Zachary Reid
Summary
Experienced Equity Compensation & Stock Administration Manager with over 8 years of expertise in global equity program management, share pool forecasting, tax compliance, and stock plan administration. Proficient in Equity Edge Online (EEO), Workday HCM, and stock transaction processing across RSUs, PSUs, ESPPs, and Stock Options. Skilled in leading equity plan implementations, training business partners, and optimizing reporting workflows to drive efficiency. Demonstrated ability to collaborate with HR, Legal, Payroll, and external administrators to ensure compliance with domestic and international equity regulations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Manager – Equity Compensation
Vialto Partners
11.2024 - 01.2025
- Demonstrates extensive technical abilities in identifying and addressing the needs of multi-national clients related to global equity programs, including cross-border equity calculations, employer tax reporting and withholding requirements related to equity transactions, country specific equity filings, employee communications for stock award implications, compliance with payroll, tax, and legal requirements in the US and internationally, and support with the overall day-to-day administration of the equity program
- Collaborates with internal stakeholders within a professional service environment, including multiple client engagement teams across service departments and leverages a global network of colleagues to maintain a working knowledge of rules and legislative developments associated with equity compensation in more than 150 countries
- Fosters strong partnerships and works closely with all levels of client employees and executives across various departments, including Human Resources, Tax, Payroll, Legal, Finance, Equity Administration, and Global Payroll teams on relevant equity award implications
- Coordinates with third-party stock administrators on behalf of clients related to reporting and administration of equity transactions and maintains strong familiarity with reports and functionality of various vendors, including ETRADE, Fidelity, Global Shares, Morgan Stanley, and UBS
- Developed and standardized streamlined processes related to cross-border equity transactions involving large and complex data sets by utilizing strong analytical and technology skills resulting in a reduction of internal resources required and costs to the client
Manager – People & Organization (Global Equity Practice)
PwC
04.2021 - 05.2022
- Served as the lead Equity Administrator on multiple client Loan Staff engagements and gained experience with managing the day-to-day administration of equity programs, including processing equity transactions, maintaining all participant and equity award related data, coordinating with internal and external stakeholders to ensure compliance, maintaining and developing documentation of equity-related procedures and controls, served as primary contact for audit requests associated with stock plan administration, managing company blackouts, supported employee communications and answered questions on equity awards and stock accounts
- Strengthened ability to problem solve and manage multiple priorities in a fast-paced environment while managing all aspects of client engagements, including resource requirements, project workflow, budgets, billing and collections, and preparing and/or coordinating complex written and verbal client deliverables
- Demonstrated considerable experience as a team leader while supervising multiple engagement teams, seeking diverse views to encourage improvement and innovation, collaborating across diverse styles and skill sets, and mentoring staff, including providing meaningful written and verbal feedback
Senior Associate – Global Human Resource Solutions
PwC
06.2018 - 04.2021
- Developed comprehensive knowledge of various types of equity awards (including RSUs, PSUs, Stock Options, ESPPs) across multiple US and international jurisdictions
- Utilized a broad range of resources and leveraged a global network to strengthen ability to understand and analyze complex technical issues and summarize the key details to effectively provide a range of meaningful solutions and create positive outcomes for clients
- Enhanced verbal and written communication skills by facilitating regular internal team meetings and external client and other third-party meetings while demonstrating the ability to effectively document and align goals and expectations across multiple stakeholders with different points of view
Associate – Global Human Resource Solutions
PwC
09.2015 - 06.2018
Intern – Global Human Resource Solutions
PwC
06.2014 - 09.2014
Corporate Intern
Wynright Corporation
06.2013 - 06.2014
- Managed inventory databases to improve the overall quality of the company website by adding, organizing, and updating information on thousands of products
- Developed strong technical skills related to all Microsoft Office Programs (Word, Excel, PowerPoint, Outlook)
Education
Bachelor of Science - Accounting
University of Illinois Urbana-Champaign
05.2014
Master of Accounting Science -
College of Business
05.2015
Skills
- Equity Compensation & Stock Administration
- Equity Edge Online (EEO) & Workday HCM
- Stock Transactions & Share Pool Forecasting
- Equity Plan Design & Compliance (RSUs, PSUs, ESPPs, Options)
- Global Payroll & Tax Withholding for Equity Awards
- Process Optimization & Data Integrity Management
- Financial Reporting & SEC Compliance
- Stakeholder Training & Communication
- Excel & Microsoft
- Miscellaneous
Certification
Illinois Certified Public Accountant, 02/01/21, Present
Professional Organizations
National Association of Stock Plan Professionals (NASPP), 01/01/21, Present
Timeline
Senior Manager – Equity Compensation
Vialto Partners
11.2024 - 01.2025
Manager – People & Organization (Global Equity Practice)
PwC
04.2021 - 05.2022
Senior Associate – Global Human Resource Solutions
PwC
06.2018 - 04.2021
Associate – Global Human Resource Solutions
PwC
09.2015 - 06.2018
Intern – Global Human Resource Solutions
PwC
06.2014 - 09.2014
Corporate Intern
Wynright Corporation
06.2013 - 06.2014
Master of Accounting Science -
College of Business
Bachelor of Science - Accounting
University of Illinois Urbana-Champaign
Similar Profiles
Rebecca KellsRebecca Kells
UK Inbound Immigration Legal Advisor at Vialto PartnersUK Inbound Immigration Legal Advisor at Vialto Partners
ADITI SHETTIGARADITI SHETTIGAR
Global Mobility Tax Associate at Vialto Partners Singapore Pte Ltd (formerly PwC)Global Mobility Tax Associate at Vialto Partners Singapore Pte Ltd (formerly PwC)
Mayurkumar SonarMayurkumar Sonar
Tax Associate 2 at VIALTO PARTNERSTax Associate 2 at VIALTO PARTNERS