C

Cisco

Makes networking gear and security software

Financial Services Operations Manager

Payroll AccountingPosted on Nov 8
Full-time

About the Job

Requirements

  • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related discipline.
  • At least 6 years of progressive professional experience in global equity compensation administration and stock plan operations.
  • Demonstrated experience managing equity workstreams in mergers, acquisitions, divestitures, or corporate transactions, including due diligence, closing funding wires, and post-close integration.
  • Hands-on operational proficiency with Morgan Stanley at Work / Equity Edge Online (EEO) and Workday HRIS integrations.
  • Advanced Microsoft Excel modeling capabilities.

Responsibilities

  • Lead cross-functional equity workstreams across all phases of mergers and acquisitions transactions, including due diligence, signing, closing, and post-close integration.
  • Partner with Corporate Development, Legal, Tax, Treasury, Human Resources, and external advisors on equity deal mechanics.
  • Review term sheets, merger agreements, and disclosure schedules, and provide equity-related feedback on retention equity structures.
  • Manage and direct the distribution of cash and stock consideration through paying agents, escrow agents, and Cisco Payroll.
  • Manage assumed restricted stock units and stock option conversions, equity exchange ratios, share reserve reconciliations, and gather data for Form S-8 registration filings.
  • Coordinate post-acquisition employee onboarding and education regarding equity award treatment, vesting schedules, and holdback/escrow release mechanisms with paying agents and shareholder representatives.
  • Maintain and execute key Sarbanes-Oxley controls across transaction milestones.
  • Partner with Payroll and paying agents on statutory compliance and year-end reporting, including Forms 3921 and 3922 and 1099s.
  • Assist with end-to-end global equity plan administration for restricted stock units, performance stock units, deferred restricted stock units, and employee stock purchase plans using Morgan Stanley at Work / Equity Edge Online.
  • Assist with semi-annual employee stock purchase plan enrollment cycles, contribution reconciliations, purchase execution, statutory $25,000 limit monitoring, and disqualifying disposition tracking.
  • Assist with restricted stock unit, performance stock unit, and deferred restricted stock unit vesting events, option exercises, share issuances, tax withholding calculations, and mobile employee transactions.
  • Partner with Payroll to reconcile compensation income and tax withholding files and support year-end statutory compliance, including W-2s, Forms 3921 and 3922, and 1099s.
  • Assist with participant equity inquiries, draft participant communications, and conduct equity education sessions.

Desired Qualifications

  • Certified Equity Professional (CEP) or Equity Compensation Associate (ECA) designation.
  • In-depth knowledge of global statutory equity compliance, SEC Section 16 reporting, IRS Forms 3921 and 3922 regulations, and Sarbanes-Oxley internal control frameworks.
  • Practical experience utilizing enterprise artificial intelligence tools, data automation pipelines, and modern collaboration technologies to streamline equity workflows.
  • Stakeholder communication, project management, and cross-functional leadership skills, with the ability to influence decisions across Corporate Development, Legal, Tax, Treasury, and Payroll.
  • Ability to prioritize competing transactional priorities and deliver high-accuracy results under compressed deal timelines.

About the Company

Cisco

Makes networking gear and security software

Cisco makes the switches and routers that connect offices, data centers, and cloud services, and it also sells cybersecurity tools and Webex video meetings to businesses and governments. It was one of the first companies to sell routers that let different kinds of computer networks exchange data, and in 2000 it briefly became the world's most valuable company. Customers run its network gear, from Wi-Fi access points to AI data center systems, with Cisco software that sets up and secures the network, while its Splunk unit searches computer logs to catch outages and attacks. Cisco earns money from hardware sales, software subscriptions, and support contracts. It was founded in 1984 and is based in San Jose, California.

Company size
10,001+
Company stage
IPO
Headquarters
San Jose, CA
Founded
1984

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