• Perform quantitative and qualitative analysis using advanced Excel • Develop and monitor internal processes to ensure accuracy and timeliness• Review internal client unclaimed property procedures and recommend improvements• Assess and manage client data through the quantitative/qualitative analysis• Manage work plan to monitor progress and completion of project activities• Lead and coordinate all aspects of the Tracker Pro migration project• Conduct logistical and technical migration strategy sessions with Clients• Perform software testing, quality assurance and data conversion• Create and coordinate SIT/UAT/PROD functionality/performance testing• Guide implementation and make data-informed assessments of progress and outcomes• Communicate status and escalations effectively with Vendors, project team, and stake holders regarding project status and escalations• Identify, document, and understand project dependencies

• Effectively communicate at all levels of the organization• Identify issues and work with stakeholders to remediate• Work with stakeholders to ensure project scope and definitions meet objectives• Communicate status, issue, and risk disposition to stakeholders on a timely basis• Review data, challenge integrity, perform effective analysis, of unclaimed property data• Monitor abandoned property legislation and guidelines• Assist in coordination of statutory due diligence and escheatment reports • Perform effective QA controls and personally review reports for integrity

• Assess and manage client data through the quantitative/qualitative analysis• Manage work plan to monitor progress and completion of project activities• Facilitate client communication to internal staff• Recommend improvements for policies, procedures, corporate strategies, • Participate in the planning and implantation of projects • Present reports defining project progress, problems and solutions to strategic plans• Aid as a technical resource for unclaimed property software • Liaison between client, consulting staff and technology team• Develop a detailed project plan to monitor and track progress• Quality Assurance Lead and subject matter expert for unclaimed property project• Perform statutory research of unclaimed property laws and reporting requirements

• Research and process stale check payments and accounts receivable credits• Contact payees to resolve open issues• Review due diligence documentation to remediate outstanding liability items• Perform qualitative/quantitative analysis of client data• Trace relevant components of vendor account transactions using SAP• Perform statutory research of unclaimed property laws, exemptions and dormancy periods• Implement productivity, quality, and customer-service standards • Manage SharePoint database to monitor, escalate and resolve software issues• Maintain security, integrity and confidentiality of client information• Perform quality review of deliverables and provide feedback to project team regularly

• Review unclaimed property general ledger account to quantify unclaimed property liability and identify opportunities to reduce overall exposure• Perform research within SAP and Lawson software to trace relevant components of unclaimed property transactions• Perform quantitative and qualitative analysis of client data, with proficient use of Excel, using relative formulas/tables, and attention to detail• Perform audit risk assessment and provide procedural recommendations • Create proposal presentations for solution recommendations and strategic action planning• Review company unclaimed property policies and procedures and recommend improvements• Develop policy and procedures for unclaimed property processes• Perform statutory research of unclaimed property laws, exemptions and dormancy periods• Conduct elicitation sessions with internal departments regarding unclaimed property processes• Review accounts payable documentation and bank reconciliations to confirm or remediate outstanding liabilities• Maintain active communication with Treasury manager in order to meet client expectations• Maintain security, integrity and confidentiality of client information• Review work quality of deliverables with the project team regularly to meet project standards

• Perform quantitative and qualitative analysis using Excel formulas, pivot tables and schedules• Review general ledger accounts to identify and quantify potential unclaimed property liability• Review more than 150K unclaimed property due diligence letters on behalf of Fortune 500 clients• Manage compliance processes and preparation of over 2,000 state unclaimed property reports• Manage compliance call center and messaging systems, with volume averaging 200+ daily• Handle escalated customer inquiries and complaints • Ensure strict adherence to procedures and critical time frames• Perform statutory research of unclaimed property laws, exemptions and dormancy periods• Communicate with various state agencies in response to notices, delinquencies and reporting• Develop and monitor internal processes to ensure accuracy and timeliness• Prepare operational reports and schedules to identify budgetary needs and process inefficiencies• Lead, mentor and discipline compliance staff Develop and implement training curriculum and material for compliance staff• Implement and monitor department policies/procedures and manage firm risks• Maintain security, integrity and confidentiality of client information• Prepare employee evaluations/performance reviews • Review employee time sheets and reconcile against engagement budgets• Build and sustain internal and external client relationships

• Audit client financial statements and bank reconciliations• Analyze general ledger accounts to identify and quantify potential unclaimed property liability• Perform unclaimed property due diligence on behalf of Fortune 500 clients• Independently manage compliance by filing accurate and timely over 416 unclaimed property reports in multiple jurisdictions• Review client unclaimed property procedures to identify formal policy or procedural gaps and recommend improvements• Perform as Senior on compliance engagements by delegating assignments to other staff• Ensure compliance software is accurately maintained by testing updates and verifying exemptions• Serve as expert to our National compliance team for technical data and issue resolution• Communicate with various state agencies in response to notices of extension, delinquency and reporting• Seek to continually streamline reporting processes and provide added-value savings to our clients• Training and supervision of new staff

• Performed real and personal property statutory research and application to identify saving opportunities• Manage and maintain property tax compliance schedules• Data management and analysis• Prepared and coordinated real/personal property tax payment requests• Receive, research and respond to property tax notices and correspondence from clients• Prepared engagement work in progress (WIP) billing analysis and invoicing• Performed statutory research and application• Designated as Champion for Data Management System (DMS) to ensure procedural compliance with quality risk management policies

• Processed month-end engagement closeouts/modifications and revenue recognition• Generated and interpreted financial engagement reports from various finance databases• Processed accounts payable invoices for payment and receivables to lockbox• Audited partner and staff time and expense reports to ensure compliance with Firm policy• Developed training curriculum and facilitated on-site new hire orientations • Administrator of petty cash fund