Associate Director, Equity Administration & HR Operations

ABOUT THE FLOCK

The People & Culture team at bluebird is all about supporting our fellow birds. The Associate Director, Equity Administration & P&C Operations will be responsible for managing all aspects of Equity Administration for bluebird’s equity compensation program and for leading all aspects of People & Culture Operations (HCM data and systems management) as the primary contact for all inquiries and requests regarding equity and P&C Operations. The role requires unwavering attention to detail, meticulous organization skills, and a strong desire and ability to work within a dynamic environment with the expectations of the role consistently growing and expanding. The ideal candidate will be a highly motivated self-starter with excellent communication skills. In addition, a strong general understanding of global stock plans/awards and proficiency in Word/Excel are critical to success in this role. Come fly with us as we continue delivering on our mission to provide more bluebird days for patients and their families! 

HOW YOU’LL FLY

You'll help to bring more patients their bluebird days by:

• Leading and managing all aspects of bluebird’s equity plan, including but not limited to: 
  • • Processing new equity awards, as well as handling cancellations due to terminations and modifications 
    • Managing the Employee Stock Purchase Plan and reviewing associated payroll deductions for each pay-cycle 
    • Ensuring equity system is up to date in terms of internal access, as well as employee data, and tax rates 
    • Processing option exercises including 10b5-1 transactions, ensuring accurate and timely tax withholding and reporting to payroll, all the way through to timely settlement of all trades 
    • Managing vesting and release of restricted stock units and performance-based restricted stock units, coordinating with payroll and external broker contacts on accurate tax withholding 
    • Developing materials & employee communications and conduct employee trainings 
    • Working closely with People & Culture and Legal team to ensure new equity awards are properly approved based upon grant guidelines approved by the Compensation Committee of the Board of Directors 
    • Performing monthly, quarterly, and yearly reconciliation of records between Equity Administration and People & Culture, Finance, etc. in a timely manner 
    • Working with external auditors, People & Culture and Finance team for quarterly reviews, year-end audits, as well as ensuring effective internal controls are in place and procedures are followed to satisfy periodic review of compliance with Sarbanes-Oxley. 
    • Providing support for equity related disclosures in annual and quarterly SEC filings and may assist with project management for annual Proxy preparation. 

• Leading People Operations to ensure compliant maintenance and processes related to HCM system of record (Oracle) and other P&C systems, identifying ways to automate and/or streamline required tasks and processes. 
• Being responsible for annual reporting forms required by tax authorities and year-end tax statements forms required by tax authorities and year-end tax statements 
• Partnering with various departments, including People & Culture, Finance, and Legal on equity compensation matters, including tax calculations related to option exercises, RSU vesting  
• Responding to equity and operational-related inquiries from employees and others 
• Ensuring operating procedure documents are developed and maintained, including the creation of new or modified procedures when appropriate
• Maintaining automated data transfers and seeking additional automation opportunities
• Working closely with outside service providers, such as our equity systems vendor and transfer agent 

WHAT YOU’LL BRING

You’re the bird we’re looking for if you have:

• Bachelor’s degree or equivalent experience with 5+ years of stock plan administration experience 3+ years of People & Culture (HR) Operations experience 
• Certified Equity Professional (CEP) Level I or Level 2 is a plus
• Experience with supporting an equity administration system (Morgan Stanley is a plus)
• Experience managing HCM system of record and associated processes (Oracle is a plus)
• High level of proficiency working with MS Office 365 Suite with strong Excel skills, experience developing complex analyses with VLOOKUP, pivot tables and/or macros as needed
• Capacity to perform self-audit to ensure data integrity and utmost accuracy at all times
• Experience providing regular communication to employees regarding equity & operational programs, resolving questions, issues, or concerns to support employee understanding of equity awards and company programs and policies
• Working knowledge of SEC Exchange Act Section 16 and related rules and forms