Unclaimed Property Consulting Manager

Role Overview

• 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.

Requirements

• 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).