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Evelyn Shaffer is a Stock Plan Administrator.
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Lead Stock Plan AdministratorBlackhawk Network Feb 2017 - Jun 2019Pleasanton, California, Us- Timely management of all equity transactions and share/cash delivery- Global Restricted Stock Unit Releases, including tax calculation, funds transfer and settlement- Administration and recordkeeping for Class B and stock option transactions- Manage funds flow, wire, data to E*TRADE for cash release transactions- Maintain vendor relationships - Broker, Transfer Agent, External Counsel- Terminations including determination and tracking of unique terms and settlements- Retirement tracking with complex 409A Compliance- Monthly/Quarterly and Annual Domestic and International Reporting- Sarbanes Oxley audit and compliance- Ad hoc reporting - tax, Legal, Payroll, HR, Accounting, Treasury, Audit- Manage Stock Administration Outlook Email box, supporting all HRBP requests and employee inquiries -
Senior Stock Plan AdministratorMckesson 2005 - 2016Irving, Texas, Us• Responsible for daily stock option exercises and restricted stock units’ lapses.• Managed preparation and distribution of grant agreement documents (paper and online grant acceptance).• Processed weekly employee terminations based on plan provisions.• Prepared month-end, quarterly and year-end reports for reconciliations.• Maintained trading black-out periods and tracking of insider trading restrictions.• Managed and handled MS Access database for dividend and interest tracking (i.e. calculation, reporting and payment).• Successfully installed and managed electronic grant acceptance to 90% of equity award recipients.• Expanded services to participants by converting paper beneficiary form to online beneficiary forms and tax elections.• Created system and managed deferral elections (409A) successfully in MS Excel File.• Expanded services to support one stop-shop for all grant documents to participants. -
Manager - Stock Plan ProgramsVodafone 1994 - 2005London, Gb• Managed day-to-day stock option activities.• Administered company’s equity program; maintained daily recordkeeping of equity data using Equity Edge.• Collaborated with Finance, Payroll and HR to address issues or changes to the equity plan or related administration processes.• Prepared daily, monthly, quarterly and year-end reports for the UK office.• Purchased quarterly Employee Stock Purchase Plan (ESPP) shares for employees.• Processed disqualifying disposition information; provided appropriate tax information to ESPP participants.
Evelyn Shaffer Skills
Evelyn Shaffer Education Details
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Polytechnic University Of The PhilippinesBusiness Administration - Management
Frequently Asked Questions about Evelyn Shaffer
What is Evelyn Shaffer's role at the current company?
Evelyn Shaffer's current role is Stock Plan Administrator.
What is Evelyn Shaffer's email address?
Evelyn Shaffer's email address is ev****@****son.com
What is Evelyn Shaffer's direct phone number?
Evelyn Shaffer's direct phone number is +165099*****
What schools did Evelyn Shaffer attend?
Evelyn Shaffer attended Polytechnic University Of The Philippines.
What skills is Evelyn Shaffer known for?
Evelyn Shaffer has skills like Transcentive Database, Equity Edge, Peoplesoft, Access, Microsoft Excel, Microsoft Word, Powerpoint, Outlook.
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