General Information
Equipment to be used by the temporary staffing professional(s): Will be provided work on a computer and phone if needed.
Computer software to be used: MS Excel, MS Word, Microsoft Outlook, Microsoft Teams, Microsoft Dynamics 365 Adobe.
Interview Mode: Microsoft Teams
Duties/Responsibilities: Temporary employee would be responsible assisting Incentives Servicing Officers with the review of a high volume of annual reports, which would require comparative job analysis, document review and notifications to companies to ensure compliance.
Knowledge, skills, education, and/or experience
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Ability to communicate effectively both verbally and in writing; proficient in grammar, spelling and editing; and foster communications with business professionals and EDA staff
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Ability to prioritize workload, must be highly organized, detail-oriented, handle various tasks simultaneously and work independently within limited time constraints with little or no supervision
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Ability to analyze data, prepare data visualization materials and other relevant documentation for the sector leaders
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Must be able to maintain confidentiality and deal effectively and diplomatically with business professionals and EDA staff
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Demonstrates respectful behavior and promotes teamwork and communication to encourage an interactive, cooperative, collaborative and customer focused work environment among division, EDA staff and external customers.
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Proficiency in Microsoft Office Suite and the ability to learn new software packages
Benefits
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401(k) matching
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Dental insurance
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Referral program
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Vision insurance
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Continuing education reimbursement
Mandatory skills/certification(s) Requirement:
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US Citizen
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Associates Degree and/or equivalent professional experience in Business, Finance, Economic Development, Insurance, or related field.
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Minimum 2-5 years’ work experience in Business Finance, Insurance, Economic Development, or related field
Essential Duties and Responsibilities
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Performs comparative analysis of jobs data.
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Performs other duties and special projects, as assigned
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Notices recipients, consultants, and CPAs of any deficiencies and tracks its receipt.
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Advances departments efforts to maintain current data with CRM (Microsoft Dynamix) for each incentive project.
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Prepares emails/letters/memos/amendment templates to recipients and makes follow up contact as needed to ensure timely receipt.
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Performs peer review of all incentive customer relationship folders to ensure compliance with the Department’s file structure policy.
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Works with Recipients and its representatives to collect required documents to complete an annual review and a modification to an existing incentive agreement.
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Works in conjunction with the Division of Taxation to ensure annual reports are certified where necessary, updates project data and notifies recipients of certified awards.
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Promotes teamwork and communication to encourage an interactive, cooperative, collaborative, and customer focused work environment among division, EDA staff, and external customers.
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Facilitates the department’s efforts to identify and notify all incentive recipients required to submit an annual report and an annual tax credit application. Tracks the timely receipt of the annual report and works with the Incentives Servicing Officers to notice recipients if an annual award is forfeited/defaulted.
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Performs initial cursory review of a high volume of incentive annual reports to ensure all documentation has been submitted.