Samantha Wareham, Mba, Cep Email & Phone Number

San Francisco, Ca, Us

• Design and implement long-term incentive programs aligned with company objectives• Manage end-to-end administration of equity programs, including grants, exercises, cancellations, reconciliation, and reporting• Facilitate process for company-wide liquidity events such as tender offers• Analyze projected spend to forecast share pool needs, burn rate impact, and shareholder dilution• Create stock plan procedures and controls to ensure global tax and securities compliance in 40+ countries• Provide ongoing education by expanding internal stock plan resources, facilitating training sessions, and responding to employee inquiries

Raleigh, Nc, Us

• Collected and analyzed external market data to develop program recommendations • Created long-term strategy and scaled delivery to more than 20K associates worldwide• Partnered with data scientists to provide quantitative models to support program enhancements• Managed equity and cash plan budgets• Led program expansion in new countries• Reviewed stock plan documents and developed employee enablement materials

Cary, Nc, Us

• Implemented and maintained new stock plan administration software, procedures, and policies• Facilitated all stock plan transactions, including option exercises and liquidity events • Managed company capitalization table and stock ledger• Calculated stock-based compensation expense and assisted with financial disclosures• Procured independent valuation reports to satisfy IRC Section 409A • Coordinated with legal team to update plan documents and ensure securities compliance

San Jose, Ca, Us

• Worked with internal and external partners to complete required tax and securities filings• Implemented stock plan benefits in new countries, including China and other emerging markets• Led global employee education initiative, resulting in increased ESPP participation • Developed a matrix for ongoing compliance, leading to a more efficient filing process• Enhanced Cisco intranet, making stock plan resources more easily accessible to employees

Raleigh, Nc, Us

• Implemented transfer pricing and tax planning strategies, resulting in a lower effective tax rate• Executed end-to-end transfer pricing processes in the Americas, Asia Pacific, and EMEA• Improved global transfer pricing documentation, including master file, local studies and intercompany agreements • Calculated tax withholding on equity awards, including mobile employee apportionment• Assisted with audits and special projects including R&D credit and equity recharge

Raleigh, Nc, Us

• Processed equity grants and vesting events for a global employee population• Performed due diligence as part of the merger and acquisition process• Created detailed documentation for stock-related processes• Tracked employee mobility and evaluated the impact to equity grants• Provided information for international reporting and regulatory compliance

• Interpreted and administered complex stock plans while ensuring SEC compliance• Provided analysis of equity programs for financial reporting and forecasting• Assisted corporate clients and their employees with stock option related inquiries• Interfaced with global payroll, legal and finance departments on ad-hoc requests and projects

Bachelor Of Business Administration, Finance

Master Of Business Administration - Mba