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