Opportunity Employer.

Posted: March 4, 2008
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Abbott Laboratories

Position: Sr. Compensation Specialist
Location: Lake County, Illinois

JOB DESCRIPTION:

Responsible for the administration and delivery of long-term incentives (LTI) and Employee Stock Purchase Plans (ESPP) programs that are aimed at attracting and retaining key employee talent. Manage, develop, and design processes and systems to improve efficiencies and effectiveness of executive compensation programs. Educate appropriate employees on executive compensation programs. Work with Executive Compensation Leadership Team, Tax, Legal, Benefits, and outside consultants to administer Abbott’s executive pay programs. Apply advanced knowledge of compensation and related human resources principles and requirements to support business needs. Seen as expert in LTI and ESPP compensation programs; contribute to the development of new concepts, techniques and standards.

  • Support management in the administration of Long-term incentives (LTI) plans and Employee Stock Purchase Plan (ESPP).
  • Manage Executive Compensation databases including design and development of various reports, forms, queries, etc.
  • Provide analytical support related to dividend equivalent payments, stock option, RSU, and ESPP delivery, and executive offers.
  • Assist with daily vendor management of third party administrators.
  • Lead projects, establish timelines and provide project updates. Represent the department as a prime contact on LTI and ESPP projects.
  • Conduct compliance review on a semi-annual basis.
  • Contribute to the roll out, communication and ongoing administration of new or modified LTI and ESPP programs as they are implemented.
  • Act as Tier II customer contact for LTI and ESPP related questions.
  • Liaise with Payroll, Finance, Legal, Global Assignments, Shareholder Services, Tax, and IT. Partner with area service center leads.
  • Facilitate educational seminars, as needed.
  • Document processes and procedures. Identify gaps. Streamline processes and procedures, where appropriate.

REQUIREMENTS:

  • Bachelor's degree with 2 to 5 years in equity compensation, benefits, finance or related analysis experience. Master's degree, CEP certification required / CCP certification a plus.
  • Highly proficient in Excel, Access and PowerPoint
  • Has the ability to manage multiple projects under tight time frames
  • Strong attention to detail
  • Strong orientation to customer service
  • Held executive compensation (corporate or consulting) or finance role
  • Led a project or task force that had broad impact
  • Expertise in accounting/taxation principles

TO APPLY:

Please visit: www.abbott.com, click "job seekers", click "careers", click "Search Jobs Worldwide", select "United States", click "Search Openings", and enter 52242 in Keyword box.

Posted: February 29, 2008
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NetSuite, Inc.

Position: Senior Stock Plan Administrator or Stock Plan Manager
Location: San Mateo, CA

About NetSuite:
At NetSuite, Inc., our vision is to support growing and midsized companies by providing the market's leading integrated, online business application for ERP, CRM and Web commerce. With products such as NetERP, NetSuite CRM and NetSuite, we already meet the needs of thousands of customers globally. And as an industry leader, we value the uniqueness, creativity and innovation each employee brings, whether in the areas of engineering, sales, marketing, operations, customer advocacy, IT, or corporate resources. Our employees drive our vision and make our success possible.

Picture yourself building a successful career at NetSuite—working alongside other talented, driven individuals, and helping the burgeoning growing-to-midsized market achieve its goals. At NetSuite we believe in ONE SYSTEM. NO LIMITS. If you would like to be part of an organization where there are NO LIMITS, please submit your resume to jalfaro@netsuite.com.

Job Description:

The Stock Plan Manager will be responsible for all aspects of equity plan administration including management, administration, coordination, reporting, and reconciliation of our global equity compensation programs. He or she will also be responsible for managing the stock administration department including financial budgeting.

Responsibilities:

  • Administration of Equity Plan and grant processing for all company equity award programs (nonqualified and incentive stock option plans, restricted stock and restricted stock unit plans, performance awards plans, non-employee director grants); assist in global securities and tax law compliance, including due diligence for new territories prior to granting participation in equity plans
  • Ensure that accurate and comprehensive records of all equity plan activities are maintained and that grants are timely and properly communicated.
  • Coordinate and monitor information flow and communications between vendors, brokers, transfer agents, internal partners, employees, optionees, and stockholders
  • Accounting, payroll and tax report preparation and audit and reconciliation report preparation
  • Calculate tax withholding requirements with support from payroll on any required withholdings from option exercises/award vests in compliance with the applicable country, federal, state, and/or IRS regulations
  • Prepare information and prepare Section 16 filings, executive compensation disclosures in the proxy statement, and FAS 123R disclosures in 10 K and 10 Q
  • Maintain positive working relationships with internal partners such as Legal, Tax, Finance, Human Resources, Payroll, as well as external vendors to ensure successful implementation of global equity programs
  • Participate in administration of Insider Trading Compliance Policy.
  • Confirm availability of share amounts under 10b5-1 plans and cooperate with broker in administration of such plans.
  • Prepare summaries re equity plans and grant analysis for management and compensation committee of the board.
  • Perform paralegal type functions such as preparation of Compensation Committee grant exhibits and assist in preparation of legal and communication documents relating to equity plans.
  • Desire to provide paralegal type support to legal department when time permits.

Qualifications/Skills:

  • Ideal candidate will be an experienced stock plan administrator, with at least 6 years of global stock administration experience.
  • Strong communication and technical skills, with excellent organizational skills, sound judgment and attention to detail required.
  • Substantial experience using Equity Edge
  • CEP Certification preferred
  • Ability to manage cross-departmental issues or projects and to effectively communicate with senior management
  • Relies on experience and sound business judgment to plan and accomplish goals
  • Accounting, large firm or public company paralegal, or finance background helpful

To Apply:
Please quote the job title in the subject line of your e-mail and e-mail your resume to jalfaro@netsuite.com

Posted: February 19, 2008
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Red Robin Gourmet Burgers

Position: Equity Program Administrator
Location: Denver, CO

Position Purpose/Summary
Responsible for processes related to the administration of the company’s equity programs. Programs could include stock options, restricted stock awards, or employee stock purchase plans. You will use developed subject matter knowledge and independent judgment to resolve common and complex business issues within established company policies and plan governances, recommend appropriate alternatives, and participate in or lead diverse projects for the company’s global equity programs. This Equity Program Administrator will also be responsible for the administration of the company’s deferred compensation plan.

Essential Responsibilities

  1. Subject matter expert for equity program questions, specializing in supporting Team Members, and vendor escalations, partnering with RRGB’s vendors and brokers, and working on specific company projects generally related to database or program administration. Acts as a functional lead for resolving issues within own area of expertise. (50%)
  2. Responsible for assisting in bringing projects to a successful close and provides project status updates to management. Will assist the manager in other duties as assigned including, but not limited to, managing special handling processes, data research and analysis, and running/creating reports. (20%)
  3. Responsible for the end to end administration of the company’s Employee Stock Ownership Plan (ESPP), including Open Enrollment communications, processes, procedures and ongoing interface with Team Members. (20%)
  4. . Responsible for the end to end administration of Deferred Compensation Plan, including determination of eligible Team Members, Open Enrollment communications, processes and procedures and distributions. (10%)

Job Specifications: Knowledge/Skills and Experience

Required/Preferred Education

  • Bachelor’s degree or equivalent experience required
  • Certified Equity Professional (CEP) a plus

Years of Experience Preferred/Required:

  • 3 + years of stock administration experience
  • Self starter with ability to quickly learn plan administration systems
  • Desire to take on additional responsibilities and continue to grow
  • Strong attention to detail to review and validate the accuracy of data and information
  • Effective prioritization skills to balance daily duties, deadlines, and special project requests
  • Understands the importance of confidentiality
  • Keen sense of customer service
  • Communicates clearly and concisely, both orally and in writing
  • Strong interpersonal and customer service skills
  • Ability To recommend alternative solutions for meeting short-term and long-term goals

Other Requirements:

  • Proficiency with MS Office, databases, file imports/exports, report design and creation and data manipulation/formatting

Software Utilized: MS Office & Vendor web sites

Supervisory Responsibility: None

NOTE: This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with the job.

Qualifying candidates, please apply online at www.redrobin.com

Posted: February 14, 2008
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McKesson Corporation

Position: Executive Service Center Manager
Location: San Francisco, CA
Reference #: 5906

Brief Description
As a Fortune 18 leader, McKesson's scope of products and services makes us the largest healthcare services company in the world. But that hasn't obstructed our view of what matters - creating solutions that empower healthcare professionals to focus on their patients. That's the power of every McKesson employee - to make a big difference in the small picture. That's The Power of You.

Current Need
The Executive Service Center Manager will serve as the single point of contact for executives (grades 112 and above) on all Compensation and Benefits related programs. Current active executive population is approximately 180. In addition there are approximately 30 retired and other inactive executives with ongoing administrative requirements. As the executive concierge, the function will drive delivery of compensation and benefits programs, communications and messaging for this audience. Also ensure that executive transactions go smoothly, are handled proactively, accurately and completely, to prevent compliance/legal issues with payments, elections, etc.

Position Description
Facilitate and initiate high level of service for executive program participation. Proactively communicate programs to ensure they are personally understood and utilized by executive audience.

  • Anticipate issues such as vesting, payments, enrollments, elections and develop communications, processes and procedures to handle.
  • As issues and problems arise for executives, function will “own and solve the problem” on behalf of executive.
  • Pay administration and coordination: Monitor pay transactions and input results directly into Payroll systems, (e.g., cash LTIP payouts, executing cash payments based on plan performance).
  • Develop accurate, thorough processes/processing for executive events:
    1. External Offer / Internal Promotion letters:
      - Manage fulfillment of commitments in letters
      - Ensure board actions taken– Cash LTIP, Stock Option and PeRSU/RSU grants.
      - Sign on bonuses, mortgage differentials paid/arranged
      - Communication/implementation of related program grants, participation, etc.
    2. For top executives, for all programs ensure completion of processes is executed, follow through on enrollments and plan elections (Benefits, DCAP, PSIP, Supplemental PSIP, etc.) so that participation is monitored and implemented as desired.
    3. Ensure compliance is carried out precisely for high profile issues, are handled in compliance with laws and regulations, and appropriate advance information is communicated to executives, e.g.:
      - security trading black out periods
      - §409(a) restrictions
    4. Relocations:
      - Manage fulfillment of McKesson commitment to executives
      - Act as liaison with vendors, employees, families to ensure timely and efficient moves
      - Oversee financial and tax aspects of relocation to ensure accuracy
    5. For transactions such as leaves of absence, oversee that leaves are implemented through all systems and programs, such as Payroll, MIP, etc.
    6. Terminations (voluntary, involuntary, retirement):
      - Lead handling of transactions for consolidated process of ending program participation, providing executive with appropriate “earned” values from McKesson career. Continue to liaison with terminated executive during retirement to program conclusion.
    7. For retiree population, handle payments for matters such as office rent, secretaries, office equipment, in addition to communicating and assisting with continued participation in compensation, benefit and perquisite programs

Minimum Requirements
Education/Training:

  • 4-year degree in Business, or related field or equivalent experience
  • NASPP, World at Work coursework, CEP Level One or higher
  • 8+ years compensation experience including 5+ years managerial experience

Preferred Experience/Skills:
Experience with Executive compensation and benefits. Personal tax or accounting experience, including thorough knowledge of state and federal laws pertaining to compensation and benefits.

Additional Knowledge & Skills

  • Excellent management, communication and analytical skills; ability to design and develop efficient, replicable and effective administrative processes.
  • Executive Interaction skills, ability to handle interactions with senior executives regarding executive pay and rewards issues with the highest level of professionalism, tact and communications skills. Must work effectively and efficiently with the Executive Assistants of top management.
  • Ability to handle sensitive, private and personal information with absolute grace, discretion and confidentiality.

Company Statement
McKesson offers a competitive compensation and benefits package.

McKesson is everywhere in healthcare. We offer a wealth of opportunity for individuals with a desire to make a difference in providing industry-leading, integrated healthcare services and solutions. Individuals with the passion to be a part of our entire continuum of patient-focused care. It's you and McKesson - empowering healthcare. Visit www.mckesson.com/careers for more information.

As an equal opportunity employer, McKesson Corporation unites the talents and contributions of all to advance the power of healthcare.

FOR IMMEDIATE CONSIDERATION, PLEASE SUBMIT YOUR RESUME TO AMY.NG@MCKESSON.COM

Posted: February 6, 2008
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Fidelity Investments

Position: Director, Account Management
Location: San Francisco Bay Area, CA

Business Overview:

Fidelity Stock Plan Services (SPS) provides public companies with best-in-class administration and management of their equity compensation programs. SPS is a growth engine for acquiring and developing Fidelity Personal Investments (FPI) households, primarily through partnerships with Fidelity Employer Services Company (FESCo) and FPI. Fidelity Employer Services Company (FESCo) and Fidelity Personal Investments (FPI) have achieved enormous success as separate organizations. By combining their strategic assets and talent into one organization known as Personal and Workplace Investing (PWI), it is strongly positioned to become the comprehensive lifetime financial solutions industry leader. No other financial services firm can match the individual investor and client base, breadth and depth of products, technology, commitment to service, tools or talented workforce that these two organizations have spanning defined contribution, defined benefit, IRA’s, brokerage, financial planning and banking.


Purpose/Objective:

The Account Management role (AM) has overall responsibility for the satisfaction and profitability of Equity Compensation Plan client relationships. This includes:

  1. Establishing relationships with all key decision makers
  2. Managing clients plans for client satisfaction, operational effectiveness, and profitability
  3. Converting plan participants into long term Fidelity customers
  4. Expanding client relationships through cross selling additional Equity Compensation services
  5. Strategically positioning Fidelity’s products and services (former FESCo offerings.)


Primary Responsibilities:

  • Monitor client satisfaction and facilitate the timely resolution of client issues, to the satisfaction of the client, and informing Fidelity management as needed
  • Manage client profitability through periodic monitoring of margins and key expense drives and strategically work to implement proactive steps to achieve the desired results
  • Work with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients
  • Provide each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client (e.g., annually, quarterly, etc.)
  • Partner with institutional Relationship Managers in FESCo/Fidelity HR Services (FHRS) to ensure we are working towards the same goals to bring the client the collection of services, knowledge, and information they need from the combined relationship team
  • Gain a thorough working knowledge of all types of equity compensation plans and working consultatively with clients to assist them in working towards a “best practices” environment
  • Participate in new client plan and product implementations as part of a team
  • Keep abreast of changes in the equity compensation and benefits industry, ensuring a good working knowledge of Fidelity’s offering and an understanding of our competitors and the most recent updates and trends to the industry, both regulatory and product focused
  • Thorough understanding of the business, culture, politics and nuances of each assigned client as it relates to stock plan services and the uniqueness of the client
  • Position new Fidelity products and services to the client, ensuring adherence to best practices and required changes to processes as needed
  • Participate in the prospecting and sales process as part of the extended sales team to outline the Account Manager role for the prospect
  • Support client need to facilitate corporate actions, including mergers, acquisitions, etc. and fulfilling requirements for client approval, pricing and sign off on activities to be performed
  • Timely distribution of quarterly fee information to clients and ensuring timely collection of payment

Stock Plan Services headquarters is moving to Marlborough, MA in mid 2008. The position will be based on the West coast, preferably in the San Francisco-metro area.

Requirements:

  • The ideal candidate will have approximately 10 years of financial services experience
  • Previous Equity Compensation experience.

Education and Experience:

  • A Bachelor’s degree is required and an MBA or equivalent is desired
  • The ideal candidate will have approximately 10 years of financial services experience
  • Candidates will be required to sit for the Certified Equity Professional exam if it is not already possessed
  • Candidate must have Series 7 and 63 NASD licenses.

Skills and Knowledge:

  • He/she must be successful at working in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization
  • A proven ability to provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well developed communication, project management, consulting, and leadership skills is required
  • The candidate must possess a true commitment to customer satisfaction, have an unsurpassed sense of urgency and view change as an integral component of corporate success


Qualified candidates please apply online to requisition # 0712371 at: http://jobs.fidelity.com/home/index.shtml


Company overview

Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of $3.4 trillion, including managed assets of $1.6 trillion as of December 31, 2007. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 24 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm. For more information about Fidelity Investments, visit www.fidelity.com.

Posted: February 6, 2008
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Cisco

Position: Stock Plan Financial Analyst
Location: San Jose, CA
Contract Position - Nine month assignment

Job Description:

This position provides an opportunity for someone with strong analytical and project management skills in the Equity Compensation field. This position provides ongoing support for acquisition activities involving target company shareholders and target company employee equity programs. Financial Analyst will work very closely with Acquisition Managers – quality teamwork and excellences in communication skills are critical for successful delivery of services.

Responsibilities include:

  • Collect relevant information and prepare Equity Assumption Agreements (Summarizes the terms & conditions that Cisco is acquiring. Putting together a comprehensive stock spreadsheet so that the Assumption Agreements can be created by way of merging the documents)
  • Participate in the processes with Exchange Agent (Computershare), for smooth implementation of close – stock exchange, cash-out, or tender offer as per the terms and conditions of the Merger Agreement.
  • Define plan and implement equity awards assumption/upload into Cisco’s stock administration system
  • Monitor implementation of the appropriate acquisition integration procedures, including the handling of employee and/or shareholder inquiries. This may involve the following:
    • Review due diligence analysis of target company stock spreadsheet: audit, issue resolution, and provide recommendations. Prepare payment summary for funding of acquisition
    • Model the stock integration plan in Excel, typically including converting target stock and stock incentives to cash and/or stock, and modeling unique stock based incentive and retention mechanisms.
    • Create vest templates consistent with acquisition terms, and upload outstanding/assumed equity awards into stock administration database. In some cases, calculating and applying vesting for grants subject to IRS rule 409A. (This process needs to be documented. Since this is an ongoing effort, it should be a documented processed that is finalized.)
    • Release hold from employee stock account upon receipt of EAA/OAA. Define and coordinate processes to implement share exchanges and option assumptions.
    • Handling of assumed employee & shareholder inquires
  • Ongoing administration of options subject to 409A.
  • Assist the Acquisition manager with the delivery of cash and/or stock to target shareholders and employees. Coordinate escrow release process. Implement timely stock repurchases.

Qualifications

  • 2-3 years exposure to Stock Plan Services and/or Compensation, or related field.
  • BS/BA in Business, Finance or Accounting
  • CEP
  • Expert Excel skills(creating large financial spreadsheets, pivot tables....)
  • Excellent written and verbal communication skills.

Preferred:
Access Database experience is a huge plus.

Duration: 9 months
Start: ASAP
Pay: DOE

Interested candidates should email their resume to Kelcey Stone at kelstone@cisco.com.

Posted: February 4, 2008
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Wyndham Worldwide

Position: Senior Equity Analyst
Location: Parsippany, NJ

Key Responsibilities:

  • Post-grant administration of stock options, stock appreciation rights, and restricted stock grant awards, including both time and performance-based awards from multiple stock-based plans, including those assumed through corporate acquisitions.
  • Providing daily, monthly, quarterly and annual financial reporting to Tax, Payroll, Finance, Legal and Accounting areas.
  • Perform quarterly reconciliation of exercise activity.
  • Interact regularly with the stock plan administration outsource vendor regarding updates to data, and requests for additional information.
  • Answer employee and HR manager inquiries and assist in identification, research and resolution of problems.
  • Perform periodic review of data transmission details to ensure accurate transmission to vendor, and data validation.

Other Responsibilities:

  • Assist in determining grant eligibility, as well as the loading and reconciliation of new grants and awards.
  • Assist in the facilitation of regular status meetings with the stock plan administration vendor to discuss current issues and projects.
  • Assist in merger, acquisition, and disposition activity involving equity awards.
  • Ad hoc research and reporting.
  • Assist in providing required documentation to external auditors and maintaining SOX process assessments.
  • Assist with monitoring Section 16 trading activity to ensure timely delivery to legal department for SEC filings.
  • Assist with the implementation of any Plan changes to vendors and enforcement of rules per governing documents (plan documents, service agreements, etc.).
  • Participate in special projects when necessary.

Qualifications:

  • Bachelor’s Degree
  • Minimum one to three years’ stock plan administration experience, with solid knowledge of securities law, taxation of equity plans, financial reporting requirements and accounting regulations.
  • Consulting experience and /or background in Finance/ Accounting.
  • CEP Level 1 or higher is desirable.
  • Prior experience with Transcentive, Equity Edge or other stock plan recordkeeping system.
  • Intermediate to advanced Excel and Access skills.
  • Accuracy and attention to details.
  • Ability to prioritize multiple projects in a fast paced environment.

Please apply online at: www.wyndhamworldwide.com/careers

Posted: February 1, 2008
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AMD

Position: Stock Analyst
Location: Austin, Texas

Qualifications/Requirements :

  • CEP Level 1 or willingness to enroll in the program
  • Knowledge of accounting, tax, and security law requirements associated with equity compensation plans achieved through 2-3 years of work experience
  • Proficiency in Equity Edge software
  • Proficiency in MS Office programs including Excel, Word and Access
  • High degree of accuracy and meticulous about detail
  • Ability to excel in fast-paced environment under pressure
  • Coordinate and prioritize diverse tasks simultaneously
  • High energy, creative, self-motivated and able to complete tasks with minimal supervision
  • Bachelor degree in accounting, finance, or other related degree a plus

Primary Purpose & Key Job Functions

  • Administer global stock plan
  • Processing all stock option exercise and RSU transactions including all necessary reporting requirements to the captive broker, transfer agent, payroll, tax, and finance departments.
  • Assist with the Employee Stock Purchase Plan administration including maintaining broker relationship, enrollments, purchases, dispositions, and reconciliations.
  • Complete month-end and quarter-end reconciliations on all exercise activity and termination activity.
  • Update and maintain an accurate Equity Edge database for new hire employee information, stock grants, terminations, address changes, bi-weekly payroll taxes withheld and any other HR data changes.
  • Interpret the company stock plans and answer employee questions effectively.
  • Process and deliver report requests on an as needed basis.
  • Assist in ongoing automation enhancement.
  • Assist with special projects as they arise.
  • Assist in employee communication and education including, but not limited to, drafting e-mail responses to employee inquiries on Options, RSUs, and ESPP.
  • Assist in process improvement initiatives and documentation of departmental policies.
  • Liaison with other departments on shared goals and deliverables such as payroll, human resources, finance and legal as it relates to equity administration.

Relocation Available

Qualified candidates please apply online at: https://www.amd.apply2jobs.com/index.cfm?fuseaction=mExternal.showJob&RID=5132&CurrentPage=1


Posted: February 1, 2008
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SC Consulting

Position: FAS 123 R Specialist, Full time position
Location: New York, NY

Responsibilities

  • Manage client reporting relationships including, interacting with mid/senior level contacts at corporate clients to identify stock plan reporting needs.
  • Coordinate process flow and data flow between corporate clients, service providers and company.
  • Review reports and respond to client questions/issues.
  • Experience with project mgmt.

Qualifications:
Strong Customer service, analytical skills, project management and communication skills. Bachelors degree in accounting/finance, solid understanding of accounting, CEP Level One or higher preferred. CPA a plus.

Qualified candidates, please send resume to scconsultingllp@comcast.net

Posted: February 1, 2008
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Microsoft

Position: M&A Stock Plan Manager
Location: Redmond, WA


The M&A Stock Plan Manager is responsible for the execution and end-to-end administration of all acquisition related stock plans.

Responsibilities include but are not limited to:

  • Review of target company stock plan documentation, identification of key plan provisions, analysis of business and employee impact, creation and execution of stock communications to acquired company employees and stakeholders, and implementation of related administrative processes.
  • Internal and external reporting of acquired company stock transactions, maintenance of escrow and other special provisions for acquired company executives if applicable.
  • Establish and maintain close partnerships with key business partners on all acquisition related activity specific to equity plans.
  • Research and scope the impact of potential adjustment in the P&L charge out process for existing equity and alternative forms of stock option value replacement used in acquisitions.

Key stakeholders of this position are CBPM M&A, Corporate Equity Accounting, Finance, Tax and internal and external Legal.

Qualifications:

  • A min of 3 - 5 years demonstrated experience with equity compensation, including plan, regulatory, tax and accounting issues required
  • Bachelors Degree required
  • Certified Equity Professional designation strongly preferred
  • Candidates must have strong inter-personal, written communication and project management skills
  • Extreme attention to detail is a critical element to this position given the level of corporate exposure and regulatory liability associated with the equity component of mergers and acquisitions
  • Must be flexible and be able to work under pressure and within short time constraints

Microsoft is an equal opportunity employer (EOE) and strongly supports diversity in the workplace.

To apply for this position, please click on the link or cut and paste the link into your browser or you can apply via our website (www.microsoft.com)) using job code 219425.

http://members.microsoft.com/careers/search/details.aspx?JobID=6F2498D7-626E-41EE-BAF0-B6E82EB2E46C&start=1&interval=10&SortCol=DatePosted

Posted January 15, 2008
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