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<h1>Financial Planning &amp; Analysis - Financial Analyst 127-2004</h1> Tulsa, OK, USA Req #668 Thursday, October 17, 2024 JOB SUMMARY: As a Financial Analyst specializing in modeling and process improvement, you will play a critical role in enhancing financial performance and operational efficiency within the organization. Your primary responsibilities will revolve around financial modeling, analysis, and the implementation of process improvements to drive strategic decision-making and optimizebusiness processes. KEY RESPONSIBILITIES: <ul> <li> Financial Modeling: Develop and maintaincomplex financial models to analyze historical data, forecast future trends, and support decision-making processes. Utilize advanced statistical techniques and financial software to build accurateand dynamic models that simulate various scenarios and outcomes. Perform sensitivity analyses and stress testing to assess the impact of different variables on financial performance. </li> <li> Process Improvement:Identify inefficiencies and bottlenecks in financial processes and systems. Collaborate with cross-functional teams to design and implement process improvements that streamline workflows, reduce costs, and enhance productivity. Conductreviews and audits of existing processes to identifyareas for optimization and automation. </li> <li> Data Analysis and Reporting: Gather, analyze, and interpret financial data to provide insights and recommendations to senior management. Prepare comprehensive reports and presentations that communicate key findings, trends, and opportunities for improvement. Develop KPIs and performance metrics to track the effectiveness of process improvements and financial strategies. </li> <li> Strategic Planning and Decision Support: Collaboratewith stakeholders to assess the financial feasibility of new projects and initiatives. Provide decision support through scenario analysis, cost-benefit analysis, and risk assessment. </li> </ul> QUALIFICATIONS: <ul> <li> Strong analytical and problem-solving skills with attention to detail. </li> <li> Excellent communication and presentation abilities, with the capacityto translate complex financial concepts into clear, actionable insights. </li> <li> Ability to work collaboratively in a cross-functional team environment and influence stakeholders at all levels of the organization. </li> <li> Strong project management skills with the ability to prioritize tasks, meet deadlines, and manage multiple projects simultaneously. </li> </ul> EDUCATION/EXPERIENCE: <ul> <li> Bachelor's degree in Finance, Economics, Accounting, Statistics, Data Science, or a related field. MBA preferred. </li> <li> Proven experience in financial modeling, process improvement, and data analysis. </li> <li> Proficiencyin financial software and tools such as Excel, VBA, SQL, Python, and EPMsystems. </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

Financial Planning & Analysis - Financial Analyst 127-2004

City of Tulsa

CUSTOMER ACCOUNT REPRESENTATIVE II (FINANCE)

YWCA Tulsa

Staff Accountant

<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.

Bank of Oklahoma

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

Build in Tulsa

Req ID: 75865 Location: Tulsa -TUL, Albuquerque -ALBQ, Dallas -DAL, Fort Worth -FTWT, Houston -HOUS, Kansas City -KSCY, Oklahoma City -OKC, Overland Park -OVPK, Phoenix -PHOE, Scottsdale -SCOTT Areas of Interest: Product Management 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> Formula Based <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 Product Manager II, with minimal oversight, is primarily responsible for developing and managing the portfolio of Cash Management products and services offered by BOKF to drive revenue and to help the organization achieve its financial goals by offering innovative, high-quality Cash Management products that meet the needs of the customers. This may include analyzing market trends, identifying new opportunities, formulating strategies to meet the needs of the organization and its clients, and designing of those new products or modifying existing ones. Products one will manage in this role: Positive Pay; Consolidated Payables; Bill Payment; Loans; Check/Print/Mail <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. Meaningful impact comes from working together. Our camaraderie, shared decision making, mutual respect for others, and desire to win are what make us successful. Ideas on how to impact the bottom line are listened to, encouraged, and respected. <h2>How You'll Spend Your Time</h2> <ul> <li>You will help define product vision, develop, and implement a strategic product roadmap for Treasury Services, and outline key initiatives and goals to achieve overall growth and profitability. </li> <li>You will collaborate with internal stakeholders (sales, marketing, operations, technology, etc.) to ensure alignment of product vision, priorities, and goals. </li> <li>You will conduct market research and competitive analysis to identify opportunities for new products, features, or enhancements. </li> <li>You will define and price new products and services in line with market standards and competitor rates. </li> <li>You will manage and track product performance against established metrics and KPIs, including product adoption, usage rates, customer satisfaction scores, and profitability. </li> <li>You will develop and deliver product training and sales materials to enable the sales team to effectively position and sell treasury products and services. </li> <li>You will work closely with the customer support team to identify and address customer complaints and feedback. </li> <li>You will stay current on market and regulatory trends related to Treasury Services, as they impact product development and sales strategies. </li> <li>You will leverage data and analytics to drive data-informed decision making.</li> <li>You will establish relationships with key clients to identify opportunities for new products and services.</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 of study and 5-6 years related experience in product management¬¬ and/or 10+ years of equivalent work experience in related field. <ul> <li>Strong knowledge of marketing principals including product management development and positioning, and competitor analysis, pricing, and costing methodologies.</li> <li>Strong knowledge of small business through large corporate business products and services in area of responsibility.</li> <li>Strong analytical and organizational skills to perform a variety of financial, market and operational studies, including database and spreadsheet analysis, advertising, and market research.</li> <li>Strong interpersonal skills including oral and written communication skills.</li> <li>Excellent PC application skills including Word, Excel, PowerPoint, and SharePoint.</li> <li>Strong knowledge of bank operations, systems, and commercial products and services.</li> <li>Well-developed experience in working with vendors, legal and contracts teams.</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.

36 Accounting & Finance Jobs in Oklahoma City, OK, USA