Senior Analyst, Stock Administration

Location: Indianapolis

Senior Analyst, Stock Administration page is loaded## Senior Analyst, Stock Administration remote type:
Office - Flexible locations:
Indiana - Indianapolis:
Georgia - Atlanta time type:
Full time posted on:
Posted Todayjob requisition :
JR324080
* To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
* Job Category Finance Job  Details
**** About Salesforce
**** Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

As a key member of the Global Equity Plan Services team, you will lead the day-to-day administration of Salesforce’s comprehensive global equity portfolio, including Restricted Stock Units (RSUs/RSAs), Performance Stock Units (PSUs), Stock Options, and Employee Stock Purchase Plans (ESPP).The Senior Analyst serves as a critical liaison among transfer agents, brokerage partners, legal counsel, and internal business stakeholders. This role ensures the precise execution of global equity transactions and the accurate, timely fulfillment of tax withholding obligations across more than 30 countries.

The ideal candidate is a customer-centric self-starter and a Slack-first collaborator who proactively drives process improvement and automation. We are looking for an analytical, solution-oriented professional who excels in a fast-paced environment and possesses the technical rigor to maintain data integrity  work on a hybrid schedule and go into the office three days a week.
** YOUR IMPACT:
*** Lead the seamless administration of Salesforce’s global equity portfolio, including RSUs, RSAs, PSUs, ESPP, and stock options, ensuring precision from grant to settlement
* Simplify employee equity education by making complex plan details easy to understand through clear communications and training
* Act as a functional architect to design and implement automated workflows using Alteryx and advanced data tools, reducing manual intervention and scaling our operations for 30+ countries
* Own the "source of truth" by auditing and reconciling data flows between Workday, E TRADE (EEO), and global payroll systems to ensure 100% data accuracy and SOX compliance
* Partner cross-functionally with internal stakeholders, including Payroll, Tax, Employee Success (Human Resources), and Legal to support equity-related processes and ensure compliance
* Coordinate closely with Employee Success and Payroll to ensure accurate employee data and appropriate tax treatment
* Maintain a rigorous internal control environment, leading month-end, quarter-end, and year-end reconciliations and supporting external audit requirements
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* MINIMUM REQUIREMENTS:

*** Bachelor’s degree in Finance, Accounting, Business, or a related field; combined with 4+ years of progressive experience in global stock administration or equity
* Proven track record of managing high-volume deliverables and multiple competing deadlines within a fast-paced, highly regulated environment
* Advanced proficiency in Microsoft Excel, including VLOOKUPs, pivot tables, and complex data analysis and Google Suite (Sheets, Docs, Slides)
* Certified Equity Professional (CEP) designation or progress toward certification preferred
** PREFERRED REQUIREMENTS:
*** Experience with the E TRADE Equity Edge Online (EEO) platform highly preferred, including ESPP and stock option administration
* Working knowledge of equity-related system integrations and data flows, including Workday and Alteryx
* Experience using Slack Canvas, Huddles, and Workflow Builder to enhance transparency and automate routine equity inquiries or cross-functional status updates
* General understanding of data flows and system integrations (e.g., Workday to Alteryx), ensuring seamless synchronization across the equity tech stack

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