Title of Job: Senior Manager of Stock Administration Role Located in: Okta Headquarters (San Francisco or San Jose, CA) Reports to: Associate General Counsel
Okta is the foundation for secure connections between people and technology. By harnessing the power of the cloud, Okta allows people to access applications on any device at any time, while still enforcing strong security protections. It integrates directly with an organization’s existing directories and identity systems, as well as 4,000+ applications.
Because Okta runs on an integrated platform, organizations can implement the service quickly at large scale and low total cost.
Thousands of customers, including Adobe, Allergan, Chiquita, LinkedIn, and Western Union, trust Okta to help their organizations work faster, boost revenue, and stay secure.
The Senior Manager of Stock Administration will play a critical role in the development of a world-class global stock administration and reporting function. This role will partner with Legal, Finance and HR in addition to other business groups to ensure compliance with regulatory, internal and external reporting and requirements for equity plans and disclosures. Our ideal candidate will be hands-on in administering and scaling the function as the company grows.
Manage all aspects of global equity administration, including grant of options, RSUs and other equity instruments, option exercises, RSU releases and employee terminations
Maintain database integrity and ensure accuracy of records in Equity Edge Online
Manage employee communications regarding equity
Develop and lead employee equity education programs
Collaborate with legal, finance, and accounting teams and internal and external auditors to provide equity reporting and ensure accounting, income, regulatory and tax compliance
Prepare and maintain capitalization table and stock ledger
Manage and drive improvements to processes, procedures and work flows
Support legal and executive team with equity related transactions and filings
Provide excellent customer service to employees and internal partners
Evaluate best practices and developments in applicable laws/regulations to drive improvements in equity plan design and implementation
Manage relationships with outsourced equity related vendors and brokers
Qualifications and Requirements
Certified Equity Professional (CEP) required
7 - 10+ years of prior experience in administering global equity plans for public companies
Broad experience with a range of equity compensation instruments and plans, including stock options, RSUs, PSUs and ESPP
Experience supporting 10b5-1 plan transactions, including coordinating with brokers, processing transactions and supporting timely reporting
Experience with Section 16 and Rule 144
Extensive experience with Equity Edge Online and CapMx
Advanced skill in Excel, Word and PowerPoint
Excellent interpersonal and written and oral communication skills
Exceptional attention to detail
Ability to work in a fast-paced environment, manage competing priorities, adhere to tight deadlines and collaborate with cross functional teams
Ability to work independently and drive systems and processes
This position may be based in San Francisco or, beginning in March 2017, in San Jose. If based in San Jose, travel to San Francisco is required for weekly office hours and other ad hoc activities