Analyst, Unclaimed Property

The Analyst, Unclaimed Property will be a member of the accounting team and primarily be responsible for reviewing and processing claims for unclaimed property, communicating with claimants and holders, and ensuring compliance with state and federal regulations for the Company.

* Review, investigate, and process claims for unclaimed property, ensuring compliance with state
regulations, and communicating with claimants and holders. This includes verifying ownership,
processing claims, and resolving disputes related to unclaimed property.
* Conduct research and investigations to verify ownership and prevent fraudulent claims, including
reviewing public records and contacting claimants.
* Ensure compliance with state unclaimed property laws, policies, and procedures, including
reporting requirements.
* Collaborating with other departments, such as accounts payable, reimbursement, and legal, to
ensure efficient and compliant handling of unclaimed property.
* Utilizing data analysis skills to identify patterns, discrepancies, and potential risks within
unclaimed property data.
* Oversee the maintenance of the returned check log, working with AR Reps and the CBOs to
ensure that returned checks are processed in a timely manner.
* Oversee invoice and check voids and ensure they are properly approved, have appropriate
documentation, and are processed in a timely manner.
* Research, review, and process unclaimed property voids monthly. Sending ADI templates to
corporate accounting for appropriate journal entry processing.
* Prepare aging reports of CBO returned check queues and escalate as needed.
* Obtain outstanding check lists (AP and Payroll) and perform appropriate and timely mitigation and
due diligence confirming that all responses are recorded and acted upon appropriately.
* Assist with the timely filing of all states 'unclaimed property filings including preparing reports for
review for state submission of unclaimed property balances. Preparing requests for payments or
ACH forms to have the funds remitted to each state.
* Prepare mailings to each state and confirm each stat had funds sent and received.
* Maintaining accurate records of claims and property holdings.
* Resolving disputes and questions related to unclaimed property claims.
* Participating in special projects and initiatives related to unclaimed property, such as audits or
investigations.
* During acquisitions, assist with the integration of the previous entity into our unclaimed property
policies and procedures.
* Maintain detailed and organized records for all filings.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or
responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Education Level: Associate Degree
Major: Accounting or Finance

Degree must be from an accredited college or university.

Education Details:
Certifications and/or Licenses:

Experience in lieu of required education is acceptable: Yes
Continuing education is required to maintain license and to perform job: No

Customarily has at least the following experience: 1 year
* Unclaimed property accounting experience preferred
* Proficient with MS Excel
* Experience with large-scale financial systems (Oracle, PeopleSoft, SAP) preferred
* Strong analytical and time management skills required

401(k) Retirement Plan with Employer Match
• Medical, Vision, Prescription, Telehealth, & Dental Plans
• Life & Disability Insurance
• Paid Time Off
• Colleague Referral Bonus Program
• Tuition Reimbursement
• Commuter Benefits
• Dependent Care Spending Account
• Employee Discounts

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation, if required.

*This job requires access to confidential and sensitive information, requiring ongoing discretion and secure information management*

Concentra is an Equal Opportunity Employer, including disability/veterans