Marily Febre
Round Rock,USA
Summary
Versatile, innovative professional with 20+ years of experience leading end-to-end equity administration for high-profile international corporations to maximize strategy and operational performance. Proven ability to build relationships with internal and external stakeholders to maintain global compliance and identify performance improvement solutions for sustainable growth. Expertise in global equity and payroll strategy, day-to-day equity administration operations, payroll tax, equity accounting, and payroll systems. Collaborative communicator focused on developing, implementing, and managing control processes. Exceptional technology skills with experience using Fidelity Plan Sponsor Webstation (PSW), Equity Edge, PeopleSoft, ADP, SAP, Success Factors, Wdesk, and Workday.
Overview
18
18
years of professional experience
1
1
Certification
Work History
GLOBAL EQUITY PLAN MANAGER
THOUGHTWORKS
Austin, TX
08.2021 - Current
- Primary responsibilities include designing strategy, overseeing a global team, ensuring legal and tax compliance across different countries, and managing equity administration systems and vendor relationships.
- Key Accomplishments:
- Drove and directed implementation of Public Equity program for 17 Global regions.
- Managed and maintained allocation and processing of Options, RSUs, and PSUs.
- Coordinated with Global Mobility and external tax advisors to ensure the accurate application of liability and reporting to all relevant peer groups.
- Created educational tools to advise Financial Literacy.
- Coordinated with Financial Accounting for the purposes of reporting and filings.
- Coordinated with Total Rewards to ensure equity budgets and allocations were properly administered.
- Directed and drove implementation of Private Equity Program including Options, SARs, and Rollover RSUs and PSUs.
STOCK PLAN ADMINISTRATOR
CLOUDFLARE
Austin, TX
07.2020 - 08.2021
- Interacted with Payroll, Accounting, Legal, Human Resources, and Compensation to ensure all relevant peers are successful in administration of processes impacted by Equity.
- Key Accomplishments:
- Provided analysis and support to managers for special process improvement initiatives pertaining to Restricted Stock Unit releases, Global Mobility, and ESPP.
- Implemented and created processes, identify areas for streamlining and increasing efficiency across the department, maintain and improve procedures.
- Helped develop materials and other employee communications, contribute ideas, and assist with employee education programs.
- Provided guidance to global employees on equity related questions or issues.
- Prepared and processed vesting and release of restricted stock units, including coordinating accurate tax withholding with Accounting.
- Supported the preparation of annual proxy materials.
- Managed participant files and stock option transaction documentation in accordance with the company’s Records Management Policy.
- Worked with Equity accounting to ensure all transactions are properly recorded in the accounting ledgers.
STOCK PLAN MANAGER
NATERA, INC.
Austin, TX
10.2017 - 05.2020
- Executed a wide range of stock plan leadership to ensure compliance, documentation, communication, and maintenance of process controls for successful operations. Interact with Payroll, Accounting, Legal, Human Resources, and Compensation to ensure all relevant peers are successful in administration of processes impacted by Equity. Conducts annual, quarterly, and month-end account audits while collaborating with accounting and finances on all equity activity and close schedules.
- Key Accomplishments:
- Day-to-day administration of all aspects of Natera’s equity compensation plans including Non-Qualified and Incentive Stock Options, Restricted Stock Units, Performance Grants, and the Employee Stock Purchase program.
- Created, maintained, and analyzed reports to partner with cross-functional teams, such as finance, payroll, and tax departments to ensure compliance on all W-2s, 10-Qs, 10-Ks, and for corporate tax deduction purposes.
- Designed and revised processes for SOX compliance relating to all Stock key controls. Created process improvements and established procedures improving efficiencies across peer groups interacting with Stock Admin.
- Improved vendor management of stock plan administrator and other equity plan relationships with attention to detail.
- Maintained database integrity, and improved accuracy of record keeping of employee data and equity data in the stock administration systems.
SENIOR STOCK PLAN ADMINISTRATOR
COMPINTELLIGENCE
Austin, TX
09.2015 - 10.2017
- Conducted quarterly and month-end account reconciliations while collaborating with treasury on all award activity and monthly close schedule. Enhanced employee education forming strong partnerships for ongoing communications with vendors and responding to all equity and long-term cash award inquiries.
- Key Accomplishments:
- Recognized for improving tax liability adherence by implementing internal processes for global tax compliance in conjunction with regional payroll groups to standardize and maintain procedures.
- Spearheaded data reporting and audits while managing all internal audit responsibilities and SOX compliance process controls.
SENIOR COMPENSATION ANALYST
WHOLE FOODS MARKET, INC.
Austin, TX
04.2013 - 06.2015
- Directed all aspects of a broad-based international stock administration plan, including Restricted Stock Awards, Options, Stock Appreciation Rights, and ESPP for 90K+ employees. Successfully liaised with SEC and finance on quarterly forecasts and actual expense while resolving employee inquiries, collaborating with analysts and stock plan management. Led audits and issuance of new stock grants each quarter, in addition to board review content. Monitored timely and accurate completion of all Form 3, 4, and 5 filings.
- Key Accomplishments:
- Achieved success as project manager and stock administration lead for frequent RSA/SAR releases in addition to key representative for executive team, Section 16 relations between broker and organization.
- Managed insider population and crafted highly successful, formalized insider manual with accompanying training sessions.
- Drove ongoing professional development and research, reviewing equity material for industry updates and standards.
- Earned distinction for deploying significant strategic planning efforts with various vendors and senior-level leadership.
- Reduced costs and implemented operational process improvements while forging excellent relationships with vendors.
SENIOR STOCK PLAN ADMINISTRATOR
APPLE, INC.
Austin, TX
04.2008 - 03.2013
- Tasked to manage full-service stock plan administration for Options, Restricted Stock Units, Global Mobility Tracking, and processing for 80,000+ employees. Administered ESPP, insider reporting, including Section 16 form filings, and tax reporting while collaborating with cross-functional units, such as human resources, finance, legal, payroll, and treasury for all equity and executive compensation.
- Key Accomplishments:
- Demonstrated exceptional attention to detail and customer service, managing vendor relations and auditing all transmitted data.
- Partnered with international payroll groups for tax reporting and to enhance organizational compliance and processing.
- Conducted expense forecast assessment modeling for senior leadership; compiled and presented grant data for board members and subcommittee approval for all quarter and annual stock-based compensation reporting and analysis.
- Increased employee knowledge of equity, supporting human resources personnel with employee education material and training.
Education
Bachelor of Science - English
OUR LADY OF THE LAKE UNIVERSITY
San Antonio, TX2006
Certified Equity Professional -
Santa Clara University
Santa Clara, CASkills
- Strategic Planning & Forecasting
- Equity Accounting, General Ledger
- Strategy, Control Design
- Vendor, Employee Relations
- Audit Preparation, Reporting
- Relationship Building
- Staff Training & Leadership
- Compliance, Documentation
- Stock Plan Operations
- Global Mobility Taxation
- Project Management
- Tax Forms; Insider Reporting
Websites
Affiliations
- National Association of Stock Plan Professionals (NASPP) Member
- E
- TRADE Annual Conference, Former Presenter
Certification
Certified Equity Professional
Timeline
GLOBAL EQUITY PLAN MANAGER
THOUGHTWORKS
08.2021 - Current
STOCK PLAN ADMINISTRATOR
CLOUDFLARE
07.2020 - 08.2021
STOCK PLAN MANAGER
NATERA, INC.
10.2017 - 05.2020
SENIOR STOCK PLAN ADMINISTRATOR
COMPINTELLIGENCE
09.2015 - 10.2017
SENIOR COMPENSATION ANALYST
WHOLE FOODS MARKET, INC.
04.2013 - 06.2015
SENIOR STOCK PLAN ADMINISTRATOR
APPLE, INC.
04.2008 - 03.2013
Bachelor of Science - English
OUR LADY OF THE LAKE UNIVERSITY
Certified Equity Professional -
Santa Clara University