Equity Program Analyst

Are you an individual who takes pride in delivering exceptional work? When you join Brown and Caldwell (BC), you will enjoy a unique and welcoming culture. You will find that we offer a non-hierarchical, collaborative, and supportive environment, allowing you to do your best work.  

Detailed Description:

Our Finance & Administration (F&A) team is seeking a full-time Equity Program Analyst to join our growth-oriented professional engineering and environmental consulting company. As a 100% employee-owned company, Brown and Caldwell is a forward-thinking organization dedicated to fostering a positive work environment and employee ownership through our equity program. We are committed to creating long-term value for our employee-owners and are seeking a skilled and detail-oriented analyst to manage and enhance our equity program.

The Equity Program Analyst will oversee the day-to-day administration of the BC's equity program, including the ERISA-qualified Employee Stock Ownership Plan (Plan) and other equity instruments. This role involves managing the plan efficiently, , ensuring compliance with regulations, serving as a key liaison to employee-owners and partnering with cross-functional team members and our third-party consultants to administer the BC's equity program. The Equity Analyst will report directly to the Payroll Manager and work closely with the finance, payroll, human resources, and legal teams to support the program’s operations and contribute to the overall success of our employee ownership culture.

This job might be for you if:

• You are excited about the benefits of employee ownership models and their impact on culture.
• You are a self-motivated person willing to learn the detailed nuances of our program while getting exposure to different functional groups within BC.
• You are detail-oriented and extremely focused on timeliness and accuracy in everything you do.
• You have a positive attitude and enjoy collaborating with others while applying a customer service mindset.

*This role has the option to work virtually and can be filled near any BC office, with a preference for Denver.

What you will do:

• Maintain equity-related data repositories and workbooks, including updating information, reconciling share count and producing ad-hoc reports as needed.
• Prepare supporting documentation for new stock issuances/distributions and collaborate with the Legal department to manage stock certificates.
• Provide guidance and education to employee-owners regarding the equity program, including responding to ad hoc inquiries.
• Manage communications to participants eligible for distributions from the Plan. 
• Maintain detail schedules tracking compensation expense and manage the stock vesting process.
• Ensure accurate and timely processing of 1099 forms to participants and IRS. 
• Compile inputs for the year-end administration activities and review outputs from the third-party record keeper for completeness and accuracy. 
• Coordinate voting proxy process with Legal for annual Shareholder meeting.
• Manage external benefit plan audits for 401(k) and ESOP.
• Review and file forms 5500 with Employee Benefits Security Administration timely.
• Ensure compliance with federal regulations (ERISA, IRS) and company policies related to our equity program.
• Identify and implement policies and procedures to enhance equity administration and employee knowledge.

 Required Qualifications:

• Bachelor’s degree in accounting, finance or a related field.
• 2+ years of relevant professional experience in accounting, tax, or payroll.
• Proficiency in Microsoft Excel, Word and PowerPoint.
• Strong math acumen with the ability to work with large datasets and perform detailed calculations.
• Excellent communication and interpersonal skills, with the ability to interact effectively with employees, management, and external parties.
• Highly organized with strong attention to detail.
• Able to handle sensitive information with confidentiality and integrity.
• Self-motivated with a high degree of integrity, professionalism, and reliability.
• Ability to multi-task, set priorities and meet deadlines.

Preferred Qualifications:

• 5 years of relevant professional experience in accounting.
• Experience in employee-ownership administration is desired.
• Advanced proficiency with Microsoft Excel.

 

Salary Range: The anticipated starting pay range for this position is based on the employee’s primary work location and may be more or less depending upon skills, experience, and educat