Head of Equity Management

Company: Udemy
Location: San Francisco
Posted on: January 15, 2021

Job Description:

This role is an excellent opportunity to join Udemy's rapidly growing team as we execute our mission to improve lives through learning. The Head of Equity Management will provide strategic support to cross-functional partners (Legal, Compensation, Tax, Payroll) on the design and implementation of our global equity program in addition to administering all elements of the program serving dozens of locations worldwide. Reporting to the General Counsel, this position is a key partner in ensuring operational excellence as we continue to expand internally and build our company for the long term What you'll be doing:

• Accurately and efficiently handle the day-to-day administration of our global equity program
• Use and maintain our equity management platform (currently Carta) to oversee all participant equity plan transactions (grants, exercises, terminations, etc.) and ensure that they are correctly processed in a timely manner, including capitalization table management
• Drive the growth and scale of the stock administration function, including enhancing existing manual processes, automating processes, and evaluating service providers
• Prepare equity summary for the board meetings to include new equity grants from new hires, refresh, and promotions
• Ensure global equity reporting and compliance with international tax and regulatory requirements, including year-end equity related tax filing
• Conduct company-wide training to increase employee understanding of and respond to questions from employees regarding equity grants and exercises
• Reconcile transactions, termination dates, tax withholding and reporting, and other items as required
• Coordinate with Tax department on year-end filings and reports
• Ensure timely and accurate Section 16 reporting post-IPO
• Maintain and update documents defining procedures for all plan administration and ensure that internal controls and procedures are in place
• Support secondary market transactions and tender offers
• Perform other duties and ad hoc projects and reporting as requested We're excited about you because you'll have:
  • 5+ years in stock administration for a U.S. company with global equity plans or similar relevant experience
  • Public and private company experience
  • Certified Equity Professional (CEP) or in the process of obtaining
  • Excellent spreadsheet and presentation skills
  • Experience with stock administration platforms
  • Sufficient platform knowledge to evaluate vendors for post-IPO plan management
  • Advanced analytical ability, attention to detail, strong organizational skills, and ability to multi-task in a fast-paced environment
  • Comprehensive understanding of many different types of equity awards and private vs. public company equity programs across multiple jurisdictions
  • Ability to effectively communicate and interact with a diverse group of individuals including various levels of management
  • Proven record of providing excellent internal and external customer service
  • Excellent interpersonal skills with high initiative, flexibility, and team approach to work
  • Demonstrate a high degree of accuracy
  • Able to manage multiple priorities, work cross-functionally, and meet deadlines
  • Ability to manage a challenging, fast-paced environment #LI-EB1 About Udemy We believe anyone can build the life they imagine through online learning. Today, more than 35 million students around the world are advancing their careers and passions by exploring and mastering new skills on Udemy, and expert instructors are able to share their knowledge with the world. Through our global marketplace and our solutions for businesses and governments, we connect people everywhere with the skills they need for success in work and life. We're a close-knit bunch that enjoys problem-solving and collaboration, and we share a serious belief in the power of learning and teaching to change lives. Udemy's culture encourages innovation, creativity, passion, and teamwork. We also celebrate our milestones and support each other every day. Founded in 2010, Udemy is privately owned and headquartered in San Francisco's SOMA neighborhood with offices in Denver (Colorado), Dublin (Ireland), Ankara (Turkey), Gurugram (India), and S--o Paulo (Brazil).

Keywords: Udemy, San Francisco , Head of Equity Management, Executive , San Francisco, California