Sr. Equity Plan Administrator

Posted 2 Hours Ago
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San Francisco, CA
Hybrid
Mid level
Fintech • Machine Learning • Mobile • Security • Software
We unite everyday people to unlock their financial progress.
The Role
The Sr. Equity Plan Administrator will manage daily activities of equity incentive programs, ensuring data integrity, collaborating with various stakeholders like Payroll and Tax, and creating reports for internal and external partners. The role requires maintaining compliance and facilitating employee equity transactions and data reconciliation.
Summary Generated by Built In

About the role 

Chime is seeking a talented and eager Sr. Equity Plan Administrator to join its growing Finance team.  This role will report to the Director of Equity Administration and will be integral in facilitating the day-to-day activities of Chime’s equity incentive programs.  Chime uses Morgan Stanley Shareworks for equity plan administration, financial reporting, and capitalization table management.  Much of this role will be focused on assisting with the daily administration, data reconciliation from Shareworks, and subsequently reporting this information as needed internally to Payroll, Tax, Accounting, Audit, People, Legal, etc.  Chime uses Workday as our HRIS and payroll system.  We offer eligible employees Restricted Stock Units (RSU) and have outstanding Incentive Stock Options (ISO) and Non-qualified Stock Options (NQSO).  Although we don’t currently offer an Employee Stock Purchase Plan (ESPP), we may consider doing so in the future.

The base salary offered for this role and level of experience will begin at $103,680 and up to $144,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience.  

In this role, you can expect to

  • Collaborate with Equity team members to maintain our equity administration platform, Morgan Stanley Shareworks, to ensure the accuracy and integrity of Chime’s equity data including eligibility, approvals, processing stock option and restricted stock unit awards, exercises and settlements, tax withholdings, expirations, cancellations, repurchases, terminations and other plan-related actions
  • Partner with our external record-keeper, Morgan Stanley, to execute employee equity transactions, ensuring accurate and timely tax withholding and reporting to Payroll and Tax teams when applicable
  • Assist Legal and People teams by sharing executive grant & transactional data for officers, census reporting, and applicable disclosures
  • Perform frequent data reconciliation for People, Payroll, Finance, Legal teams etc.; assist with documentation for Audit team and work alongside People team to ensure the integrity of employee data 
  • Manage deliverables for internal and external auditors as well as Accounting team for monthly, quarterly, and annual reviews; ensure that tight internal controls are in place and procedures are followed to satisfy periodic review of compliance with Sarbanes-Oxley
  • Create and generate recurring reports for multiple internal and external corporate partners (e.g., People, Payroll, Tax, Finance, Accounting, etc.), and respond timely to ad hoc data requests from various business partners; partner cross-functionally to conduct ad hoc equity analysis, modeling and testing
  • Assist in the creation of communication materials and presentations to support analysis, and implementation of equity programs


To thrive in this role, you have    

  • 4-6 years’ experience administering equity in both the late-stage private and public space; Certified Equity Professional (CEP) designation preferred; familiarity with Morgan Stanley Shareworks and Workday a plus
  • Knowledge of tax regulations related to equity compensation plans
  • Highly organized, process-driven, independent, self-motivated
  • Strong attention to detail and ability to perform self-audit to ensure data integrity and accuracy
  • Ability to manage up and work with multiple stakeholders across the company 
  • Developed professionalism and can independently lead projects to deliver results
  • Advanced Excel, G-Suite, and reconciliation skills a plus


A little about us

At Chime, we believe that everyone can achieve financial progress. We created Chime—a financial technology company, not a bank*—on the premise that basic banking services should be helpful, transparent, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential.

We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members.

We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress. 

We know that to achieve our mission, we must earn and keep people's trust—so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall—our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential.

Because if we don't—who will?

*Chime is a financial technology company, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC.


What we offer

  • 🏢 A thoughtful hybrid work policy that combines in-office days and trips to team and company-wide events depending on location to ensure you stay connected to your work and teammates, whether you’re local to one of our offices or remote
  • 💻 Hybrid work perks like backup child, elder and/or pet care, as well as a subsidized commuter benefit
  • 💰 Competitive salary based on experience
  • ✨ 401k match plus great medical, dental, vision, life, and disability benefits
  • 🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off 
  • 🫂 1% of your time off to support local community organizations of your choice
  • 👟 Annual wellness stipend to use towards eligible wellness related expenses
  • 👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents
  • 👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more.
  • 🎉 In-person and virtual events to connect with your fellow Chimers—think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too!
  • 💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress

We know that great work can’t be done without a diverse team and inclusive environment. That’s why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Chime is proud to be an Equal Opportunity Employer and will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance, Cook County Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation, please let us know. 

To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice. 

#LI-BE1 #LI-Hybrid

Top Skills

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What the Team is Saying

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The Company
HQ: San Francisco, CA
1,459 Employees
Hybrid Workplace
Year Founded: 2012

What We Do

Chime was created because we believe everyone can unlock financial progress, and we want to develop solutions and services to empower people to succeed. The premise upon which we started Chime is simple: basic banking services should be helpful, transparent, and easy. Our easy-to-use tools and intuitive platforms give members the ability to have more control over their money and to take action toward achieving their financial ambitions.

By designing a member-centric banking app with easy-to-understand financial tools, we’re creating a more competitive market with options for everyday Americans. We offer access to accounts with no overdraft fees, provide members the chance to receive their pay up to 2 days early* with direct deposit, help them build credit history, and build financial literacy to hit their goals—among many other things.

Since 2012, we’ve grown our team to more than 1500 Chimers across 3 offices. But more than that, we’ve expanded the products and services we offer to our members based on member feedback. And in doing so, we’ve disrupted the banking industry and changed the conversation for everyday people about money on a national level.

Chime is a financial technology company, not a bank. Banking services are provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC.

*Early access to direct deposit funds depends on the timing of the submission of the payment file from the payer. We generally make these funds available on the day the payment file is received, which may be up to 2 days earlier than the scheduled payment date.

Why Work With Us

Working at Chime means keeping our values in mind, putting our members first, and striving for long-term growth and success. To that end, we’re building an inclusive workplace where all perspectives and experiences are welcome on our team and creating an environment where every Chimer can thrive.

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Chime Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We offer a thoughtful hybrid work policy that combines in-office days and trips to team and company-wide events depending on location to ensure you stay connected to your work and teammates, whether you’re local to one of our offices or remote.

Typical time on-site: 2 days a week
Company Office Image
HQSan Francisco, CA
Company Office Image
Chicago, IL
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