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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This individual is responsible for executing substantive economic sanctions compliance and operational risk practices in any sanctions related matters requiring input, assisting Global Economic Sanctions (GES) executives. This individual will establish and maintain strong relationships with key stakeholders within the Front Line Units (FLUs) and Control Functions (CFs), GFC risk executives and managers and internal audit using effective influence skills; and engage in external regulatory interactions. Responsibilities: <ul> <li>Advises and directs the development and maintenance of financial crimes owned policies and standards, and reviews relevant Front Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational risks are appropriately addressed specific to sanctions.</li> <li>Produces and/or oversees independent sanctions related risk management reporting to Global Compliance &amp; Operational Risk (GC&amp;OR) Senior Leaders and FLU/CF Senior Leaders.</li> <li>Monitors the changes in regulations applicable to sanctions, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed.</li> <li>Participates in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging sanction risks.</li> <li>Escalates sanctions related compliance and operational risks and issues to appropriate governance routines, management/board level committees.</li> <li>Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to sanctions.</li> <li>Reviews and challenges internal and external operational loss events, including the development of remediation plans to strengthen controls and providing oversight to ensure they are addressed appropriately.</li> <li>Draft and maintain sanctions-related Risk Assessments in alignment with the GFC Enterprise Policy, Standard, and Risk Assessment Methodology.</li> <li>Input into sanctions related risk assessments and leverage available data and analytical tools during the planning, execution, and oversight of the risk assessment process as applicable.</li> <li>Support the drafting and execution of actions plans to prepare for any regulatory deliverables and exams.</li> <li>Support the drafting and respond to regulatory partners working with other GES colleagues on voluntary sanctions self-disclosures, subpoenas, and license requests.</li> </ul> Required Skills: <ul> <li>Bachelor’s or equivalent with at least five (5) years’ experience in a financial institution, legal or consultancy firm or with a regulatory authority</li> <li>Sanctions experience in a financial institution or government position in a Financial Services institution and/or related government entity is strongly desired</li> <li>Critical Thinking</li> <li>Monitoring, Surveillance, and Testing</li> <li>Regulatory Compliance</li> <li>Risk Management</li> <li>Coaching</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Strategy Planning and Development</li> <li>Written Communications</li> <li>External Resource Management</li> <li>Reporting</li> <li>Talent Development</li> </ul>

Bank of America

Vice President, Global Financial Crimes Specialist (Sanctions)

About FlightSafety International FlightSafety International is the world’s premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, government and military organizations. The company provides training for pilots, technicians and other aviation professionals from 167 countries and independent territories. FlightSafety operates the world’s largest fleet of advanced full-flight simulators and award-winning maintenance training at Learning Centers and training locations in the United States, Canada, France and the United Kingdom. <h2>Purpose of Position</h2> The Manager, Financial Planning &amp; Analysis (FP&amp;A) is a key role on the Finance team. This position leads all financial analysis efforts in support of FlightSafety Simulation Systems, our manufacturing facility. This position is responsible for analyzing financial data, identifying cost-saving opportunities, and providing insights to optimize simulation production efficiency and profitability. <h2>Tasks and Responsibilities</h2> The following duties are essential to the successful and satisfactory performance of this job. Other duties may be assigned. <ul> <li>Manages and prepares reports, analysis, and forecasts for FlightSafety Simulation Systems.</li> <li>Monitors and analyzes production costs, material usage, labor efficiency, and overhead expenses to help drive cost improvements.</li> <li>Coordinates company reports including weekly and monthly results and presentations for the leadership team. </li> <li>Partners with managers and operations teams to optimize production costs and improve efficiency.</li> <li>Analyzes inventory levels, working capital, and assist in the capital expenditure approval process to ensure optimal financial decision making.</li> <li>Investigates and explains operational and financial variances to budget.</li> <li>Identifies, assesses and communicates issues affecting profitability. </li> <li>Provides advisory support to assigned departments on matters pertaining to budget, accounting, and related financial issues and procedures. </li> <li>Analyzes and interprets financial information submitted for trends, checking for reasonableness and accuracy. </li> <li>Develops and documents financial analysis projects. </li> <li>Performs ad hoc analysis as needed.</li> </ul> <h2>Minimum Education</h2> Bachelor's Degree in Accounting, Finance or Business <h2>Minimum Experience</h2> 5+ years of relevant experience, preferred <h2>Knowledge, Skills, Abilities</h2> <ul> <li>Strong communication and collaboration skills to work cross functionally</li> <li>Strong analytical and creative thinker with a high attention to detail</li> <li>Possesses initiative, confidence, and drive to achieve results</li> <li>Displayed ability to work in a dynamic and fast paced environment</li> <li>Ability to work independently to meet deadlines and manage multiple tasks simultaneously</li> <li>Reconcile data and analyze variances</li> <li>Excellent attention to detail</li> <li>Continuous improvement orientation</li> <li>Understanding of cost accounting, standard costing, and financial modeling</li> <li>Syteline or general knowledge of working with a similar ERP system</li> <li>Proficient with EXCEL, Access, Word, PowerPoint</li> <li>Travel when required</li> </ul> <h2>Physical Demands and Work Environment</h2> The physical demands and work environment described here are representative of those that must be met and/or encountered by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. #LI-BR1 FlightSafety is an Equal Opportunity Employer/Vet/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.

FlightSafety International

Manager, Financial Planning and Analysis

<h1>Executive Dept - Senior VP &amp; Chief Financial Officer</h1> Tulsa, OK, USA Req #786 Sunday, June 1, 2025 JOB SUMMARY: Plans, organizes, manages, and leads the activities of various operational functions of the company including Finance, Underwriting, Financial Analysis, Investments, and Reporting. Significant emphasis of this role surrounds financial reporting and analysis of budgeting, accounting, financial systems development, internal controls, and maintenance of records and procedures to adequately safeguard the assets of the organization. The CFO will provide financial leadership and direction to the organization, along with the President and CEO, and will also serve as a strategic financial partner to the executive team and departments. KEY RESPONSIBILITIES: <ul type="disc"> <li>Reviews performance against operating budget and business plans. Provides feedback and makes necessary changes to ensure that the operating budget and business plans are achieved and align with the strategies of the organization. </li> <li>Contributes to the overall effective strategy for specific operational functions. Implements the strategy to ensure optimal operational performance in all appropriate areas. </li> <li>Maintains a positive working relationship and rapport with key owner representatives and works toward ensuring that requests are completed in a timely and efficient manner. </li> <li>Accountable for the short and long range financial and capital plans in conjunction with, and support of, the </li> <li>organization’s strategic and operational objectives and key performance indicators. </li> <li>Develops managerial talent through effective coaching and development, along with succession planning, and works toward ensuring that resources and work processes are being utilized effectively and efficiently. </li> <li>Works closely with all internal stakeholders to ensure that contracts are completed timely and achieve the quality, access, and financial objectives of the company. </li> <li>Coordinates the Finance Department closely with Provider Relations to ensure that changes in provider contracts are considered in the operating budget. </li> <li>Serves as a member of the executive leadership team working collaboratively to achieve the mission of CommunityCare. </li> <li>Monitors utilization statistics and financial analysis with ability to develop action plans to address areas of concern. </li> <li>Attends and presents at the meetings of the Board of Directors and Committees of the Board as directed by the President &amp; CEO and performs other duties as assigned. </li> <li>Completes other projects and initiatives as directed by the President &amp; CEO. </li> </ul> QUALIFICATIONS: <ul type="disc"> <li>Proven administrative skills, analytical skills, and problem solving with emphasis on team building, ensuring accountability throughout areas of responsibility. </li> <li>Well versed in the financial challenges of health care. </li> <li>Ability and desire to drive and direct a high performance financial organization. </li> <li>Ability to reinforce a culture of transformation, measurement, accountability, and service. </li> <li>Excellent oral and written communication skills. </li> <li>Strong strategic mindset with quality planning, implementation, and execution skills. </li> <li>Ability to sustain a high level of energy and performance. </li> <li>Exceptional interpersonal skills with ability to quickly build relationships and rapport with stakeholders. </li> <li>Demonstrated ability to recruit, train, develop, motivate, and progress a management team. </li> <li>Ability to converse and write fluently in English. </li> </ul> EDUCATION/EXPERIENCE: <ul type="disc"> <li>Master’s degree in Finance, Accounting, Business and /or Healthcare Administration or equivalent strongly preferred. </li> <li>At least 10 years of related experience in the managed care industry, preferably in a executive leadership role within finance. </li> <li>At least 3 years in a complex healthcare or preferably health insurance setting as a C-level leadership position with multi-departmental responsibilities. </li> <li>Experience in a provider-sponsored plan including capitation model knowledge is preferred. </li> <li>CPA highly recommended and preferred. </li> </ul> CommunityCare is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin <h2 id="otherDetailsHeader">Other details</h2> <ul> <li> Job Family Commercial </li> <li> Pay Type Salary </li> </ul> <a href="#"> Apply Now </a>

CommunityCare

Executive Dept - Senior VP & Chief Financial Officer

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for the delivery of integrated treasury solutions to financial institutions clients and prospects across markets in APAC. Key responsibilities include actively managing and growing transaction banking revenue streams across the broad product suite. The role requires the ability to develop senior relationships at client organizations and elevate dialogue through thought leadership, content, and disciplined coverage intensity. We are looking for highly motivated, self-starters who can advocate for our clients in providing right solution to clients across correspondent banking, liquidity management, trade and supply chain finance, FX solutions, and commercial card services. Responsibilities: <ul> <li>Drives responsible revenue and balance sheet growth while focusing on risk management and relationship profitability.</li> <li>Proactive mapping of client needs and developing senior client connectivity.</li> <li>Responding to proposals and leading client engagement and thought leadership initiatives.</li> <li>Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying new opportunities</li> <li>Leads pricing negotiations with clients for treasury management products to optimize relationship profitability</li> <li>Fosters digital adoption by driving mobile, digital, and real time payments solutions where relevant. Adopts a strategic approach to client engagement by leveraging best practices, peer benchmarking, and industry data analytics</li> <li>Leads, coaches, and develops Treasury Sales Analysts (TSA), and Treasury Sales Officers (TSO) through day-to-day support of client deliverables</li> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of our product offering</li> </ul> Requirements <ul> <li>Relevant cash management, correspondent banking, trade finance, and relationship management experience within a top tier international/ regional bank covering financial institutions clients ideally in Singapore and Vietnam</li> <li>Proven track record in managing complex transaction banking solutions for NBFI clients (i.e. private capital, insurance, PayTech, broker dealers etc.) would be an advantage</li> <li>Excellent written and oral communication skills in English. Spoken Vietnamese is an advantage.</li> <li>A strong team player who understands how to leverage various businesses functions/partners to drive business growth and support the global client management and sales teams</li> <li>Successfully demonstrates creative thinking while adhering to guidelines</li> <li>Demonstrates the ability to foster strong partnerships within the core team and the ability to build rapport with clients</li> <li>Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction</li> <li>Proactively engages all internal partners for sales opportunities</li> <li>Effectively manages risk while balancing the needs of the client, the team, and the bank</li> <li>Able to effectively work as an individual contributor as well as a collaborative team member in a fast-paced environment</li> <li>Depending on relevant years of experience, skills, and background, candidates will be considered for either Vice President or Director level</li> </ul>

Vice President/Director, Treasury Sales Officer, Global Payments Solutions, Singapore

Role Value Proposition: The Group Benefits (GB) organization is responsible for the strategic direction, growth and management of MetLife's industry leading U.S. employee benefits business. Our sales force works directly with customers or through brokers, exchanges, and other third parties to distribute our broad range of Group Life, Dental, Vision, Group Disability, MetLife Defender, Global Services, Total Absence Management, Group Property &amp; Casualty, Accident, Hospital Indemnity, Critical Illness and Legal Plan products and services. GB Sales sells a broad portfolio of insurance solutions to employers and other eligible groups helping to make MetLife the largest provider of group employee benefits in the United States. Regional Markets provides global benefits sales and solutions to US Based employers with 100- 4,999 employees. Regional Markets offers over 20 products covering the full spectrum of non-medical benefits including dental, vision, life, disability and a robust portfolio of voluntary products, generating approximately +$1B in annual sales. This is a +$4B book of business with 7% market share of a +$52B market. The business serves more than 15,000 US customers, covering approximately 13M employees and their dependents. Key Responsibilities: <ul> <li>Overall accountability for the day-to-day financial support of Regional Market clients across multiple platforms and various billing methods: Responsible for the development of customer financial reports, including data and trend analysis <ul> <li>Manages the timely delivery of client billing </li> <li>Completes monthly revenue projections and validates data integrity</li> <li>Responsible for monitoring the key financial parameters </li> </ul> </li> <li>Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely </li> <li>Participates in client account audits and strategic planning process </li> <li>Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed </li> <li>Provides financial support to the implementation of new clients, as well as the addition of new products to existing clients </li> <li>Prepares historical information for Financial Consulting Services to assist them with the renewal and underwriting </li> <li>Maintains an awareness and knowledge of insurance products and industry trends </li> <li>Participates in cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness </li> <li>Performs other duties as assigned or required.</li> </ul> Essential Business Experience and Technical Skills Required: <ul> <li>3-5 years of experience of relevant experience </li> <li>Excellent organizational skills, strong interpersonal skills, and effective communication skills, both written and verbal </li> <li>Experience in a client-facing role</li> <li>Proficient in Microsoft Office software, especially Excel </li> <li>Accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness </li> <li>Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness </li> <li>Ability to work autonomously and with others and effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible </li> <li>Ability to balance client expectations with MetLife capabilities </li> <li>General understanding of U.S. economy and employee benefits industry </li> </ul> Preferred: <ul> <li>Undergraduate degree</li> <li>Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems</li> </ul>

MetLife

Financial Consultant I

Tenstreet is a growing, fast-paced, Software as a Service (SaaS) business providing solutions for the transportation industry. Tenstreet is based in Tulsa, Oklahoma. Together we’re disrupting the ways in which companies market to, recruit, onboard and manage drivers. Tenstreet is a team of overachievers who excel in execution, collaboration and problem solving. We offer great benefits and a casual environment. But the real perk of working at Tenstreet is being part of a community that values your work, encourages life-long learning and fosters a supportive culture. Senior Accountant Summary: We are seeking a highly skilled and motivated Senior Accountant to support a broad range of accounting and financial functions in a fast-paced, growth-oriented environment. This role will play a critical part in key initiatives including finance system implementations, process improvement projects, and M&amp;A accounting integration. Additional responsibilities include month-end close and consolidation within a multi-entity environment, account reconciliation, financial analysis, ad hoc reporting, and audit support. The Senior Accountant will also assume responsibility for sales tax compliance and reporting. This position reports directly to the Director of Accounting and offers significant exposure across departments and leadership levels. Given the rapid expansion of the organization, this role presents strong potential for long-term growth and increased responsibility. As a Senior Accountant, you will be responsible for: <ul> <li>The monthly general ledger close and consolidation across multiple entities within Tenstreet.</li> <li>Assisting with finance system implementations and process improvement projects</li> <li>Contributing to M&amp;A accounting integration efforts</li> <li>Sales tax accounting and compliance</li> <li>Collaborate with stakeholders across the company</li> <li>Assisting with finance system implementations and special projects to improve processes within the finance function</li> <li>Preparing schedules and analyses to support the financial statement audit</li> <li>Assisting in development and implementation of new procedures and features to enhance the workflow of the department</li> <li>Preparing special reports and perform ad hoc analysis as needed</li> </ul> You might be a good fit as a Senior Accountant if: <ul> <li>You have a bachelors degree in Accounting</li> <li>CPA preferred</li> <li>You have 3+ years of public accounting experience </li> <li>You are a self-starter and able to work independently with minimal supervision in a fast-paced setting</li> <li>You are highly proficient in Microsoft Excel and other Office programs</li> <li>You have strong interpersonal skills with ability to multi-task, work under pressure and meet deadlines</li> <li>You have strong verbal and written communication skills</li> </ul> What we’ll provide you: <ul> <li>A great compensation plan </li> <li>A positive and generative work environment enabling you to develop your skills, collaborate with other professionals and invest in others. </li> <li>A work community that strives to take great care of you through great benefits like health insurance, dental, vision, 401k, PTO and others. </li> </ul>

Tenstreet

Senior Accountant - Tulsa, OK

Benefits: <ul> <li>Employee discounts</li> <li>Flexible schedule</li> <li>Training &amp; development</li> <li>Wellness resources</li> </ul> Positions also available in: Broken Arrow, Bixby and South Tulsa. We are Jackson Hewitt, Working Hard for the Hardest Working. We have a new Career Opportunity for you to deliver exemplary customer service, and become someone’s tax hero! Join the team that is focused on being advocates for our clients, and getting them their maximum tax refund, faster, and with fewer associated fees. Stand out as friendly, attentive, and knowledgeable. Jackson Hewitt offers training related to income tax preparation and the delivery of excellent customer service. This position has access to and regularly works with information of a sensitive, highly confidential nature; and regularly deals with diverse matters which require a working knowledge of the business. Responsibilities <ul> <li>Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques</li> <li>Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application</li> <li>Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer</li> <li>Answering client calls via our national call center routing system</li> <li>Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion</li> <li>Consults tax law reference materials to determine procedures for preparation of atypical returns</li> <li>Answers questions and provide future tax planning to clients</li> <li>Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns</li> <li>Researches tax related questions and issues, and responds to clients appropriately and within a timely manner</li> <li>Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution</li> <li>Audits all tax return forms for accuracy and completeness (i.e., client signatures)</li> <li>This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business</li> </ul> Required Qualifications <ul> <li>Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks in a fast paced environment</li> <li>Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele</li> <li>Good communication, interpersonal and customer services skills</li> <li>Basic knowledge of computer functions and math required</li> <li>Ability to lift a maximum of 25 lbs</li> <li>Strong attention to detail and accuracy</li> <li>Ability to work under pressure, in a fast-paced working environment</li> </ul> Compensation: $12.00 - $18.00 per hour <h2>Working at Jackson Hewitt</h2> Jackson Hewitt is an innovator with nearly 6,000 locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more. <h2>Taxes are fun (really!)</h2> Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too. PTIN Certification: Yes By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

Jackson Hewitt

Tax Preparer  No Experience

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Minnesota Market

Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to<a href="https://customers.twilio.com/" target="_blank"> hundreds of thousands of businesses </a>and empower millions of developers worldwide to craft personalized customer experiences. Our dedication to <a href="https://www.twilio.com/en-us/blog/open-work" target="_blank">remote-first work</a>, and strong culture of connection and global inclusion means that no matter your location, you’re part of a vibrant team with diverse experiences making a global impact each day. As we continue to revolutionize how the world interacts, we’re acquiring new skills and experiences that make work feel truly rewarding. Your career at Twilio is in your hands. See yourself at Twilio Join the team as Twilio’s next Finance Manager, GTM - Segment. Who we are &amp; why we’re hiring Twilio powers real-time business communications and data solutions that help <a href="https://customers.twilio.com/" target="_blank">companies and developers worldwide</a> build better applications and customer experiences. Although we're headquartered in San Francisco, we have presence throughout South America, Europe, Asia and Australia. We're on a journey to becoming a global company that actively opposes racism and all forms of oppression and bias. At Twilio, we support <a href="https://www.twilio.com/company/diversity" target="_blank">diversity, equity &amp; inclusion</a> wherever we do business. About the job This position will report to a Director, Finance and will support GTM consolidated reporting, partner with leaders of the Segment GTM teams, conduct financial modeling for investment opportunities, and ad-hoc analysis to support GTM initiatives. This role will work cross-functionally with GTM business partners and central Finance teams. Responsibilities In this role, you’ll: <ul> <li>Partner with Sales Leaders across the Segment business to drive efficient growth</li> <li>Utilize solid financial skills and business knowledge to build ad-hoc financial models</li> <li>Deep dive into our customer renewal metrics to improve customer retention</li> <li>Collaborate with peer finance teams and work cross-functionally within GTM to identify business growth and cost optimization opportunities </li> <li>Be flexible in a dynamic work environment and support the wider GTM FP&amp;A team in achieving organizational objectives</li> </ul> Qualifications Not all applicants will have skills that match a job description exactly. Twilio values diverse experiences in other industries, and we encourage everyone who meets the required qualifications to apply. While having “desired” qualifications make for a strong candidate, we encourage applicants with alternative experiences to also apply. If your career is just starting or hasn't followed a traditional path, don't let that stop you from considering Twilio. We are always looking for people who will bring something new to the table! Required: <ul> <li>5+ years of FP&amp;A experience in a progressive financial role</li> <li>Strong financial analysis and modeling skills, and experience in forecasting, budgeting, reporting, and variance analysis</li> <li>Comfortable working with ambiguity in a dynamic, fast-paced environment</li> <li>Ability to work independently and think strategically</li> <li>Intense curiosity about understanding key drivers of a multi-faceted business.</li> <li>Strong communication and interpersonal skills - numbers are key, but a business is built with people. Cross-functional relationships and effective communication to non-financial audiences are critical to make an impact</li> <li>Highly proficient with Google Sheets or Excel</li> </ul> Desired: <ul> <li>Bachelor’s degree in Finance, Business, Economics or related field, or equivalent experience</li> <li>Experience working cross functionally with partners on GTM and GTM Operations</li> <li>Familiarity with Anaplan, Tableau, Looker, and Oracle a plus</li> </ul> Location This role will be remote,but is not eligible to be hired in CA, CT, NJ, NY, PA, WA. Travel We prioritize connection and opportunities to build relationships with our customers and each other. For this role, you may be required to travel occasionally to participate in project or team in-person meetings What We Offer Working at Twilio offers many benefits, including competitive pay, generous time off, ample parental and wellness leave, healthcare, a retirement savings program, and much more. Offerings vary by location. Compensation *Please note this role is open to candidates outside of California, Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Vermont, Washington D.C., and Washington State. The information below is provided for candidates hired in those locations only. The estimated pay ranges for this role are as follows: <ul> <li>Based in Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, Vermont or Washington D.C. : $114,600.00-$143,300.00.</li> <li>Based in New York, New Jersey, Washington State, or California (outside of the San Francisco Bay area): $121,400.00-$151,700.00.</li> <li>Based in the San Francisco Bay area, California: $134,800.00- $168,500.00.</li> <li>This role may be eligible to participate in Twilio’s equity plan and corporate bonus plan. All roles are generally eligible for the following benefits: health care insurance, 401(k) retirement account, paid sick time, paid personal time off, paid parental leave.</li> </ul> The successful candidate’s starting salary will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. Application deadline information Applications for this role are intended to be accepted until June 20, 2025 but may change based on business needs. Twilio thinks big. Do you? We like to solve problems, take initiative, pitch in when needed, and are always up for trying new things. That's why we seek out colleagues who embody our values — something we call <a href="https://www.twilio.com/company/values" target="_blank">Twilio Magic</a>. Additionally, we empower employees to build <a href="https://twilio.org/support-and-resources/impact-fund" target="_blank">positive change in their communities</a> by supporting their volunteering and donation efforts. So, if you're ready to unleash your full potential, do your best work, and be the best version of yourself, apply now! If this role isn't what you're looking for, <a href="https://www.twilio.com/company/jobs#open-positions" target="_blank">please consider other open positions</a>. Twilio is proud to be an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Additionally, Twilio participates in the E-Verify program in certain locations, as required by law.

Twilio

Finance Manager, GTM - Segment

About FlightSafety International FlightSafety International is the world’s premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, government and military organizations. The company provides training for pilots, technicians and other aviation professionals from 167 countries and independent territories. FlightSafety operates the world’s largest fleet of advanced full-flight simulators and award-winning maintenance training at Learning Centers and training locations in the United States, Canada, France and the United Kingdom. <h2>Purpose of Position</h2> Coordinates activities involved with procuring goods and services such as aircraft parts, licenses/agreements, hardware, electronics, and raw material for the organization. <h2>Tasks and Responsibilities</h2> <ul> <li>Ensures that the inventory of materials is up to date and sufficient for current and upcoming jobs without building up excessive overstock</li> <li>Manages inventory levels, coordinating with buyers and materials forecasting and scheduling responsibilities.</li> <li>Runs open purchase order reports daily and revises expediting reports as needed.</li> <li>Contacts vendors to ensure that they are meeting their committed delivery dates.</li> <li>Communicates with the transportation company to preclude delays in transit.</li> <li>Develop metrics for managing delivery need dates.</li> <li>Work with program management and manufacturing departments and provide weekly updates.</li> <li>Update purchase order information to ensure data accuracy.</li> <li>Follow up with buyer/manager to ensure that the required information is clearly shared.</li> <li>Reviews and analyzes purchase requisitions to ensure clarity and completeness in description of materials, quantity and quality requirements, delivery requirements, mode of transportation and proper support documentation.</li> <li>Investigates and develops sources of supplies, prepares bid specifications, issues bid requests and reviews quotations.</li> <li>Analyze bid quotations for responsiveness to RFQ, evaluating factors such as price, delivery, financial status, technical capability, quality control and geographical location of shipping point</li> <li>Develop competitive sources of supply in accordance with best practices, company policies, procedures and government regulations.</li> <li>Make comparative analysis of price and delivery conditions, availability and quality of material and new sources of supply.</li> <li>Ensure selected vendors comply with purchasing standards, schedules and other requirements.</li> <li>Prepares and completes purchase orders.</li> <li>Resolve purchasing issues, including supplier progress and/or problems.</li> <li>Discusses defective or unacceptable goods or services with inspection or quality control personnel, users, vendors and others to determine source of issue and take corrective action.</li> <li>Works with accounting regarding invoice payments or questions.</li> <li>Knowledge of domestic and international standard procurement practices and procedures.</li> <li>Experience in export/import regulations, ITAR and knowledge of current incoterms.</li> <li>Some travel may be necessary.</li> </ul> <h2>Minimum Education</h2> Bachelor’s Degree from college or university in a supply chain discipline; <h2>Minimum Experience</h2> Six years’ experience <h2>Knowledge, Skills, Abilities</h2> <ul> <li>Microsoft Windows, Word and Excel.</li> <li>Purchasing software, a plus Fluency in English, through both verbal and written communications</li> <li>Able to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume</li> <li>Able to apply concepts of basic algebra.</li> <li>Able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form</li> <li>Able to deal with problems involving several concrete variables in standardized situations.</li> </ul> <h2>Physical Demands and Work Environment</h2> While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and /or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The noise level in the work environment is usually moderate. FlightSafety is an Equal Opportunity Employer/Vet/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.

132 Accounting & Finance Jobs in Broken Arrow, OK, USA