Sr. Equity Analyst
Us
Responsible for the administration of all aspects of this privately held corporations equity based compensation & stock option plan(s). Analyzed business and financial industry data. Analytical and financial modeling providing a strategic perspective for corporate accounting and financial statement reporting researched and evaluated investment ideas as they pertained to equity compensation.• Interact with internal and external business partners: legal counsel, human resources, payroll, sec reporting and finance• Maintain investor and stockholder records, managed the issuance of share certificates resulting from option exercises, corporate financings, Stockholder transfers in connection with the sale, gift or re-registration of stock. • Maintain running cap table calculations for all classes of securities. • Perform database audit and share and option reconciliations and update tax tables for various domestic and international locations. Implement education and training programs for employees. • Draft resolutions and board meeting minutes, maintain board books, and produce quarterly stockholder mailings. • Reviewed SOX404 documentation and ensure compliance with current processes and procedures, implement various processes and procedures pertaining to equity issuance, tracking and forecasting• Due diligence in preparation for Initial Public Offering of corporate shares.• Track, analyze, summarize and report industry-related financial and market data. • Assist in the quarterly earnings process • Build investor slide presentations, as well as develop press releases, fact sheets, etc. • Improve and maintain the IR databases, calendars, internal reporting, scheduling, meeting recording, general and web communications, presentations, etc. • Respond to investor inquiries via phone, email and in person meetings