Senior Equity Administrator

Harvey Harvey · AI Frontier · San Francisco, CA · Finance

This role manages and oversees all aspects of equity compensation administration for a rapidly growing private company. Responsibilities include managing grants, exercises, transfers, cancellations, maintaining the cap table and equity system, administering employee equity programs, partnering with Payroll and Finance, supporting 409A valuations and financial reporting, preparing equity reports, ensuring compliance, managing vendor relationships, building scalable processes, and supporting employee education. The ideal candidate has 5+ years of experience in equity administration, preferably in a high-growth tech company, with strong knowledge of equity plans, cap tables, ASC 718, 409A valuations, and equity management platforms like Carta. CEP certification is a plus.

What you'd actually do

  1. Own end-to-end equity administration, including grants, exercises, transfers, cancellations, and terminations
  2. Maintain and manage the cap table and equity system (e.g., Carta), ensuring data integrity and accuracy, including reconciling monthly, quarterly and yearly activity
  3. Administer employee equity programs (ISOs, NSOs, RSUs as applicable)
  4. Partner with Payroll and Finance to ensure accurate equity-related reporting, tax withholding, and payroll integration
  5. Support 409A valuations, audits, and financial reporting requirements (ASC 718 stock-based compensation)

Skills

Required

  • 5+ years of experience in equity/stock administration
  • Strong working knowledge of equity plans, cap tables, and stock-based compensation
  • Experience with equity management platforms (e.g., Carta, Shareworks, Fidelity, Schwab)
  • Familiarity with ASC 718 accounting and 409A valuations
  • Understanding of tax implications related to equity (U.S. and ideally some international exposure)
  • High attention to detail with strong organizational and analytical skills
  • Ability to operate independently and manage competing priorities
  • Strong cross-functional communication skills
  • Proficient in Microsoft Excel and Google Sheets

Nice to have

  • CEP (Certified Equity Professional) certification or progress toward it

What the JD emphasized

  • equity compensation administration
  • cap table and equity system
  • equity plans
  • ASC 718 stock-based compensation
  • 409A valuations
  • equity management platforms
  • equity-related questions
  • equity plans
  • equity-related reporting
  • equity reports
  • equity plans
  • equity-related matters