Senior Equity Analyst Job at Beech Valley Solutions, Austin, TX

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  • Beech Valley Solutions
  • Austin, TX

Job 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

Job Tags

Hourly pay, Full time, Contract work, Interim role, Immediate start,

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