Beech Valley Solutions · 2 months ago
Senior Equity Analyst
Austin, TX
Full-time
Onsite
Senior Level
$80/hr - $95/hr
5+ years expBeech Valley Solutions 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. The role involves partnering with Legal, HR, and Finance to collect documentation, reconcile details, and create reporting schedules in Excel.
AccountingFinancial ServicesFreelanceRecruiting
Responsibilities
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
Qualification
Required
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
Benefits
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
Company
Beech Valley Solutions
Top Tier CPAs On Demand
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brad Hughes
Managing Director and Co-Founder
Josh Tarica
Managing Director, Co-Founder
Company data provided by crunchbase