Senior Equity Analyst
Beech Valley Solutions · beechvalley.com
AustinOn-siteSenior5+ yrsContract
The job in short
Equity ownership and LTIP award reconciliation and schedule building.
ExcelLogisticsLegal
Details
- Found
- 21 d ago · posted 2025-12-02
- Location as listed
- Austin, TX, US
- Role
- Financial Analyst / FP&A
- Source
- The company’s own careers site
Full description
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
•
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
What We’re Looking For
•
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
Why Beech Valley?
•
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
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