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Unclaimed Property Consulting Manager

3 months, 1 week ago
Anywhere
Full-time
Senior
Compliance Manager
Finance and Accounting
Apply Now
Kodiak Solutions

Kodiak Solutions

Kodiak Solutions helps finance, revenue cycle, and compliance teams free up resources, manage mounting pressures, and reduce risk.

Diversified Financial Services
View All Jobs 8

Description

  • Oversee and manage customer needs related to multi-state unclaimed property matters, including assessments, audit defense, and voluntary disclosure agreement programs.
  • Prepare customers for examinations by explaining upcoming requests and the examination process.
  • Represent customers in discussions with auditors regarding examination status and responses to information document requests.
  • Analyze customer data to identify unclaimed property risk and recommend mitigation tactics.
  • Develop customer deliverables and reports for state submission through completion of the review.
  • Lead, train, and develop junior resources while contributing to a positive and inclusive team culture.
  • Build and strengthen customer relationships through effective communication and service delivery.
  • Manage customer engagements, including scope, team performance, task assignment, and alignment to customer expectations.
  • Identify process and technology improvement opportunities that increase efficiency and cost effectiveness.
  • Monitor changes in unclaimed property legislation and technical developments that affect consulting engagements.

Requirements

  • Minimum of 5 years of unclaimed property professional experience, with prior consulting experience preferred.
  • Strong verbal and written communication skills.
  • Excellent time management and organizational skills.
  • Strong analytical and problem-solving skills.
  • Ability to adapt to varied customer situations and changing circumstances with minimal confusion or loss of productivity.
  • Ability to produce high-quality professional deliverables on schedule and within budget.
  • Understanding of complex unclaimed property concepts.
  • Proven experience managing unclaimed property consulting engagements, including audit defense, voluntary disclosure agreement programs, policy and procedures, or similar services.
  • Proficiency in Microsoft Office products, particularly Excel.
  • BA/BS in accounting, business administration, finance, engineering, information systems, or a similar field.

Interested in this position?

Apply directly on the company website

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