Senior Associate (Unclaimed Property)
Send a job offer directly to this candidate
I’m a finance professional with over three years of experience in the Unclaimed Property domain at Ryan India Tax Services. I specialize in tax due diligence, compliance research, and data-driven reporting, helping clients recover unclaimed property and maintain adherence to U.S. state and federal regulations.
My work involves preparing accurate filings, claims packages, and reports, reviewing IRS forms (W-9, W-8BEN, W-8IMY, 1099, 851, 1098, 1040, 1040-SR), and analyzing SEC filings (10-K, 10-Q). I’m also skilled in leveraging Excel, Power BI, Alteryx, and Microsoft Copilot to automate reporting processes and improve efficiency.
I take pride in delivering quality results, mentoring new associates, and continuously learning smarter ways to simplify complex processes. With an MBA in Finance and a passion for data analysis, I aim to contribute to impactful finance, tax, or compliance functions in a growth-oriented organization.
Finance professional with over 3 years of experience at Ryan India Tax Services in the Abandoned and Unclaimed Property (AUP) domain. Skilled in tax due diligence, compliance research, and claims management, with hands-on experience in reviewing IRS forms (W-9, W-8BEN, W-8IMY, 1099, 1040, etc.) and SEC filings (10-K, 10-Q).
Proficient in Excel, Power BI, Alteryx, and Microsoft Copilot, with a proven ability to streamline reporting processes, enhance data accuracy, and improve operational efficiency. Experienced in training new associates, managing end-to-end claims processes, and ensuring compliance with U.S. state and federal regulations.
Master of Business Administration (MBA) in Finance