In my previous role, I managed equity compensation plans, including stock options, restricted stock units, and employee stock purchase plans. I ensured compliance with SEC regulations, IRS guidelines, and internal policies by conducting regular audits, maintaining accurate records, and staying updated on regulatory changes. I also collaborated with legal and finance teams to address compliance issues and implemented automated tools to streamline reporting and reduce errors.

I prioritize clear and transparent communication by providing employees with detailed grant agreements, vesting schedules, and FAQs. I use equity management platforms to send automated reminders and updates. For complex queries, I schedule one-on-one sessions to explain terms and implications. This approach ensures employees understand their equity benefits and fosters trust in the administration process.

I maintain data accuracy by implementing robust equity management software that integrates with HR and payroll systems. Regular reconciliations and audits are conducted to identify discrepancies. I also collaborate with cross-functional teams to validate data and generate accurate reports for internal stakeholders, auditors, and regulatory bodies, ensuring transparency and compliance.

I stay informed by subscribing to industry newsletters, attending webinars, and participating in professional organizations like the National Association of Stock Plan Professionals (NASPP). I also network with peers and consult legal and tax advisors to understand regulatory updates and adapt processes accordingly, ensuring the company remains compliant and competitive.

In a previous role, I resolved a discrepancy in equity grants caused by a system error. I conducted a thorough audit, identified affected employees, and collaborated with IT to fix the issue. I communicated transparently with stakeholders, provided corrected grant agreements, and implemented additional checks to prevent recurrence. This approach restored trust and ensured compliance.