Sr. Equity Plan Administrator

Company: Tbwa Chiat/Day Inc
Location: San Francisco
Posted on: April 2, 2025

Job Description:

About the roleChime is seeking a talented and eager Sr. Equity Plan Administrator to join its growing Finance team. This role will report to the Director of Equity Administration and will be integral in facilitating the day-to-day activities of Chime's equity incentive programs. Chime uses Morgan Stanley Shareworks for equity plan administration, financial reporting, and capitalization table management. Much of this role will be focused on assisting with the daily administration, data reconciliation from Shareworks, and subsequently reporting this information as needed internally to Payroll, Tax, Accounting, Audit, People, Legal, etc.The base salary offered for this role and level of experience will begin at $103,680 and up to $144,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience.In this role, you can expect to

• Collaborate with Equity team members to maintain our equity administration platform, Morgan Stanley Shareworks, to ensure the accuracy and integrity of Chime's equity data including eligibility, approvals, processing stock option and restricted stock unit awards, exercises and settlements, tax withholdings, expirations, cancellations, repurchases, terminations and other plan-related actions.
• Partner with our external record-keeper, Morgan Stanley, to execute employee equity transactions, ensuring accurate and timely tax withholding and reporting to Payroll and Tax teams when applicable.
• Assist Legal and People teams by sharing executive grant & transactional data for officers, census reporting, and applicable disclosures.
• Perform frequent data reconciliation for People, Payroll, Finance, Legal teams etc.; assist with documentation for Audit team and work alongside People team to ensure the integrity of employee data.
• Manage deliverables for internal and external auditors as well as Accounting team for monthly, quarterly, and annual reviews; ensure that tight internal controls are in place and procedures are followed to satisfy periodic review of compliance with Sarbanes-Oxley.
• Create and generate recurring reports for multiple internal and external corporate partners (e.g., People, Payroll, Tax, Finance, Accounting, etc.), and respond timely to ad hoc data requests from various business partners; partner cross-functionally to conduct ad hoc equity analysis, modeling and testing.
• Assist in the creation of communication materials and presentations to support analysis, and implementation of equity programs.To thrive in this role, you have
  • 4-6 years' experience administering equity in both the late-stage private and public space; Certified Equity Professional (CEP) designation preferred; familiarity with Morgan Stanley Shareworks and Workday a plus.
  • Knowledge of tax regulations related to equity compensation plans.
  • Highly organized, process-driven, independent, self-motivated.
  • Strong attention to detail and ability to perform self-audit to ensure data integrity and accuracy.
  • Ability to manage up and work with multiple stakeholders across the company.
  • Developed professionalism and can independently lead projects to deliver results.
  • Advanced Excel, G-Suite, and reconciliation skills a plus.What we offer
    • A thoughtful hybrid work policy that combines in-office days and trips to team and company-wide events depending on location to ensure you stay connected to your work and teammates, whether you're local to one of our offices or remote.
    • Hybrid work perks like backup child, elder and/or pet care, as well as a subsidized commuter benefit.
    • Competitive salary based on experience.
    • 401k match plus great medical, dental, vision, life, and disability benefits.
    • Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off.
    • Annual wellness stipend to use towards eligible wellness related expenses.
    • Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents.
    • Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more.
    • In-person and virtual events to connect with your fellow Chimers-think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc.
    • A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress.We know that great work can't be done without a diverse team and inclusive environment. That's why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals.We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Chime is proud to be an Equal Opportunity Employer and will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance, Cook County Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation, please let us know.
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Keywords: Tbwa Chiat/Day Inc, San Francisco , Sr. Equity Plan Administrator, Accounting, Auditing , San Francisco, California