Sharon Wan Email & Phone Number

San Jose, California, United States

San Francisco Bay Area

I 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.

Milford, Massachusetts, United States

Administered 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

Cambridge, Massachusetts

Managed 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.

Franklin, Ma

Prepared 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.

Analyzed 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.

Worcester, Ma

Processed 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.

Westborough, Massachusetts, United States

Processed 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.

Graduate School Of Management

Joint Babson And Emc Two-Year Graduate Business Certificate Program

Bs In Computer Science, Magna Cum Laude