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<h2>Posting Details</h2> Position Information Position Title Accountant, Accounts Receivable Job Description Performs a variety of tasks and duties in a multi-task environment that may include working with data of sensitive/confidential nature. Is responsible for the accounting related to student accounts as well as various reconciliations and surveys and other duties as assigned. Essential Functions (Responsibilities): <ul> <li>Creates morning Business office dashboard, reporting on balances on all student accounts: current or past due.</li> <li>Creates various schedules related to the month-end accounting close.</li> <li>Assists Student Financial Services with the financial portion of the annual FISAP report submitted to the Department of Education.</li> <li>Prepares annual Higher Education Research and Development report.</li> <li>Reconciles accounts receivable sub-ledgers to the general ledger, including student, research, and other types of receivables.</li> <li>Assists with monthly endowment and investment journal entries.</li> <li>Works with outside collection agencies to receive payment on past due balances and record them to the general ledger.</li> <li>Manages Perkins loan accounts and outside agency communications on Perkins loan reporting and collect of payments. Prepares submissions to return inactive loans to the Department of Education.</li> <li>Reconciles Perkins Loan balances reported by service provider to general ledger.</li> <li>Generates reports and move accounts between AR Types when needed as well as other journal entries impacting accounts receivable.</li> <li>Other duties as assigned.</li> </ul> Required Qualifications Required Qualifications: Equivalent Education/Experience <ul> <li>Bachelor’s degree in Accounting</li> </ul> Knowledge/Skill/Ability Equivalent Education/Experience <ul> <li>Proficiency in Microsoft Suite.</li> <li>Excellent organizational and communication</li> <li>skills.</li> <li>Attentiveness to detail.</li> <li>Ability to successfully manage multiple tasks.</li> <li>Excellent customer service skills.</li> </ul> Preferred Qualifications <ul> <li>Experience working in a university environment</li> </ul> Physical Demands Ability to lift up to 20 pounds Posting Detail Information Posting Number S965P Open Date 01/28/2025 Close Date Open Until Filled Yes Special Instructions to Applicants Advertising Summary <h2>EEO Statement</h2> EEO Statement Eeo Statement Summary The University of Tulsa seeks to recruit and retain talented students, faculty and staff from diverse backgrounds. The University of Tulsa is an affirmative action/equal opportunity employer and encourages qualified candidates across all group demographics to apply. The University does not discriminate on the basis of personal status or group characteristic including, but not limited to race, color, religion, national or ethnic origin, age, sex, disability, veteran status, sexual orientation, gender identity or expression, genetic information, ancestry, or marital status. The University of Tulsa is an Equal Opportunity Employer including Disability/ Veteran. <h2>Supplemental Questions</h2> Required fields are indicated with an asterisk (*). <ol> <li> How did you hear about this employment opportunity? <ul> <li>Indeed</li> <li>Internal Job Posting</li> <li>Agency Referral</li> <li>LinkedIn</li> <li>Personal Referral</li> <li>Website</li> <li>Other</li> </ul> </li> </ol> <h2>Documents Needed To Apply</h2> Required Documents <ol> <li>Resume</li> </ol> Optional Documents <ol> <li>Cover Letter</li> </ol>

University of Tulsa

Accountant, Accounts Receivable

City of Tulsa

SENIOR ACCOUNTANT (FINANCE)

RECORDS AND ARCHIVES ASSISTANT III (FINANCE)

Req ID: 76345 Location: Tulsa -TUL Areas of Interest: Information Security; Brokerage Services; Business/Technical Analysis; Finance; Investment Management; Risk Management Pay Transparency Salary Range: Not Available Application Deadline: 04/17/2025 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> You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Technical Analyst III. You’ll be positioned for a great career! <h2>Job Description</h2> The Technical Analyst III job family is responsible for delivering superior services acting as a liaison between the line of business and IT with a focus on end user experience such as user interfacing, user flow, data flow, and/or other UI/UX strategies. Using comprehensive expertise, defining and performing analysis, design, programming, planning, implementation, and supporting of some of the most critical systems software and procedures with a focus on our long term technology road map which require technical and systems knowledge. The Technical Analyst manages plans, organizes, and controls projects which have an organizational impact as well as provides day-to-day support for complex applications systems. <h2>Team Culture</h2> Our mission is to empower our company, teammates and customers through the delivery of resilient and customer-centric technology. We achieve this by leveraging our expertise in technology and deep understanding of our business units. <h2>How You'll Spend Your Time</h2> • You will write business and functional requirements for simple to complex projects. • You will analyze, design, plan, test, and deploy complex systems software and programs. • You will perform business process modeling (includes logical modeling, data retention, and business process modeling) for simple to complex projects. • You will perform job scheduling responsibilities including writing, reading, and troubleshooting job plans. • You will develop simple to moderate batch scripts &amp; stored procedures and provide technical requirements/specifications. • You will employ IT governance policies, project architecture methodology and service oriented architecture (SOA) policies, and technology standards. Construct SOA web services and employ architectural contracts. • You will mentor other analysts by providing oversight of projects or day to day support efforts. • You will have experienced technical understanding of single application data flows across multiple applications, software and system integrations, RDBMA principles, tiered environments, Cloud environments, and well developed project management skills. <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of (a/an) Bachelor’s Degree in Information Technology or Computer Science or related field of study and / or 3-5 years of directly related experience in Technical Analysis, Data Analytics, or Bank Operations or equivalent combination of education and experience. Single application data flows across multiple applications • Experience in Requirements Gathering and Documentation: - Strong experience in gathering, analyzing, and documenting technical and functional requirements for database projects, ensuring they align with business needs. • Strong Knowledge of Risk Management and Financial Reporting: - Deep understanding of risk data, including market, credit, and operational risk, and how this data is used in reporting and stress testing scenarios. • Experience in Regulatory and Compliance Requirements: - Familiarity with regulatory frameworks (e.g., Basel III, Dodd-Frank) and compliance requirements related to risk data aggregation and reporting. • Knowledge of Data Governance and Data Quality Management: - Experience in implementing data governance practices and ensuring data quality, accuracy, and consistency across the database. Nice to have: • Familiarity with Risk Analytics and Stress Testing Tools: - Understanding of risk analytics and stress testing tools used in the financial industry, and how they interact with the underlying data infrastructure. • Experience with ETL Processes: - Hands-on experience with Extract, Transform, Load (ETL) processes, and tools for managing and integrating large volumes of data from multiple sources into a centralized database. • Proficiency in SQL and Database Technologies: - Advanced skills in SQL for querying and managing data, along with experience in working with various database management systems (e.g., Oracle, SQL Server). • Excellent Communication and Stakeholder Management Skills: - Ability to effectively communicate complex technical concepts to non-technical stakeholders and work collaboratively with cross-functional teams, including IT, risk management, and business users. <h2>Working Conditions &amp; Physical Requirements</h2> Office 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

Technical Analyst III - Risk Management and Financial Reporting

Guided by our company Purpose of “Inspiring well-being for our colleagues, consumers, and communities,” we are committed to building a best-in-class Law Department.We drive a high-performance culture across our Legal, Compliance, and Government Affairs functions, aligned to “what” we deliver (i.e., our goals and objectives) and “how” we demonstrate our values and behaviors while focusing on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness, ability to demonstrate business savvy, being a subject matter expert, all while supporting the Law Department’s Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian’s purpose, priorities, and values.Do you want to be part of a collaborative Legal Compliance Team?This role will be primarily responsible for providing regulatory compliance support and monitoring of the Guardian Group Benefits Product, Claims, State Filing and Policyholder Services Departments, with significant and specialized focus on support and oversight of Guardian’s Absence Management and Paid Family and Medical Leave services.The individual in this role will support various Group Benefit areas by researching, analyzing, and evaluating state and federal laws to determine impact on business processes and accompanying key controls, and provide appropriate guidance to ensure compliance with regulatory requirements. This position will also be responsible for the development, maintenance and execution of oversight protocols that help monitor compliance with state and federal regulatory requirements, as well as align with Guardian’s Corporate Policies.You willProvide Compliance support and oversight regarding regulatory compliance matters and requirements impacting:<ul> <li>Both state and federal paid and unpaid leaves including Family and Medical Leave (FMLA); Paid Family and Medical Leave (PFML); Americans with Disabilities Act (ADA); Pregnant Workers Fairness Act (PWFA); Uniformed Services Employment and Reemployment Rights Act (USERRA) and State Mandated Disability programs (SMD)</li> <li>Group Disability and Supplemental Health products and claims.</li> <li>Group Value Added programs.</li> <li>State filing for these products/service.</li> <li>Provide regulatory compliance thought leadership and guidance related to both paid and unpaid leave products and services through subject matter expertise in federal and state regulations.</li> <li>Serve as a regulatory compliance subject matter expert to Product, Sales and Client Management, Marketing and Policyholder Service areas on PFML, FMLA, ADA, PWFA, USERRA, Group Disability, SMD, and Supplemental Health topics supporting customer facing engagements.</li> <li>Review and interpretation of new laws/regulations pertaining to certain key topics and tracking of business partners’ compliance with those requirements.</li> <li>Providing thought leadership regarding all aspects of Guardian’s absence products and services for employers. This may include supporting newsletters, industry presentations, broker engagements and other public-facing activities to support Guardian’s growth in the absence market. This may require supporting e-commerce initiatives, and other projects.</li> </ul>The individual in this role will also be responsible for the following:<ul> <li>Providing detailed memoranda and other substantive guidance regarding legislative and regulatory requirements on an expedited basis to be distributed to Group Benefits business partners to facilitate requisite business decisions and implementation plans.</li> <li>Clarifying ambiguous legislative/regulatory provisions. Correspond directly with appropriate stakeholders in the Guardian Law Organization when additional interpretation is required.</li> <li>Providing oversight and monitoring of issues identified during compliance risk assessments, other control function reviews, and/or regulatory interactions. Assist business partners in developing appropriate controls to address any identified control deficiencies.</li> <li>Supporting implementation of Enterprise compliance projects and initiatives including compliance risk assessments and compliance trainings.</li> <li>Performing special projects and other ad-hoc assignments in support of Group Benefits Compliance efforts.</li> </ul>You have<ul> <li>Strong relationship orientation and agility to navigate across the organization.</li> <li>5 plus years legal/regulatory/compliance experience with life/health insurance carriers with particular focus on absence management and paid family and medical leave related issues</li> <li>Excellent written and verbal communication skills</li> <li>Ability to respond to issues with urgency and be a trusted business partner.</li> <li>Maintain strong working knowledge of all relevant regulations and apply that knowledge to evaluating business controls.</li> <li>Self-motivated professional who will take proprietary ownership of their work, think strategically, work independently and as part of a team.</li> <li>Excellent interpersonal skills and demonstrated ability to solve problems in a practical and pragmatic manner.</li> <li>Ability to work in a dynamic, hands-on manner and respond to questions from business areas.</li> <li>Ability to multi-task in a fast-paced environment with special attention to detail</li> <li>Manage multiple projects and deliverables while executing a wide range of tasks simultaneously.</li> <li>An undergraduate degree is required, and an advanced degree such as a JD or MBA is preferred but not required.</li> <li>Must be computer literate (Word, Excel, PowerPoint, etc.). Comfortable with and ability to adapt to innovative technology.</li> </ul>Reporting RelationshipsAs our Compliance Lead, you will report to our Senior Compliance Leader, who reports to the Head of Group Benefits Compliance.Location /TravelThis role can be located close to a Guardian office - Hybrid role: 3 days in office, 2 days WFH. Preferred location – Hudson Yards, NYC; Holmdel, NJ; Bethlehem, PA; Pittsfield, MA; Stamford, CT; or Boston, MA. We would consider remote candidates if experience is aligned.Salary Range:$84,320.00 - $138,522.50The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.Our PromiseAt Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.Inspire Well-BeingAs part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at <a href="http://www.guardianlife.com/careers/corporate/benefits" target="_blank">www.guardianlife.com/careers/corporate/benefits</a>. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.Equal Employment OpportunityGuardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.AccommodationsGuardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="#">applicant_accommodation@glic.com</a>.Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

Guardian Life

Compliance Lead, Group Benefits

Req ID: 76246 Location: Tulsa -TUL, Dallas -DAL, Oklahoma City -OKC Areas of Interest: Risk Management; Administrative; Trust Pay Transparency Salary Range: Not Available Application Deadline: 04/11/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> All team members are stakeholders and are encouraged to share their ideas and best practices. We provide cross-training and collaboration, as well as opportunities to take on additional responsibility. We lean in and help our teammates as needed. <h2>Job Description</h2> The Strategic Risk Officer is primarily responsible for the development of processes, procedures, and reporting systems to mitigate risk; the development of procedures to ensure compliance with Wealth Management division policies; and ongoing communication and training to employees around risk management measures. The Strategic Risk Officer will work with Line of Business leadership to ensure all risks are appropriately assessed and managed for Line of Business activities, including routine updates and ongoing monitoring. <h2>Team Culture</h2> We’ve created a safe space for you to brainstorm, ask questions, and find solutions together, as a team. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done and lifting up one another to become better. We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial’s generous contributions to local organizations and the numerous ways we give back to our communities. <h2>How You'll Spend Your Time</h2> <ul> <li>You will challenge the current risk and governance structure with a view to make it robust and accountable.</li> <li>You will lead the business line for preparation of formal audits and with responses, protocols and actions to be taken during a formal review.</li> <li>You will need strong communication skills to work collaboratively with the business line, senior leadership, and other risk and control functions.</li> <li>You will need meticulous attention to detail to complete risk assessments, write policies and procedures, implement and test controls to mitigate risk.</li> <li>You will need knowledge of the competitive marketplace for recommending the right product set, technology solutions, and pricing.</li> <li>You will have a passion for continuous learning to stay on top of industry trends of fiduciary and/or corporate trustee regulations.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s degree and 8-12 years of fiduciary and / or corporate trustee knowledge and experience with Wealth relationships, or 15 + years equivalent experience. <ul> <li>Extensive and demonstrated knowledge of the laws, rules and regulations of the specific business line supported. </li> <li>Thorough understanding of critical trust operations requirements in order to recognize logistical issues in trust documents.</li> <li>Extensive knowledge and the experience to properly review and interpret legal agreements (i.e. trust agreements, bond trust indentures, loan agreements, escrows agreements) </li> <li>Proven ability to analyze highly complex information and data in order to develop and recommend solutions in challenging projects</li> <li>Must have excellent oral, written and communication skills, including interpersonal skills</li> <li>Excellent presentation skills including presenting in front of a group</li> <li>Excellent leadership and management skills </li> <li>Excellent customer service attitude </li> <li>Excellent organizational skills with the ability to work with strict time frames and with critical client demands</li> </ul> <h2>Working Conditions &amp; Physical Requirements</h2> Office 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.

Wealth Management Risk Consultant II

Williams is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, national origin, age, marital status, disability, veteran status, genetic information or any other basis protected under applicable discrimination law.Do something that means something at Williams. This isn’t just a job - it’s an opportunity to explore and discover your passion with coworkers who become friends and mentors who push you to be your best self in and out of the office. At Williams, we make clean energy happen. And you can too, so bring your energy to ours.As an Accounting Analyst I, you will play a meaningful role in supporting accounting functions within our organization. Your responsibilities will include performing analysis and compiling financial information for management decision making as well as searching ways to optimize business processes through technology and automation. An eye for improvement opportunities with the ability to tackle sophisticated problems are keys to success!Your work will challenge you, and with our Core Values to guide you, you’ll quickly learn and grow with us.<h2>Responsibilities/Expectations:</h2><ul> <li>Performs assigned month-end activities including journal entries, account reconciliations, management reporting, SEC reporting and variance analysis</li> <li>Prepares, maintains and develops schedules, reports, and analyses for internal/external customers</li> <li>Provides requested documentation and clear explanations for both internal and external audit processes</li> <li>Participates as a team member to support various projects</li> <li>Processes and analyzes significant amounts of data while identifying opportunities for process improvement with a focus on efficiency and automation</li> <li>Other duties as assigned</li> </ul><h2>Education/Years of Experience:</h2><ul> <li>Required: Bachelor's degree in accounting or related major and Minimum one (1) year experience in accounting in the energy industry or successful completion of an accounting internship</li> <li>Preferred: CPA</li> </ul><h2>Other Requirements:</h2><ul> <li>Demonstrates excellent organizational/interpersonal skills and safety as the utmost priority</li> <li>Proficient use of Microsoft Office applications</li> <li>Promotes effective cross-functional communication and collaboration within the team and across departments</li> <li>Strong analytical, problem-solving, and financial skills</li> </ul>About Tulsa:Our corporate headquarters is located in downtown Tulsa, Oklahoma, the 2nd largest city in Oklahoma and the 47th most populous in the U.S.Tulsa is known as the Mother of "The Mother Road" - Route 66, and boasts impressive art deco architecture, the #1 city park in the U.S. (The Gathering Place) and is a great venue for live music. It's an easy place to get in and out of, with more than 20 non-stop flight destinations offered at Tulsa International Airport. Tulsa is listed on <a href="https://www.cnn.com/travel/article/where-to-travel-best-destinations-2022/index.html" target="_blank">CNN Travel's best destinations to visit in 2022!</a>Tulsa is not only a great place to live, but it's affordable. According to the 2019 Economic Report from Tulsa's Future, the cost of living is 8 percent below the U.S. average. There is no place like T-Town. Check out <a href="https://visittulsa.com/" target="_blank">visittulsa.com</a> to learn more!Why Choose Williams?We are committed to providing our employees with competitive compensation and benefits as part of your Total Rewards package to help protect your current and future physical, emotional, and financial health. We generally offer health benefit programs to our employees and their families that are competitive and flexible enough to meet your needs, and retirement benefits to allow you to invest now for financial security when you retire. With rich learning and development programming and a high internal mobility rate, you are not just applying to a job with Williams; you are embarking on an exciting career!<ul> <li>Competitive compensation</li> <li>Annual incentive program</li> <li>Hybrid work model - one work from home day each week for most office-based roles</li> <li>Flexible work schedule for most field-based roles</li> <li>401(k) with company matching contribution and a fixed annual company contribution</li> <li>Comprehensive medical, dental, and vision benefits</li> <li>Generous company-paid life insurance and disability benefits</li> <li>A consumer-driven health plan option with the potential for a generous company contribution to a Health Savings Account</li> <li>Healthcare and Dependent Care Flexible Spending Accounts</li> <li>Paid time off, including floating and company holidays</li> <li>Wellness Program with annual rewards</li> <li>Employee stock purchase plan</li> <li>Robust employee learning and development</li> <li>High internal mobility (we promote from within)</li> <li>Parental leave (we provide up to 6 weeks for each parent)</li> <li>Fertility coverage and adoption benefits</li> <li>Domestic partner benefits</li> <li>Educational reimbursement</li> <li>Non-profit donation matching contributions and time off to volunteer</li> <li>Employee resource groups</li> <li>Employee assistance programs</li> <li>Technology to make our work more productive and collaborative</li> <li>Regular employee engagement surveys and feedback processes</li> </ul>Williams has a long history of making a significant difference in the communities where we live and work, and we strive to cultivate an environment of employee inclusion, innovation and passion that values all voices and opinions. We help each other succeed and great things happen when people from a diverse set of backgrounds come together. Together, we make clean energy happen.Eligibility and benefits are governed by the terms of the applicable plan or program document which can be amended or terminated at any time.For more information, please visit <a href="https://www.williams.com/careers/total-rewards/" target="_blank">https://www.williams.com/careers/total-rewards/</a>.<h2>Education Requirements:</h2>Skill Requirements:Competency Requirements:

Williams

Accounting Analyst I

Liberty Mutual Strategic Ventures

Property Pricing Actuary

<h2>WHO WE ARE</h2>Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.<h2>WHAT WE’RE LOOKING FOR</h2>The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.<h2>A GLIMPSE INTO YOUR DAY</h2><ul> <li>Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.</li> <li>Exhibits thought leadership &amp; industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).</li> <li>Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.</li> <li>Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources.</li> <li>Documents new business activity in the appropriate system(s).</li> <li>Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time.</li> <li>Develops and presents recommendations to clients based on consultative selling approach.</li> <li>Assesses &amp; identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.</li> <li>Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams.</li> <li>Seamlessly transitions sold clients to the designated client service/account management team.</li> <li>Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.</li> <li>Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.</li> <li>Has a keen sense of humor, a competitive drive and winning spirit.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul><h2>WHAT SUCCESS LOOKS LIKE IN THIS ROLE</h2><ul> <li>A Life and Health License from state of domicile is required and must be maintained.</li> <li>A minimum of 2+ years sales experience in the insurance industry with a focus on Employee Benefits coverage is required.</li> <li>College degree preferred with preference given to individuals with experience in Risk Management.</li> <li>Strong networking and strategic vision of relationship building and utilization of Centers of Influence (COI).</li> <li>Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.</li> <li>In-depth understanding of complex employee benefits lines of coverage.</li> <li>Outstanding written and verbal communications skills are required to maintain effective relationships with clients, co- workers, underwriters, vendors and others.</li> <li>Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.</li> <li>Strong working knowledge of insurance markets, products and usages, as well as insurance rating and underwriting procedures.</li> <li>Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.</li> <li>Ability to prioritize and handle multiple tasks in a demanding work environment.</li> <li>Ability to work independently and on a team.</li> </ul><h2>WHY CHOOSE RELATION?</h2><ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.</li> <li>Career advancement and development opportunities</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 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 Relation, 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 presented within this posting. 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. .$100,000.00 - $250,000.00

Relation Insurance

Employee Benefits Sales Advisor

Williams is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, national origin, age, marital status, disability, veteran status, genetic information or any other basis protected under applicable discrimination law.Do something that means something at Williams. This isn’t just a job - it’s an opportunity to explore and discover your passion with coworkers who become friends and mentors who push you to be your best self in and out of the office. At Williams, we make clean energy happen. And you can too, so bring your energy to ours.As an Accounting Analyst Sr, you will play a crucial role in providing expertise and leadership in preparing and reviewing financial information for management decision-making or external reporting. You will use your experience, innovation and judgment to handle a diverse range of sophisticated assignments as you lead and mentor others. Your responsibilities will also include looking for ways to optimize business processes through technology and automation, improving efficiency and reducing costs. An eye for improvement opportunities with the ability to tackle sophisticated problems are keys to success!Your work will challenge you, and with our Core Values to guide you, you’ll quickly learn and grow with us.<h2>Responsibilities/Expectations:</h2><ul> <li>Performs assigned month-end activities including journal entries, account reconciliations, management reporting, SEC reporting and variance analysis</li> <li>Prepares, maintains and develops schedules, reports and analyses for internal/external customers with guidance only in complex situations</li> <li>Provides and reviews requested documentation and clear explanations for both internal and external audit processes</li> <li>Leads projects as team or Project Lead with moderate resource requirements and complexity</li> <li>processes and analyses significant amounts of data, including issues and transactions</li> <li> Support upstream, solar, and power generation accounting </li> <li> Provides accounting expertise for potential joint ventures, acquisitions or other transactions as relates to appropriate accounting standards </li> <li> Assists in researching solutions on technical accounting and reporting issues regarding the standards or non-routine accounting issues </li> <li> Assists with the implementation of new and revised accounting standards </li> <li>Other duties as assigned</li> </ul><h2>Education/Years of Experience:</h2><ul> <li>Required: Bachelor's degree in accounting, finance or related major with a strong accounting focus and minimum six (6) years experience in accounting in the energy industry</li> <li>Preferred: accounting and data analytics/automation and/or CPA</li> </ul><h2>Other Requirements:</h2><ul> <li>Demonstrates excellent organizational/interpersonal skills and safety as the utmost priority</li> <li>Proficient use of Microsoft Office applications</li> <li>Ability to understand and work with sophisticated processes and accounting systems</li> <li>Strong analytical, problem-solving, and financial skills</li> <li>Previous experience collaborating with senior leadership and reporting financial analysis</li> <li>Preferred: Familiarity with US GAAP (Generally Accepted Accounting Principles)</li> <li> Preferred: Prior experience in upstream industry </li> <li> Preferred: Prior experience in public accounting </li> <li>Promotes effective cross-functional communication and collaboration within the team and across departments</li> </ul>About Tulsa:Our corporate headquarters is located in downtown Tulsa, Oklahoma, the 2nd largest city in Oklahoma and the 47th most populous in the U.S.Tulsa is known as the Mother of "The Mother Road" - Route 66, and boasts impressive art deco architecture, the #1 city park in the U.S. (The Gathering Place) and is a great venue for live music. It's an easy place to get in and out of, with more than 20 non-stop flight destinations offered at Tulsa International Airport. Tulsa is listed on <a href="https://www.cnn.com/travel/article/where-to-travel-best-destinations-2022/index.html" target="_blank">CNN Travel's best destinations to visit in 2022!</a>Tulsa is not only a great place to live, but it's affordable. According to the 2019 Economic Report from Tulsa's Future, the cost of living is 8 percent below the U.S. average. There is no place like T-Town. Check out <a href="https://visittulsa.com/" target="_blank">visittulsa.com</a> to learn more!Why Choose Williams?We are committed to providing our employees with competitive compensation and benefits as part of your Total Rewards package to help protect your current and future physical, emotional, and financial health. We generally offer health benefit programs to our employees and their families that are competitive and flexible enough to meet your needs, and retirement benefits to allow you to invest now for financial security when you retire. With rich learning and development programming and a high internal mobility rate, you are not just applying to a job with Williams; you are embarking on an exciting career!<ul> <li>Competitive compensation</li> <li>Annual incentive program</li> <li>Hybrid work model - one work from home day each week for most office-based roles</li> <li>Flexible work schedule for most field-based roles</li> <li>401(k) with company matching contribution and a fixed annual company contribution</li> <li>Comprehensive medical, dental, and vision benefits</li> <li>Generous company-paid life insurance and disability benefits</li> <li>A consumer-driven health plan option with the potential for a generous company contribution to a Health Savings Account</li> <li>Healthcare and Dependent Care Flexible Spending Accounts</li> <li>Paid time off, including floating and company holidays</li> <li>Wellness Program with annual rewards</li> <li>Employee stock purchase plan</li> <li>Robust employee learning and development</li> <li>High internal mobility (we promote from within)</li> <li>Parental leave (we provide up to 6 weeks for each parent)</li> <li>Fertility coverage and adoption benefits</li> <li>Domestic partner benefits</li> <li>Educational reimbursement</li> <li>Non-profit donation matching contributions and time off to volunteer</li> <li>Employee resource groups</li> <li>Employee assistance programs</li> <li>Technology to make our work more productive and collaborative</li> <li>Regular employee engagement surveys and feedback processes</li> </ul>Williams has a long history of making a significant difference in the communities where we live and work, and we strive to cultivate an environment of employee inclusion, innovation and passion that values all voices and opinions. We help each other succeed and great things happen when people from a diverse set of backgrounds come together. Together, we make clean energy happen.Eligibility and benefits are governed by the terms of the applicable plan or program document which can be amended or terminated at any time.For more information, please visit <a href="https://www.williams.com/careers/total-rewards/" target="_blank">https://www.williams.com/careers/total-rewards/</a>.<h2>Education Requirements:</h2>Skill Requirements:Competency Requirements:

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