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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in administering equity compensation programs, including stock grant options and RSUs, while ensuring compliance with relevant regulations and accounting standards. Proficient in financial modeling, data analysis, and maintaining accurate records within a stock management platform.
Highest-signal resume keywords
Equity Compensation ManagementStock Market AnalysisFinancial ModelingRegulatory ComplianceWorkday Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Equity Compensation ProgramsStock Grant OptionsRSUs ManagementFinancial ModelingData Analysis ToolsSEC FilingsStock Management System ImplementationEquity Portfolio OptimizationAccounting Standards ComplianceBenefit Plan Administration
Soft Skills
Excellent CommunicationInterpersonal SkillsDetail-OrientedCollaborative TeamworkProblem-Solving
Tools & Technologies
WorkdayStock Management PlatformData Analysis SoftwareFinancial Reporting ToolsCompliance Testing Tools
Certifications & Qualifications
MBACFAEquity Compensation Certification
Industry Keywords
Equity Compensation PlansStock Market DynamicsRegulatory FrameworksPrivate and Public CompaniesEmployee Benefits Programs
About the role
Key responsibilities & impact- Administer and oversee equity compensation programs, including stock grant options
- Manage RSUs and ESPP programs
- Maintain accurate records of equity grants, exercises, and vesting schedules
- Prepare and distribute equity-related communications to employees
- Maintain a stock management platform
- Analyze stock market trends, company performance, and industry benchmarks
- Assess the impact of economic, financial, and regulatory changes on stock and equity markets
- Provide recommendations for optimizing the company's equity portfolio
- Ensure compliance with laws, regulations, and accounting standards related to stock and equity management
- Prepare and file SEC filings and insider trading reports when applicable
- Coordinate with legal counsel on compliance issues
- Collaborate with legal and accounting departments to develop and implement equity compensation policies and guidelines
- Partner with external financial institutions and brokers
- Process benefits, including enrollments, COBRA, terminations, changes, beneficiaries, disability, distributions, loans, hardships, and compliance testing
- Serve as a day-to-day contact for employees, plan vendors, and third-party administrators for Ibotta's benefits programs
- Uphold Ibotta's Core Values
Requirements
What you’ll need- 2-4 years of experience
- Bachelor's degree in finance, accounting, business, or a related field
- MBA or CFA is a plus
- Certification preferred
- Proven experience working with both private and publicly traded companies
- Experience implementing a new stock management system is a plus
- Experience with Workday is highly desirable
- Strong understanding of stock market dynamics, equity compensation plans, and relevant regulatory frameworks
- Experience with financial modeling and data analysis tools
- Excellent communication and interpersonal skills
- Detail-oriented with a high degree of accuracy
- Ability to work collaboratively in a cross-functional team environment
- Strong problem-solving and analytical skills
- Ethical and committed to maintaining the highest standards of integrity
- Experience with company benefit plans a plus
- Must live in the United States
- Applicants must be currently authorized to work in the United States on a full-time basis
Benefits
Comp & perks- Relocation bonus
- Flexible time off
- Medical, dental, and vision benefits
- Employee Stock Purchase Program
- 401k match
- Paid parking
- Snacks
- Occasional meals
