Josh Rose

About Josh Rose

Josh Rose is a results-oriented accounting professional with 15+ years of experience in unclaimed property and demonstrated success as a trusted advisor to holders and advocates. He has deep expertise in advising consultancy and law firms on strategies to address holder issues. Josh specializes in anticipating future issues, needs and opportunities as they arise in connection with the Voluntary Disclosure Agreement (VDA) work, audit defense or similar unclaimed property situation.

Experience

1. Consulting Manager, Unclaimed Property

   Sovos

   Mar 2026 — Present · Phoenix, AZ, US

   Serve as a project manager on client engagements focused on helping organizations achieve, maintain, and demonstrate compliance with state unclaimed property requirements-Lead projects including risk assessments, policy and procedure reviews, initial compliance, VDAs, and audit support-Document risks identified in existing unclaimed policies and procedures and provide recommendations for improvement-Responsible for monitoring project budgets in accordance with client proposals and engagement letters.

Education

• Penn State University

  Graduate Certificate, Corporate Accounting

  2018 — 2020

• Penn State University

  Bachelor, Journalism, Kinesiology (Minor)

  2003 — 2007

Skills

• Project Management
• Salesforce.com
• Customer Service
• Process Improvement
• Microsoft Excel
• Testing
• Vendor Management
• Databases
• Data Analysis
• Business Analysis
• Due Diligence
• Banking
• Risk Management
• Securities
• Microsoft Word
• Financial Services
• Analysis
• Microsoft Office