Senior Equity Analyst

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.

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  Collect, review, and organize equity and LTIP documentation (employee + investor populations)

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  Reconcile equity ownership and LTIP award details to supporting documents and source files

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  Build and maintain complex Excel schedules to capture and report equity ownership and LTIP details by employee/investor

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  Identify gaps, inconsistencies, and missing support; drive resolution with stakeholders

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  Create clear, repeatable outputs that can be used for ongoing tracking and future reporting needs

• 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

• 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