SF Chapter of National Assn. of Stock Plan Professionals

Accountants, Inc. - Payroll and Stock Administrator

Christine — Tue, 16 Dec 2008 07:37:52 +0000

Looking for a Payroll / Stock Administrator to join our team in our San Francisco headquarters. The ideal candidate will be accountable for the administration of the company’s (410(k), ESPP, and Employee Stock Option Programs as well as administering the Payroll/HRIS Systems (e.g., Trinet, iemployee, Ceridian and management reporting.). In addition, this role will also serve as the primary point of contact with Trinet for payroll and benefit administration and reporting. This role will also provide general human resource administrative support for employment as well as other activities.

Responsibilities Include:

For maintaining in-house Payroll/HR databases records and reporting tools (i.e., iemployee, Ceridian and Equity Edge)
Develops and distributes customized and standard reports to meet the needs of management.
Act as liaison with IT
Monitors the Payroll/HRIS system and all interfaces, provides assessment of the current systems.
Produce routine management reports as well as creation of custom reports as needed.
Communicate and administer the 401(k) program including managing the broker relationships and ensuring accurate reporting and timely payments.
Administer the Employee Stock Option Program and the Employee Stock Purchase Plans, including employee enrollments, questions, exercises and reporting.
Primary liaison with Trinet regarding payroll and benefit issues.
Audit biweekly Trinet payroll processing and investigate discrepancies, provide information on non-routine situations (bonus, commission, terminations, new hires, etc.), and reconcile monthly Trinet bills.
Upload iemployee PTO biweekly and upload/report biweekly non-exempt employee hours/overtime hours.
Work with finance to capture project time tracking data from iemployee.
Perform biweekly upload to general ledger.
Assist in the education of employees on the use of Trinet. Answer general benefit and employment questions as well as process employee’s status changes.
Enroll new employees into the Trinet system and ensure coordination of new employee orientation, benefits enrollment, etc.
Develop strong internal controls over the flow of information from Human Resources, any other source providers and all internal systems.
Partner with various departments as well as auditors to implement all necessary controls, processes and procedures.
Participate fully in any Sarbanes-Oxley related compliance projects.
Own all month end close procedures for payroll related activities including relevant account reconciliations and/or supporting documentation.

Knowledge/Skills:

Strong analytical an d computer systems skills
Solid communication and interpersonal skills
Working knowledge of state and federal laws pertaining to employment and payroll
Proficiency with Excel, Payroll/HRIS and report writing query tools
Equity Edge experience required

Experience:

Seven to ten years of payroll, benefits and HRIS administration
Employee relations experience.
Bachelor’s degree.

Puneet Sehgal
Recruiting Manager
415-434-1411
415-434-1124 fax
101 Montgomery St., #1850
San Francisco, CA 94104
psehgal@accountantsinc.com
www.accountantsinc.com

May Luncheon Meeting - topic tba

Christine — Thu, 11 Dec 2008 20:34:35 +0000

Meeting Topic: TBA

Speakers:

TBA

CLICK HERE TO REGISTER - REGISTER

Location: Schwab Auditorium at 101 Montgomery Street, 2nd Floor, San Francisco

Parking - Public Parking is available on Bush Street between Montgomery and Kearney Streets.

BART - Take BART to the Montgomery Station and exit the station onto Montgomery Street. Walk up three blocks to 101 Montgomery.

Meeting Space Provided by Charles Schwab & Co.

VENDORS: If you are interested in sponsoring a meeting, please contact Ken Scully at president@sfnaspp.com or 415-377-9818.

April Luncheon Meeting - topic tba

Christine — Thu, 11 Dec 2008 20:33:30 +0000

Meeting Topic: TBA

Speakers:

TBA

CLICK HERE TO REGISTER - REGISTER

Location: Schwab Auditorium at 101 Montgomery Street, 2nd Floor, San Francisco

Parking - Public Parking is available on Bush Street between Montgomery and Kearney Streets.

BART - Take BART to the Montgomery Station and exit the station onto Montgomery Street. Walk up three blocks to 101 Montgomery.

Meeting Space Provided by Charles Schwab & Co.

VENDORS: If you are interested in sponsoring a meeting, please contact Ken Scully at president@sfnaspp.com or 415-377-9818.

March Luncheon Meeting - topic tba

Christine — Thu, 11 Dec 2008 20:32:32 +0000

Meeting Topic: TBA

Speakers:

TBA

CLICK HERE TO REGISTER - REGISTER

Location: Schwab Auditorium at 101 Montgomery Street, 2nd Floor, San Francisco

Parking - Public Parking is available on Bush Street between Montgomery and Kearney Streets.

BART - Take BART to the Montgomery Station and exit the station onto Montgomery Street. Walk up three blocks to 101 Montgomery.

Meeting Space Provided by Charles Schwab & Co.

VENDORS: If you are interested in sponsoring a meeting, please contact Ken Scully at president@sfnaspp.com or 415-377-9818.

February Luncheon Meeting - topic tba

Christine — Thu, 11 Dec 2008 20:31:18 +0000

Meeting Topic: TBA

Speakers:

TBA

CLICK HERE TO REGISTER - REGISTER

Location: Schwab Auditorium at 101 Montgomery Street, 2nd Floor, San Francisco

Parking - Public Parking is available on Bush Street between Montgomery and Kearney Streets.

BART - Take BART to the Montgomery Station and exit the station onto Montgomery Street. Walk up three blocks to 101 Montgomery.

Meeting Space Provided by Charles Schwab & Co.

VENDORS: If you are interested in sponsoring a meeting, please contact Ken Scully at president@sfnaspp.com or 415-377-9818.

January Luncheon Meeting - Top Ten Gotchas for Performance-Based Plans

Christine — Thu, 11 Dec 2008 20:29:27 +0000

Meeting Topic: Top Ten Gotchas for Performance-Based Plans.

Topics covered will include share shortfalls, employee disinterest, surprise vesting, 10-K surprises, spreadsheet meltdown, accounting traps, tax traps, and more!

Speakers: Barbara Baksa, CEP, Executive Director for the National Association of Stock Plan Professionals.

In addition to her administrative responsibilities, she overseas all NASPP member programs and services, including the NASPP Annual Conference, online educational programs, webcasts on current developments, website content, surveys and research, regional chapters, and industry involvement.

Barbara is a frequent speaker on equity compensation related topics and has authored numerous articles on stock compensation, contributed chapters to four books on equity compensation, and co-authored the fifth edition of “Accounting for Equity Compensation,” published in 2008 by the NCEO. Barbara also serves as editor of The NASPP Advisor and contributing editor to The Corporate Executive.

Barbara began her career in equity compensation fourteen years ago. She is a Certified Equity Professional and currently a member of the CEPI Advisory Board. Barbara has a BA in English from the University of Iowa.

CLICK HERE TO REGISTER - REGISTER

Registration Fee - $40 NASPP Member / $55 non-Member or at the door

Click above link to register and receive payment submission information - also checks may be sent to SFC NASPP, C/O Ken Scully, 3729 26th St., San Francisco, CA 94110

Location: Schwab Auditorium at 101 Montgomery Street, 2nd Floor, San Francisco

Parking - Public Parking is available on Bush Street between Montgomery and Kearney Streets.

BART - Take BART to the Montgomery Station and exit the station onto Montgomery Street. Walk up three blocks to 101 Montgomery.

Meeting Space Provided by Charles Schwab & Co.

VENDORS: If you are interested in sponsoring a meeting, please contact Ken Scully at president@sfnaspp.com or 415-377-9818.

December Holiday Event - Effective Communication

Christine — Fri, 21 Nov 2008 16:40:42 +0000

The Board of the San Francisco NASPP Chapter joyfully invites you to join us for our annual holiday event!

Corey Rosen will share his thoughts on Effective Communications and Plan Design issues. After Corey’s discussion, we will hold a networking cocktail party. You don’t want to miss this event - there will be gifts and prizes!

About the Speaker:

Corey Rosen is the executive director and cofounder of the NCEO. He received a Ph.D. in politics from Cornell University in 1973, taught politics at Ripon College, and worked as a professional staff member in the U.S. Senate, where he helped draft some of the legislation governing employee ownership.

Mr. Rosen cofounded the NCEO in 1981. He has coauthored five books on employee ownership and written over 100 articles on the subject for business, professional, and trade publications. He has spoken at meetings all over the U.S., as well as in Europe, Asia, and South America.

Date: Tuesday, December 16th from 3 p.m. - 5 p.m. (registration begins at 2:30 p.m.)

Location: One Market Restaurant - 1 Market Street, San Francisco

Cost: $10 per person received before December 12th ($15 after that date)

Click here to register: REGISTER

Payment methods - PayPal (credit card), check mailed to SFC NASPP, C/O Ken Scully, 3729 26th St., San Francisco, CA 94110, or cash/check at the door.

Intuit Inc. - Stock Analyst

Christine — Tue, 04 Nov 2008 00:34:45 +0000

Req 66848
Stock Analyst
Menlo Park, CA

Intuit is ranked #1 Most Admired Software Company by Fortune, and #43 on Fortune’s Top 100 companies to work for. Intuit is a company that practices what it preaches and values its employees. Its culture encourages and facilitates work-life balance, a learning and development environment, and giving back to the community. Intuit offers excellent pay & benefits, a generous 401K matching program, & continuing education.

Intuit Inc. (NASDAQ: INTU) is the leading provider of financial software and Web-based services for consumers, small businesses and accounting professionals. Its flagship products and services — including QuickBooks, and TurboTax — simplify personal finance, small business management, payroll processing, tax preparation and filing. Founded in 1983, Intuit has annual revenues of nearly $3 billion and reaches over 25 million customers with over 7,000 employees. For additional information about our company and recent initiatives, please visit our website at www.Intuit.com.

Primary Responsibilities:
Summary:

Bring your great attitude, attention to detail, organizational and process skills along with your ability to learn quickly and join Intuit’s Stock Administration team.

This position supports the administration, accounting, and financial reporting of Intuit’s stock options and restricted stock units by documenting and recording data efficiently and accurately, working with HR, Payroll, Accounting, Corporate Tax on option/RSU reports and providing instructions and information to employees.

Duties:

* Data maintenance: Import or enter employee, grant, exercise, and release data; set up new employee records and record employee terminations; conduct audits of stock administration system records against HR’s data.
* Grant process: prepare consents for executive approval of grants; prepare option and RSU agreements and deliver agreements electronically; prepare SOX reconciliation of monthly grants.
* Exercise/Release processes: record exercises in system of record; apply correct tax withholding and reconcile figures, prepare payroll and accounting reports, maintain share issuance and receivables logs, mail confirmations; prepare website data files and transmit to broker; interact with broker personnel, Payroll, accounting.
* Support HR, Corporate Tax, and other departments as needed by preparing detailed reports regarding option/RSU status etc.
* Provide assistance to employees by sending out periodic notices of new grants and expiring options and by responding to all questions regarding stock options and RSUs.
* Prepare periodic accounting reports of equity plan activity.
* Update records supporting Intuit’s FAS 123R valuation process for options and RSUs.
* Act as preparer or reviewer on SOX controls pertaining to equity.
* This position works with the Human Resources, Payroll, Accounting, and Corporate Tax Depts. as well as with the general employee population and brokerage offices.

Qualifications:
Skills Required:
* MS Excel and MS Word (merge function), MS Outlook. Knowledge of MS Access and Equity Edge a definite plus.
* Understanding of broker operations, stock options, restricted stock units also a plus.
* Must be comfortable with reconciling numbers and communicating with employees both via email and phone.
* Must be able to learn and execute detailed processes.
* The Stock Analyst position requires a general understanding of equity plans, stock options and restricted stock units.
* Stays well informed of developments in the profession and uses this information to identify and recommend changes to “best practices” within the department.”
* Knowledge of accounting and legal aspects of equity compensation is a plus.

IF YOU ARE INTERESTED IN BEING CONSIDERED FOR THIS POSITION,
CLICK THE LINK BELOW TO SEND YOUR RESUME DIRECTLY TO THE MANAGER:
http://www.intuit.apply2jobs.com/index.cfm?fuseaction=mExternal.showJob&RID=66848&CurrentPage=1

November Luncheon Meeting - The Reprice is Right!

Christine — Sat, 01 Nov 2008 00:45:02 +0000

Meeting Topic: The Reprice is Right! Ways to Make Your Underwater Options Come On Down!

With a fun, interactive game show format and theme, this panel of experts will explain why repricing may be become more common, review some statistics about current repricings, provide an overview of value-neutral exchange and how to do the calculations, review tender offer concerns & shareholder approval issues, cover SEC reporting, describe ISO limitation calculations for repriced grants, and discuss accounting ramifications (modification accounting). The panel will include an accounting and valuation expert, a lawyer specializing in equity compensation issues, an equity compensation consultant, and an issuing firm that has recently been through a repricing.

Speakers:

Elizabeth Dodge, CEP, VP Product Management, Stock & Option Solutions
Elizabeth’s responsibilities include monitoring new developments in the equity compensation arena, performing market research, speaking at industry events and helping to define the product roadmap for SOS.Elizabeth has been designing and product managing financial software for the past 14 years, ten of those for equity compensation applications. Prior to product management, her software experience was in designing, testing, and supporting financial software applications.Elizabeth regularly speaks on industry trends and product development at client and industry events including NASPP and SOS webcasts, GEO and NASPP Chapter meetings, User Groups, and the NASPP Annual Conference. She became a Certified Equity Professional in 1999 and continues to volunteer for the Certified Equity Professional Institute. She is also Asst. Secretary of the Silicon Valley Chapter of the NASPP.

Jon Burg, VP, JPMorgan Compensation & Benefits Strategies
Jon Burg is a Fellow of the Society of Actuaries, an Enrolled Actuary, and is heavily involved in the equity compensation practice for CCA Strategies, a unit of JPMorgan. Jon has helped a number of companies work through the compliance and implementation of FAS 123R. He has been involved extensively in analyzing historical equity plan experience, performing complex valuations, and reviewing plan design. Jon has collaborated directly with audit and compensation committees to develop sound equity comp procedures and practices. He has spoken on a variety of equity compensation topics at various industry events in addition to local and national NASPP meetings.

Wendy Davis, Attorney, Cooley Godward Kronish LLP
Wendy is a senior associate in the Compensation & Benefits group and a member of the Cooley Godward Kronish Business department. She joined the Firm in 2006 and works in the Hanover office in Palo Alto.Wendy specializes in equity and executive compensation matters, including establishing and maintaining executive agreements, equity compensation plans, cash bonus plans, deferred compensation arrangements, and change of control agreements on behalf of executives and employers at all stages of the corporate lifecycle. Wendy’s practice addresses not only the practical design considerations of compensation programs but also the often complicated intersection of tax, employment, corporate and securities laws as well as the shareholder relations issues that arise in connection with compensation matters.

Wendy Jennings, CEP, Riverbed Technologies
Wendy Jennings is Director, Employee Shareholder Services for Riverbed Technology, Inc. Wendy has over 20 years of equity compensation plan experience. Wendy’s experience includes responsibility for all equity plans, analysis, design and implementation, Section 16, insider trading compliance, proxy preparation, FAS 123 valuation, stock plan acquisitions, and restricted stock programs.Wendy received her CEP designation in 1993. Wendy has served on the CEP Advisory Board since 1999, chairing the board in 2003, and serves on the CEP Curriculum Committee. Wendy serves on the GEO Advisory Council and is a Director of the NASPP San Francisco chapter and received the NASPP Individual Achievement Award in 2005.

CLICK HERE TO REGISTER - REGISTER

Location: Schwab Auditorium at 101 Montgomery Street, 2nd Floor, San Francisco

Parking - Public Parking is available on Bush Street between Montgomery and Kearney Streets.

BART - Take BART to the Montgomery Station and exit the station onto Montgomery Street. Walk up three blocks to 101 Montgomery.

Meeting Space Provided by Charles Schwab & Co.

VENDORS: If you are interested in sponsoring a meeting, please contact Ken Scully at president@sfnaspp.com or 415-377-9818.

Facebook - Equity Program Manager

Christine — Mon, 27 Oct 2008 21:40:27 +0000

Location: Downtown Palo Alto, California

Responsibilities:

Manage the administration and compliance of all employee equity compensation programs such as Stock options, Restricted stock, RSUs, and Warrants
Advanced knowledge of SEC, FASB, and IRS rules and regulations relating to stock plans and insider trading (including SEC Section 16, SEC Rules 144, 145 and 701, FASB 123R, and IRC Sections 83, 409A, 421, 422 and 423)
Provide stock plan analysis and reporting such as Cap table to executive staff
Maintain stock administration database, Equity Edge
Partner with Legal, Tax, and Human Resources to ensure ongoing compliance and for internal and external reporting
Develop employee communication and education programs with help of outside council
Establish equity programs for international subsidiaries as required
Respond to all employee and former employee questions pertaining to stock, creating employee communications
Build strong internal and external customer relationships and trust and to effectively work with all levels of an organization including executive management

Requirements:

A Bachelor’s degree in business administration, finance or related field preferred
CEP designation preferred
Proficiency in stock option administration applications
Strong working knowledge of Microsoft Word and Excel
Minimum 4 years stock administration experience in an international public company, preferably a technology company
SOX 404 compliance knowledge
Understanding FAS-123R, FAS-123, 409A and other equity financial accounting and tax issues
Self-Starter
Strong organizational skills and detail oriented
Excellent written and oral communication skills
Demonstrated ability to work effectively as part of a team

Facebook Benefits

Medical, dental and vision plans with no premium for employees
401(k) plan
21 vacation days per year, plus 8 company holidays
Day care subsidy for parents
Complimentary catered breakfast, lunch and dinner daily
Dry cleaning and laundry service onsite
Free downtown parking permit
Subsidized gym membership
Up to 4 months paid parental leave
Your option of 15″ Apple MacBook Pro or IBM ThinkPad with large screen LCD monitor

Nicole Carmichael
Facebook
151 University Avenue
Palo Alto, CA 94301
Direct: 650-543-4800
Fax: 650-543-4801
ncarmichael@facebook.com