# M&A Stock Deal Lead

**Company**: Cisco
**Location**: RTP, North Carolina
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $116,900.00 - $148,200.00
**Category**: Finance
**Industry**: Technology

**Apply**: https://cisco.wd5.myworkdayjobs.com/en-US/Cisco_Careers/job/RTP-North-Carolina-US/Financial-Services-Operations-Manager_2029834-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/m-and-a-stock-deal-lead-3462ee3a-319/

## Description

The M&A Stock Deal Lead plays a pivotal role in leading end-to-end equity workstreams for mergers, acquisitions, and divestitures while actively managing the day-to-day operations and administration of Cisco's global equity programs.

Responsibilities:

M&A Equity & Deal Execution (Core):

- Lead cross-functional equity workstreams across all phases of M&A transactions

- Partner actively with Corporate Development, Legal, Tax, Treasury, HR, and external advisors on equity deal mechanics

- Review and provide equity-related feedback on term sheets, merger agreements, disclosure schedules, and retention equity structures

- Manage and direct the distribution of cash and stock consideration through paying agents, escrow agents, and Cisco Payroll

- Manage assumed RSUs and stock option conversions, equity exchange ratios, share reserve reconciliations, and gather data for Form S-8 registration filings

- Coordinate post-acquisition employee onboarding and education regarding equity award treatment, vesting schedules, and holdback/escrow release mechanisms

- Maintain and execute key SOX controls across all transaction milestones

- Partner closely with Payroll and paying agents for statutory compliance and year-end reporting

Global Stock Plan Administration:

- Assist with executing end-to-end global equity plan administration (RSUs, PSUs, DRSUs, and ESPP) utilizing Morgan Stanley at Work / Equity Edge Online (EEO)

- Assist with semi-annual ESPP enrollment cycles, contribution reconciliations, purchase execution, statutory $25k limit monitoring, and disqualifying disposition tracking

- Assist with RSU/PSU/DRSU vesting events, option exercises, share issuances, tax withholding calculations, and mobile employee transactions

- Partner closely with Payroll to reconcile compensation income, tax withholding files, and year-end statutory compliance

- Assist with participant equity inquiries, draft participant communications, and conduct equity education sessions

Minimum Qualifications:

- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related discipline

- 6+ years of progressive professional experience in global equity compensation administration and stock plan operations

- Demonstrated experience managing equity workstreams in mergers, acquisitions, divestitures, or corporate transactions

- Hands-on operational proficiency with equity administration platforms, specifically Morgan Stanley at Work / Equity Edge Online (EEO) and Workday HRIS integrations

- Advanced Microsoft Excel modeling capabilities

Preferred Qualifications:

- Professional Certification: Certified Equity Professional (CEP) or Equity Compensation Associate (ECA) designation

- In-depth knowledge of global statutory equity compliance, SEC Section 16 reporting, IRS Form 3921/3922 regulations, and SOX internal control frameworks

- Practical experience utilizing enterprise AI tools, data automation pipelines, and modern collaboration technologies

- Exceptional stakeholder communication, project management, and cross-functional leadership skills

Benefits:

- Medical, dental and vision insurance

- 401(k) plan with a Cisco matching contribution

- Paid parental leave

- Short and long-term disability coverage

- Basic life insurance

- Paid time away (10 paid holidays, 1 floating holiday, 1 paid day off for employee's birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness)

- Optional 10 paid days per full calendar year to volunteer

Salary Range: $116,900.00 - $148,200.00

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## Skills

### Required
- equity compensation administration
- stock plan operations
- M&A transactions
- SOX compliance
- Microsoft Excel

### Nice to have
- Certified Equity Professional (CEP)
- Equity Compensation Associate (ECA)
- global statutory equity compliance
- SEC Section 16 reporting
- IRS Form 3921/3922 regulations

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Source: [Apply at cisco.wd5.myworkdayjobs.com](https://cisco.wd5.myworkdayjobs.com/en-US/Cisco_Careers/job/RTP-North-Carolina-US/Financial-Services-Operations-Manager_2029834-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)