Oversight & Control Analyst II

Req ID: 76280

Location: Tulsa -TUL

Areas of Interest: Wealth Management Operations; Accounting; Trust

Pay Transparency Salary Range: Not Available

Application Deadline: 04/11/2025

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Discretionary

Summary

Our bank operations team supports smooth financial transactions and innovative infrastructure modernization. They excel in system integration, secure data handling, and fostering a collaborative workplace. By prioritizing risk mitigation alongside regulatory compliance, operational resilience, and cost-effective management, they fuel the bank’s growth and success.

Job Description

The Oversight & Control Analyst Il is primarily responsible for working in conjunction with the Oversight & Control Specialist III in the oversight of all metric, control, and compliance data produced by departments within Wealth Management Services. This position is responsible for contributing additional Oversight process automation recommendations and implementation to streamline all control processing within the Oversight area, creating efficiencies and capacity in order to meet the objective of the Oversight group, which is to manage compliance and risk exposure within Wealth Management Services.

Team Culture

Our culture emphasizes collaboration and strong relationships. We strive to exceed expectations with top-quality products, services, and effective communication, fostering portfolio growth. By streamlining solutions, mitigating risks, and enhancing scalability, we ensure continuous operations, organizational resilience, and the safety of our customers and the bank.

How You'll Spend Your Time

• You will analyze and streamline Oversight processes to increase efficiency, automate manual tasks, and reduce financial risk.
• You will interpret and translate critical information from various WMS groups to ensure audit compliance and report exceptions.
• You will monitor internal system changes, research areas of concern, and recommend improvements for control reconciliations.
• You will develop data extraction and reporting programs using available systems.
• You will report all exceptions and service standard violations to Management, detecting and exposing financial risks.
• You will be responsible for ongoing cross-training of personnel and contribute to policy and procedure development.
• You will ensure controls are in place according to audit requirements, detecting procedure exceptions and exposing financial risks.

Education & Experience Requirements

This level of knowledge is normally acquired through the completion of a Bachelor’s Degree in Computer Science or Accounting with 4-5 years accounting/operations experience with emphasis on technical efficiencies and data manipulation or 10-11 years equivalent work experience.

• Excellent organizational and PC skills: ability to write extracts, create macros, integrate worksheets, perform file transfers, uploads and downloads of information between online systems and PC applications. Demonstrated ability to produce quantifiable benefits through improved operational efficiencies, organized work flow and process improvement.
• Excellent training skills. Proven ability to provide training in a constructive and effective manner.

• Excellent analytical and problem solving skills: must be able to demonstrate previous experience in independently solving very complex problems and identifying appropriate resources resulting in reporting the end data in a clear and a concise manner.
• Excellent, professional verbal and written communication skills.
• Thorough knowledge of accounting principles and practices with emphasis in reconciliation.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.