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Req ID: 76388 Location: Tulsa -TUL Areas of Interest: Wealth Management Operations; Accounting; Professional; Risk Management; Trust Pay Transparency Salary Range: Not Available Application Deadline: 04/24/2025 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> Join our dynamic Wealth Management Services team as an Operations Manager in the Asset Control department! We specialize in providing comprehensive asset servicing for trust accounts, including asset setup, maintenance, pricing, trade execution, settlements, and more. Our expertise extends to fund accounting services, performance reporting, and held-away accounting for collective investment funds and unitized assets. If you're passionate about making a difference for clients, fostering a positive work environment, and contributing to your community, this is your opportunity to lead and grow with us! <h2>Job Description</h2> Take the lead as a Wealth Management Services (WMS) Operations Manager – Asset Control, where you'll oversee a team responsible for critical asset management functions. From new security setup and pricing to classification and maintenance, your leadership ensures accurate operations, compliance with regulations, and achievement of service level objectives. You'll drive process improvements, mitigate risk exposure, and collaborate with senior management to tackle high-impact challenges. If you're ready to make a difference by delivering excellence and leading a skilled team in a dynamic environment, this is your opportunity to thrive! <h2>Team Culture</h2> Our team thrives on respect, responsibility, continuous learning, and collaboration—while never forgetting to have fun! We’re committed to delivering exceptional accuracy and consistently exceeding client expectations. <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 Back Office in Securities Operations. As well as, at least 2 years of experience in a management capacity or equivalent combination of education and experience. Preferred candidates will also have their Certified Securities Operations Professional (CSOP) designation from the ABA and / or the Certified Trust Operations Professional (CTOP) designation from Cannon. <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.

Bank of Oklahoma

Wealth Management Services Operations Manager - Asset Control

About EarnIn As one of the first pioneers of earned wage access, our passion at EarnIn is building products that deliver real-time financial flexibility for those with the unique needs of living paycheck to paycheck. Our community members access their earnings as they earn them, with options to spend, save, and grow their money without mandatory fees, interest rates, or credit checks. We’re fortunate to have an incredibly experienced leadership team, combined with world-class funding partners like A16Z, Matrix Partners, DST, Ribbit Capital, and a very healthy core business with a tremendous runway. We’re growing fast and are excited to continue bringing world-class talent onboard to help shape the next chapter of our growth journey. Position Summary We are seeking an experienced Director of Accounting Operations to lead and oversee our accounting operations team. This role is critical to ensuring the accuracy, efficiency, and compliance of our financial processes as we scale. The ideal candidate will bring strategic leadership, process improvement expertise, and the ability to drive operational excellence across payroll, accounts payable (AP) and procurement, expense management, and financial systems. This position is open to both remote and hybrid applicants. For those based in Mountain View, this role will require in-office work 2-3 days a week. The US base salary range for this full-time position is $200,000 - $249,000+ equity + benefits. Our salary ranges are determined by role, level, and location. <h3>What You’ll Do:</h3> <ul> <li>Leadership &amp; Team Management</li> <ul> <li>Lead, mentor, and develop a high-performing accounting operations team, including payroll, accounts payable, and financial systems.</li> <li>Establish and monitor KPIs to assess team performance and ensure alignment with department and company goals.</li> <li>Sets strategy and execution plan for department to achieve mid-term team results (&gt; 3 mos). Defines strategy for the team in alignment with stakeholders, company-wide priorities and customer needs.</li> </ul> <li>Operational Excellence</li> <ul> <li>Oversee the monthly close process, ensuring accurate and timely reconciliations of key accounts.</li> <li>Optimize workflows and processes to improve efficiency, reduce manual effort, and mitigate risk.</li> <li>Implement and maintain robust internal controls to ensure compliance with SOX and other regulatory requirements.</li> </ul> <li>Financial Systems &amp; Technology</li> <ul> <li>Drive the effective use of technology, including ERP systems (e.g., NetSuite), expense management tools (e.g., Expensify, Brex), and payroll platforms.</li> <li>Collaborate with IT and finance teams to evaluate, implement, and integrate new systems as needed to support scaling operations.</li> </ul> <li>Process Improvements</li> <ul> <li>Identify and lead initiatives to automate manual processes in payroll, AP, and expense management.</li> <li>Develop and document policies, procedures, and best practices to support scalability and readiness for public company reporting.</li> </ul> <li>Compliance &amp; Reporting</li> <ul> <li>Ensure compliance with GAAP, tax regulations, and other relevant financial reporting standards.</li> <li>Partner with the technical accounting team and external advisors to prepare for IPO readiness, focusing on operational processes and controls.</li> </ul> <li>Collaboration</li> <ul> <li>Partner with treasury, tax, and other stakeholders to align accounting operations with overall company objectives.</li> <li>Support internal and external audits, addressing operational accounting inquiries and ensuring timely resolution of findings.</li> </ul> </ul> <h3>What We’re Looking For:</h3> <ul> <li>Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred).</li> <li>10+ years of progressive experience in accounting operations, with at least 5 years in leadership roles.</li> <li>Strong understanding of GAAP, financial controls, and accounting operations best practices.</li> <li>Experience with ERP systems (NetSuite preferred) and tools like Expensify, Ramp, or Brex.</li> <li>Proven ability to lead process improvements, implement controls, and drive efficiency in a scaling environment.</li> <li>Exceptional communication and interpersonal skills, with the ability to influence and collaborate across teams.</li> <li>Experience preparing for IPO or operating in a public company environment is a plus.</li> </ul> At EarnIn, we believe that the best way to build a financial system that works for everyday people is by hiring a team that represents our diverse community. Our team is diverse not only in background and experience but also in perspective. We celebrate our diversity and strive to create a culture of belonging. EarnIn does not unlawfully discriminate based on race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity, gender expression, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, military or veteran status, marital status, registered domestic partner status, sexual orientation, genetic information, or any other basis protected by local, state, or federal laws. EarnIn is an E-Verify participant. EarnIn does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or HR team. #LI-Remote

Earnin

Director, Accounting Operations

<h1>Executive Dept - Senior VP &amp; Chief Financial Officer</h1> Tulsa, OK, USA Req #786 Tuesday, April 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

Req ID: 76350 Location: Tulsa -TUL, Albuquerque -ALBQ, Austin -AUS, Belen -BELE, Bellaire -BELL, Broken Arrow -BARW, Dallas -DAL, Edmond -EDMO, Enid -ENID, Eufaula -EUF, Fayetteville -FAY, Fort Worth -FTWT, Houston -HOUS, Irving -IRV, Jenks -JNKS, Kansas City -KSCY, Katy -KATY, Lakewood -LAKE, Las Cruces -LASC, Lees Summit -LEES, McAlester -MCAL, McKinney -MCKI, Midwest City -MDWC, Moore -MOOR, Muskogee -MUSK Areas of Interest: Finance Pay Transparency Salary Range: Not Available Application Deadline: 04/30/2025 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> BOKF Performance Plan (D02) <h2>Summary</h2> You place great value in building strong relationships. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities to us as a Financial Planner I. <h2>Job Description</h2> The Financial Planner I performs a full range of data input, financial planning, record keeping, administrative and support duties. Assigned tasks are generally assisting more senior financial planners in preparation of financial plans for high net worth clients. The Financial Planner I operates under the guidance of a more senior financial planner to ensure details of assigned tasks are performed with accuracy and follow-through. Their primary function is to leverage the time of more senior planners and create capacity while building their technical skills and financial planning knowledge base through preparation for the CFP® exam. <h2>Team Culture</h2> Our integrity, leadership, focus, and respect for one another are a winning combination. In collaboration with our partners across the enterprise, we provide the right foundation for closing business, creating long-term relationships with clients, and nurturing new ones. <h2>How You'll Spend Your Time</h2> <ul> <li>You will perform financial planning research and assist in tasks and projects as needed to support the financial planning team</li> <li>You will prepare for client meetings, enter data and analyze client information while helping prepare financial plans</li> <li>You will help maintain internal systems and processes</li> <li>You will assist with administrative duties such as scheduling meetings, preparing and maintaining meeting agendas and minutes, maintaining files and operation during meetings</li> <li>You will help grow existing client and prospective client relationships</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a <ul> <li>Bachelor’s degree and 0-2 years of equivalent experience. Bachelor degree in personal financial planning, finance, business, accounting or related discipline.</li> <li>Basic working knowledge of: Financial Planning, Banking and Finances in General</li> <li>Knowledge of the firm’s financial planning and other core systems.</li> <li>Microsoft Office and other software application skills, including ability to create graphs, presentations, and reports. Proficiency in Microsoft Excel.</li> <li>Ability to perform basic financial analyses.</li> <li>Familiarity with financial planning software applications.</li> <li>Ability to quickly learn new applications, including CRM and virtual meeting technologies.</li> <li>Good interpersonal, verbal, and written communication skills</li> <li>Ability to work effectively with a team</li> <li>Ability to prioritize tasks, work efficiently and consistently meet deadlines.</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.

Financial Planner I

<h2>Posting Details</h2> Position Information Position Title Director of Accounting and Payroll Job Description Are you a confident and detail-oriented professional with a passion for financial management and payroll expertise? We are looking for a dynamic Director of Accounting and Payroll to join our team. In this pivotal role, you will oversee cash management, investments, monthly financial close, bond and debt activities, survey preparation, and annual audit and 990 preparations. You will also manage the payroll function, ensuring timely and accurate processing, and support the monthly closing of accounts and preparation of financial reports. Collaborating closely with other departments, you will analyze and reconcile accounts, and develop and implement accounting policies, procedures, and controls. If you are a high-level communicator who excels in follow-up, is data-driven, end-goal oriented, and excited to close the loop, we invite you to apply and contribute to our financial success. Essential Functions (Responsibilities): <ul> <li>Manages the monthly financial close process, reviews journal entries, account balance reconciliations and report preparation.</li> <li>Participates in the ongoing development/establishment of accounting policies and procedures and operational strategies including the review and implementation of process and system changes.</li> <li>Continued focus on improving system efficiencies and business practices.</li> <li>Participates in strategic financial projects including upgrades and system implementations.</li> <li>Ensures compliance with internal control policies.</li> <li>Collaborates with external auditors to ensure successful audit results and compliance.</li> <li>Interacts at all levels and with budget owners or other stakeholders to produce timely, efficient and accurate month-end close and all internal management and financial reporting through annual report.</li> <li>Responsible for hierarchy and scalability in chart of accounts and accuracy in the general ledger and financial statements and has ultimate authority over classification and booking of all transactions.</li> <li>Analyzes the effect of statutory accounting practices and studies regulations and guidance to ensure correct application of Generally Accepted Accounting Principles.</li> <li>Makes recommendations for changes as needed and ensure that company policies and procedures are followed and establishes the proper techniques to discover and prevent fraud.</li> <li>Prepares detailed journal entries and account analyses.</li> <li>Assists with compilation of information for preparation of tax returns.</li> <li>Works with Audit, Tax and Treasury Manager to ensure overall coordination of all financial accounting activities through annual report.</li> <li>Prepares summary feedback of financial statements variances to budget.</li> <li>Actively reviews and advises on financial/accounting processes.</li> <li>Performs related responsibilities as required or assigned.</li> </ul> Required Qualifications Equivalent Education/Experience: <ul> <li>Bachelor’s degree in Accounting</li> <li>5-7 years of related experience</li> <li>Certified Public Accountant</li> <li>Experience using enterprise resource planning (ERP) and accounting systems, well-developed financial analysis capabilities</li> </ul> Knowledge/Skill/Ability: <ul> <li>Demonstrated ability to manage integrated applications.</li> <li>Strong analytical ability to interpret and use complex data, logical and data-driven work style.</li> <li>Self-motivated and able to lead and work as a member of a team.</li> <li>Proficient with Microsoft Suite.</li> <li>Excellent written, verbal, presentation, interpersonal communication skills, and excellent organizational skills.</li> <li>The ability to lead, collaborate, influence and build relationships with all levels of the organization and manage a team to implement new projects.</li> <li>Ability to maintain a high level of confidentiality.</li> <li>High attention to detail, demonstrated practice of establishing effective priorities and meeting deadlines.</li> </ul> Preferred Qualifications Preferred: <ul> <li>CPA</li> <li>Experience with a university or other not-for-profit accounting.</li> </ul> Physical Demands Office work. Some light lifting, up to 15 pounds. Posting Detail Information Posting Number S924P Open Date 12/02/2024 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> <li> How many years of experience do you have in this type of position? <ul> <li>0-1</li> <li>1-3</li> <li>3-5</li> <li>5-7</li> <li>7+</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

Director of Accounting and Payroll

City of Tulsa

SENIOR ACCOUNTANT (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.

Technical Analyst III - Risk Management and Financial Reporting

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

Liberty Mutual Strategic Ventures

Property Pricing Actuary

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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