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CommunityCare

Financial Planning & Analysis - Financial Analyst 127-2004

Req ID: 75942 Location: Tulsa -TUL Areas of Interest: Customer Service/Call Center; Treasury Services Pay Transparency Salary Range: Not Available Application Deadline: 01/30/2025 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> Discretionary <h2>Summary</h2> If you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big, and no opportunity is too small when we work together to build relationships. <h2>Job Description</h2> The Treasury Client Services Professional II provides technical and operational support to a portfolio of Commercial Banking customers (including high priority) for all DDA and Treasury Management Products and Services; Treasury products assist customers in setting their daily cash position and related investment options; Responsible for obtaining all Legal and BSA/AML CIP information required for new account opening; analyze documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements; resolves daily customer issues/concerns sometimes engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers; some products require communications with third party vendors to identify and resolve customer issue; inputs and tracks all customer initiated operating and system problems via Salesforce. Identifies and refers cross sell opportunities. Must develop and maintain Product Expert status in at least one product. <h2>Team Culture</h2> Our teams are decentralized. We stay in communication with one another to ensure we deliver a consistent message. We learn from one another and draw on each other’s level of experience, no matter what location. We operate as “One Team” and use the 7 Habits of a Highly Effective Team as a guide. Our team is fun, engaging, and inspiring. We take the initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance. You will build relationships and get to know your coworkers in operations and technology, and sales, working across multiple lines of business. Our teams work with product managers, analysts, operations, sales, vendors, and the product support team. You are the voice of the client. <h2>How You'll Spend Your Time</h2> <ul> <li>You will analyze accounts receivable aging reports and settlement statements, and manage a portfolio of commercial and corporate relationships.</li> <li>You will respond to customers promptly, troubleshoot problems with Operations, IT, and third-party processors, and establish proactive customer relationships.</li> <li>You will utilize skills and documentation to resolve system problems, instruct users on technical tasks, and remain knowledgeable about customer account products.</li> <li>You will maintain quality control systems, identify operational problems, and ensure back-office follow-up using Salesforce Case Management.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and 4 years’ experience in banking and treasury client servicing or an equivalent combination of education and experience. <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

Treasury Client Svcs Professional II

City of Tulsa

INTERNAL LISTING:  ACCOUNTING MANAGER

J.P. Morgan

Treasury Management Officer - Commercial Banking

CUSTOMER ACCOUNT REPRESENTATIVE II (FINANCE)

<h3>At TDW we put people first - that means working everyday to ensure the pipelines that run through our communities are operating safely and reliably. What sets us apart is our expertise, experience and commitment.</h3>Each day we dedicate ourselves to treating each other, our customers and our community with care and respect.Purpose:Responsible for leading a team of accounting professionals to provide timely and accurate financial results for the organization, assist in recommending/implementing process changes.Accountabilities:· Lead and/or support research/implementation/application of all accounting matters (e.g., Leases, Revenue Recognition, Fixed Assets, Options, etc.).· Oversee the month-end close process to ensure the accuracy and timeliness of financial results.· Standardize account reconciliations and processes where possible.· Lead Purchase Accounting activities and integration of accounting/activities of acquired entities as necessary.· Drives continuous improvement across the function.· Supports internal and external audit processes· Hires, trains, coaches, counsels, and evaluates performance of direct reports.Skills and Knowledge Required:· Bachelor’s Degree Required· CPA Preferred· A minimum of 10 years’ experience with at least 3 years in public accounting· Previous experience with Private Equity owned enterprises is preferred· Experience with Mergers &amp; Acquisition due diligence and integrations is preferred· Previous experience implementing new systems and processes to drive continuous improvement· Working knowledge of foreign entity accounting and currency translation· Detail oriented and deadline driven.· Strong decision-making skills

T.D. Williamson

Assistant Corporate Controller

Req ID: 75890 Location: Tulsa -TUL Areas of Interest: Information Services; Accounting; Finance; Professional Pay Transparency Salary Range: Not Available Application Deadline: 01/10/2025 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> Formula Based <h2>Summary</h2> If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. Headquartered in Tulsa, Oklahoma, TransFund, a business unit owned by BOK Financial, and a top-ten ATM network and debit, credit and merchant processor serving financial institutions and companies throughout the U.S. and Virgin Islands. With more than 46 years of experience in the financial services industry, TransFund delivers exceptional payment processing solutions with service, knowledge and consultation, so that clients can differentiate themselves, compete with companies of any size, and profitably expand their business. <h2>Job Description</h2> The TransFund Financial Systems Analyst is responsible for providing technical and operational support in the development of daily and monthly production processing of TransFund’s systems applications; performs analysis, design, programming, and implementation of solutions needed to support the information needs for reporting and operations of Transfund Information Systems. To include manages, monitors and trouble-shoots production processing of TransFund’s database systems; provides data management for billing, business unit reporting and profitability analysis systems, including customer, product reporting; manages the integration of data from a variety of sources for billing and accounting operations, financial and management accounting applications, and other end-user presentation systems. <h2>Team Culture</h2> We are committed to building an encouraging, caring, and supportive team environment that fosters personal development and professional growth. We are owners. Every day, we take initiative—with integrity and courage—to make our company and our clients stronger <h2>How You'll Spend Your Time</h2> <ul> <li>You will ensure data quality and validation controls are in place to support accurate reporting and mitigate risk associated with inaccurate or incomplete data.</li> <li>You will provide data management and aggregate inputs from providers to support billing and accounting operations, including reconciling data.</li> <li>You will provide support, technical and operational, to application users</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business, or related field and 3-5 years experience Financial Analysis or equivalent work related experience of 5-7 years. <ul> <li>Strong knowledge of accounting principles and operations; ability to analyze and interpret financial information and apply analytical techniques</li> <li>Strong knowledge of Electronic Funds Transfer industry</li> <li>Basic knowledge of data administration, relational database administration, and SQL processing</li> <li>Excellent knowledge of Spreadsheet Models Building </li> <li>Good understanding of Merchant and EFT Network processing </li> <li>Good understanding of distributed processing, multi-user production environments, multitasking operations environments.</li> <li>Strong understanding of business relationships (customer, products, and organization) and their interrelationships</li> <li>Excellent oral and written communication skills</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.

TransFund Financial Systems Analyst

Description About the Tulsa Higher Education Consortium The Tulsa Higher Education Consortium (THE Consortium) is an organization of colleges, universities, and community partnerships that meaningfully improve students' journeys towards degree completion, professional independence, and economic mobility. Its members include nine Tulsa-area colleges and universities and seven affiliate partners. The Tulsa Higher Education Consortium's mission is to cultivate an aligned network of higher education institutions and community partners committed to increasing degree completion for all students in the region. More information can be found at <a href="http://www.tulsahighered.com" target="_blank">www.tulsahighered.com</a>. Job Summary The Director of Finance and Operations ensures the financial health and operational efficiency of THE Consortium by overseeing financial operations, federal grant management, donor fund management, financial reporting, and operational compliance. This position develops and implements financial strategies that support THE Consortium's mission and growth. The Director of Finance and Operations reports to the Executive Director. Key Responsibilities Financial &amp; Grant Management: <ul> <li>Lead financial operations including budgeting, accounting, and reporting</li> <li>Design and maintain internal control systems and compliance measures</li> <li>Manage federal grants, including budgeting, reporting, documentation, and compliance</li> <li>Develop and maintain grant budgets and financial tracking systems</li> <li>Coordinate with program staff to align grant spending with programmatic goals</li> <li>Collaborate with Tulsa Community Foundation to oversee donor fund management and audit processes</li> <li>Develop and maintain financial policies and procedures</li> <li>Prepare monthly, quarterly, and annual financial reports for the Executive Director and Board of Directors</li> <li>Monitor cash flow and maintain relationships with banking institutions </li> </ul> Operations Management <ul> <li>Oversee contracts, vendor relations, and procurement</li> <li>Develop and implement operational policies and procedures</li> <li>Design and maintain systems for detecting and preventing operational inefficiencies or irregularities</li> <li>Ensure regulatory compliance and maintain organizational records</li> <li>Lead strategic financial planning and analysis </li> </ul> Strategic Leadership <ul> <li>Participate in strategic planning and implementation, particularly regarding financial sustainability</li> <li>Provide financial analysis and recommendations for organizational decision-making</li> <li>Support the Executive Director in developing long-term financial strategies</li> <li>Collaborate with leadership team on organizational initiatives </li> </ul> Requirements Required Qualifications <ul> <li>Bachelor's degree in Finance, Accounting, Business Administration, or related field</li> <li>5+ years of financial management experience, preferably in nonprofit sector</li> <li>Federal grant management and compliance experience</li> <li>Strong knowledge of nonprofit accounting and internal controls</li> <li>Proven experience with financial reporting and budget management</li> <li>Proficiency in financial software systems</li> <li>Excellence in analytical and communication skills </li> </ul> Preferred Qualifications <ul> <li>Master's degree in Finance/Accounting</li> <li>CPA certification</li> <li>Higher education financial management experience</li> <li>Federal education grant expertise</li> <li>Donor fund management experience </li> </ul> Physical And Logistics Requirements <ul> <li>Computer work with extended periods of sitting/standing</li> <li>Independent travel between multiple work sites</li> <li>Occasional overnight travel</li> <li>Valid driver's license and auto insurance required </li> </ul> Hours and Location <ul> <li>Typical workday is 8:00 a.m. – 5:00 p.m. with one-hour lunch break</li> <li>Occasional evening events </li> <li>Hybrid work environment (virtual and in-person) </li> </ul> Salary Range <ul><li>$65,000-$75,000 based on qualifications and experience </li></ul> About Our Benefits As part of our overall compensation package, we offer work/life flexibility, comprehensive health benefits, paid time off, and a generous retirement contributions designed to support you and your family. Details <ul> <li>100% employer paid medical, dental, and long-term disability for full-time employees only. Option to add vision and dependents.</li> <li>401K employee and employer contributions.</li> <li>Paid time off to support you while you are out of the office.</li> <li>Paid holidays so our employees can spend time with those they care about.</li> <li>Employer paid AD&amp;D life insurance, with employee options to add supplemental life insurance.</li> </ul>

Tulsa Community Foundation

Director of Finance and Operations

Req ID: 75821 Location: Tulsa -TUL Areas of Interest: Tax; Accounting Pay Transparency Salary Range: Not Available Application Deadline: 01/02/2025 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> For over a century, BOK Financial has grown alongside its clients, offering tailored services and strategies for business, consumer, and wealth clients. Our extensive range of services allows us to compete nationally while our local decision-making and community connections make us good neighbors. Our purposeful diversification ensures resilience and stability, highlighting our expertise and commitment to meeting all your financial needs. <h2>Job Description</h2> The Accountant II, Corporate Tax assembles, maintains, and analyzes domestic and/or international tax information used in the preparation of municipal, state, and federal tax returns for BOKF and its affiliates which may include primary responsibility for maintenance of tax reporting software and internal and external financial statements. May include initial review of returns prepared by others and project management. <h2>Team Culture</h2> BOK Financial fosters a collaborative, goal-oriented culture where employees follow established standards, receive support from accessible managers, and engage in mentorship. The company values accuracy, initiative, and community involvement, offering an exciting opportunity for growth and teamwork. <h2>How You'll Spend Your Time</h2> <ul> <li>You will manage tax records and reporting, including federal and state returns, business licenses, and tax liability estimates.</li> <li>You will prepare work papers for book/tax differences and maintain state distribution data.</li> <li>You will assist in preparing financial statements, calculating tax rates, and handling intercompany settlements and tax positions.</li> <li>You will develop and implement departmental policies, follow SOX controls, and participate in special projects.</li> <li>You will research tax laws, assist with compliance, state and local audits, and support various bank departments with tax-related queries.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Accounting or a Bachelor’s Degree with 30+ hours of accounting and 2-4 years work related experience or 6-8 years equivalent work related experience. <ul> <li>Beginning level of knowledge and understanding of municipal, state, and federal income tax laws and regulations</li> <li>Excellent math skills and ability to understand/calculate percentages and fractions</li> <li>Working knowledge and understanding of prevailing GAAP/ASC 740 </li> <li>Good organizational skills and the ability to work as a team to meet strict deadlines </li> <li>Good analytical, coping, and problem solving skills</li> <li>Good microcomputer application and spreadsheet software skills</li> <li>Good interpersonal, verbal, and written communication skills.</li> </ul> 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.

Accountant II, Corporate Tax

501 Tech

40 Accounting & Finance Jobs in Oklahoma