Senior Associate, Unclaimed Property Compliance

🕒 March 20

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Kodiak Solutions

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2005

☁️ SaaS

🤝 B2B

📋 Compliance

SaaS • B2B • Compliance

Kodiak Solutions is a healthcare-focused SaaS company that provides a cloud-based Revenue Cycle Analytics (RCA) platform and expert services to hospitals and health systems. The company combines a large clinical and financial data pool with proprietary analytics and in-house specialists to optimize revenue cycle operations, improve net revenue, support government reimbursement and compliance, and automate workflows for finance and risk teams. Kodiak primarily serves enterprise healthcare organizations and finance/revenue cycle leaders with data-driven insights, reporting, and advisory solutions.

📋 Description

• Ability to lead all facets of unclaimed property annual compliance projects including data collection, dormancy and exemption analysis, due diligence management, state reporting production, and results distribution. • Develop and present customer deliverables and provide guidance and strategic advice to customers by describing forthcoming requests, knowledge of the process, etc. • Contribute to a positive and inclusive culture, including working closely with peers and management. • Demonstrates a willingness to learn, absorb knowledge, and apply guidance provided by senior team members and provide feedback and train associates. • Develop and strengthen relationships with internal team members and customers through effective communication to maintain project and customer satisfaction. • Assist in the leadership of customer engagements as it relates to customer’s business and expectations and Kodiak’s scope of services, performance of team, and assignment of tasks. • Effectively carry out assigned project duties, including administration of customer engagements and understanding customer’s business and expectations. • Demonstrate basic understanding on the impact of changing unclaimed property legislation and technical developments affecting unclaimed property compliance engagements.

🎯 Requirements

• Minimum of 2 years of unclaimed property professional expertise (prior compliance / state filing 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. • Demonstrates an intermediate understanding of complex unclaimed property concepts. • Proven experience related to unclaimed property annual compliance engagements including data collection, dormancy and exemption analysis, due diligence management, state reporting production, and results distribution. • Proficient in Microsoft Office products, particularly Excel. • BA/BS with a concentration in accounting, business administration, finance, engineering, or information systems (or similar degrees).

🏖️ Benefits

• Flexible work arrangements