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
Skills Required
- 5+ years of experience in financial analysis or equity administration support
- Expert-level Excel skills including advanced formulas and pivots
- Strong attention to detail and ability to reconcile large datasets
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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