MSP - FMS - Stock Admin DCM Senior Associate-Operate

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. In financial operations at PwC, you will specialise in improving the efficiency and effectiveness of financial operations within organisations. Your work will involve assessing financial processes, identify areas for improvement, and design and implement solutions to streamline financial operations, enhance controls, and reduce costs. You will be responsible for providing guidance on financial systems implementation, process automation, and financial shared services.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.

Skills

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• Respond effectively to the diverse perspectives, needs, and feelings of others.
• Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
• Use critical thinking to break down complex concepts.
• Understand the broader objectives of your project or role and how your work fits into the overall strategy.
• Develop a deeper understanding of the business context and how it is changing.
• Use reflection to develop self awareness, enhance strengths and address development areas.
• Interpret data to inform insights and recommendations.
• Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firms code of conduct, and independence requirements.
  
  

Process: RTR

Job Title: Stock Admin Staff

Level: Senior Associate

Position: 1

Roles Summary

Stock Admin Staff role is accountable for the end-to-end processing and precise documentation of global equity programs. Responsibilities include managing equity transactions, corporate actions, and settlements across international markets while ensuring compliance with regulatory standards. The position requires coordination with internal stakeholders and external partners to facilitate seamless operations. Additionally, maintaining comprehensive records, supporting audit processes, resolving discrepancies, and contributing to process enhancements are key components to drive operational excellence.

Key Responsibilities

• Provide timely and accurate support to internal teams by fulfilling report and information requests related to equity programs and financial data.
• Take full ownership of the daily exercise process, ensuring all stock option exercises are processed accurately and within designated timelines.
• Assist with the end-to-end processing of equity grants, Restricted Stock Unit (RSU) releases, and Employee Stock Purchase Plan (ESPP) purchases, coordinating with multiple stakeholders and systems.
• Prepare and run initial reports required for quarterly financial footnotes, ensuring data integrity and supporting the Finance and Accounting teams.
• Support internal and external audit requests by compiling necessary documentation, responding to inquiries, and facilitating smooth audit cycles.
• Serve as a point of contact for employee questions related to equity plans, providing clear, accurate, and timely responses or escalating when necessary.
• Manage comprehensive process documentation, ensuring procedures are up-to-date and compliant with internal controls and regulatory requirements.
• Collaborate with cross-functional teams including Legal, Finance, HR, and IT to support equity plan administration and resolve operational issues.
• Monitor compliance with company policies, plan guidelines, and regulatory requirements related to equity compensation.
• Identify opportunities for process improvements and automation to enhance efficiency and accuracy in equity plan operations.
  
  

Required Qualifications

• Minimum of 5 years’ experience
• Basic understanding of equity compensation plans, including stock options, Restricted Stock Units (RSUs), and Employee Stock Purchase Plans (ESPP).
• Experience collaborating with payroll or compensation teams, particularly related to equity taxation, reporting, or processing.
• Strong organizational skills with the ability to manage multiple tasks and maintain accurate documentation.
• Proficient in preparing reports and supporting audit and compliance activities.
• Excellent communication skills to effectively address employee inquiries and collaborate across teams.
• Detail-oriented with a focus on accuracy and compliance in equity plan administration.
• Proficiency with common office tools such as Microsoft Excel, Word, and email communication.
  
  

Preferred Qualifications

• Experience working with Shareworks or similar equity management platforms (Solium, E*TRADE, Morgan Stanley, etc.).
• Familiarity with payroll processes specifically related to equity compensation and taxation.
• Prior exposure to financial footnote reporting or supporting quarterly financial processes.
• Knowledge of relevant regulatory and compliance requirements governing equity plans.
• Ability to contribute to process improvements and automation initiatives within equity operations.
  
  

Tools

• Shareworks by Morgan Stanley, E*TRADE, Solium, Fidelity Equity Edge
• Workday, ADP, Oracle HCM, SAP SuccessFactors
• Microsoft Excel (advanced functions, pivot tables), Google Sheets
• Slack, Microsoft Teams, Outlook, Gmail
• JIRA, ServiceNow, Confluence
• Confluence, SharePoint, Google Docs
• Internal audit software or ERP audit modules
• Tableau, Power BI, Looker
• VBA, Python

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