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Analyst Employee Stock Purchase Plan (ESPP) Benefits Administration
Analyst Employee Stock Purchase Plan (ESPP) Benefits AdministrationVeterans Staffing • Providence, RI, US
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Analyst Employee Stock Purchase Plan (ESPP) Benefits Administration

Analyst Employee Stock Purchase Plan (ESPP) Benefits Administration

Veterans Staffing • Providence, RI, US
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Analyst Position Summary

The Analyst is responsible for the administration and operational support of the Employee Stock Purchase Plan (ESPP) and related equity programs. This role ensures accurate processing, compliance with regulatory requirements, and timely resolution of inquiries. The Analyst partners closely with the Equity team, Executive Compensation, and external vendors to deliver a seamless employee experience.

Key Responsibilities

  • ESPP Administration

Manage semi-annual ESPP contribution reconciliation and share purchase process.

  • Process $25K Fair Market Value (FMV) refunds and employee communications.
  • Perform imputed income calculations and reporting for Puerto Rico and Ireland (Signify and Cordavis).
  • Complete Ireland Share Scheme reporting requirements.
  • Prepare and deliver monthly ESPP DSD reporting.
  • Coordinate annual review and approval of IRS Form 3922 generated by E
  • TRADE.
  • Monitor and maintain related system integrations for ESPP and equity programs.
  • Case Escalation & Inquiry Management
  • Research and resolve Tier II and Tier III inquiries from ServiceNow, shared mailboxes, and email escalations from HR workstreams and vendors.

  • Fulfill document requests, including subpoenas, historical account statements, and 1099 forms.
  • Monitor, triage, and resolve inquiries from shared mailboxes related to ESPP and other retirement plans.
  • Compliance & Reporting
  • Ensure accurate reporting and compliance for ESPP and equity programs across multiple jurisdictions.

  • Support annual tax reporting processes and audits.
  • Additional Responsibilities
  • Perform LOA data corrections for 401(k) accounts.

  • Serve as backup for Weekly Wire activities and Terms in Error process.
  • Maintain and update documented processes and SOPs.
  • Required Qualifications

  • 2+ years of experience in equity administration, ESPP, or retirement plan operations.
  • Strong understanding of tax reporting and compliance for equity programs.
  • Proficiency with HR systems, ServiceNow, and vendor platforms (E
  • TRADE experience a plus).
  • Excellent analytical, problem-solving, and communication skills.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Preferred Qualifications

  • Detail-oriented with strong organizational skills.
  • Ability to work collaboratively across HR, Finance, and external vendors.
  • Customer-focused with a commitment to delivering accurate and timely service.
  • Education

    Bachelor's degree in Finance, Accounting, HR, or related field preferred. A combination of education and relevant years of experience will be considered.

    Anticipated Weekly Hours

    40

    Time Type

    Full time

    Pay Range

    The typical pay range for this role is : $46,988.00 - $112,200.00

    Great Benefits for Great People

    We take pride in our comprehensive and competitive mix of pay and benefits investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include :

  • Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
  • No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
  • Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
  • We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex / gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

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    Stock Plan Analyst • Providence, RI, US

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