Paralegal - TripActions
Navan is seeking a detail-oriented and organized senior paralegal to support our corporate legal team. This role will involve assisting with corporate transactions, public company reporting, and corporate governance activities. Responsibilities include preparing transaction documents, conducting due diligence, coordinating regulatory filings, and liaising with external advisors. You will also support SEC filings, monitor securities law compliance, and assist with insider trading policies. Additional duties include maintaining corporate governance documents, managing subsidiary compliance, and handling state and local filings. This position requires strong organizational skills and the ability to collaborate effectively with internal and external stakeholders to ensure compliance and accurate reporting.
What You’ll Do:
Corporate Transaction Support
- Assist in the preparation of corporate transaction related documents, including the registration statements, prospectus, and related exhibits.
- Assist with due diligence and related support on major corporate transactions (public offerings, M&A, financings, etc.), including organizing and maintaining virtual data rooms, tracking transaction documentation, and managing closing process.
- Coordinate the collection and organization of necessary corporate documents for submission to the SEC and other regulatory bodies.
- Liaise with external legal counsel, underwriters, auditors, and other third-party advisors to ensure timely and accurate preparation of IPO materials.
Public Company Reporting
- Assist with SEC and public company reporting, including periodic reports (Form 10-K and Form 10-Q), current reports (Form 8-K), proxy statements, annual meeting of stockholders, and other required SEC filings.
- Prepare, file and track Section 16 filings, including obtaining applicable EDGAR codes, maintaining filing records, and managing related 10b5-1 trading plans.
- Support compliance with securities laws, including monitoring and tracking insider trading policies, SEC reporting requirements, and other relevant regulations.
Corporate Governance
- Assist in drafting, reviewing, and maintaining corporate governance documents, including board resolutions, meeting minutes, stockholder consents, corporate governance policies and procedures, and support the preparation of board and committee meeting materials, D&O questionnaires, and managing the board portal.
- Manage subsidiaries and coordinate corporate governance, corporate reporting and other subsidiary management matters, including organizational charts, statutory filings, entity formations, business registrations, qualifications, dissolutions, and election of directors and officers.
- Manage U.S. state and local filings, foreign qualifications, business licenses, and various business entity documents with State agencies.
- Work closely with other members of the team to fulfill compliance and corporate governance requirements.
General Paralegal Support
- Provide day-to-day paralegal support for corporate legal matters, including document drafting, organization, and review.
- Maintain legal files, databases, and document management systems.
- Work closely with other members of the team to fulfill compliance and corporate governance requirements.
- Assist with general administrative tasks for the legal department.
What We’re Looking For:
- 8+ years of experience in a similar role.
- Experience supporting public companies and familiarity with SEC regulations, securities laws, and IPO processes.
- Strong experience with corporate legal documents and filings, including the preparation of board materials, resolutions, and SEC reports.
- Bachelor’s Degree and paralegal certificate.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and document management systems.
- Experience with Equity Edge, Workiva, Boardvantage, DocuSign, IronClad.
- Notary public or willingness to become a notary public.
- High ethical standards and the ability to maintain discretion and confidentiality.
- Strong problem-solving and critical-thinking abilities.
- Self-starter, proactive, detail and deadline oriented.
- A positive, ‘can-do’ outlook, a sense of excitement to learn and contribute to the team’s goals, and a willingness to roll up their sleeves and get the job done.
Last updated: 20 hours ago
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