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