Senior Equity Analyst

Senior Equity Analyst (Equity Ownership + LTIP)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 DoCollect, review, and organize equity and LTIP documentation (employee + investor populations)Reconcile equity ownership and LTIP award details to supporting documents and source filesBuild and maintain complex Excel schedules to capture and report equity ownership and LTIP details by employee/investorIdentify gaps, inconsistencies, and missing support; drive resolution with stakeholdersCreate clear, repeatable outputs that can be used for ongoing tracking and future reporting needsWhat We're Looking For5+ years of experience in financial analysis, equity administration support, or a similar analytical roleStrong attention to detail with proven ability to reconcile large, complex datasets accuratelyExpert-level Excel skills (advanced formulas, pivots, structured schedules; comfort building from scratch)Strong systems aptitude and ability to learn/triage new source data quicklyExcellent written and verbal communication skills; comfortable working cross-functionallyWhy Beech Valley?Flexibility: Accept and reject projects to fit your life and goalsCompensation: Get paid for every hour you workGrowth: Build your network and expand your skill set across exciting clients and projects