Thomas Gage
Manchester,NH
Summary
Equity Compensation Professional with over fifteen years of issuer and administrative service provider experience. Detail-oriented individual that takes tremendous pride in the quality of their work. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments.
Overview
15
15
years of professional experience
Work History
Senior Equity Compensation Analyst
Novocure
04.2024 - 01.2025
- Continued to perform all responsibilities of the Equity Compensation Analyst
- Managed all aspects of Global Employee Stock Purchase Plan (16 countries/1,500 eligible employees) including semi-annual enrollment, purchase and employee education
- Responsible for monitoring the Equity and ESPP mailboxes and responding to employee questions in a timely fashion
Equity Compensation Analyst
Novocure
08.2021 - 04.2024
- Assisted with all administrative aspects of broad-based global equity compensation plan (Stock Options, RSUs & PSUs) and Employee Stock Purchase Plan
- Responsible for generating daily activity reports and notifying regional payroll teams of equity compensation related transactions
- Provided Global Controller and Assistant Global Controller monthly and quarterly roll-forward reconciliation and expense reporting
- Created several complex ad-hoc reports in Shareworks including reports to support custom PSU disclosure requirements
- Independently managed the migration and reconciliation of all administrative and financial reporting data during transition of equity plan from Fidelity to Shareworks
- Responsible for reconciling plan activity to outstanding share balances at transfer agent
- Responsible for the completion of all equity related tables in the annual proxy statement
Equity Compensation Consultant
Stock & Option Solutions
08.2019 - 08.2021
- Supported UBS Corporate Stock Plan financial reporting team as external management consultant
- Implemented new corporate clients onto UBS Plan Admin Pro for financial reporting
- Assisted UBS clients with reporting software transition from UBS Financials Online to UBS Plan Admin Pro (White-labeled version of Shareworks)
- Provided day to day to support to UBS clients with items related to share-based compensation reporting including, expensing, deferred tax asset, dilutive earnings per share and 10Q/K disclosures
- Trained corporate clients on Plan Admin Pro functionality and reporting capabilities
- Supported testing of system functionality and reporting enhancements
Senior Manager, Financial Reporting
Fidelity Investments, Stock Plan Services
10.2015 - 05.2018
- Managed project to transition 175 corporate clients onto new financial reporting platform
- Collaborated with senior leadership and technology business partners to ensure successful client transitions to the new reporting platform
- Operated as primary point of contact for technological enhancements and troubleshooting support
- Developed and implemented quality control processes to ensure delivery of accurate client data to reporting data source
- Continued to maintain relationship with 18 strategic corporate clients all while managing transition project
Financial Reporting Analyst/Senior Financial Reporting Analyst
Fidelity Investments, Stock Plan Services
09.2009 - 10.2015
- Prepared, reviewed and delivered financial reports to 25 corporate clients on monthly and quarterly basis
- Answered questions related to share based compensation reports including expensing, deferred tax asset, dilutive earnings per share, 10Q/K disclosure filings and proxy reporting
- Implemented new clients onto Fidelity's Stock Plan Services reporting platform
- Assisted with hiring, mentoring and development of junior Financial Reporting Analysts
- Promoted to Senior Analyst after demonstrating ability to handle increased responsibilities
Education
Bachelor of Arts -
University of New Hampshire
Durham, NHSkills
- Team collaboration
- Analytical skills
- Time management
- Problem-solving abilities
- Shareworks by Morgan Stanley (Master Certification)
- Intermediate to Advanced Microsoft Excel
- SAP SuccessFactors (HRIS)
Accomplishments
As an Equity Compensation Analyst at Novocure, I received three spot bonus awards recognizing my efforts on projects that required exceptional attention to detail. Projects included the flawless execution of data migration from Fidelity to Shareworks, management of a "Reduction in Force" list where I was responsible for not only maintaining a master list but also for calculating the dollar value of severance packages.
Timeline
Senior Equity Compensation Analyst
Novocure
04.2024 - 01.2025
Equity Compensation Analyst
Novocure
08.2021 - 04.2024
Equity Compensation Consultant
Stock & Option Solutions
08.2019 - 08.2021
Senior Manager, Financial Reporting
Fidelity Investments, Stock Plan Services
10.2015 - 05.2018
Financial Reporting Analyst/Senior Financial Reporting Analyst
Fidelity Investments, Stock Plan Services
09.2009 - 10.2015
Bachelor of Arts -
University of New Hampshire
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