Redwood City, California, United States
- EQUITY PLAN ADMINISTRATION, COMPENSATION & PLATFORM DEVELOPMENT • Responsible for the administration of global stock plans for public and private clients with services including basic day-to-day transaction processing, IPO-preparedness, preparation of capitalization tables, solving highly complex equity transactions, data audits and 4-way reconciliations between grant approvals, capitalization tables, transfer agents and general ledger • Developed stock administration and ASC 718 processes, checklists and review procedures to ensure the consistent delivery of equity plan administration, accurate stock-based compensation, and appropriate performance of internal controls • Designed and delivered training to allow clients to perform varied and complex equity-related tasks such as management and monitoring of performance awards, calculating non-employee stock based compensation, and preparing equity reconciliations, option roll-forwards, and disclosures in 10-K and Proxy • Led the analysis and design function for an equity management and accounting platform including an automated Black-Scholes valuation module and earnings per share reporting - ACCOUNTING, REPORTING & COMPLIANCE • Provided interim Controller services responsible for all facets of accounting operations including month-end close, reconciliations, financial reporting and management of external auditors • Delivered consulting services spanning SOX 404 project management, technical accounting, SEC filings including 10-Q, 10-K, 8-K, DEF 14A and Section 16, and business analysis • Authored white papers addressing complex accounting issues such as treatment of warrants issued concurrently with debt, issuance of common stock with preferred shares, and adoption of FASB Accounting Standards Updates (ASUs) • Assisted external auditors in meeting filing deadline by designing substantive testing of the deferred tax asset through creative and solution-oriented problem solving