Open role
[Remote] Equity Administration Consultant
Note: The job is a remote job and is open to candidates in USA. CTC is seeking an Equity Administration Consultant to build out a new equity program and administer employee equity. The role manages equity transactions, records, reconciliations, reporting, system access, SOX controls, audits, and stakeholder questions.
Responsibilities
- Administer employee stock options, RSUs, and other equity awards
- Maintain accurate equity records, participant data, vesting schedules, and transaction history
- Process grants, exercises, releases, cancellations, terminations, and equity transactions
- Support ongoing equity-related reconciliations and reporting requirements
- Support secondary transactions
- Manage equity system access — determine who can use the system and oversee user permissions
- Monitor and manage transaction volumes while maintaining data integrity
- Support the build-out of the equity program from scratch
- Help build SOX controls from the ground up
- Maintain audit-ready documentation and support internal/external audit requests
- Partner with stakeholders to identify and resolve control and data discrepancies
- Develop and maintain recurring equity reports and analytics
- Perform complex data validation and reconciliations using advanced Excel functionality
- Utilize Excel Pivot Tables, VLOOKUP/XLOOKUP, Data Validation, and Data Reconciliation to analyze large datasets
- Support audit requests and equity-related reporting requirements
- Serve as the point of contact for equity-related questions from employees and stakeholders
- Collaborate with Finance, Accounting, Payroll, Legal, HR, and external vendors (VMS)
- Provide status updates on reconciliations, controls, and operational deliverables
- Support process improvements and documentation efforts
Skills
- CEP certified (Level 1, 2, or 3) — mandatory
- 3–7 years of experience in Equity Administration, Stock Plan Administration, or related functions
- Deep hands-on experience with Shareworks
- Strong understanding of stock options, RSUs, vesting schedules, equity transactions, and cap tables
- Experience with secondary transactions
- Advanced Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, Data Validation, Data Reconciliation, and large dataset analysis
- Experience working with vendors/VMS
- Strong communication skills — comfortable fielding equity questions and educating participants
- Self-starter — comfortable building processes from scratch
- Strong attention to detail and ability to manage high transaction volumes
- Ability to work independently in a fast-paced environment
- Experience building SOX controls
- Experience with pre-IPO or publicly traded companies
- Experience supporting equity platform implementations
- Knowledge of stock-based compensation accounting and audit support processes
Benefits
- Remote US/LATAM
- 6 months contract with potential extension
- Potential to convert to permanent
Company Overview
Company H1B Sponsorship