Senior Equity Analyst

Posted 3 Days Ago
Be an Early Applicant
Austin, TX
In-Office
80-95 Hourly
Senior level
Information Technology • Financial Services
The Role
The Senior Equity Analyst will organize and reconcile equity ownership and LTIP award details, collaborate with Legal, HR, and Finance, and build complex Excel reports.
Summary Generated by Built In
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

Top Skills

Excel
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The Company
HQ: Atlanta, GA
67 Employees
Year Founded: 2014

What We Do

Beech Valley Solutions connects organizations with top-tier accounting, finance, and IT talent on demand.

Our clients vary widely (start-ups to multinational firms) but share the same challenge: finding talented accountants and consultants to help them deliver high-quality service that their clients expect and their projects demand, often with short notice.

We offer the flexibility to fill roles temporarily and affordably, without the burden of retaining these individuals ‘in house’ year-round. Our tech-enabled platform of freelancers means you can instantly find and connect with professionals with extensive public accounting and industry experience.

Firms that work with us increase:
‣ Margins and top-line revenue
‣ Client satisfaction
‣ Employee retention

The Beech Valley vetting process includes in-depth interviews and a data-based proprietary pre-hire testing methodology. These procedures ensure that you’ll be connected with top-tier accounting professionals. We speak the language of the accounting industry, and this understanding ensures you are paired with the absolute best consultants to flex up your team on a project-by-project basis.

Our freelancers are specialists in the following areas:

• Advisory •
IT Audit
Audit Readiness
Technical Accounting
Restructuring and Turnaround
Disaster Recovery
Software Implementation
SEC Reporting
Controllership
CFO and support services
FP&A
Due Diligence
Buy and sell-side
Quality of Earnings
Transaction Advisory
Internal Audit

• Tax •
Corporate / Business Tax
High Net Worth Individual Tax
Partnership Tax
Small Business / Flow-Through Tax
State and Local Tax
International Tax
Mergers & Acquisitions
Trust and Estate Tax
Tax Extensions
Provisions
Sales and Use Tax
Global Mobility Services
Not-for-Profit Tax
REITs

• Audit •
Not-for-Profit Organizations
Governmental Audits
Employee Benefit Plans
Industry Experience

Please contact us for more information or to explore current openings.

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