Sr Stock Admin Manager

POSITION SUMMARY:

The Senior Stock Administration Manager manages the administration, communication and compliance of Natera’s

employee equity incentive and employee stock purchase program (ESPP). Analyzes and communicates matters

relating to Natera’s equity plans, grant practices and other relevant policies, processes and procedures to executive

staff and internal stakeholders, driving improvements as necessary and appropriate. Senior Stock Admin Manager

partners with Legal, Finance and Human Resources to ensure ongoing compliance with regulatory, internal and

external reporting and requirements relating to equity matters, including disclosures and filings required by the

SEC. In conjunction with internal partners, develops reporting and internal review processes and systems,

employee communication and education programs, and grant recording and tracking mechanisms. Manages

relationships with outside equity administrator and designated brokers.

PRIMARY RESPONSIBILITIES:

Day-to-day administration of all aspects of the company’s equity compensation plans including the releases

of NQs/ISOs/RSUs/PSUs/ESPP and other

Ensure that all forms of equity compensation are administered in accordance with the terms and conditions

of the plan(s) under which they are granted

Maintain equity database integrity and ensure accuracy of employees’ data contained in Equity

Edge/E*TRADE

Liaise with transfer agent as necessary to maintain updated reporting, ensure timely settlement of trades,

and assist in execution of trading instructions and other transfer agent activities

Provide excellent customer service in responding to equity plan participants inquiries regarding E*TRADE

account information/navigation, the NQs/ISOs/RSUs/PSUs/ESPP vesting and other frequently asked

questions

Maintain compliance with international and US (payroll) tax withholding/reporting requirements, if any

Maintain “checkbook” of Natera’s available equity grant balance

Assist with month-end close calculations around SBC expense, and compilation of data for stock-related

sections of 10Qs, 10Ks and proxy statements, as well as any other regulatory filings

Provide reporting for key SOX controls and maintain supporting documents

Generate recurring reports (monthly, quarterly, annually) and respond on a timely basis to ad hoc data

requests from Finance, Legal and Human Resources

Update monthly and quarterly stock compensation expense results

Adhere to internal processes and procedures; identify opportunities for, contribute to and/or drive, as

appropriate, improvements or other changes to such processes and procedures

Assist Legal in Section 16 form filings and with creation/audit of new grant agreements

Assist Legal with the maintenance of trading blackouts and the related roster(s) of designated Insiders

Assist Finance and Legal with the preparation of the annual proxy statement Performs other duties as

assigned.

 

QUALIFICATIONS:

Bachelor’s degree in Accounting, Finance, or equivalent

Minimum of 10 years in Stock Plan Administration or Compensation for publicly traded company (6-10B+

market capitalization)

KNOWLEDGE, SKILLS, AND ABILITIES:

Highly proficient with Excel In depth knowledge and experience with all facets of a major third-party equity

administration software (E*TRADE preferred)

Proven analytical capability and organizational skill set

Effective communicator at all levels of the organization

Detail-oriented, friendly team player who has demonstrated capability of accommodating tight deadlines in a

fast-paced environment

Experience handling US and Foreign tax issues relating to equity compensation and payroll tax

Experience with SOX compliance

Ability to work independently, be proactive, and apply good judgement

The pay range is listed and actual compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years & depth of experience, certifications and specific office location. This may d