Equity Manager

• Jul 2022 - Present

Senior Equity Program Manager

• Feb 2021 - Jul 2022

• Collect and analyze market data to develop program recommendations and implementation roadmap • Develop long-term strategy and scale delivery to more than 20K associates worldwide • Partner with data scientists to provide quantitative models to support program enhancements • Manage equity and cash plan budgets • Lead program expansion in new countries • Review stock plan documents and develop employee enablement materials • Collect and analyze market data to develop program recommendations and implementation roadmap • Develop long-term strategy and scale delivery to more than 20K associates worldwide • Partner with data scientists to provide quantitative models to support program enhancements • Manage equity and cash plan budgets • Lead program expansion in new countries • Review stock plan documents and develop employee enablement materials

Stock Plan Administrator

• Nov 2019 - Feb 2021

• Implemented and maintained new stock plan administration software, procedures, and policies • Facilitated option exercise process and answered employee questions • Managed company capitalization table and stock ledger • Computed 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 • Implemented and maintained new stock plan administration software, procedures, and policies • Facilitated option exercise process and answered employee questions • Managed company capitalization table and stock ledger • Computed 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

International Compliance Specialist, Global Stock Plan Services

• Nov 2016 - Nov 2019

• 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 • Lead 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 • 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 • Lead 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

Senior Tax Accountant and Transfer Pricing Specialist

• Feb 2012 - Nov 2016

• 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

Senior Equity Compensation Specialist

• May 2010 - Feb 2012

• 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

Stock Plan Administrator

• Jan 2007 - Apr 2010

• 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 • 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