Stock Plan Administrator

About this role

Innovate with purpose

At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations. And we don’t stop there: we’re creating the future of financial automation so businesses can spend more time on what matters.

Working here means you become part of a vision-driven team that’s ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity—and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or in a remote-eligible role, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks.

BILL builds high performing teams and we seek to hire the best talent for every role. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person’s unique skills and experiences. We’d love to hear from you—you might be just what we’re looking for, whether in this role or another.

✨ Let’s give businesses more time for what matters.

About the Role

BILL is a mature public company (NYSE: BILL) with an equity program that includes RSUs, PSUs, an Employee Stock Purchase Plan (ESPP), and outstanding stock options (exercises only; no new option grants). We are looking for a Stock Plan Administrator to own the day-to-day administration of our equity programs on Morgan Stanley E*TRADE Equity Edge Online (EEO). Reporting to the Stock Administration Manager, you will manage the full equity lifecycle — grants, vesting and releases, option exercises, ESPP purchases, terminations, and mobility events — while operating within a well-established SOX control environment and partnering closely with Payroll, Legal, HR, Compensation, Accounting, and Financial Reporting.

What You’ll Do

Equity Transaction Processing

• Administer all equity plan activity in Equity Edge Online (EEO): process RSU/PSU grants, export grants and online grant agreements to participant E*TRADE accounts, and communicate new grants to employees.

• Process daily stock option exercises (same-day sale, sell-to-cover, and cash), including 10b5-1 plan transactions through Morgan Stanley and E*TRADE, and confirm receipt of cash proceeds and tax withholding.

• Manage RSU and PSU releases end to end: pre-release tax and income reconciliations with Payroll (EEO vs. Workday), sandbox validation of tax files, release approval files, share settlement via withhold-to-cover, and post-release reporting to Payroll and Accounting.

• Administer the ESPP: enrollment, contribution tracking and IRS $25K/share-limit monitoring, semi-annual purchases, refunds, valuation/true-up support, and monthly reconciliation of the ESPP tracker to the general ledger.

• Process terminations, leaves of absence, and rehires — enter termination dates in EEO, generate and deliver closing statements, suspend/adjust vesting for qualifying LOAs, and reconcile termination data to HR records.

• Initiate share issuance and transfers through Computershare (DWAC/iCart), maintain the DWAC control log, and support reconciliation of transfer agent activity.

Reconciliations, Reporting & SOX Compliance

• Execute and document SOX key controls over the equity cycle, including grant input reviews, release reconciliations, cash/bank reconciliations of exercise and release proceeds, and ESPP-to-GL reconciliations; support internal and external audit walkthroughs and testing.

• Prepare monthly stock-based compensation reporting support (ASC 718), including expense reports, journal entry support. Assist with the preparation flux analysis.

• Deliver recurring reports to Payroll (domestic and international), Tax, Accounting, and Financial Reporting, including W-2 income for ISO/ESPP dispositions, 1099-NEC income, Section 6039 reporting (Forms 3921/3922), and annual director statements.

• Support quarterly SOC 1 report evaluations, and quarter-end/year-end close deliverables (EPS support, 10-Q/10-K share data, evergreen increases, and S-8 support).

Compliance & Employee Experience

• Administer insider trading compliance processes: trading window blackouts, preclearance for Access Persons and Section 16 officers, and 10b5-1 plan setup, review, and termination in partnership with Legal.

• Serve as a primary point of contact for employee equity questions via the stock administration inbox and Jira, delivering clear, accurate, and timely responses.

• Identify and drive process improvements, automation, and documentation updates to desktop procedures.

What We’re Looking For

• CEP Level 1 (Equity Compensation Associate / ECA) required; full CEP designation a strong plus.

• 3+ years of progressive stock administration experience at a public company, with hands-on ownership of RSUs, PSUs, ESPP, and stock option exercises.

• Equity Edge Online (EEO) knowledge required, including reporting, imports/exports, and release processing.

• Excellent Excel skills (pivot tables, lookups, large data reconciliations) with strong attention to detail and accuracy.

• Excellent verbal and written communication skills; able to present webinars and explain complex equity topics clearly to employees at all levels and partner effectively across Payroll, Legal, HR, Compensation, and Accounting.

• Working knowledge of SOX controls and experience supporting internal/external audits.

• Solid understanding of equity taxation (RSU/PSU withholding, ISO/NQ exercises, ESPP qualifying and disqualifying dispositions) and related payroll reporting.

• Familiarity with transfer agent processes (Computershare, DWAC), 10b5-1 plans, Section 16 and insider trading compliance preferred.

• Experience with Workday, NetSuite, and ASC 718 stock-based compensation a plus.

• Excellent organizational skills. Asana experience a plus.

• Self-starter who manages recurring d

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