John C.

John C.

Vice President - Equity Compensation @ Moelis & Company

Country

United States

City

New York City Metropolitan Area

Industry

Investment Banking

Skill

Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Asset Management, Auditing, Equities, Financial Statements, Portfolio Management, Management, Financial Services, Fixed Income, Investments, Securities

Experience

Moelis & Company

Vice President - Equity Compensation

Moelis & Company

LinkedIn
2022-1 - Present · 4 yrs 9 mos

New York City Metropolitan Area

Moelis & Company

Vice President - Compensation

Moelis & Company

LinkedIn
2022-3 - Present · 4 yrs 7 mos

New York City Metropolitan Area

Moelis & Company

Assistant Vice President - Equity Compensation

Moelis & Company

LinkedIn
2019-5 - 2021-12 · 2 yrs 8 mos

New York City Metropolitan Area

Evercore

Associate - Equity Compensation

Evercore

LinkedIn
2018-3 - 2019-5 · 1 yr 3 mos

Greater New York City Area

Evercore

Analyst - Equity Compensation

Evercore

LinkedIn
2016-9 - 2018-2 · 1 yr 6 mos

Greater New York City Area

NorthStar Asset Management Group Inc.

Senior Compensation Analyst

NorthStar Asset Management Group Inc.

2015-11 - 2016-9 · 11 mos

Greater New York City Area

• Manage all aspects of equity compensation administration including grants, vests, forfeitures and accelerations • Ensure equity awards are administered in accordance with the terms and conditions of the agreements, governing equity plans, and internal processes • Collaborate with internal departments (accounting, payroll, tax, legal, etc.) and third party stock plan administrators (Bank of American Merrill Lynch) to help implement and administer third party software • Ensure control procedures associated with stock plan administration are being followed • Prepare reporting for all aspects of global stock-based compensation accounting including amortization, forecasting, and footnote disclosure • Complete monthly reconciliations to ensure equity data is correct in third party systems • Managed implementation of a spin company, providing data to third party administrator and reconciling all data prior to the new company going live

BlackRock

Human Resources - Global Equity Compensation Analyst

BlackRock

LinkedIn
2014-6 - 2015-11 · 1 yr 6 mos

Greater New York City Area

• Ensure accurate/consistent processing of grants, lapses, exercises, distributions and dividend equivalent payments including full process documentation and transaction record-keeping • Process terminations including implementing proper treatment of vested and unvested equity upon termination and preparing termination statements • Perform routine audits to ensure that all employee stock data is accurate and processed timely and correctly • Assist in the implementation of Oracle Fusion for global equity allocation process; provide ongoing administration of the allocation process • Maintain all plan documents including grant agreements and company policies • Prepare materials for executive management meetings • Ensure full compliance: • Assist with statutory tax reporting and withholding requirements for equity compensation transactions in all relevant countries • Ensure compliance with state, federal and international regulations and securities laws • Comply fully with Sarbanes-Oxley regulations

Morgan Stanley

Associate

Morgan Stanley

LinkedIn
2013-4 - 2014-6 · 1 yr 3 mos

Greater New York City Area

•Exhibit exceptional service to clients while serving as a key client product and service contact with expert knowledge of complex plans •Manage all aspects of equity compensation reporting of Fortune 500 Companies and premier platinum clients •Effectively prioritize and process major restricted stock releases •Reconcile monthly, quarterly and annual reports for clients •Identify system related issues and assisting all parties involved in fixing these issues, as well as testing enhancements to improve the reporting platform •Collaborate with various departments in order to streamline processes for complex clients in turn minimizing internal resources •Assist on various large projects including corporate actions and manual corrections due to system errors •Maintain accuracy of the administrative database •Train coworkers inside and outside of my direct team on reporting platform

Mamaroneck Ave. Deli & Grocery

Owner

Mamaroneck Ave. Deli & Grocery

2011-10 - 2013-3 · 1 yr 6 mos

White Plains, New York

Morgan Stanley

Analyst

Morgan Stanley

LinkedIn
2010-1 - 2011-9 · 1 yr 9 mos

•Create custom complex reports for Corporate Clients as they are requested •Make payments to clients and reconcile accounts

EZKR, LLP

Accountant

EZKR, LLP

LinkedIn
2006-5 - 2009-4 · 3 yrs

Education

Iona University

Iona University

LinkedIn

Accounting

2003 - 2007 · 4 yrs

John C.'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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