Balance Staffing is seeking a career-minded Stock Plan Administrator for a Client who is a leading independent designer, manufacturer and supplier of electronic subsystems to OEMs engaged in the computer, industrial, networking, telecommunications, aerospace and defense markets. 

Client’s global presence in the U.S., Europe, Asia, and Latin America enables it to provide its customers with proven expertise. Great benefits and bonus incentives plans.

Summary:

Administers employee equity grant and purchase plan. Processes transactions with outsourced vendors and brokers for employee exercise of stock option and other equity grants. Answers employee questions and resolves problems regarding equity plans and grants. Maintains employee equity database, updating information and running required and requested summary and detail reports. Prepares and distributes grant documentation and agreements for new-hire and ongoing grants. Works on special projects related to equity granting and reporting.

Job Duties and Responsibilities

• Manage the daily administration of our global equity incentive plans and act as the primary point person for equity related tasks, projects, employee queries, and management of our equity systems.

• Perform accurate processing of employee stock option grants, exercises, employee terminations, and participant account updates.

• Manage/perform the accurate processing of the company’s worldwide employee stock purchase plan

• Support global mobility tracking and RSU/RSA release processing.

• Compile reports to provide accurate equity reporting to our important collaborators including payroll, accounting, tax and mobility teams.

• Maintain integrity of data in our online equity platform. Perform periodic review and reconciliations of equity transactions and participant data.

• Develop partnerships with accounting, legal, and HR teams on relevant equity issues and disclosures.

• Develop employee communication and educational programs, including presentations, responding to employee inquiries, creating training/educational materials, and managing an internal stock administration queue.

• Provide excellent customer service to employees, management and collaborators.

• Support strategies and participate in compensation projects e.g establishing global Employee Stock Purchase Plan (ESPP) and semi-annual enrollment and purchases.

• SOX 404 compliance

Qualifications

• 5+ years of stock administration experience

• Certified Equity Professional credential, required

• US payroll knowledge

• Broad experience with a range of equity compensation instruments and plans, including stock options, RSUs, RSAs, PSUs and ESPPs

• Experience working in stock administration for public company

• Experience with Equity Edge Online

• Superior analytical capabilities, organizational skills, and attention to detail

• Knowledge of regulatory and compliance matters as they relate to equity

• Unrelenting focus on the customer

• Exceptional written, verbal and interpersonal communication skills

Preferred Qualifications*:*

• Ability to work in a fast-paced environment, manage competing priorities, adhere to tight deadlines and collaborate with cross functional teams

• Ability to work independently and drive systems and processes

• Equity accounting & tax knowledge

• Experience with proxy data, Section 16 filings and 10b5-1 plans

• Expert use of Microsoft Excel (including VLOOKUPs)

This position is responsible for all aspects of financial forecasting and support for programs of varying types, size, complexity and level of risk. The candidate will be responsible for teaming with various internal functions including, Accounting and Finance, Program Management, Operations, Contracts, Pricing, Engineering, Responsibilities include, but not limited to:

• Plan, direct, and coordinate the financial and planning activities of the factory, including Sales/Margin/Inventory forecasting and analysis.

• Lead the effort to implement and sustain robust program control processes.

• Work with Program Managers and functional managers to affect timely and accurate preparation of contract estimates-at-completion (EAC).

• Provide oversight and performance of EAC, ETC, contractual reporting requirements, earned value reporting and variance analysis. Determine program risk, mitigation plans, opportunities and corrective actions.

• Enter and maintain financial data in the ERP system related to project budgets and estimates to complete (ETCs).

• Develop and submit performance-based payments requests to primes

• Prepare cost reporting package for key customers (CSDR, FVCR, EVM light).

• Support month-end close activities.

• Support the proposal process to include development of Basis of Estimate (BOE) and scenario analysis.

• Prepare daily, weekly and monthly financial reports with high degree of accuracy and completeness.

• Build financial models and data visualization tools that enable management to make strategic decisions.

• Ensure compliance with internal procedures and FAR/CAS government regulations.

Qualifications:

• Bachelor Degree in Accounting, or Finance

• 4-5+ years in Finance or Accounting, Experience with program/cost accounting.

DESIRED SKILLS

• Excellent analytical, modeling and problem solving skills

• Ability to challenge using an effective coaching style

• Excellent verbal and written communication skills

• Eagerness to make an impact; takes initiative

• Ability to effectively multi-task

• Very strong working knowledge of MS Excel

• Working knowledge of cost/schedule performance management processes (i.e.: EVM)

• Experience working with FAR/CAS government regulations is a plus

Senior Accountant

Location: Reno, NV

Primary Objective

The primary duties for this position include financial reporting and insurance company regulatory reporting. This position will lead the quarterly and annual statement processes and is responsible for the preparation of documents and schedules for tax, auditors and insurance examiners. The Senior Accountant will prepare internal financial reports for management, the executive team and the Board of Directors. The position will also be directly involved in the Company’s budgeting process and variance reporting. May perform other duties as required or assigned.

Primary Accountabilities

1. Complete reports for both internal and external users to accurately reflect company operating results and financial condition. Internal reporting includes completion of financial statements from the trial balance; budget reports, productivity reports, cash flows and other special reports. External reporting includes filings to state insurance departments (i.e. annual statements, quarterly statements, premium taxes, statistical calls, etc.) Also includes the completion of reports to Federal, State and local agencies, and re insurance companies and brokers.

2. Monitor the accuracy of the general ledger and accounting sub-systems. Directly maintain and reconcile specific general ledger accounts and review general ledger accounts maintained by other accounting staff such as fixed assets, investments, and cash accounts. Responsible for posting daily and month end entries.

3. Review of existing and proposed systems to determine the proper use of controls to ensure the integrity of operating procedures. Periodically review procedures to ensure compliance with controls and operational efficiency. Provide written evaluations and proposals.

4. Assist with external audits by company auditors or state or federal examiners. Prepare requested schedules and documentation. Explain and demonstrates procedures.

5. Communicate with internal and external personnel regarding reporting requirements, information, or operating analysis. Answer written, telephone, or in person inquiries regarding accounting practices and procedures.

6. May be requested to perform or assist in the completion of special projects or proposals. May be required to analyze data and present findings or recommendations.

Qualifications

The Senior Accountant has a responsibility in supporting the Accounting Manager in meeting departmental goals and objectives and assisting with the development of work flows, policies, procedures, and internal controls within assigned area.

• Proficient knowledge of statutory and GAAP accounting procedures including internal control and insurance regulations.
• Understand the concepts and terminology of insurance accounting.
• Display proficiency in the use of the SunGard Ledger package or a related ledger software.
• Must be able to handle multiple projects and adjust to shifting priorities.
• Effectively communicate with customers inside and outside of the organization.
• Demonstrate proficiency in Microsoft Office Suite with a focus on Excel, Word, and a basic understanding of network functionality.

Education and Experience

Bachelor’s degree (or equivalent experience) in Accounting.  Position requires 3 years of work experience in accounting. Experience in accounting of insurance, finance or banking is desirable.

We are hiring an Internal Audit manager for our client in Newark, CA!

This position will report to the CFO.  The candidate should have a strong understanding of financial and operational processes, US generally accepted accounting principles and the Sarbanes-Oxley Act in a high technology environment. The candidate must be a team player, have a positive “can do” attitude, and the willingness to learn new concepts. The candidate should be a self-starter, be comfortable with ambiguity and maintain a current knowledge base of accounting and audit industry practices and to ensure best practices are always considered. The candidate must have the ability to positively interact with management and staff at all levels and the skills to navigate a complicated environment and influence people in a fast-growing company.

Primary Job Duties and Responsibilities

·        Support the organization with compliance and ongoing preparation, testing and monitoring of conformance to the requirements of Sarbanes-Oxley legislation.

·        Performs evaluation of internal controls, communications, risk assessments and testing documentation as it relates to Sarbanes-Oxley (SOX) section(s) 302 or 404 compliance.

·        Conducts ongoing SOX audits, assessing risk in terms of financial, operational and strategic controls.

·        Identifies risk and evaluates deficiencies while working with internal departments/business units to appropriately remedy them.

·        Communicates audit results and prepares written documentation/reports as it relates operational audit and SOX, disclosing all deficiencies to management.

·        Facilitates internal training on requirements of SOX compliance.

·        Facilitates testing of external auditors.

Qualifications

·        Bachelors in Finance, Accounting or other relevant degree

·        8+ years’ experience in internal auditing

·        Audit knowledge and skills in operations, finance/accounting and information systems.

·        Experience using computer databases including enterprise wide software systems.

·        Knowledge of COSO, Sarbanes Oxley Act, GAAP, Oracle, SAP, Visio and/or a variety of desktop applications.

·        CIA or CISA certification

Preferred Qualifications

·        CPA certification

Balance Staffing is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity Veteran status, or any other characteristic protected by federal or state law.