Senior Equity Analyst

About the role

Beech Valley is looking for a Senior Equity Analyst to support a logistics client in organizing and reconciling equity ownership and long‑term incentive plan (LTIP) award details. This interim, onsite position requires a detail‑oriented professional who can transform messy data into clean, auditable schedules.

Key responsibilities

• Collect, review, and organize equity and LTIP documentation for both employee and investor populations.
• Reconcile equity ownership and LTIP award details against source files and supporting documents.
• Build and maintain complex Excel schedules that capture equity ownership and LTIP details by employee/investor.
• Identify gaps, inconsistencies, and missing support, then drive resolution with Legal, HR, and Finance stakeholders.
• Create clear, repeatable outputs for ongoing tracking and future reporting needs.

Required profile

• 5+ years of experience in financial analysis, equity administration support, or a similar analytical role.
• Strong attention to detail with a proven ability to reconcile large, complex datasets accurately.
• Excellent written and verbal communication skills and comfort working cross‑functionally.

Required skills

• Expert‑level Excel (advanced formulas, pivots, structured schedules, building from scratch).

What we offer

• Flexibility to accept or reject projects that fit personal goals.
• Hourly compensation of $80‑$95 for every hour worked.
• Opportunities to build a network and expand skill sets across diverse clients and projects.