Senior Equity Analyst

Beech Valley Solutions; Austin (TX); On-site; USD 110,208 - 130,872; Full time

Benefits offered by this job

Flexibility in project acceptance

Hourly pay for all work

Networking and skill development opportunities

Job summary

An innovative consulting firm in Austin, TX is seeking a Senior Equity Analyst to support a logistics company with organizing and reconciling equity ownership and LTIP details. This interim role requires a detail-oriented professional with over 5 years of financial analysis experience, expert Excel skills, and the ability to work cross-functionally with Legal, HR, and Finance teams. The successful candidate will construct complex schedules and resolve discrepancies in documentation, ensuring robust reporting for stakeholders.

Qualifications

• 5+ years of experience in financial analysis or a similar analytical role.
• Proven ability to reconcile large, complex datasets accurately.
• Expert-level skills in Excel including advanced formulas and pivots.

Responsibilities

• Collect, review, and organize equity and LTIP documentation.
• Reconcile equity ownership and LTIP details with supporting documents.
• Build and maintain complex Excel schedules for detailed reporting.

Skills

Financial analysis

Equity administration support

Attention to detail

Excel skills

Communication skills

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