Stock Plan Support Specialist

Overview

Stock Plan Support Specialist

About the Company:

Ensign Services, Inc. ("ESI") is a subsidiary of The Ensign Group, Inc. whose affiliated entities are considered national leaders in the fast growing post-acute care industry. ESI provides service and support to over 360 facilities in the long term care continuum that employ over 55,000 employees. ESI is known as the “Service Center” and it provides the facilities and leaders it serves with necessary back-office support in areas such as accounting, construction, compliance, human resources, information technology, legal, risk management, and learning management.

This structure allows on-site leaders and caregivers to focus squarely on day-to-day care and business issues in their individual operations. ESI’s core values are Celebration, Accountability, Passion for Learning, Love One Another, Intelligent Risk Taking, Customer Second, and Ownership (CAPLICO)."

About the Opportunity:
The Stock Plan Support Specialist will play a key role in facilitating our equity plan, maintaining plan compliance and will act in close partnership with internal departments and external vendors. This position will be based in Salt Lake City, Utah. The role reports to the Senior Manager - Stock and Benefits Administrator.

• Manage equity grant process and required securities laws filings.
• Maintain custom reports within vendors and Excel and perform complex reconciliations to review accuracy of equity and transaction data.
• Administer equity plans, including processing RSA and option grants, online grant process, exercises and releases, cancellations, and terminations.
• Partner with Legal, Accounting, HR, and Data Services to improve current processes and procedures.
• Provide recommendations to further develop the stock administration function, including but not limited to streamlining manual processes, automating procedures and evaluating and implementing new systems.
• Work closely with our Payroll Team on equity transaction reporting, such as tax withholding and adjustments for mobile employees and completing reconciliations.
• Conduct monthly, quarterly, and annual reconciliations of all equity-related transactions, including maintenance of the stock plan reserves.
• Assist with employee training on, and policies related to, the equity program.
• Respond to inquiries and requests for information from executives, employees, investors, key stakeholders, internal and external auditors and regulators.
• Provide reports for audit, tax, and legal/regulatory filing purposes (including all aspects of financial reporting as it relates to equity plans, i.e. 10Q, 10K, and annual proxy).
• Help manage employee trading plans (10b5-1) and blackout periods.
• Coordinate and support any SEC reporting under Section 16 to the Securities Exchange Act of 1934 and Form 3, 4 and 5.
• Ongoing process improvements complying with SOX control requirements.
• Support corporate governance processes including preparation of board and committee meeting agendas, presentations, resolutions, consents, minutes, and other materials.

• 2+ years of experience within finance or legal services field as a Stock Plan Administrator (ideally for a publicly traded U.S. company) or at a brokerage firm.
• Bachelor’s degree, required.
• Prior experience as a licensed broker (Series 7 and 63) preferred, Certified Equity Professional (CEP), preferred.
• Proven track record of effectively collaborating with cross-functional groups (e.g., Finance, Legal, Accounting, Payroll, HR) and external legal service providers to drive meaningful results.
• Experience with a variety of stock plan products including Stock Options (ISO, NQSO, SAR), RSA, RSU, Performance Awards and ESPP plans.
• Knowledge of ASC
  718 concepts (formerly FAS
  123R).
• Experience working directly with major third-party equity software systems and brokerage firms;
  Certent and Fidelity experience preferred.
• Familiarity with 10b5-1 trading plans.
• Advanced analytical ability and advanced Excel skills.
• Attention to detail, strong organizational skills, and ability to prioritize and multitask in a fast-paced environment.
• Excellent written, verbal, and interpersonal communication…