Financial Services Operations Manager

Cisco

. Lead cross-functional equity workstreams across due diligence, signing, closing, and post-close integration for M&A transactions .

Posted 11/9/2026full-timeUnited StatesMid-LevelSenior💰 $116,900 - $148,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing global equity compensation administration, including RSUs, PSUs, and ESPP, while ensuring compliance with statutory regulations and SOX controls. Proven ability to lead cross-functional teams through M&A transactions, focusing on equity deal mechanics and participant education.

Highest-signal resume keywords

Global Equity Compensation AdministrationMergers And Acquisitions ExperienceMorgan Stanley At Work / Equity Edge OnlineCertified Equity Professional (CEP)Advanced Microsoft Excel Modeling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Equity Workstream ManagementDue DiligenceEquity Exchange RatiosTax Withholding CalculationsSOX Internal Control FrameworksSEC Section 16 ReportingIRS Forms 3921/3922 RegulationsData Automation PipelinesEnterprise AI Tools

Soft Skills

Stakeholder CommunicationProject ManagementCross-Functional LeadershipPrioritizationHigh-Accuracy Results Delivery

Tools & Technologies

Workday HRIS IntegrationsMorgan Stanley At WorkEquity Edge Online

Certifications & Qualifications

Certified Equity Professional (CEP)Equity Compensation Associate (ECA)

Industry Keywords

Equity CompensationStock Plan OperationsCorporate TransactionsEmployee OnboardingCash And Stock Consideration

About the role

Key responsibilities & impact

Lead cross-functional equity workstreams across due diligence, signing, closing, and post-close integration for M&A transactions
Partner with Corporate Development, Legal, Tax, Treasury, HR, and external advisors on equity deal mechanics
Review term sheets, merger agreements, disclosure schedules, and retention equity structures
Manage distribution of cash and stock consideration through paying agents, escrow agents, and Cisco Payroll
Manage RSU and stock option conversions, equity exchange ratios, share reserve reconciliations, and data collection for Form S-8 filings
Coordinate post-acquisition employee onboarding and education on equity award treatment, vesting schedules, and holdback/escrow releases
Maintain and execute SOX controls across transaction milestones
Partner with Payroll and paying agents on statutory compliance and year-end reporting
Assist with global equity plan administration for RSUs, PSUs, DRSUs, and ESPP using Morgan Stanley at Work / Equity Edge Online
Support semi-annual ESPP enrollment, contribution reconciliations, purchases, $25,000 statutory limit monitoring, and disqualifying disposition tracking
Assist with vesting events, option exercises, share issuances, tax withholding calculations, and mobile employee transactions
Reconcile compensation income and tax withholding files with Payroll
Respond to participant equity inquiries, draft communications, and conduct equity education sessions

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related discipline
6+ years of progressive professional experience in global equity compensation administration and stock plan operations
Demonstrated experience managing equity workstreams in mergers, acquisitions, divestitures, or corporate transactions
Experience with due diligence, closing funding wires, and post-close integration
Hands-on proficiency with Morgan Stanley at Work / Equity Edge Online (EEO)
Experience with Workday HRIS integrations
Advanced Microsoft Excel modeling capabilities
Certified Equity Professional (CEP) or Equity Compensation Associate (ECA) designation strongly preferred
In-depth knowledge of global statutory equity compliance, SEC Section 16 reporting, IRS Forms 3921/3922 regulations, and SOX internal control frameworks
Practical experience using enterprise AI tools, data automation pipelines, and modern collaboration technologies preferred
Exceptional stakeholder communication, project management, and cross-functional leadership skills preferred
Ability to prioritize competing transactional priorities and deliver high-accuracy results under compressed deal timelines preferred

Benefits

Comp & perks

Medical, dental and vision insurance
401(k) plan with a Cisco matching contribution
Paid parental leave
Short- and long-term disability coverage
Basic life insurance
Cisco restricted stock unit grants may be available, subject to eligibility and continued employment
10 paid holidays per full calendar year
1 floating holiday for non-exempt employees
1 paid day off for employee’s birthday
Paid year-end holiday shutdown
4 paid days off for personal wellness
16 days of paid vacation time per full calendar year for non-exempt employees
Flexible vacation time off program with no defined limit for eligible exempt employees
80 hours of sick time off provided on hire date and each January 1st thereafter
Up to 80 hours of unused sick time carried forward
Additional paid time away for critical or emergency family issues
Optional 10 paid days per full calendar year to volunteer
Annual bonuses for non-sales roles, subject to Cisco’s policies