CDW Careers

Stock Plan Analyst Iat CDW Careers

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Job ID: 18000560
Updated: Aug 06, 2018
Location: Lincolnshire, IL, United States

Role Overview:

Assist in administration of CDW’s equity compensation plans and equity transactions and assist 
other areas of treasury and as needed.

Key Areas of Responsibility:

▪ Serve as backup to Stock Plan Administrator for key equity transaction processes
▪ Processing equity compensation vesting/exercise transactions: review reported activity and run 
reporting for various stakeholders (such as Payroll and Tax); generate reporting to help monitor payroll tax deposit requirements
▪ Run transfer agent reports and reconcile share activity with transfer agent reporting; track outstanding shares and available shares
▪ Assist in new grant process and completing forms/templates required by third party administrator
▪ Monitor coworker separations and reconcile with forfeitures; obtain and review reporting from foreign subsidiaries
▪ Assist in preparing and filing any regulatory filings in connection with stock compensation transactions
▪ Assist in equity related reporting and develop reporting as necessary to aid the function
▪ Monitor restricted stock transactions; assist with obtaining required documentation and monitor share movement and follow up as necessary
▪ Administer and coordinate the operation of the ESPP plan
▪ Assist in implementing new plans and/or rolling out plans to new jurisdictions
▪ Assist, as needed, in administering the 401(k) plan
▪ Assist processing share repurchase transactions
▪ Other duties as needed



Education and/or Experience Qualifications
▪ Bachelor’s degree

Other Required Qualifications:

▪ Must be able to communicate effectively and in a constructive manner with management, peers and 
▪ Strong organization and analytical skills
▪ Strong MS Office (especially Excel) and computer skills

Job Category: Finance
Job Type: Full-Time
Travel Percentage: 0%

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