Wrote and create VBA in Excel in automatically populating over 4,000 Total Rewards Statements to Scholastic employees than outsourcing work and sensitive informationCollaborate with legal and finance teams to conduct regular audits on employee stock purchase programs and RSUs,, ensuring adherence to industry standards and minimizing potential legal risksThrough Fidelity’s Plan Sponsor Webstation (PSW), oversee the day-to-day operations of equity compensation plans, which includes restricted stock units (RSUs), Non-Qualified Stock Options (NQSOs), and employee stock purchase plans (ESPPs).Research and contribute to the development of the fiscal proxy statements, including analysis of the CEO Pay Ratio, Total Compensation of Named Executive Officers and Outside DirectorsCommunicate with internal/external vendors and service providers in optimizing the administration of Scholastic’s stock plan by resolving any operational discrepanciesPartner with our Compensation, Benefits, HRIS and HRBP team members in managing Scholastic’s merit processes from start to finish

Evaluated job titles for Senior & Middle Management, Entry Level, and Union Represented, by generating Salary Action reports on best recommendations for new hires, agency transfers, or promotionsBenchmark, prepare, and conduct ad-hoc analysis for internal and external positions while ensuring compliance and established policies are in placeMaintained and updated tracking list to ensure all progress of reports are documented through completion Managed and updated records of employee information through PeopleSoft to verify all data points are abreast

Audited approved equity grants issued to ensure taxes and quantity of shares released match with Payroll department’s metricsOversaw daily reports to forward to team(s) if certain thresholds have been exceeded (i.e Taxable Compensation)Collaborate in a cross-functional environment with multiple teams in verifying if new grants fit within budgetCommunicated through Salesforce with participants by answering inquiries about equity exposureSupervise staged releases of vesting schedules through Shareworks, which greatly reduced turnover time to focus on demanding projects

Analyzed and presented presentations on current trends (monthly and quarterly) to the marketing and product teams of KPIs from the sales department, which directed where to strengthen literature for internal/external researchPrimary source of qualitative/quantitative information for sales team, which helped produce more than $1T AUMs as of 2021 year endDesigned shareable templates in Morningstar, Seismic, and Excel that accelerated turnover time on insights for wholesalers to pitch to leads

Conducted KYC diligenceAchieved quarterly quota nearly 100% by delegating with clients on latest personal/small-business productsLead ambassador for client and colleague inquiries to reduce peculiarity on product knowledge Tracked and assessed information for daily reports of branch’s performance to analyze probabilities for client retention or turnover. With information gathered, this pushed our district with the highest retention & new accounts in the Northeast.