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Ready to be a Titan?ServiceTitan is looking for a highly motivated Senior Revenue Accountant to play a key role within our Revenue Accounting Team. This role will be integral to ensuring the accurate accounting and reporting of revenue in accordance with generally accepted accounting principles (GAAP) and will report to the Senior Manager - Technical Revenue Accounting and will be instrumental in supporting the growing revenue function while playing a strategic role in the Finance function and Revenue Operations of the company.What you’ll do:<ul> <li>Partner with the Senior Manager - Technical Revenue Accounting to ensure that revenue for all segments is accurately recognized in accordance with US GAAP and the Company's revenue recognition policies.</li> <li>Ability to read complex contracts/agreements and identify pertinent terms and issues to determine appropriate accounting treatment, validate proper recognition in revenue systems, and propose solutions within the Company's existing revenue recognition policy and accounting literature.</li> <li>Prepare detailed technical accounting memos to support financial reporting and compliance. Owning Revenue Policy updates.</li> <li>Prepare and update SSP analyses for company product offerings.</li> <li>Support Salesforce Billing and Workday financial system integration and enhancement projects,</li> <li>Partnering with the FP&amp;A team on the revenue forecasting process to provide insights on revenue treatment and revenue policy. Identify opportunities for process improvements and automation within the disclosure process. Scale and refine processes to improve efficiencies and incorporate best practices, utilizing data to maximize process automation</li> <li>Work with the external auditors to provide the required support for the quarterly reviews and annual audit.</li> <li>Facilitate ad-hoc analysis and projects, as required</li> </ul>What you’ll bring:<ul> <li>4+ years' experience in accounting at a public accounting firm or a public software company with a focus on revenue recognition.</li> <li>Bachelor’s Degree or equivalent in Accounting or Finance.</li> <li>Experience in both public accounting and an industry/publicly traded SaaS company is strongly preferred.</li> <li>Demonstrated ability to perform in a fast-paced, high-growth environment.</li> <li>Strong understanding of Accounting &amp; Revenue principles and operational business processes.</li> <li>Excellent problem-solving and analytical skills with a strong attention to detail.</li> <li>Must possess strong communication skills.</li> <li>Experience with Salesforce and Workday Financials preferred.</li> <li>Certified Public Accountant license (CPA) preferred.</li> </ul>Be Human With Us:Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer:When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:<ul> <li>Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more. </li> <li>Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to Headspace, Galileo, One Medical, Ginger and more. </li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.</li> </ul>At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $85,700 USD - $114,600 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

ServiceTitan

Senior Revenue Accountant

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. Coinbase is looking for an Audit Analyst to join the Internal Audit team focusing primarily on SOX/ICFR compliance audits. This role is based in the United States (Remote) and will be reporting to an Internal Audit Manager. The individual will be responsible for executing all aspects of audits, including planning, walkthroughs, control testing, IPE testing, and deficiency remediation. The individual has experience in finance or accounting and has an understanding of US GAAP and SOX 404 requirements. Must be proficient in Excel and Google Suite. What you’ll be doing (ie. job duties): <ul> <li>Assist in the execution of internal audits including audit planning, detailing control procedures, and the related testing and reporting in accordance with professional and departmental standards, particularly Sarbanes-Oxley requirements</li> <li>Build trust and maintain positive relationships with internal partners, cross-functional teams, and external auditors</li> <li>Assist in leading business process walk-throughs with functional business partners and external auditors.</li> <li>Prepare clear, accurate and complete workpapers for business process controls in accordance with quality standards; meet project timelines and deliverable due dates</li> <li>Identify audit issues and perform root cause analysis with practical corrective solutions</li> <li>Maintain project tracker and assist in preparation of status dashboard</li> <li>Work closely with both first and second lines of defense and external auditors to coordinate meetings, support requests, findings, audit approach, and audit deliverables</li> </ul> What we look for in you (ie. job requirements): <ul> <li>Bachelor’s degree in Accounting/Finance or equivalent</li> <li>Minimum 2-3 years of accounting or financial audit experience</li> <li>Strong technical skills including US GAAP, SOX, COSO, Risks, Controls, Operational Processes</li> <li>Big 4 or public company audit experience, or experience testing financial controls</li> <li>Proficient in Google Suite (Sheets, Docs, Slides)</li> <li>Experience with data analytics </li> <li>Ability to partner across the organization (Finance, IT, Compliance, External Audit etc.)</li> <li>Detailed oriented; ability to work independently and collaborate cross-functionally</li> <li>Solid analytical and research skills</li> <li>Excellent communication (written and verbal), and interpersonal skills</li> <li>Highly organized, enthusiastic, and motivated</li> </ul> Job #: P68607 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $95,030—$111,800 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Internal Audit Analyst

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. At Coinbase, we are steadfast in our commitment to preventing illicit activities, protecting against criminal exploitation of our products &amp; services, and adhering to the highest standards of legal and regulatory compliance. The Controls Development team plays a pivotal role in advancing a wide range of globally impactful initiatives that reinforce Coinbase's control frameworks across all legal entities. Our efforts focus on elevating compliance controls and refining detection mechanisms to ensure risks are identified and addressed with efficiency and precision. The FCC Controls Development Associate will support a wide range of initiatives associated with Compliance control development and maintenance. What you’ll be doing (ie. job duties): <ul> <li> Enhancing Compliance Frameworks: Collaborate cross-functionally to design, implement, and strengthen Coinbase's Financial Crimes Compliance controls, ensuring they align with evolving regulatory requirements and industry standards.</li> <li> Data-Driven Insights: Conduct in-depth sampling across diverse workstreams, analyze trends, and develop data-based strategies to implement effective controls.</li> <li> Documentation &amp; Reporting: Maintain meticulous documentation that demonstrates adherence to regulations and internal policies, supporting transparency and audit-readiness.</li> <li> Product Risk Advisory: Actively advise on new product launches, providing insights to mitigate risks, address compliance challenges, and ensure timely intervention for regulatory concerns.</li> <li> Regulatory Engagement: Play a key role in regulatory exams by preparing responses to high-priority requests, addressing findings, and showcasing improvements in the compliance environment.</li> <li> Continuous Process Improvement: Develop, refine, and optimize existing processes to enhance operational efficiency and embed a culture of proactive compliance. You will also play an active role in training AI models and contributing to initiatives focused on model validation and refinement.</li> </ul> What we look for in you (ie. job requirements): <ul> <li>Bachelor’s degree or equivalent, preferably in a relevant field such as finance, economics, business, or blockchain technology.</li> <li>A minimum of 4 years of relevant experience in areas such as AML blockchain investigations, SAR investigations, controls development, and regulatory compliance within AML frameworks.</li> <li>Well-rounded expertise in investigative processes, cryptocurrency, blockchain technology, and digital asset ecosystems.</li> <li>Solid understanding of financial products and services across the traditional and emerging financial landscapes, including crypto-based offerings.</li> <li>Ability to clearly and effectively convey findings through written reports, in-person presentations, and direct engagement with third parties such as regulatory agencies, law enforcement, external auditors, and other stakeholders.</li> <li>A proactive self-starter with strong curiosity and problem-solving skills, driven to overcome challenges, uncover answers, and find solutions independently.</li> <li>Experience in presenting sensitive case matters to senior and executive management, demonstrating an ability to tailor communications for high-impact discussions.</li> <li>Strong ability to work cross-functionally, building relationships across teams and departments to achieve shared goals in a fast-paced environment.</li> <li>Exceptional resilience and composure in high-pressure situations, with the ability to pivot and reprioritize tasks seamlessly in response to changing circumstances.</li> </ul> Nice to haves: <ul> <li>CAMS or equivalent certifications</li> <li>Certifications from industry leaders such as Chainalysis, TRM Labs, or Elliptic</li> <li>Experience with data tools and platforms including SQL, Looker, SuperSet, or Snowflake</li> </ul> Job #:P68969 #LI-Remote Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $99,365—$116,900 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Financial Crimes Controls Development Associate

<h3> Position Summary </h3> Join the world’s leading professional services firm assisting employers in operating payrolls for their workforce. As an Analyst, you will join a dynamic team delivering our US Managed Payroll Tax Services offering. Work you will do You will be responsible for delivering payroll tax services for clients. You will need to deliver the following activities to the highest standards of client service with impeccable levels of accuracy: <ul> <li>Configuration of payroll wage codes for the accurate application of employer and employee taxes and social security</li> <li>Analysis of payroll tax notices</li> <li>Preparation of Powers of Attorney</li> <li>Liaison with Federal and State Agencies</li> <li>Registration of employers for payroll taxes</li> <li>Preparation and filing of payroll tax returns</li> <li>Preparation of Forms W-2, Forms 1099 and state equivalents</li> <li>Perform regular audits to identify and resolve compliance issues, avoiding delays in filings and monitoring penalties/notices</li> <li>Work in partnership with clients to ensure accurate and timely processing of payroll tax liabilities</li> <li>Reconcile federal and state withholding taxes and unemployment taxes monthly, quarterly, and annually</li> <li>Apply for identification numbers, such as FEIN and SUI, when entering new jurisdictions</li> <li>Evaluate and improve payroll tax processes for higher efficiency and accuracy</li> <li>Identify opportunities for automation and lead implementation efforts related to payroll taxes</li> <li>Coordinate year-end efforts to ensure accurate W-2s and other annual tax filings.</li> <li>Ensure proper setup and maintenance of local withholding codes for employers and employees in the Deloitte payroll tax system</li> <li>Good knowledge on Tax State/SUI agency portals</li> <li>Perform quarterly reconciliation and data analysis</li> <li>Reconcile payroll taxes at the employee level</li> <li>Tax Adjustment &amp; Amendment knowledge</li> <li>Play a lead role in Year-End processing for accurate W-2</li> <li>Communicate directly with internal/external customers regarding tax inquiries</li> <li>Research and payroll tax inquires</li> <li>Ensure that all tax related updates in the payroll system are fully reviewed and understood</li> <li>Perform internal audits as requested</li> <li>Identify and resolve issues as well as drive change for related improvements</li> <li>Setting up the required operating protocols for the service offering</li> </ul> Recruiting for this role ends on May 31st, 2025 Qualifications Required: <ul><li>Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week</li></ul> <ul> <li>3+ years of experience in payroll tax processing, preferably in a multi-state US environment</li> <li>Bachelor’s degree in economics, human resources, international business, finance, accounting, or other liberal arts majors</li> </ul> <ul> <li>One of the following active accreditations obtained, in process, or willing and able to obtain:</li> <ul> <li>Licensed CPA in state of practice/primary office if eligible to sit for the CPA</li> <li>If not CPA eligible:</li> <ul> <li>Certified Payroll Professional (CPP)</li> <li>Enrolled Agent</li> <li>Juris Doctor (JD)</li> </ul> </ul> <li>Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve</li> </ul> Preferred <ul> <li>Proficiency with payroll software (e.g., ADP, Workday, Paycom) and Microsoft Excel.</li> <li>An aptitude for working as part of dynamic team with diverse members</li> <li>Ability to prioritize tasks, work and manage multiple assignments in a team environment</li> <li>Strong analytical, consultative, quantitative, and project management skills</li> <li>Executive presence, and excellent communication (verbal &amp; written) and presentation skills with an aptitude for working as part of a global team</li> <li>Excellent analytical and problem-solving skills with high attention to detail</li> <li>Ability to handle confidential information with discretion</li> <li>Attention to detail, self-starter and deadline oriented</li> </ul> <h3>Recruiting tips</h3> From developing a standout resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters</a>. <h3>Benefits</h3> At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/about-deloitte-careers-top-ten-reasons-to-join-deloitte.html" target="_blank">Learn more about what working at Deloitte can mean for you</a>. <h3>Our people and culture</h3> Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture</a>. <h3>Our purpose</h3> Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact</a>. <h3>Professional development</h3> From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see <a href="https://www.deloitte.com/us/about" target="_blank">www.deloitte.com/us/about</a> for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/ban-the-box-notices.html" target="_blank">See notices of various ban-the-box laws where available</a>. 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 Deloitte, 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 $66,570 - $151,580. 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. Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-as…</a> Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Deloitte

Senior Analyst- US Business Process Solutions - Managed Payroll Services

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

<h2>#WeAreONEOK – Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused. </h2>JOB SUMMARYThis position is hybrid to Tulsa, OK.Job Profile Summary The HR Benefits Director at ONEOK is a pivotal senior leadership role reporting to the HR Benefits &amp; Service Center Senior Director. This position serves as a key strategic advisor and HR leader. This position develops and leads a comprehensive benefits strategy that enhances employee experience, ensures market competitiveness, and aligns with organizational goals. It also oversees retirement programs, such as 401(k) plans and pensions, while driving financial wellness initiatives to support long-term employee security. The HR Benefits Director strategically manages health, disability, life insurance, and holistic wellbeing initiatives to promote employee engagement, resilience, and productivity.Essential Functions and Responsibilities<ul> <li>Develop and execute a long-term benefits strategy that aligns with business objectives and enhances the overall employee experience.</li> <li>Evaluate and optimize benefits offerings to ensure market competitiveness, cost-effectiveness, and compliance with regulatory requirements.</li> <li>Partner with senior leadership and external vendors to drive innovation in benefits programs and total rewards initiatives.</li> <li>Oversee the design and administration of retirement programs, including 401(k) plans, pensions, and deferred compensation plans.</li> <li>Lead financial wellness initiatives that provide employees with tools and education to enhance their long-term financial security.</li> <li>Ensure compliance with ERISA, IRS, and other regulatory requirements while continuously improving retirement plan offerings.</li> <li>Drive the strategic direction of health, disability, life insurance, and voluntary benefit programs to support employee wellbeing.</li> <li>Implement and enhance mental health, physical health, and work-life balance programs that foster a culture of holistic wellness.</li> <li>Analyze benefits utilization data and employee feedback to refine program effectiveness and ensure alignment with workforce needs.</li> <li>Partner with executive leadership to ensure benefits programs support business objectives and workforce needs.</li> <li>Anticipate future trends in benefits, retirement, and wellbeing programs, positioning the organization as a leader in total rewards.</li> <li>Establish trust and credibility with senior leadership by providing expert guidance on benefits-related decisions and long-term strategy.</li> <li>Communicate complex benefits and financial wellness concepts in a clear and actionable manner for key stakeholders.</li> <li>Influence benefits-related policy and decision-making through data-driven insights and industry benchmarking</li> <li>Ensure that benefits offerings reflect the company’s commitment to inclusion and diversity aligned with our employee engagement initiatives.</li> <li>Use employee feedback and engagement metrics to continuously improve programs and enhance participation.</li> <li>Partner with internal stakeholders, including HR, Finance, Legal, and external vendors, to deliver best-in-class benefits solutions.</li> <li>Collaborate with Centers of Excellence (COEs) to integrate benefits strategies with broader HR and business initiatives.</li> <li>Maintain strong vendor relationships to enhance program offerings and optimize cost structures.</li> </ul>Education<ul><li>Bachelor’s degree in Human Resources, Business Administration, or a related field required; Master’s degree or MBA preferred.</li></ul>Work Experience<ul> <li>Minimum of 8-10 years of progressively responsible experience in managing benefits programs, with at least 5 years in a senior leadership role.</li> <li>Significant experience in managing and optimizing retirement programs, including 401(k), pension plans, and deferred compensation programs.</li> <li>Proven track record of leading financial wellness initiatives, helping employees make informed financial decisions for their long-term security.</li> <li>Experience in overseeing comprehensive health, welfare, and wellbeing programs, including health insurance, disability benefits, and mental health initiatives.</li> <li>Experience working cross-functionally with HR, finance, legal, and other departments to design and deliver effective benefits programs.</li> <li>Demonstrated success in managing relationships with external vendors to enhance benefits offerings and optimize costs.</li> </ul>Knowledge, Skills and Abilities<ul> <li>Knowledge and expertise in creating and implementing strategic benefits programs that align with organizational goals and market trends.</li> <li>Advanced knowledge in overseeing 401(k), pension, and deferred compensation programs, with a focus on improving financial wellness for employees. Knowledge in managing health, disability, life insurance, and wellbeing programs with a focus on employee resilience and productivity.</li> <li>Skills in strong understanding of ERISA, IRS, and other relevant regulations, ensuring compliance in all benefits programs.</li> <li>Knowledge and experience in using data, metrics, and employee feedback to drive benefits optimization and measure program effectiveness.</li> <li>Ability to build relationships with senior leadership and external vendors to drive benefits initiatives and influence policy decisions.</li> <li>Proven ability to mentor and develop high-performing teams, delegating responsibilities and fostering a culture of continuous improvement.</li> <li>Deep commitment to creating benefits offerings that support employee wellbeing, financial security, and work-life balance.</li> <li>Skills in strong project management, with the ability to lead and execute complex initiatives across diverse teams and stakeholders.</li> <li>Skills in exceptional communication and stakeholder engagement, with the ability to build relationships and influence at all organizational levels.</li> <li>Ability to lead, mentor, and develop a high-performing benefits team, fostering a culture of innovation, accountability, and continuous improvement.</li> <li>Ability to delegate effectively to ensure optimal service delivery while empowering team members to take ownership of their areas of expertise.</li> <li>Ability to provide opportunities for professional growth and ensure alignment with best practices in benefits management.</li> <li>Ability to design and implement benefits programs that reinforce an environment of employee wellbeing, financial security, and work-life balance.</li> </ul>Licenses and Certifications<ul><li>None required</li></ul>Strength Factor Rating - Physical Demands/Requirements<ul><li>Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.</li></ul>Strength Factor Description - Physical Demands/Requirements<ul> <li>Standing: Remaining on one's feet in an upright position at a work station without moving about (Occasionally)</li> <li>Walking: Moving about on foot (Frequently)</li> <li>Sitting: Remaining in a seated position (Constantly)</li> <li>Lifting: Raising or lowering an object from one level to another (includes upward pulling) (Occasionally)</li> <li>Carrying: Transporting an object, usually holding it in the hands or arms, or on the shoulder (Occasionally)</li> <li>Pushing: Exerting force upon an object so that the object moves away from the force (Occasionally)</li> <li>Pulling: Exerting force upon an object so that the object moves toward the force (includes jerking) (Occasionally)</li> <li>Climbing: Ladders, Stairs (Occasionally)</li> <li>Balancing: Maintaining body equilibrium to prevent falling (Occasionally)</li> <li>Stooping: Bending the body downward and forward by bending the spine at the waist (Occasionally)</li> <li>Kneeling: Bending the legs at the knees to come to rest on the knee or knees (Occasionally)</li> <li>Crouching: Bending the body downward and forward by bending the legs and spine (Occasionally)</li> <li>Crawling: Moving about on the hands and arms in any direction (Occasionally)</li> <li>Reaching: Extending hands and arms in any direction (Constantly)</li> <li>Handling: Seizing, holding, grasping, turning or otherwise working with the hand or hands (Manual Dexterity) (Constantly)</li> <li>Fingering: Picking, pinching or otherwise working with the fingers primarily (Finger Dexterity) (Constantly)</li> <li>Feeling: Perceiving such attributes of objects/materials as size, shape, temperature, texture, movement or pulsation by receptors in the skin, particularly those of the finger tips (Constantly)</li> <li>Talking: Expressing or exchanging ideas/information by means of the spoken word (Frequently)</li> <li>Hearing: Perceiving the nature of sound by the ear (Frequently)</li> <li>Tasting/Smelling: (Occasionally)</li> <li>Near Vision: Clarity of vision at 20 inches or less (Constantly)</li> <li>Far Vision: Clarity of vision at 20 feet for more (Frequently)</li> <li>Depth Perception: Three-dimensional vision; ability to judge distances and spatial relationships so as to see objects where and as they actually are (Frequently)</li> <li>Vision: Color - The ability to identify and distinguish colors (Constantly)</li> </ul>Working Conditions/Environment<ul><li>Employee is subject to inside environmental conditions</li></ul>Working Conditions<ul> <li>Well lighted, climate controlled areas (Constantly)</li> <li>Frequent repetitive motion (Constantly)</li> <li>CRT (Computer Monitor(s)) (Constantly)</li> </ul>Travel<ul><li>Availability to travel within the U.S. as needed.</li></ul>Driving<ul><li>Based on assigned tasks, employee may be assigned a company vehicle requiring the applicable driver's license</li></ul>ONEOK is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, sex, pregnancy, sexual orientation, age, religion, creed, national origin, gender identity, disability, military/veteran status, genetic information or any other categories protected by applicable law.The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of ONEOK.ONEOK is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation email <a href="mailto:HRSolutions@ONEOK.com" target="_blank">HRSolutions@ONEOK.com</a> or call 1-855-663-6547​. #LI-HYBRIDExpected Salary Range$165,000.00 - $247,000.00

ONEOK

Director - HR Benefits

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>

134 Accounting & Finance Jobs