Responsible for managing unclaimed property projects, ensuring compliance, auditing, and developing policies while mentoring junior team members.
Description
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we're headed. We're proud to share our story and Make Amazing Happen at CDW.
* Job Summary
* We are seeking a highly skilled and experienced AR Unclaimed Property Senior Consultant to join our finance team. As an AR Unclaimed Property Senior Consultant, you will play a critical role in identifying and quantifying potential unclaimed property exposure, assisting with audits, and developing and implementing unclaimed property policies and procedures. Your exceptional analytical and communication skills will play a vital role in ensuring accurate and prompt resolution, strengthening client relationships, and optimizing the overall financial health of our organization.
* What you'll do:
* Serve as project manager for complex unclaimed property matters - managing tasks and deadlines.
* Engage in clear and professional communication with customers and stakeholders
* Continuously analyze and reconcile Accounts Receivable records and deliverables. Suggest and implement improvements to streamline workflows and enhance productivity
* Investigate transactions and history to determine if selected transactions represent unclaimed property
* Prepare professional client-ready reports
* Research company financial information and unclaimed property issues
* Assist in negotiating unclaimed property settlements, audit research and requests
* Provide mentorship and support to junior team members, sharing knowledge and best practices to improve the overall performance of the External Collections and recovery team
* Draft responses to inquiries and requests from opposing parties
* Stay up to date on the latest unclaimed property laws and regulations
* Maintain comprehensive records of all unclaimed property activities, communications, and resolutions. Generate regular reports on trends, aging, and resolution status for management review
* Validate appropriate data from internal and third-party systems and ensure an appropriate course of action is being pursued
* Review all claim requests for validity of claim and adequacy of supporting documentation in identifying owners or other legal entitlement
* Communicate and correspond to holders and claimants regarding questions or guidance requested
* Track client requests, submissions and assist with record review during yearly due diligence process
* Lead unapplied cash or open credit program to improve timeliness and accuracy of the open cash application and reduction of the length of time of open items on the customer accounts
* Interface with finance/accounting on overall portfolio health of the open cash liabilities for future reporting periods
* What we expect of you:
* Bachelor's degree in finance, Accounting, or related financial field and 3 years of relevant AR, Credit, Accounting or Finance experience OR 7 years of relevant AR, Credit, Accounting or Finance experience OR 7 years of CDW experience
* Experience with all aspects of unclaimed property compliance, as well as strong analytical and communication skills.
* Proven hands-on experience with Unclaimed Property in an AR position, preferably with Fortune 200 organization
* Past experience with researching company financial information and unclaimed property issues
* Highly collaborative with the ability to bring diverse groups and stakeholders together driving transformation, execution, and results
* Detail-oriented mindset with excellent organizational and problem-solving skills
* Strong negotiation and communication skills, both written and verbal, to effectively interact with customers and internal stakeholders.
* Provide mentorship and support to junior team members, sharing knowledge and best practices to improve the overall performance of the External Collections and recovery team
* Enterprise ERP Systems experience preferred Pay range: $ 75,000 - $ 117,400 depending on experience and skill set Annual bonus target of 5% subject to terms and conditions of plan Benefits overview: [https://cdw.benefit-info.com/](https://cdw.benefit-info.com/) Salary ranges may be subject to geographic differentials
* We make technology work so people can do great things.
* CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we're headed. We're proud to share our story and Make Amazing Happen at CDW.
* Job Summary
* We are seeking a highly skilled and experienced AR Unclaimed Property Senior Consultant to join our finance team. As an AR Unclaimed Property Senior Consultant, you will play a critical role in identifying and quantifying potential unclaimed property exposure, assisting with audits, and developing and implementing unclaimed property policies and procedures. Your exceptional analytical and communication skills will play a vital role in ensuring accurate and prompt resolution, strengthening client relationships, and optimizing the overall financial health of our organization.
* What you'll do:
* Serve as project manager for complex unclaimed property matters - managing tasks and deadlines.
* Engage in clear and professional communication with customers and stakeholders
* Continuously analyze and reconcile Accounts Receivable records and deliverables. Suggest and implement improvements to streamline workflows and enhance productivity
* Investigate transactions and history to determine if selected transactions represent unclaimed property
* Prepare professional client-ready reports
* Research company financial information and unclaimed property issues
* Assist in negotiating unclaimed property settlements, audit research and requests
* Provide mentorship and support to junior team members, sharing knowledge and best practices to improve the overall performance of the External Collections and recovery team
* Draft responses to inquiries and requests from opposing parties
* Stay up to date on the latest unclaimed property laws and regulations
* Maintain comprehensive records of all unclaimed property activities, communications, and resolutions. Generate regular reports on trends, aging, and resolution status for management review
* Validate appropriate data from internal and third-party systems and ensure an appropriate course of action is being pursued
* Review all claim requests for validity of claim and adequacy of supporting documentation in identifying owners or other legal entitlement
* Communicate and correspond to holders and claimants regarding questions or guidance requested
* Track client requests, submissions and assist with record review during yearly due diligence process
* Lead unapplied cash or open credit program to improve timeliness and accuracy of the open cash application and reduction of the length of time of open items on the customer accounts
* Interface with finance/accounting on overall portfolio health of the open cash liabilities for future reporting periods
* What we expect of you:
* Bachelor's degree in finance, Accounting, or related financial field and 3 years of relevant AR, Credit, Accounting or Finance experience OR 7 years of relevant AR, Credit, Accounting or Finance experience OR 7 years of CDW experience
* Experience with all aspects of unclaimed property compliance, as well as strong analytical and communication skills.
* Proven hands-on experience with Unclaimed Property in an AR position, preferably with Fortune 200 organization
* Past experience with researching company financial information and unclaimed property issues
* Highly collaborative with the ability to bring diverse groups and stakeholders together driving transformation, execution, and results
* Detail-oriented mindset with excellent organizational and problem-solving skills
* Strong negotiation and communication skills, both written and verbal, to effectively interact with customers and internal stakeholders.
* Provide mentorship and support to junior team members, sharing knowledge and best practices to improve the overall performance of the External Collections and recovery team
* Enterprise ERP Systems experience preferred Pay range: $ 75,000 - $ 117,400 depending on experience and skill set Annual bonus target of 5% subject to terms and conditions of plan Benefits overview: [https://cdw.benefit-info.com/](https://cdw.benefit-info.com/) Salary ranges may be subject to geographic differentials
* We make technology work so people can do great things.
* CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
Top Skills
Enterprise Erp Systems
Similar Jobs at CDW
Artificial Intelligence • eCommerce • Information Technology • Internet of Things • Automation
The Senior Solutions Advisor executes the sales lifecycle for Advisory related projects, enhances market presence, and manages business development needs while ensuring supportive resources are effectively utilized through the engagement process.
Top Skills:
CybersecurityIamRisk Management
Artificial Intelligence • eCommerce • Information Technology • Internet of Things • Automation
The Inside Solution Architect supports Account Managers, educates them on Configuration Services, conducts training, manages sales documentation, and contributes to sales strategies.
Top Skills:
Configuration ServicesHardwareIt SolutionsMS OfficeSoftware
Artificial Intelligence • eCommerce • Information Technology • Internet of Things • Automation
The Senior Solutions Advisor will drive sales in Advisory Consulting for IAM projects, manage business development needs, and establish client trust.
Top Skills:
Access ManagementCyber SecurityIamIdentity Governance
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
