Compliance

• Provide Political Action Committee (PAC) and lobbying compliance and management services to clients
• Prepare and file Federal and State campaign finance reports and other regulatory filings
• Enter or manage entry of data in client PAC databases; import or enter receipt and disbursement activity and HR files in PAC software
• Screen proposed contributions against relevant prohibitions and limits and track disbursement limits and prohibitions
• Perform banking services (account set-up, deposits, check preparation, ledger, and reconciliation) and regular bank reconciliations
• Assist clients in PAC management, internal reporting, and prepare financial and PAC management reports
• Serve as mentor and assist junior colleagues; may serve as team lead including training new team members and delegating work
• Act as primary relationship manager for selected clients: manage client expectations, communicate project status, increase customer satisfaction, ensure retention, identify upsell opportunities, and resolve product/business issues
• Prepare and file lobbying, pay-to-play and non-profit tax forms as needed; prepare letters to accompany disbursements
• Develop detailed operating procedures for each client and train clients on proper use of the software
• Assist in new client software conversions and custom programming needs; work with Compliance and Development teams to resolve client data or functionality issues
• Respond to client requests in a timely manner and attend events and conferences as company representative

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