Demo

Equity Manager

Indiveri Recruitment Partners
Boca Raton, FL Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 3/17/2025

Company Description

Our client identifies, evaluates, and acquires U.S.-based cannabis operations within each state to vertically integrate, produce, and distribute medical-grade cannabis formulations in the United States offering patients and customers premium, high-grade cannabis and related products.

Job Description

The Equity Manager will work in close partnership with stakeholders to deliver, administer, and communicate equity to stakeholders. This hands-on individual contributor role will own all day-to-day processes associated with shares and warrants owned by investors and stock options and restricted stock awards (RSAs) granted to employees.

  • Implementation and program management of equity administration, compliance, and system infrastructure to support the Company’s equity plan 
  • Maintenance of the Company’s capitalization table and assistance with SEDAR/CSE reporting 
  • Data management/error reconciliation between Sage Intacct and OptionTrax and the Trustee 
  • Ensure compliance with the Company’s equity plan and policies 
  • Manage processing of equity grants within OptionTrax and awards releases and stock option/warrant exercises for stakeholders 
  • Primary support for payroll, tax and financial reporting/accounting teams to ensure that RSAs and stock options are accurately processed and reported; reconcile stock transactions to ensure accurate income reporting/tax withholding  
  • Support equity award issuance, including audit and process 
  • Respond to equity plan inquiries from stakeholders and leadership 
  • Monthly reporting to management on plan status and shares available for issuance 
  • Assistance with preparation of ad-hoc, monthly, quarterly and annual external reporting requirements 
  • Partner with internal teams to develop, maintain and deliver customized communications and resources 

Qualifications

  • Bachelor in  in accounting, business, management, finance or related field and 5 years of experience in global equity compensation 
  • Certified Equity Professional (CEP) designation is preferred
  • Direct experience with stock or finance/accounting in a public company 
  • Excellent verbal and written communication skills
  • Strong business acumen
  • Demonstrated experience managing stakeholder escalations/inquiries from intake to closure with a high degree of accuracy, resolution, and employee satisfaction 
  • Experience working with start-ups is a plus
  • Qualified candidates will have demonstrated strong interpersonal skills with all internal and external customers
  • A strong analytical, critical thinking skills,  attention to detail and accuracy
  • Equity plan vendor management experience
  • Excellent project management skills with a proven ability to design workable solutions, manage multiple initiatives simultaneously
  • Flexibility, sharp organizational and process-oriented skills, and a self-starting work ethic 

Additional Information

All your information will be kept confidential according to EEO guidelines.

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Job openings at Indiveri Recruitment Partners

Indiveri Recruitment Partners
Hired Organization Address Boca Raton, FL Full Time
Company Description Our client identifies, evaluates, and acquires U.S.-based cannabis operations within each state to v...

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