Senior Equity Analyst

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 #J-18808-Ljbffr