Start: ASAP
Location: Onsite – Austin, TX (HQ)
Hours: Full-time (40 hrs/week)
Duration: Interim engagement (project-based)
Compensation: $80 - $95 per hour
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.
Collect, review, and organize equity and LTIP documentation (employee + investor populations)
Reconcile equity ownership and LTIP award details to supporting documents and source files
Build and maintain complex Excel schedules to capture and report equity ownership and LTIP details by employee/investor
Identify gaps, inconsistencies, and missing support; drive resolution with stakeholders
Create clear, repeatable outputs that can be used for ongoing tracking and future reporting needs
5+ years of experience in financial analysis, equity administration support, or a similar analytical role
Strong attention to detail with proven ability to reconcile large, complex datasets accurately
Expert-level Excel skills (advanced formulas, pivots, structured schedules; comfort building from scratch)
Strong systems aptitude and ability to learn/triage new source data quickly
Excellent written and verbal communication skills; comfortable working cross-functionally
Flexibility: Accept and reject projects to fit your life and goals
Compensation: Get paid for every hour you work
Growth: Build your network and expand your skill set across exciting clients and projects
Senior Equity Analyst • Austin, Texas, United States
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