Senior Consultant

Overview

This role is a Senior Consultant position within the organization’s Unclaimed Property consulting group. You will work with senior leaders and clients to support unclaimed property compliance, reduce liability, and respond to evolving state requirements. The work combines analytical rigor with client-facing expertise to deliver outcomes for a range of clients.

Responsibilities

• Partner with senior leaders and clients to manage state unclaimed property risk assessments, Voluntary Disclosure Agreements, and audits.
• Review client records, general ledgers, and trial balances to identify and quantify potential noncompliance and risk, documenting findings in clear, structured formats.
• Collaborate with Project Managers and Senior Reviewers to develop strategies that mitigate potential liabilities and improve compliance outcomes.
• Analyze and quantify unclaimed property populations by property type using organization software (UPE, UPET, UPRT) and AI tools to streamline data analysis and reporting workflows.
• Prepare, track, and submit due diligence letters and state compliance reports, ensuring accuracy through quality control review.
• Maintain organized work paper files, document client meetings and interviews, and provide timely updates on project status and budget considerations.
• Support team development by training new employees on client-specific workflows and industry tools, and participate in ongoing learning to deepen expertise in unclaimed property and information security.

Requirements

• Experience conducting compliance assessments, analyzing financial records, and managing client engagements in unclaimed property or a related compliance domain.
• Background in accounting, finance, or a related field through degree or equivalent experience.
• Strong organizational and project management skills, with the ability to manage multiple client engagements and meet deadlines.
• Excellent written and verbal communication skills, including the ability to translate complex compliance issues into clear, actionable guidance.
• Proficiency with Microsoft Word and Excel, plus comfort with AI-assisted workflows and emerging compliance technologies.
• Ability to read and interpret state unclaimed property requirements, solve client challenges, and work independently and collaboratively as part of a team.
• Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire.

Compensation & Benefits

Benefits include:

• Flexible time-off
• Comprehensive health, dental, and vision insurance
• 401(k) with company match
• HSA with company match
• Tuition reimbursement
• Volunteer Time Off and charitable giving match
• Global parental leave policy
• Global employee recognition platform and programs
• Continuous learning and development
• Language learning support
• AI tools and technology from day 1
• Global mentoring programs

Location

United States

Equal Opportunity Employer

The employer is an equal opportunity employer committed to providing an environment that celebrates diversity and offers equal employment opportunities to all applicants and employees, without discrimination based on protected characteristics under applicable law.