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DMA - DuCharme, McMillen & Associates, Inc. · 1 day ago

Consultant, Unclaimed Property

United States

Full-time

Onsite

Entry, Mid Level

1+ years exp

DMA - DuCharme, McMillen & Associates, Inc. is an employee-owned company that prioritizes employee well-being and work-life balance. The Consultant provides unclaimed property compliance and consulting services, managing a client portfolio and preparing jurisdictional reports while utilizing strong analytical skills and attention to detail.

Accounting

Growth Opportunities

No H1B

Hiring Manager

Abbey Loving

Responsibilities

Identify, research, and document potential unclaimed property in accordance with jurisdictional requirements

Standardize client source data using technology-driven solutions to ensure accuracy and consistency

Conduct data analytics and system reviews to organize, validate, and integrate unclaimed property records

Generate and distribute due diligence letters in compliance with statutory requirements

Manage, track, and organize owner responses, ensuring timely follow-up and resolution

Process reissuance of payments to verified property owners

Conduct basic unclaimed property research under supervision, supporting more complex analyses

Prepare and remit unclaimed property reports and funding requests in alignment with state-specific deadlines and calendars

Communicate effectively in both written and verbal formats with internal teams and external clients

Stay current on unclaimed property regulations and technical developments, and apply this knowledge to client engagements

Assist with various ad-hoc projects as assigned, contributing to team and organizational goals outside of core responsibilities

Identify opportunities for efficiency improvements in existing processes and offer suggestions to enhance workflow and team performance

Step into other roles or responsibilities when needed to ensure team success, such as providing coverage during peak periods or absences

Actively contribute to team meetings, brainstorming sessions, and collaborative efforts to improve team dynamics and achieve collective goals

Qualification

Unclaimed property complianceData analysisMicrosoft ExcelFinancial statements understandingProject managementClient-facing experienceWillingness to learnAccountabilityEfficiency improvementRegulatory knowledgeData tools experienceCertification CPACertification CFEWritten communicationVerbal communicationAttention to detailAdaptabilityTime managementTeam collaborationProblem-solving

Required

Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field required

Strong proficiency in Microsoft Excel (e.g., pivot tables, formulas, data analysis)

Solid understanding of financial statements and general ledger structures

Ability to analyze large datasets and translate complex information into actionable insights

Strong organizational skills and ability to manage multiple projects with shifting deadlines

Excellent written and verbal communication skills

Detail-oriented with a commitment to accuracy and compliance

Willingness to learn and stay current with evolving unclaimed property laws and reporting requirements

Accountable and adaptable, with special adherence to time management under crucial deadlines

Availability to travel as needed

Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship