Auditor - Analyst
Current- Perform unclaimed property examinations, overseeing the process from initiation to final findings.
- Collaborate with key stakeholders at banks and brokerage firms throughout audit lifecycles.
- Use the SSA’s Death Master File, develop sophisticated Excel models, and employ advanced data analysis. techniques to pinpoint funds eligible for remittance to respective States (XLOOKUP/INDEX MATCH, PivotTables).
- Provide pivotal support to the CFO through involvement in specialized projects and generation of reports.
- Key collaborator in new audit scope project with the state of Delaware.