Senior Equity Analyst
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About this role
Senior Equity Analyst (Equity Ownership + LTIP) | Onsite Austin, TX | Interim Contract
Start: ASAP
Location: Onsite – Austin, TX (HQ)
Hours: Full-time (40 hrs/week)
Duration: Interim engagement (project-based)
Compensation: $80 - $95 per hour
Overview
Beech Valley is seeking a Senior Equity Analyst to support a logistics company with organizing and reconciling equity ownership and long-term incentive plan (LTIP) award details by employee and investor. This is an interim, onsite role for someone who is highly detail-oriented, thrives in complex data environments, and can turn messy inputs into clean, auditable schedules.
You’ll partner closely with Legal, HR, and Finance to collect documentation, reconcile equity/LTIP details, and build robust reporting schedules in Excel.
What You’ll Do
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Collect, review, and organize equity and LTIP documentation (employee + investor populations)
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Reconcile equity ownership and LTIP award details to supporting documents and source files
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Build and maintain complex Excel schedules to capture and report equity ownership and LTIP details by employee/investor
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Identify gaps, inconsistencies, and missing support; drive resolution with stakeholders
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Create clear, repeatable outputs that can be used for ongoing tracking and future reporting needs
What We’re Looking For
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5+ years of experience in financial analysis, equity administration support, or a similar analytical role
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Strong attention to detail with proven ability to reconcile large, complex datasets accurately
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Expert-level Excel skills (advanced formulas, pivots, structured schedules; comfort building from scratch)
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Strong systems aptitude and ability to learn/triage new source data quickly
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Excellent written and verbal communication skills; comfortable working cross-functionally
Why Beech Valley?
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Flexibility: Accept and reject projects to fit your life and goals
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Compensation: Get paid for every hour you work
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Growth: Build your network and expand your skill set across exciting clients and projects
Company
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