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Principal, Stock Administrator

Company: Alation Inc
Location: Redwood City
Posted on: January 26, 2023

Job Description:

Due to its remote and hybrid culture, Alation conducts all of its interviewing and onboarding virtually.Big Data isn't a problem. It's an opportunity.At Alation, we help people find, understand, and trust data. So they not only excel in their work - they drive value for their enterprise, team, and role. In the words of one customer, "Alation makes me look like a rockstar."We help companies like Pfizer, Salesforce, and General Mills empower their people with the best data every day. As a platform for innovation, Alation helps customers create game-changing solutions (like a program for early-stage disease detection with Pfizer) and connect people to great data in less time (like Salesforce, whose analysts can now find data 35% faster). And we're just getting started.With more than $340M in funding - valued at over $1.7 billion and 450+ customers with household names - Alation is poised to capitalize on data as an opportunity. Headquartered in Silicon Valley, Alation was named to for the third time, and our exceptional Glassdoor rating (4.7 out of 5!) reflects a culture that makes coming to work each day a joy. Do you want to join a team that welcomes new ideas, supports your growth, and recognizes your unique value?Join us!Alation is growing! We are looking for a Principal, Stock Administrator that can take the equity function at Alation to the next level. This is a highly visible role, with great exposure to all levels of the company, and is perfect for an experienced professional who is interested in building out a best-in-class organization at a fast-paced company. The successful candidate will be primarily responsible for supporting the day-to-day administration of our equity plans, including the daily processing of (pre-IPO) equity transactions and working closely across all levels of the organization to support equity administration and education. The candidate will also have responsibility for ensuring that equity plans support Alation's international expansion plans and for proactively monitoring and ensuring compliance with domestic and international regulatory environments. Over time, the candidate will also be responsible for evolving Alation's equity compensation structure by advising on and implementing an RSU based structure.The position requires a team player who can work with internal and external stakeholders to drive alignment, process automation and improvements in an effort to grow and mature the equity function through Alation's continued expansion journey.What You'll Be Doing

  • Manage and administer the day-to-day tasks of stock administration in Shareworks
  • Ensure that all equity transactions are accurately processed and settled in a timely manner
  • Maintain and update the Company's equity plans and documents in conjunction with outside counsel
  • Define strategy and oversee implementation for eventual transition from option based equity structure to RSU based structure
  • Oversee and execute potential tender offers, including advising on structuring considerations
  • Own and manage Rule 701 prospectus and information updates
  • Track, understand, and ensure compliance with local withholding, reporting, and regulatory requirements for international locations in Europe and Asia-Pacific regions
  • Track and report activity related to the stock plan accounts such as early exercise activity, 83(b) elections, tender offers and stock option exercise payments
  • Partner with Accounting and Payroll teams to ensure accurate tax withholdings and reporting for equity transactions
  • Partner with People Ops, Total Rewards, and outside counsel to manage the Board equity approval process
  • Contribute to team initiatives and projects to continuously evolve and optimize our equity program
  • Communicate plan provisions to employees and resolve employee questions as appropriate while providing exceptional customer service levels
  • Support employee education and awareness of equity awards and company programs and policies; provide live presentations for new and existing employees to fully understand equity offeringWho You Are
    • Extensive skills and experience maintaining data integrity, and intermediate to advanced excel skills
    • Highly detail oriented with strong ownership for areas of responsibility
    • Ability to exercise discretion and maintain strict confidentiality
    • A collaborative team player, able to partner with internal and external contacts at all levels
    • Driven to own process improvements and automation across organizations
    • Strong customer service focus and flexibility
    • Exceptional written communication and presentation skills
    • Strong analytical and organizational skillsYou Should Have
      • A minimum of 15 years of experience in equity administration for pre- and post-IPO companies with global employee equity requirements
      • Bachelor's degree or equivalent experience
      • Certified Equity Professional (CEP) preferred
      • Advanced analytical ability, attention to detail, strong organizational skills, and ability to multi-task in a fast-paced environment
      • Advanced skills in G-Sheets, Excel and in HR systems (UltiPro experience preferred)
      • Analytical thinker, extreme organizer and detail-oriented
      • Strong communicator with an ability to maintain confidentiality and exercise discretion with sensitive compensation data
      • Ability to adapt and thrive in a fast-paced, innovative environmentBase Salary Target: $143,620-$193,887The base salary range is specific to the United States. The salary of the final candidate selected for this role will be set based on a variety of factors, including but not limited to internal equity, experience, education, work location, specialty and training. If the final candidate has a different level of experience, the base salary target range may be lower or higher than what is published.#LI-ML1More About AlationOur founders have come together from different backgrounds: business, engineering, and design. This unique mix from our founding team is important to the Alation culture story. Today, our team consists of creators and communicators with varied backgrounds - from Stanford, to the Indian Institute of Technology, big companies and one-person startups, the United States, and abroad. We continue to seek ever more diverse perspectives as we grow.We are an equal opportunity employer and value diversity at our company. We do not discriminate onthe basis of race, name, religion, color, national origin, gender identity and expression, sexual orientation, age, marital status, veteran status, or disability status.Why Alation?- Market-Leading Data Catalog Provider- High-growth, collaborative environment with diverse and inclusive teams- Continuous learning, enrichment and development opportunities- Competitive pay and health offerings including commuter benefits- Flexible time off to relax and rechargeand much, much more!

Keywords: Alation Inc, Redwood City , Principal, Stock Administrator, Other , Redwood City, California

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