Sharon Wan Email and Phone Number
Dynamic and results-oriented professional with over 15 years of extensive experience in global equity plan administration, financial analysis, and regulatory compliance. Possessing a strong background in administering various equity programs, including RSUs, PSUs, Options, and ESPPs, I have a proven track record of optimizing day-to-day administration processes to drive operational efficiency and accuracy.As a seasoned equity professional, I excel in ensuring compliance with regulatory requirements while providing strategic guidance and operational expertise to support organizational goals. My experience includes collaborating with internal and external stakeholders to update and reconcile cap tables, calculate ownership percentages, and provide crucial equity data for SEC reporting and financial filings.I have a solid foundation in financial analysis and forecasting, with a keen ability to process quarterly EPS calculations, support ESPP expense tracking and DTA analysis, and analyze SBC expenses for various purposes. Additionally, I have a proven track record of successfully managing annual proxy filings, facilitating accurate and timely SEC reporting, and ensuring compliance with SOX and other regulatory standards.Known for my reliability, flexibility, and commitment to upholding regulatory compliance standards, I have a reputation for effectively navigating complex compliance landscapes and mitigating potential risks. I thrive in collaborative environments and have a history of fostering strong partnerships across departments to drive process improvements and enhance internal control processes.With a passion for delivering exceptional results and driving efficiency, accuracy, and employee satisfaction within stock plan administration and equity accounting, I am committed to contributing to the success of my employer and its stakeholders.
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Senior Manager, Global Stock AdministrationWestern Digital Oct 2024 - PresentSan Jose, California, United States -
Senior Equity Plan ManagerHashicorp Apr 2022 - Oct 2024San Francisco Bay AreaI am responsible for optimizing day-to-day administration processes for the HCP EIP and ESPP. This includes streamlining new awards issuance, RSU release, option exercise, and ESPP purchase while providing ongoing oversight of daily transactions. I have successfully implemented and managed the mobility equity program, leveraging technical expertise and system functionalities to improve efficiency and accuracy. Collaborating with internal and external stakeholders, I update and reconcile the cap table with each financing round, equity grant, or investor transaction, providing essential information for strategic decision-making. Additionally, I play a key role in the annual Proxy filing process, supporting SEC reporting and ensuring accurate and timely filing of Section 16 filings. I also handle quarterly EPS calculations, ESPP expense support, DTA analysis, modification accounting, and SBC expense analysis. With a commitment to upholding regulatory compliance standards, I assume responsibility for various USA and International year-end compliance filings, mitigating potential risks. Actively participating in critical projects involving data integration and process improvements, I enhance internal control processes and provide exceptional support to internal and external business partners, serving as a knowledgeable resource for inquiries. -
Principal Equity ConsultantWaters Corporation Jan 2021 - Apr 2022Milford, Massachusetts, United StatesAdministered the company's global equity programs, including RSUs/RSAs, PSUs, Options, and ESPP, and managed the Director's Deferred Compensation program. Stayed abreast of stock administration to ensure the company follows applicable legal and tax regulations globally. Participated in annual broad-based equity program review, budget development, differentiation analytics, and year-end planning. Assisted the LTI share usage forecasting and the shares request through delegation of authority. Monitored executive and board stock ownership. Prepared annual Proxy tables. Conducted various stock analyses, modeling, and testing on ad-hoc bases. Continually improving and adding efficiency to Waters current equity programs and processes -
Team Lead - Senior Global Equity SpecialistAkamai Technologies May 2016 - Jan 2021Cambridge, MassachusettsManaged company global equity program including Options, RSUs, and ESPP in 30+ countries worldwide from day-to-day operations, month-end reporting, quarter-end reviews, to year-end audits by partnering with internal and external stakeholders. Acted as the primary contact on equity-related inquiries. Ensured the existing procedures and processes satisfy SOX compliance requirements and applicable international regulations and laws. Continually enhanced equity reporting and internal review processes and systems. -
Senior AccountantDean Bank Jan 2013 - Jan 2015Franklin, MaPrepared recurring Journal Entries, reviewed general ledger to properly reflect all financial transactions, to ensure financial reporting integrity and to comply with GAAP and company policy. Reconciled Balance Sheet accounts, prepared monthly financial reporting and statements. Assisted with preparing the company budget, analyzed the variances between actual and budgeted amounts, and revised the financial forecast accordingly. -
Financial Analyst - Stock Based CompensationEmc Sep 2008 - Jun 2012Analyzed and calculated financial and tax accounting impacts on all aspects of company stock-related activities (e.g., expenses, cash flow, tax benefit, and goodwill). Facilitated EMC's semi-annual Employee Stock Purchase Plan (ESPP) by working with internal and external stakeholders. Reconciled taxable stock compensation income reported on employees' W-2/1099 reports and prepared the supporting files for IRS payroll audits. Ensured Sarbanes Oxley compliance with assigned areas and other audit requirements. -
Staff AccountantChl At Umass Memorial Healthcare May 2006 - Aug 2008Worcester, MaProcessed daily/weekly general accounting functions. Maintained Fixed Asset system. Prepared month-end and year-end financial statements and associated supporting schedules and documentation for senior management. Actively involved in all phases of the company annual budget.
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Investment AccountantPfpc (Formerly A Pnc Bank Subsidiary) May 2005 - May 2006Westborough, Massachusetts, United StatesProcessed various accounting transactions, including trades, corporate actions, cash, expenses, and capital share transactions on a daily basis. Reconciled investment company cash and portfolio balances to custodian's daily statement. Produced accurate NAV (Net Asset Value) for assigned mutual funds. Monitored fund movements to relevant market indices.
Sharon Wan Education Details
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Graduate School Of Management -
Joint Babson And Emc Two-Year Graduate Business Certificate Program -
Bs In Computer Science, Magna Cum Laude
Frequently Asked Questions about Sharon Wan
What company does Sharon Wan work for?
Sharon Wan works for Western Digital
What is Sharon Wan's role at the current company?
Sharon Wan's current role is CPA, CEP, Equity and Accounting Professional.
What schools did Sharon Wan attend?
Sharon Wan attended Clark University, Babson College, Worcester State University.
Who are Sharon Wan's colleagues?
Sharon Wan's colleagues are Topo Gigio, Xinli Zhang, Roshan Angelina, Manoj Gowda Hn, Karthik K Kumar, Jitender Kumar, Jessie Chua.
Not the Sharon Wan you were looking for?
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Sharon Wan
Saratoga, Ca3gmail.com, gmail.com, sailinternet.com -
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Sharon Wan
Burlingame, Ca1hotmail.com1 +165049XXXXX
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