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Req ID: 76108 Location: Tulsa -TUL Areas of Interest: Banking Center Management; Business Development; Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 02/28/2025 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®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Bilingual Financial Center Leader. <h2>Job Description</h2> The Bilingual Financial Center Leader (FCL) is responsible for all aspects of branch performance. Builds a high-performing team through the attraction, onboarding, coaching, and development of team members. Drives revenue through community involvement, business development activities, and customer loyalty through needs-based consultative interactions that help clients achieve financial well-being. Creates a differentiated client experience, making banking safe and easy in a multi-channel environment. Collaborates with a broad range of business line partners. During your first nine weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule, and you may be required to train at a different location before being permanently assigned to a branch. <h2>Team Culture</h2> We’re passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding. We’ve created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. <h2>How You'll Spend Your Time</h2> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a ­­­­­­­­­­­­­Bachelors Degree in Business or a related field of study and 3-5 years of directly related experience in management/supervisory capacity or 5-7 years of equivalent combination of education and experience. Candidate must meet minimum language requirements in designated second language. <ul> <li>Ability to motivate teammates through in-person and virtual coaching methods, while providing leadership and excellent team-building skills</li> <li>Ability to make empowered leadership decisions in a fast-paced, high-volume environment</li> <li>Proven ability to coach, develop and delegate to achieve common goals</li> <li>Strong interpersonal and collaboration skills including effective communication to build partnerships to achieve business outcomes</li> <li>Ability to effectively support teammate engagement and the client experience while driving results </li> <li>Excellent research and problem-solving ability combined with leadership to foster an empowered culture</li> <li>Advanced knowledge of consultative needs-based concepts for client engagement</li> <li>Excellent client experience, relationship-building, and business development skills</li> <li>Advanced knowledge of consumer financial products and services (full technical knowledge of core branch banking products and working knowledge of non-core products such as: mortgage, investment, and business banking)</li> <li>Advanced knowledge and understanding of applicable consumer laws and government regulations</li> </ul> <h2>Advertising Source</h2> 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 <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Bilingual Financial Center Leader

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. The Platform and Core FP&amp;A team is part of the broader FP&amp;A team. Our main objective is to provide CFO-level partnerships to the Platform and Core teams at Coinbase. What you’ll be doing (ie. job duties): <ul> <li>Support the development of the annual budget and ongoing forecasting processes, including variance analysis and trend identification.</li> <li>Review month-end close activities in collaboration with the Accounting team and be a subject matter expert for the Security and other Core teams.</li> <li>Create business review materials and lead presentations with functional leadership.</li> <li>Develop tools and resources to drive insights related to budget allocation, attribution analysis and financial reporting which will guide decision making.</li> <li>Work cross-functionally with key partners on P&amp;L forecasting, headcount management and ad hoc analysis.</li> <li>Develop impactful, compelling presentation materials (decks, notes, write-ups, backup materials, etc.) that effectively communicates financial projections, drivers, business performance, risks and opportunities to leadership.</li> <li>Conduct ad-hoc analysis and special projects as requested by senior management.</li> </ul> What we look for in you (ie. job requirements): <ul> <li>University degree in Finance, Accounting, Economics or related subject area.</li> <li>Minimum of 7 years experience in an analytical and/or planning role at a public company or consulting, banking, tech etc.</li> <li>Experience with financial modeling and analysis.</li> <li>Outstanding analytical skill, with a passion for metrics and data; ability to apply in order to influence and drive decision making.</li> <li>Self-starter who is intellectually curious and not afraid to seek out projects independently.</li> <li>High competence and passion for sophisticated problem solving applying financial modeling and analysis, including advanced dashboards.</li> <li>Excellent communication and interpersonal skills with the ability to build relationships with cross-functional teams.</li> </ul> Nice to haves: <ul> <li>Advanced degree in business or finance.</li> <li>Experience with visualization tools (Looker, etc.) and financial software (Anaplan, Coupa, NetSuite, etc.) is a plus.</li> <li>SQL experience working with large datasets and creating data visualization tools. (Python and SQL skills are a plus.)</li> <li>Experience with financial tech, crypto or traditional financial services.</li> </ul> Job #: P65759 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $166,345—$195,700 USD <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Manager, Financial Planning & Analysis

Role Value Proposition: MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to individual and institutional customers. We’re united by our purpose to help our customers and each other create a confident future; we’re guided by empathy; and we’re inspired by each other to make a difference in the lives of our coworkers, customers, communities, and the world at large. At MetLife, it’s <a href="http://;/" target="_blank">#AllTogetherPossible</a>. Join us! The Statutory / Financial accountant will partner with the Director of Accounting and Accounting Manager supporting the Versant line of business. The Statutory / Financial Accountant will assist in maintaining accounting records and ensuring compliance with GAAP, tax, legal, actuarial, and regulatory standards. The position will be responsible for timely preparation of accurate, complete, and reliable financial statements. Additional responsibilities include calculating IBNR analyses, preparation of GAAP to STAT analyses, review annual RBC calculations and filings and assist with insurance filings with the states. Success in this role requires the ability to work independently and meet tight deadlines. Key Responsibilities: <ul type="disc"> <li>Oversee timely preparation of financial statements and disclosures</li> <li>Manage insurance filings with the states</li> <li>Develop IBNR analyses, GAAP to Stat analyses</li> <li>Coordinate with Accounting Manager and Director of Accounting</li> </ul> Essential Business Experience and Technical Skills: Required: <ul type="disc"> <li>Degree in Accounting, CPA preferred.</li> <li>Advanced excel skill a plus.</li> <li>Strong analytical and organization skills.</li> </ul> Preferred <ul type="disc"> <li>3-5 of years of experience in large company environment or public accounting</li> <li>Insurance industry experience preferred</li> <li>Ability to participate and contribute in interactive meetings</li> </ul> At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.

MetLife

Accounting Consultant - GAAP / Stat

<h2>Job Details</h2> Job Location Community Care College - Tulsa, OK Job Category Accounting <h2>Description</h2>

Community Care College

Accounting Specialist

Oklahoma Technical College, Tulsa

<h3> Position Summary </h3> Hedge funds—Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you! Recruiting for this role ends on June 1, 2025 What You’ll Do Tax Seniors identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. trader vs. investor determination, and identifying necessary federal, international and state investor reporting. Tax Seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax Seniors build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required: <ul> <li>Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week</li> <li>3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns</li> <li>Bachelor’s degree in accounting, finance, or other business-related field</li> <li>One of the following active accreditations obtained, in process, or willing and able to obtain:<ul> <li>Licensed CPA in state of practice/primary office if eligible to sit for the CPA</li> <li>If not CPA eligible:<ul> <li>Licensed attorney</li> <li>Enrolled Agent</li> <li>Certifications:<ul> <li>Chartered Financial Advisor (CFA) </li> <li>Certified Financial Planner (CFP) </li> </ul> </li> </ul> </li> </ul> </li> <li>Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve</li> </ul> Preferred: <ul> <li>Advanced degree such as Masters of Tax, JD, and/or LLM</li> <li>Previous Big 4 experience </li> <li>Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations</li> <li>Experience working in a fast-paced, team environment</li> <li>Strong verbal and written communication skills</li> <li>Knowledge of fund accounting and general ledger accounting </li> </ul> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $63,420 to $126,620. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> fsitax btstax Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture.</a> Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Deloitte

Tax Senior - Financial Services Industries - Hedge Fund Tax (Central Region Locations)

<h3> Position Summary </h3> P&amp;C Actuary Consulting Manager Human Capital The Human Capital Offering Portfolio focuses on helping organizations manage and sustain their performance through their most important asset: their people. Centered on five core issues, this Portfolio signifies to the market that we see Human Capital as a topic critical to the C-Suite. As we go-to-market we will show our clients that we serve more than HR organizations - from the CEO to CFO, Risk Manager to Business Unit leader—and that we deliver on our issues and help create value for our clients. Actuarial &amp; Insurance Solutions Deloitte’s Actuarial &amp; Insurance Solutions practice works with finance, actuarial, and risk functions to help life insurance companies, property &amp; casualty insurance companies, health plans, and healthcare providers modernize their operations and manage actuarial costs and risks. This involves helping our clients move from where they are today to where they need to be in the future. To enable our success, we use data and insights to inform better ways of managing risk. With over 250 credentialed actuaries in the U.S., our A&amp;IS practice is one of the largest in the world. We are recognized as a leader in providing comprehensive, high-quality actuarial consulting, advanced analytics, and risk management services to our clients. Work you’ll do As a Deloitte Consulting P&amp;C Actuary Manager in the Insurance practice of Deloitte’s Human Capital group, you will provide technical and analytical support in a consulting environment. The job functions include the following: <ul> <li>Client project engagements involving reserve analyses, including Statements of Actuarial Opinion, pricing, mergers and acquisitions, financial modeling, economic capital modeling, enterprise risk management, new product development, strategic planning, pricing strategy development, target market assessments, competitive assessments of coverage and rating, development of rating models and factors for new product development and product enhancements, profitability analysis and audit support.</li> <li>Will also be involved in market and technical research, data resource and tool development, recruiting, training, and strategic planning.</li> <li>May lead medium to large sized teams.</li> </ul> Required Qualifications: <ul> <li>Bachelor’s degree</li> <li>6+ years of P&amp;C Actuary experience</li> <li>Successfully passed 5 actuarial exams</li> </ul> <ul> <li>Limited immigration sponsorship may be available.</li> <li>Ability to travel 0-50%, on average, based on the work you do and the clients and industries/sectors you serve.</li> </ul> Preferred: <ul> <li>Experience working in an insurance company or consulting environment</li> <li>Experience leading medium to large sized teams</li> <li>Proficiency using computer software such as Excel, Word, Access, and VBA</li> <li>Strong analytical, written and verbal communication, and client management skills</li> <li>Enthusiasm for serving clients and helping to further develop our consulting practice</li> <li>Strong business ethics, ability to maintain independence and objectivity in client dealings </li> <li>Demonstrated problem solving skills </li> <li>Detailed exposure demonstrating competency with strong organizational skills and areas of:</li> <ul> <li>Statutory/GAAP reporting, regulation, and compliance, Actuarial Standards of Practice</li> <li>SAP, FASB, GASB and related accounting principles</li> <li>Standard and advanced reserving methods</li> <li>Pricing and cost allocation methods</li> <li>Insurance/reinsurance company operations</li> <li>Product development</li> <li>Data sources/modeling</li> </ul> </ul> Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $131,000 to $219,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. For more information about Human Capital, visit our landing page at: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-human-capital-consulting-jobs.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-human-capital-consulting-jobs.html</a> Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture.</a> Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

P&C Actuary Manager

Zeeco

Accounts Payable Specialist

<h3> Position Summary </h3> Workday Financials, Manager Deloitte’s Emerging ERP Solutions practice works closely with clients across a wide spectrum of industries to identify and implement SaaS based Enterprise Resource Planning systems such as Workday Financials, or various Infor packages, as well as Enterprise Performance Management software like Adaptive Insights. Our team's goal is to deliver transformational solutions optimized for our client's unique business needs. Work you'll do A Manager at Deloitte will manage and deliver components of client engagements that identify, design, and implement technology and creative business solutions for large companies. Key responsibilities will include: Manage teams in the identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures. <ul> <li>Formulate planning, budgeting, forecasting and reporting strategies.</li> <li>Manage full life cycle implementations.</li> <li>Develop statements of work and/or client proposals.</li> <li>Identify business opportunities to increase usability and profitability of information architecture.</li> <li>Experience with program leadership, governance and change enablement.</li> <li>Develop and manage vendor relationships.</li> <li>Lead workshops for client education.</li> <li>Manage resources and budget on client projects.</li> <li>Assist and drive the team by providing oversight.</li> </ul> Qualifications Required: <ul> <li>8+ years of relevant consulting or industry experience</li> <li>2+ years experience leading teams</li> <li>Workday Financials Professional certification</li> <li>2 full life cycle Workday Financial implementation</li> <li>Proficiency in two or more business processes:</li> <ul> <li>Procure-to-Pay (PTP)</li> <li>Order-to-Cash (OTC)</li> <li>General Ledger (GL)</li> <li>Fixed Asset Management (FA)</li> <li>Budgeting</li> <li>Cash Management</li> <li>Grant Management</li> <li>Chart of Accounts Re-Design</li> <li>Purchase Order Conversions</li> <li>Expense Management</li> </ul> <li>Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve</li> <li>Bachelor's Degree or equivalent professional experience</li> <li>Limited immigration sponsorship may be available.</li> </ul> Preferred: <ul> <li>Other leading Cloud based SaaS financial application implementation experience (ie: NetSuite, Fusion Intact, PeopleSoft, Oracle, SAP, Lawson)</li> <li>An advanced degree </li> <li>Functional knowledge around financial systems and processes</li> <li>Experience in defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines</li> <li>Sales experience</li> </ul> Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-as…</a> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $131,175 - $218,625. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #FY25 Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture.</a> Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Workday Financials Manager

Req ID: 75884 Location: Tulsa -TUL Areas of Interest: Wealth Management Operations; Accounting; Bank Operations; Professional; Risk Management; Trust; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 02/06/2025 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®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you’ll do as a Wealth Management Services (WMS) Operations Manager. We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve. <h2>Job Description</h2> The Wealth Management Services (WMS) Operations Manager is primarily responsible for all aspects of management over assigned teams within WMS providing leadership and oversight in daily operations, metric reporting, process improvement and the managing of compliance and risk exposure ensuring operational processes are executed accurately and efficiently while adhering to governing body regulations and achieving service level objectives. This position works with senior management to resolve high impact issues requiring urgent and immediate resolution. <h2>Team Culture</h2> We celebrate each other’s wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together. <h2>How You'll Spend Your Time</h2> <ul> <li>You will manage assigned personnel, determine work priorities, recommend additions and/or changes to staffing; exercise usual authority of a manager concerning performance reviews, salaries, discipline, counseling, incentives and terminations, provide staff with clear concise guidelines and provides performance feedback related to internal standards.</li> <li>You will be responsible for department operations, provides solutions to complex problems which require judgment and handling beyond staff experience and knowledge, review internal policies, operating procedures, and programs to ensure efficiency and recommends/implements new programs or enhancements as necessary. </li> <li>You will minimize operational losses and market exposure through effective internal controls, ensures internal work procedures are consistent with departmental and overall divisional goals and objectives, resolves technical problems related to work and equipment, partner with other departments and vendors and ensures department processes and procedures meet customer needs. </li> <li>You will work with Corporate Compliance and Audit to ensure compliance with governing regulatory guidelines. compiles and generates monthly reports for senior management review, define annual department objectives, develop operating plan, prepare management reports, expense reports, budget variances, operational statistics and quality reports. </li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of Bachelor’s Degree in Management, Accounting, or Finance with 10-12 years of directly related experience in Wealth Management Operations, Securities and/or cash processing, and/or Risk management and at least 2 years of experience in a management capacity or equivalent combination of education and experience. <ul> <li>Adaptability</li> <li>Business Acumen</li> <li>Decision Making/Judgement</li> <li>Diagnostic Information Gathering</li> <li>Empowering Others</li> <li>Fostering Innovation</li> <li>Interpersonal Effectiveness</li> <li>Managing Performance</li> <li>Motivational Support</li> <li>Oral/Written Communication</li> <li>Personal Credibility</li> <li>Vision/Values</li> </ul> <h2>Working Conditions &amp; Physical Requirements</h2> Office - 20 lbs 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 <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

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