Job Board:Senior Stock Plan Consultant - E*Trade - Menlo Park, CA

http://www.careerbuilder.com/JobSeeker/Jobs/JobDetails.aspx?job_did=J3G6XD6886WHDNXD18H&cbRecursionCnt=1&cbsid=6b02a5d7bb744a41908a05d88c0c9016-273931184-R9-4

POSITION SUMMARY:

The Senior
Stock Plan Consultant performs all the duties as the Stock Plan
Consultant. In addition, they are required to support the Sales,
Account Management, Implementation and Consulting groups as required by
their manager. Travel is required to meet face-to-face with current and
prospective clients and serve as subject matter experts in the
operation of Equity Edge, the requirements of FAS 123R financial
reporting for 10K/10Q reporting, and for equity compensation in
general. They are also required to participate with Product Management
and provide feedback on the development of Equity Edge and Equity Edge
Online. 

ESSENTIAL JOB FUNCTIONS FOR SENIOR STOCK PLAN CONSULTANT:              

1.     
Perform all duties required by the Stock Plan Consultant.                    

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•          Support all E*Trade Corporate clients on B2B products
  

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•          Resolve escalated cases from Corporate Support, Outsourcing, and Account Management
  

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•          Update CRM with Case notes for escalated cases. Note all key elements, notes and resolutions.
  

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•          Update CRM with knowledgebase solutions. This involves writing new and editing existing solutions.
  

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•         
  Continuously enhance Equity Compensation knowledge and expertise. 
  Follow guidelines for passing CEP levels I, II, III as described for
  Stock Plan Consultant.
  

   

  
  

  ADDITIONAL JOB DUTIES FOR THE SENIOR STOCK PLAN CONSULTANT:

  
  

  2.      Sales and Account Management Support.                                                                      

  
  

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•          Provide support to both the corporate client and to the internal teams.
  
  
  

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•          Handle escalated calls which involve
  review of various factors, analysis of situation, and working through
  to reach an effective solution for the client.  Confer with management
  for direction on escalated cases that require additional resources to
  resolve.
  
  
  

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•          Perform demonstrations with Equity Edge
  on Financial reporting, Equity Compensation best practices, and serve
  as subject matter experts. Presentations may be via the Internet or in
  person.
  
  
  

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•          Act as expert in dealing with
  accounting, tax reporting, and financial reporting requirements. This
  requires competency in all aspects of financial reporting and Equity
  Edge's capabilities. It also requires the direct interface with
  external auditors, CFO's, Controllers, and other high profile personnel
  in this arena.
  
  
  

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•          Work on special projects as directed by Manager.
  

   

  
  

  3.      Internal and External training and communication.

  
  

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  Develop internal and external training tracks around Equity Edge
  functionality including financial reporting, procedures, and advanced
  topics.
  

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•          Deliver presentations to User Groups
  and to NASPP chapter meetings. Will also require attendance at
  Directions conference, to "evangelize" Equity Edge and it's
  capabilities, and to perform presentations as needed in front of
  clients.
  

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•          Assist other internal groups
  (Corporate Support, Outsourcing, etc.) in understanding advanced topics
  in Equity Compensation and Equity Edge. This will also require working
  with the Internal Training group.
  

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•          Author FAQ's and other written help topics, both for internal and external use.
  

    

  
  

  4.      Consulting Services.

  
  

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•          Audit defense: Provide client auditors with level of comfort regarding audit compliance for financial reporting.
  

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•          On site services, including but not limited to: "Health Check", Financial Reporting training, and audit defense.
  

  Job Requirements

  
  
  
  

  MINIMUM/REQUIRED QUALIFICATIONS:

  
  

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•          At least 2 years of customer support experience
  

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•          PC software and web application experience
  

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•          Ability to mentor, train, and share knowledge in a team environment
  

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•          Ability to effectively communicate to a group and facilitate group training sessions
  

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•         
  Ability to deliver excellent customer service.  Ability to develop
  on-going professional relationships with corporate clients
  

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•          Ability to work independently and able to organize and prioritize work
  

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•          Outstanding problem resolution skills
  

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•          Stock plan administration, accounting, paralegal,  or HR benefits experience
  

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•          Experience supporting employee stock option and/or stock purchase plans
  

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•          BA/BS preferably in Finance, Accounting or Business Administration or equivalent job experience
  

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•         
  Ability to communicate with all management levels within client
  organization ranging from Stock Plan Administrator to Corporate Counsel
  to Chief Financial Officer using excellent written and verbal
  communication skills
  

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•          5-7 years stock
  administration experience within an environment that utilizes Equity
  Edge as the primary administration tool
  

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•          Available to work extended hours as needed
  

    

  
  

  In addition, the Senior Stock Plan Consultant will have advanced or specialized knowledge in the following field:

  
  

   

  
  

   

  
  

   

  
  

  PREFERRED QUALIFICATIONS:

  
  

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•           Certified Equity Professional