Unclaimed Property Audit and Holder Services Manager

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Job Description:

Oregon State Treasury is recruiting for a supervising Manager to oversee the Audit and Holder Services section within our Unclaimed Property program. This is an exciting opportunity to plan, develop, and manage Oregon's unclaimed property audit program and manage the audit team to ensure activities meet legislative intent and comply with agency policies and guidelines.

Overview of Position Responsibilities

• Responsible for planning, organizing, directing, staffing, and coordinating day-to-day activities to ensure programs operate efficiently and in accordance with applicable laws, and they meet the agency's strategic objectives and goals.
• Reviews and approves the annual audit plan and strategies to increase holder compliance with unclaimed property laws.
• Selects businesses for audit and evaluates businesses selected for audit to determine resource needs. Assigns accounts to staff based on complexity, auditor experience level, auditor development needs, and whether the audit should be performed by an individual or team.
• Decides and resolves the most complex audit issues requiring the application and interpretation of unclaimed property laws and policy.
• Develops and negotiates voluntary disclosure agreements and audit settlements with holders in cooperation with the Attorney General's Office.
• Assists staff to resolve complex issues, mediates between the department and businesses to resolve contested audit findings and minimize the occurrence of disputes and litigation.
• Negotiates and manages third-party audit vendor contracts for auditing out-of-state businesses.
• Unclaimed Property Holder Services

• Directs all holder services activities to ensure the proper and timely receipt and reconciliation of unclaimed property funds, securities, and safe deposit boxes; the correct interpretation and application of statutes; positive relationships with the business community nationwide; and efficient and effective operations. Manages the holder services team to achieve program objectives.
• Manages the unclaimed property annual reporting process ensuring timely receipt, entry and reconciliation of reports filed totaling about $100 million per year.
• Approves or denies holder applications for entry into Oregon's Voluntary Disclosure Program.
• Oversees the receipt, management and disposition of stocks and bonds transferred to the state.
• Administers the safe deposit box program ensuring appropriate internal controls and security are in place, and is responsible for the regular accounting, security, and liquidation of safe deposit box contents.
• Consults with large holders and their legal teams on the best ways to comply with Oregon's laws. Handles inquiries from state officials, other states, professional and business organizations, and escalated issues from program stakeholders.
• Conducts training seminars for industry and individual groups throughout the state. Presents to professional organizations in Oregon and at national unclaimed property conferences.
• Directs the creation and implementation of public awareness campaigns and activities meant to promote unclaimed property compliance and unclaimed property claims.

Work Schedule

This position will have the opportunity for a hybrid (remote and in-office) work location schedule; in-office work will be predominately from Treasury's office in Salem. The schedule will be approximately 50% time spent remote with weekly in-office presence.

Salary

This position is a management service position and is classified as a Principal Executive Manager E. The salary range for this position is $77,760 - $126,252 annually.

Minimum Qualifications for Our Position

Three years of management experience in a public or private organization which included responsibility for each of the following: a) development of program rules and policies, b) development of long- and short-range goals and plans, c) program evaluation, and d) budget preparation.

OR

Two years of management experience in a public or private organization which included responsibility for each of the following: a) development of program rules and policies, b) development of long- and short-range goals and plans, c) program evaluation, and d) budget preparation; AND 45-48 quarter hours (30-32 semester hours) of graduate level coursework in management.

OR

Three years of professional experience as a program/project leader, assigning and reviewing work of professional staff (e.g., engineers, etc.) including project responsibility for developing goals and objectives, project evaluation, and monitoring and controlling or preparing a budget.

Desired Attributes for Our Ideal Candidate

• Experience supervising and managing diverse teams, including represented staff.
• Professional work experience with unclaimed property.
• Experience and understanding of audit standards and processes.
• Experience with negotiating agreements and ability to act with tact in difficult situations.
• Excellent written and verbal communication skills.
• Adaptable, flexible and tolerant of ambiguity.
• High emotional intelligence and self-awareness.

Important Application Details

Candidates are required to upload their resume and a cover letter describing their experience in the following areas:

• Conducting or overseeing audits of public or private entities.
• Negotiating financial agreements with external parties.
• Explaining laws, policies or complex concepts to customers or stakeholders to gain their cooperation.
• Supervising staff, including what makes you an effective leader.

Candidates must address each bullet point above within their cover letter. We will be determining candidates to interview based on application materials.

We will accept applications through the job announcement closing date; however, we may close this recruitment early, if we receive a well-qualified applicant pool. If interested, please apply early.

About Oregon State Treasury

Oregon State Treasury is focused on improving the financial well-being of all Oregonians. We provide low-cost programs for governments, and empower Oregonians to invest in themselves and their loved ones for a more secure future.

We are committed to cultivating a workplace that is diverse, inclusive, and respectful. We value and support the collective differences in who we are and celebrate the fact that everyone comes to the table as their own unique individual.

We are devoted to prioritizing equity and addressing racial disparities, as well as ensuring a safe and accessible working environment for all. We believe all of this empowers our success and makes Oregon State Treasury an excellent place to work.

Oregon State Treasury is led by State Treasurer Tobias Read. As Treasurer, he is the state's financial leader, the custodian of public funds and chief investment officer. We prioritize investing for the long term, doing business the right way, and empowering Oregonians to invest in themselves. We're proud of the work we do to help families, governments, and businesses succeed.

Our Values and Principles

INTEGRITY---INNOVATION---DIVERSITY---TRUST---PROFESSIONALISM---ACCESSIBILITY

Please visit the following webpage to learn more about Oregon State Treasury:

Special Information

• Prospective employees are subject to an extensive background check that may include, but not be limited to, validation of all application materials, prior employment and personal references, credit history, driving records and fingerprint-based state and federal criminal and civil records. Adverse background data may be grounds for immediate disqualification.
• OST does not offer visa sponsorships, and within three days of hire, the successful candidate will be required to complete the U.S. Department of Homeland Security form I-9, confirming authorization to work in the United States.
• Eligible veterans who meet the qualifications will be given veterans' preference. To receive preference you MUST attach appropriate documentation as outlined by the Department of Administrative Services at the following website: . You may also call the Oregon Department of Veterans' Affairs at 1-800-692-9666.
• OST is an equal opportunity, affirmative action employer committed to a diverse workforce.
• Consistent with the Americans with Disabilities Act (ADA), Oregon State Treasury will provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. Requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please call Oregon State Treasury at 503-378-4000 and request to be connected to Human Resources.