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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

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 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:

Williams

Accounting Analyst III/Sr - Research & Strategy

<h2>Job Details</h2> Job Location Community Care College - Tulsa, OK Position Type Full Time <h2>Description</h2> Community Care College is seeking an Accounting Specialist. Associate or Bachelor’s Degree from an accredited institution is required. Experience in collections, bookkeeping, basic accounting principles, and QuickBooks preferred. Must be proficient with Microsoft (Excel, Word) and Google Workspace applications. Excellent customer service skills are required! The Accounting Specialist will assist the senior accountant/CFO with basic bookkeeping, clerical, and accounting tasks, such as payables, receivables, filing, record keeping, student accounts, and other accounting-related projects. Must be organized, numbers-oriented, have attention to detail, and the ability to meet deadlines. Full-time with benefits! Mon &amp; Tues 7:00 am - 5:00 pm, Wed &amp; Thurs 8:00 am-5:00 pm, and Fri. 8:00 am-3:00 pm. Background check, credit check, and drug screen required. Join our amazing Accounting team today! Duties: <ul> <li>Processing and timely posting of payables (invoices, processing payments etc.)</li> <li>Assist with monthly closing responsibilities such as earnings adjustments, reconciliations, etc.</li> <li>Assist with credit card charge postings</li> <li>Performs required transaction processing and data entry as required</li> <li>Assist in the preparation and recording of accounts receivable and cash receipts</li> <li>Assist in the preparation of allocation tables for indirect expenses and revenue items as needed</li> <li>Maintain required records, reports, and files in an organized manner</li> <li>Assist with filing and record-keeping</li> <li>Perform related duties as directed within the project guidelines established</li> <li>Performs other duties as assigned by the Supervisor</li> </ul> <h2>Qualifications</h2> Requirements: <ul> <li> Associate or Bachelor’s Degree from an accredited institution</li> <li> Ability to organize and maintain detailed records</li> <li> Ability to effectively present information to management</li> <li> Ability to calculate figures and amounts</li> <li> Ability to interpret a variety of instructions finished in written, oral, diagram, or schedule form</li> <li> Experience and knowledge in Microsoft Excel spreadsheets &amp; Word documents</li> </ul> Qualifications <ul> <li>An Associate Degree or higher from an accredited institution is required</li> <li>Previous experience in collections, bookkeeping, basic accounting principles, and QuickBooks preferred</li> <li>Excellent Organizational skills and attention to detail </li> <li>Strong communication skills - written and verbal</li> <li>Welcoming, friendly, and excellent customer service skills</li> <li>Above-average level of expertise in computer literacy</li> <li>Proficient with Microsoft (Excel, Word) and Google Workspace applications</li> </ul> Who We Are: Community HigherEd Institute is Oklahoma’s only private non-profit technical college system based in Tulsa, Oklahoma that is dedicated to improving the lives of aspiring professionals through each of its three campuses, Community Care College, Clary Sage College, and Oklahoma Technical College. Established in 1995, The College’s mission is to transform lives and contribute to society by providing career-focused higher education opportunities that empower students to obtain successful employment, develop leadership skills, and serve their communities. The College culture is encapsulated in the C.A.R.E.S acronym that highlights the engrained mentality of all members of faculty, staff, and administration alike: courtesy, accountability, respect, excellence, and success.

Community Care College

Accounting Specialist

Oklahoma Technical College, Tulsa

Zeeco

Buyer

<h2>ABOUT US</h2> Oral Roberts University is a non-profit organization whose staff and faculty actually make a difference in the lives of its students. We pride ourselves on our culture and the values we uphold. Our team is passionate about what we do, and we want you to make us even better! CURRENTLY ACCEPTING APPLICATIONS FOR ALL POSITIONS UNTIL FILLED. <h2> JOB DESCRIPTION - FULL TIME </h2> Provides clerical and data entry support to the Accounts Payable department. Under general supervision, data entry for vendor payments and cash receipts for new and existing vendors in Banner Finance. Set up new finance elements for users in Banner Finance. <h2>RESPONSIBILITIES</h2> <ul> <li>Processing invoices for vendor payments.</li> <li>Setup, change, and delete security for Banner Finance users.</li> <li>Interface with departments requesting organizational details for Banner Finance.</li> <li>Monitoring incomplete documents for month end close.</li> <li>Data entry of daily cash receipts.</li> <li>Ad-hoc reporting and assist with special projects as assigned.</li> </ul> <h2> REQUIREMENTS</h2> EDUCATION: <ul> <li>Bachelor's degree in accounting or business, preferred</li> <li>At least 1 year of accounting experience, preferred</li> <li>Understand basic accounting principles and 10-key</li> </ul> EXPERIENCE/SKILLS/ABILITIES: <ul> <li>Must have the ability to work under high stress while dealing with deadlines.</li> <li>Must have fast, accurate data entry skills, and be familiar with word processing, spreadsheet, and database software programs. </li> <li>Requires good communication, organizational and interpersonal skills, mathematical, statistical and data analysis skills, and be detail oriented.</li> <li>Must have the ability to effectively deal with persons from a variety of cultural backgrounds.</li> <li>Must maintain a high level of confidentiality of information.</li> <li>Maintains compliance with the Family Educational Rights and Privacy Act (FERPA)</li> </ul> Equal Employment Opportunity: Oral Roberts University promotes equal employment opportunities for all individuals regardless of differences in race, color, religion, sex, national origin, age, disability, or veteran status.

Oral Roberts University

A/R Staff Accountant

CAP Tulsa

Accounting Manager

WHO WE ARERelation 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. WHAT WE’RE LOOKING FORThe Senior Client Service Specialist assists the Account Management and Consulting teams in servicing and retaining clients. The Senior Client Service Specialist responds promptly to requests from clients, prospects and members of the production and account management staff. The individual in this role is expected to project a professional company image through all interaction with clients, insurance carriers, vendors, team members and others.A GLIMPSE INTO YOUR DAY<ul> <li>Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.</li> <li>Serves as a client advocate and a point of contact for assigned accounts.</li> <li>Assists in managing client expectations, service commitments, and anticipates needs of the client.</li> <li>Answers correspondence related to client’s employee benefit plans in a timely manner. Documents all client interaction and updates client service logs.</li> <li>Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices.</li> <li>Quickly identifies and resolves basic client service issues. Assists with identifying, conducting research, and resolving participant benefit issues. </li> <li>Conducts research on billing issues on behalf of the clients.</li> <li>Coordinates with clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes as directed. </li> <li>Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated.</li> <li>Creates client monthly, quarterly and annual reports utilizing Relation templates and software.</li> <li>Provides client compliance support including ACA, SPD preparation, 5500 filings and actuary reports. </li> <li>Assists with managing open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings.</li> <li>Enters benefit enrollments and terminations for assigned clients.</li> <li>Assists with the creation of client presentations using Excel and PowerPoint.</li> <li>Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy.</li> <li>Assists with creating spreadsheets and premium allocations.</li> <li>Prepares summaries of insurance with guidance from Account Manager and other service team members.</li> <li>Recommends process improvements as needed.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>A Life, Health and Accident License from state of domicile is required within 90 days of hire and must be maintained thereafter.</li> <li>High School Diploma or equivalent required.</li> <li>Minimum of 5+ years of Customer Service experience.</li> <li>At least 1-year previous Life, Health and Accident experience.</li> <li>Bilingual (English/Spanish) preferred; may be required, depending on location.</li> <li>Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.</li> <li>Prior experience with agency management systems software and online rating systems preferred.</li> <li>Proficient in using computers and Microsoft Office Suite (emphasis on Excel). Must be computer literate with the ability to learn new software.</li> <li>Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.</li> <li>Ability to work independently with limited daily supervision and to work effectively in a team environment.</li> <li>Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li> </ul>WHY CHOOSE RELATION?<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. .$16.55 - $34.38

Relation Insurance

Senior Client Service Specialist - Employee Benefits

WHO WE ARE At Charles and Lynn Schusterman Family Philanthropies, we strive for a future in which the United States and Israel live up to their highest ideals and achieve more just and inclusive societies. In the U.S., we work to advance racial, gender and economic equity and foster a more joyful and diverse Jewish community. In Israel, we work toward a secure homeland for the Jewish people, a thriving democracy and an inclusive society that cares for its most vulnerable. We aim to drive and support long-term systemic change through investments in leaders, organizations and U.S. public policy. VALUES AND CULTURE Our vision for achieving more just and inclusive societies starts within our organization. Every day, our team members work in partnership to support pathways to greater equity and inclusion for everyone. We look for team members who embody our core values of Equity, Impact, Optimism, Humility and Collaboration, and who are passionate about our mission. You can learn more about our mission and values on our <a href="https://www.schusterman.org/who-we-are/our-mission-and-values" target="_blank">website</a>. THE OPPORTUNITY The Human Resources Business Partner (HRBP) is a valuable member of our team who will assist employees and facilitate communication with vendors regarding leave requests and accommodations requiring specialized attention, particularly those arising under the Family and Medical Leave Act (FMLA), the Americans with Disabilities Act (ADA), state and local leave laws, and short-term or long-term disability plans. The HRBP will collaborate with members of the Talent and Human Resources team, and other stakeholders in service of a high-quality benefits operation that supports all team members and contributes to an inclusive and positive work environment. Who you will work with The HRBP works under the supervision of the Manager, Human Resources, and closely with our Human Resources Team, and supports team members across the organization. Where and how you will work Schusterman employees work a weekly hybrid schedule with a mix of in-office time and work-from-home flexibility. For this role, you’ll need to be based in Tulsa, OK or in Washington, DC. For candidates in Washington, DC, some travel to Tulsa will be required (approximately 6-8 days per year). This is a full-time position. Please note that Schusterman does not cover relocation expenses for this position. WHAT YOU WILL DO (RESPONSIBILITIES) Core Benefits Administration (30%) <ul> <li>Assist with Life Insurance, both company-provided and optional life</li> <li>Assist with annual open enrollment</li> <li>Support 401k administration</li> </ul> Leave of Absence and Additional Benefits Administration (60%) <ul> <li>Leave of Absence administration, including coordinating multi-state leaves</li> <li>Serve as liaison to answer employee benefits questions</li> <li>Administer LSA and reimbursement programs</li> </ul> Administrative Duties (10%) <ul> <li>Support Human Resources team as needed, with opportunities to take on special projects</li> <li>Process invoices and internal reimbursement requests</li> <li>Support event planning and schedule meetings</li> <li>Manage Human Resources email inbox for appropriate distribution of inquiries</li> </ul> WHO YOU ARE We seek team members who are aligned with our organizational values and the core competencies that guide us: Equity, Impact, Optimism, Humility and Collaboration. You may find alignment with a career at Schusterman if you are: <ul> <li> Equity: Consistently striving to develop and act on knowledge of self, the organization and systems that drive equity, diversity and inclusion.</li> <li> Impact: Action-oriented and deliver high-quality work that drives results and long-term impact.</li> <li> Optimism: Open to learning from both successes and setbacks while envisioning possibilities for the future. </li> <li> Humility: Someone who wants to understand, learn and act toward ongoing development. </li> <li> Collaboration: Open to actively advancing shared goals in partnership with others. </li> </ul> Additionally, team members in roles at this level actively contribute to culture building and organizational impact through: <ul> <li> Organizes Work: Executes work effectively by dividing work into steps, monitoring progress along the way, and making adjustments as needed.</li> <li> Direct Communication: Communicates clearly with stakeholders, working to match intent with impact in interactions.</li> </ul> WHAT YOU WILL NEED The following qualifications are representative of the high level of demonstrated skills, maturity, judgement and ability to work with a wide range of constituencies required of Schusterman employees. We encourage you to apply if you can demonstrate many of these skills and competencies. Required Skills and Qualifications <ul> <li>A bachelor’s degree or comparable, relevant professional experience.</li> <li>At least 3 years of relevant experience in human resources and administering benefits, including Leaves of Absence (multi-state coordination), Life Insurance and 401(k) plans.</li> <li>Understanding of compliance with laws and regulations related to Human Resources including Labor Law Postings.</li> <li>Excellent time management and organizational skills, ability to multi-task and strong attention to detail.</li> <li>Resourcefulness to work independently and manage varied workflow with a high level of accuracy.</li> <li>Demonstrated ability to work with highly sensitive, confidential information and to exercise discretion and tact in difficult or confidential situations.</li> <li>Excellent written and verbal communication skills, interpersonal skills necessary to develop effective working relationships, provide timely, responsive support, and exhibit empathy in interactions with team members at all levels across Schusterman.</li> <li>Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint. Experience also using Microsoft Teams SharePoint highly desired.</li> </ul> Desired Skills and Qualifications <ul> <li>Experience with UKG, Culture Amp or other HR platforms.</li> <li>Experience with processing invoices and reimbursement requests for additional benefit programs, including accurate tracking.</li> <li>Understanding of when to communicate with internal team on complex issues.</li> <li>Experience in event planning to support planning and coordinating employee events, with the flexibility to work outside of regular business hours to support event set-up and wrap-up (estimated 4-5 events per year) a plus.</li> <li>Quantitative and qualitative skills desired.</li> <li>Presentation Skills desired.</li> </ul> COMPENSATION AND BENEFITS OF WORKING AT SCHUSTERMAN This role features a competitive hiring range of $80,000-$92,500 based on experience and Schusterman’s commitment to internal equity. We offer a strong benefits package to support employee health and well-being, including medical, dental, vision, retirement and mental health support. Schusterman encourages ongoing professional development and supports activities aligned with one’s individual career growth plan. Charles and Lynn Schusterman Family Philanthropies is an Equal Opportunity Employer. Schusterman promotes diversity and provides equal employment opportunities without regard to race, color, national origin, ancestry, sex, gender, gender identity, gender expression, religious creed, disability, genetic information, age, marital status, sexual orientation, or military and veteran status. We encourage individuals of all backgrounds to apply.

74 Accounting & Finance Jobs in Oklahoma