Kodiak Solutions · 1 month ago
Unclaimed Property Consulting Manager
United States
Full-time
Remote
Senior Level
5+ years expKodiak Solutions is dedicated to delivering innovative solutions across various industries. They are seeking an Unclaimed Property Consulting Manager to oversee customer needs related to multi-state unclaimed property matters, prepare customers for examinations, and analyze data to present potential risks and mitigation strategies.
Big DataLegalFinanceBusiness IntelligenceComplianceFinancial Services
Responsibilities
Oversee and manage customer needs related to multi-state unclaimed property matters including assessments, audit defense, or voluntary disclosure agreement programs
Prepare customers for examination(s) by describing forthcoming requests and knowledge of the process
Represent customers on auditor discussions regarding the current status of the examination and responses to information document requests
Analyze customer data to present potential unclaimed property risk and mitigation tactics
Develop customer deliverables and reports for state submission through completion of the review
Contribute to a positive and inclusive culture, including working closely with peers and upper management and leading, training, and developing junior resources
Develop and strengthen relationships with customer through effective communication to maintain customer satisfaction
Manage customer engagements as it relates to customer’s business and expectations and Kodiak’s scope of services, performance of team, and assignment of tasks
Identify potential opportunities with processes and technologies that would provide greater efficiency and prove beneficial and cost effective
Understand impact of changing unclaimed property legislation and technical developments affecting unclaimed property consulting engagements
Qualification
Required
Minimum of 5 years of unclaimed property professional expertise (prior consulting experience preferred)
High quality verbal and written communication skills
Self-motivated individual that possesses excellent time management and organizational skills
Strong analytical and problem-solving skills
Comfortable adapting to varied customer situations and customer needs with minimum confusion or loss of productivity
Consistently produce high-quality, professional deliverables on schedule and budget
Demonstrate an understanding of complex unclaimed property concepts
Proven experience in managing unclaimed property annual consulting engagements including audit defense, voluntary disclosure agreement programs, policy and procedures, or other similar services
Able to adapt to new environments, work effectively in varied situations and function in changing circumstances with minimum confusion or loss of productivity
Proficient in Microsoft Office products, particularly Excel
BA/BS with a concentration in accounting, business administration, finance, engineering, or information systems (or similar degrees)
Company
Kodiak Solutions
Kodiak Solutions offers services for finance, revenue cycle, and compliance teams to manage resources and reduce risk.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Derek A. Bang
Chief Executive Officer
Ankit Sharma
Chief Technology Officer
Recent News
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