Senior Equity Analyst

Beech Valley Solutions • Austin, TX

71d • Onsite

About The Position

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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 11-50 employees