Stock Plan Administration and Treasury Analyst
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Detail-oriented and proactive Treasury and Equity Administration professional with extensive experience managing and supporting global equity award programs, including stock options, RSUs, and ESPP, for all employee levels up to SEC-16 officers. Skilled in ensuring compliance with local and international tax laws, maintaining accurate reporting, and supporting SOX and audit requirements. Adept at cross-functional collaboration with HR, Payroll, Legal, Finance, and external partners to deliver accurate equity transaction processing, forecasting, and reporting.
Recognized as the primary company-wide contact for all equity taxation and transaction inquiries, providing guidance to employees and management while driving process improvements to strengthen compliance, accuracy, and operational efficiency. Demonstrated expertise in risk management, forecasting, and reconciliation, with proven ability to excel in high-pressure, fast-paced environments through exceptional time management and communication skills.
Senior Treasury Analyst - Oracle Corporation - Reno, NV & Nashville, TN
(2000-10 - 2025-09)
Responsible for managing employee stock plan option and Restricted Stock Unit (RSU) releases and transactions across the entire Oracle global enterprise. Generated reports for human resources, legal, and finance. Built relationships with external financial advisors and brokers for all executives. Responsible for up to half a billion dollars in transactions on a monthly basis.
Sales Assistant - Morgan Stanley Smith Barney (FKA The Blakeley Group) - Menlo Park, CA
(1997-07 - 1999-08)
Accounting - University of Nevada, Reno (1999 - 2001)