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BILL

Stock Plan Administrator

RemoteUnited States only
Published
Role
Finance
Experience
Mid
Employment
Full-time
$99.8k–$124.8k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Stock plan administrator with 3+ years at a public company, hands-on RSU, PSU, ESPP, and stock option exercise ownership. Must have CEP Level 1, Equity Edge Online, strong Excel, SOX controls, audit support, and equity taxation knowledge. US remote role.

Core skills

Equity Edge OnlineExcel

Optional skills

ComputershareDWACWorkdayNetSuiteAsana

What you'll do

  • Administer all equity plan activity in Equity Edge Online (EEO): process RSU/PSU grants, export grants and online grant agreements to participant E*TRADE accounts, and communicate new grants to employees.
  • Process daily stock option exercises (same-day sale, sell-to-cover, and cash), including 10b5-1 plan transactions through Morgan Stanley and E*TRADE, and confirm receipt of cash proceeds and tax withholding.
  • Manage RSU and PSU releases end to end: pre-release tax and income reconciliations with Payroll (EEO vs. Workday), sandbox validation of tax files, release approval files, share settlement via withhold-to-cover, and post-release reporting to Payroll and Accounting.
  • Administer the ESPP: enrollment, contribution tracking and IRS $25K/share-limit monitoring, semi-annual purchases, refunds, valuation/true-up support, and monthly reconciliation of the ESPP tracker to the general ledger.
  • Process terminations, leaves of absence, and rehires — enter termination dates in EEO, generate and deliver closing statements, suspend/adjust vesting for qualifying LOAs, and reconcile termination data to HR records.
  • Initiate share issuance and transfers through Computershare (DWAC/iCart), maintain the DWAC control log, and support reconciliation of transfer agent activity.
  • Execute and document SOX key controls over the equity cycle, including grant input reviews, release reconciliations, cash/bank reconciliations of exercise and release proceeds, and ESPP-to-GL reconciliations.
  • Support internal and external audit walkthroughs and testing.
  • Prepare monthly stock-based compensation reporting support (ASC 718), including expense reports, journal entry support.
  • Assist with the preparation flux analysis.
  • Deliver recurring reports to Payroll (domestic and international), Tax, Accounting, and Financial Reporting, including W-2 income for ISO/ESPP dispositions, 1099-NEC income, Section 6039 reporting (Forms 3921/3922), and annual director statements.
  • Support quarterly SOC 1 report evaluations, and quarter-end/year-end close deliverables (EPS support, 10-Q/10-K share data, evergreen increases, and S-8 support).
  • Administer insider trading compliance processes: trading window blackouts, preclearance for Access Persons and Section 16 officers, and 10b5-1 plan setup, review, and termination in partnership with Legal.
  • Serve as a primary point of contact for employee equity questions via the stock administration inbox and Jira, delivering clear, accurate, and timely responses.
  • Identify and drive process improvements, automation, and documentation updates to desktop procedures.

What they require

  • CEP Level 1 (Equity Compensation Associate / ECA) required; full CEP designation a strong plus.
  • 3+ years of progressive stock administration experience at a public company, with hands-on ownership of RSUs, PSUs, ESPP, and stock option exercises.
  • Equity Edge Online (EEO) knowledge required, including reporting, imports/exports, and release processing.
  • Excellent Excel skills (pivot tables, lookups, large data reconciliations) with strong attention to detail and accuracy.
  • Excellent verbal and written communication skills; able to present webinars and explain complex equity topics clearly to employees at all levels and partner effectively across Payroll, Legal, HR, Compensation, and Accounting.
  • Working knowledge of SOX controls and experience supporting internal/external audits.
  • Solid understanding of equity taxation (RSU/PSU withholding, ISO/NQ exercises, ESPP qualifying and disqualifying dispositions) and related payroll reporting.
  • Preferred: Familiarity with transfer agent processes (Computershare, DWAC), 10b5-1 plans, Section 16 and insider trading compliance.
  • Preferred: Experience with Workday, NetSuite, and ASC 718 stock-based compensation.
  • Excellent organizational skills.
  • Preferred: Asana experience.
  • Self-starter who manages recurring daily, monthly, quarterly, and year-end deadlines independently and handles confidential data with discretion.
  • Intellectually curious learner who will proactively propose automation and changes to streamline our processes.

Benefits

  • Competitive benefits package that includes medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits.
  • 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)
  • HSA & FSA accounts
  • Life Insurance, Long & Short-term disability coverage
  • Employee Assistance Program (EAP)
  • 11+ Observed holidays and wellness days and flexible time off
  • Employee Stock Purchase Program with employee discounts
  • Wellness & Fitness initiatives
  • Employee recognition and referral programs
  • And much more

BILL replaces outdated financial processes with financial automation tools to help businesses make smarter decisions and gain control of their operations.

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Details

Apply routeGreenhouse
$99.8k–$124.8k/yr