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CommunityCare

Financial Planning & Analysis - Financial Analyst 127-2004

Req ID: 75942 Location: Tulsa -TUL Areas of Interest: Customer Service/Call Center; Treasury Services Pay Transparency Salary Range: Not Available Application Deadline: 01/30/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> If you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big, and no opportunity is too small when we work together to build relationships. <h2>Job Description</h2> The Treasury Client Services Professional II provides technical and operational support to a portfolio of Commercial Banking customers (including high priority) for all DDA and Treasury Management Products and Services; Treasury products assist customers in setting their daily cash position and related investment options; Responsible for obtaining all Legal and BSA/AML CIP information required for new account opening; analyze documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements; resolves daily customer issues/concerns sometimes engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers; some products require communications with third party vendors to identify and resolve customer issue; inputs and tracks all customer initiated operating and system problems via Salesforce. Identifies and refers cross sell opportunities. Must develop and maintain Product Expert status in at least one product. <h2>Team Culture</h2> Our teams are decentralized. We stay in communication with one another to ensure we deliver a consistent message. We learn from one another and draw on each other’s level of experience, no matter what location. We operate as “One Team” and use the 7 Habits of a Highly Effective Team as a guide. Our team is fun, engaging, and inspiring. We take the initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance. You will build relationships and get to know your coworkers in operations and technology, and sales, working across multiple lines of business. Our teams work with product managers, analysts, operations, sales, vendors, and the product support team. You are the voice of the client. <h2>How You'll Spend Your Time</h2> <ul> <li>You will analyze accounts receivable aging reports and settlement statements, and manage a portfolio of commercial and corporate relationships.</li> <li>You will respond to customers promptly, troubleshoot problems with Operations, IT, and third-party processors, and establish proactive customer relationships.</li> <li>You will utilize skills and documentation to resolve system problems, instruct users on technical tasks, and remain knowledgeable about customer account products.</li> <li>You will maintain quality control systems, identify operational problems, and ensure back-office follow-up using Salesforce Case Management.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and 4 years’ experience in banking and treasury client servicing or an equivalent combination of education and experience. <h2>Working Conditions &amp; Physical Requirements</h2> Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Treasury Client Svcs Professional II

City of Tulsa

INTERNAL LISTING:  ACCOUNTING MANAGER

Ready to be a Titan? Our Custom Reporting Developers receive report request and deadlines from several departments. The ability to own tasks, clearly communicate requirements, delays, completion and prioritize a constantly shifting schedule of deadlines is paramount. This work is highly critical to successfully building our company. It is the lynchpin of the sales and onboarding process. Custom reporting concerns are a blocker for most of our customers, so delivering high-quality, highly accurate reports is absolutely crucial and greatly appreciated by both our customers and our company.ServiceTitan is looking for a Custom Reporting Developer to join our commercial and construction team. Strong candidates will have a solid command of SQL, ETL operations, strong analytical and critical thinking skills. The most critical portion of the role is taking reporting requirements, ensuring they follow GAAP and delivering reports to meet our customer’s needs. The candidate will work closely with cross-departmental resources to ensure on-time delivery of reports for customers' adoption of ServiceTitan.What you'll do:<ul> <li>Develop: Create and modify custom reports being conscious of GAAP.</li> <li>Improve: Enhance and maintain existing automated custom reports to ensure they’re GAAP compliant.</li> <li>Data Manipulation and Analysis: Use SQL to manipulate data and generate reports that support onboarding customer data and business decisions.</li> <li>Performance Tuning: Help optimize database queries to improve performance and response times.</li> <li>Troubleshooting: Assist in troubleshooting and resolving basic database issues by understanding the business requirements.</li> <li>Documentation: Document reports, changes, and queries as well as prepare reports on utilization.</li> <li>Collaboration: Work closely with senior developers and database administrators to understand and implement complex SQL queries and database schemas.</li> <li>Learning and Development: Continuously learn and apply new SQL techniques and technologies to improve database efficiency and functionality.</li> </ul>What you'll bring: <ul> <li> Experience: <ul> <li>1-2 years of experience with MS SQL Server</li> <li>Advanced knowledge and experience in T-SQL and complex ETL tools</li> <li>Advanced knowledge of GAAP</li> <li>Expert level understanding of database and data model concepts</li> </ul> </li> <li>Education: Bachelor’s degree in Computer Science, Information Technology, Accounting or a related field.</li> <li>Technical Skills: Expert level understanding of database and data model concepts. Given the experimental nature of this job, we will require very tight compliance when it comes to data - we need to focus on learning</li> <li>Analytical Skills: Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.</li> <li>Problem-Solving: Ability to solve problems creatively and effectively.</li> <li>Communication Skills: Excellent verbal and written communication skills.</li> <li>Teamwork: Ability to work well in a team-oriented, collaborative environment.</li> </ul>Preferred Skills:<ul> <li>Familiarity with programming languages such as C#, Python, Apache Spark, Java, or typescript are beneficial.</li> <li>Construction Accounting experience is highly desirable</li> <li>Vertical SaaS experience is highly desirable</li> <li>Experience with SQL Server Reporting Services (SSRS) and SQL Server Integration Services (SSIS) is a plus.</li> </ul>Work Environment:<ul><li>This role typically works in a remote setting during regular business hours.</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 $86,000 USD - $124,000 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

SQL Developer (Accounting)

J.P. Morgan

Treasury Management Officer - Commercial Banking

CUSTOMER ACCOUNT REPRESENTATIVE II (FINANCE)

Ready to be a Titan? ServiceTitan is seeking an ambitious, motivated Senior Manager - Revenue Accounting to play a key mission-critical role within our Revenue Accounting Team. The position reports directly to the Senior Director, Revenue Accounting but will have close interaction with the Billing/Revenue Operations, Technical Accounting, Deal Desk, Tax and cross-functional accounting teams.If you are humble, hard-working, and passionate about making a difference in our Accounting team, and want to have a real, immediate impact, ServiceTitan wants to be your platform for achieving the extraordinary. What you'll do: <ul> <li>Lead the Revenue Accounting function while partnering closely with Technical Revenue Accounting and Revenue Operations/Billing to ensure all revenue is recognized in accordance with ASC 606</li> <li>Oversee the monthly and annual revenue close activities, including review of journal entries, contract modifications, account reconciliations and performing analytical review and fluctuation analysis on revenue to support accurate and timely financial reporting. </li> <li>Oversee end-to-end accounting for partner revenue workstreams (accruals, communication with partners, forecast vs. actual analyses, etc.)</li> <li>Manage the contract review process, in collaboration with Deal Desk and Sales functions, to ensure revenue is recognized in accordance with GAAP and revenue accounting policies are applied consistently.</li> <li>Ensure internal controls for revenue accounting are adequate and operating effectively.</li> <li>Collaborate with colleagues in FP&amp;A to explain variances, provide inputs to forecast, and identify trends in revenue</li> <li>Support ongoing implementation and testing efforts related to new financial systems (Workday, Salesforce CPQ/Billing, etc.) and partner with acquired business units to identify requirements to migrate revenue and billing processes into financial systems</li> <li>Assist with preparation and review of revenue-related schedules, financial statements, and disclosures for internal and external reporting purposes.</li> <li>Provide thought leadership on revenue processes, policies, and procedures that leverage technology, maximize efficiency, and provide scalability to support company </li> <li>Provide leadership, coaching, and development for the Revenue team.</li> <li>Participate in special projects, initiatives, and ad hoc requests related to revenue accounting.</li> </ul>What you'll need: <ul> <li>Minimum of a Bachelor’s degree in Accounting or equivalent work experience, CPA preferred</li> <li>7+ years of progressive accounting experience, ideally with 3+ years in public accounting and at least 3 years in a people manager role</li> <li>Strong understanding of US GAAP, ASC 606 and revenue recognition principles </li> <li>Prior experience in a high-growth SaaS, software, or technology-related company is highly preferred</li> <li>Highly organized detail-oriented with experience managing multiple priorities, large-scale projects, and deadlines in a fast-paced environment</li> <li>Strong leadership skills with experience leading, coaching and developing a team in a rapid growth environment</li> <li>Strategic thinker with strong analytical and problem-solving skills.</li> <li>Strong communicator with excellent verbal and written communication skills, ability to effectively collaborate with cross-functional teams and senior leadership.</li> <li>Advanced proficiency with Microsoft Excel </li> <li>Experience with Workday Financials is a plus </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 $126,000 USD - $182,000 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.

Senior Manager, Revenue Accounting

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

T.D. Williamson

Assistant Corporate Controller

Req ID: 75890 Location: Tulsa -TUL Areas of Interest: Information Services; Accounting; Finance; Professional Pay Transparency Salary Range: Not Available Application Deadline: 01/10/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Formula Based <h2>Summary</h2> If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. Headquartered in Tulsa, Oklahoma, TransFund, a business unit owned by BOK Financial, and a top-ten ATM network and debit, credit and merchant processor serving financial institutions and companies throughout the U.S. and Virgin Islands. With more than 46 years of experience in the financial services industry, TransFund delivers exceptional payment processing solutions with service, knowledge and consultation, so that clients can differentiate themselves, compete with companies of any size, and profitably expand their business. <h2>Job Description</h2> The TransFund Financial Systems Analyst is responsible for providing technical and operational support in the development of daily and monthly production processing of TransFund’s systems applications; performs analysis, design, programming, and implementation of solutions needed to support the information needs for reporting and operations of Transfund Information Systems. To include manages, monitors and trouble-shoots production processing of TransFund’s database systems; provides data management for billing, business unit reporting and profitability analysis systems, including customer, product reporting; manages the integration of data from a variety of sources for billing and accounting operations, financial and management accounting applications, and other end-user presentation systems. <h2>Team Culture</h2> We are committed to building an encouraging, caring, and supportive team environment that fosters personal development and professional growth. We are owners. Every day, we take initiative—with integrity and courage—to make our company and our clients stronger <h2>How You'll Spend Your Time</h2> <ul> <li>You will ensure data quality and validation controls are in place to support accurate reporting and mitigate risk associated with inaccurate or incomplete data.</li> <li>You will provide data management and aggregate inputs from providers to support billing and accounting operations, including reconciling data.</li> <li>You will provide support, technical and operational, to application users</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business, or related field and 3-5 years experience Financial Analysis or equivalent work related experience of 5-7 years. <ul> <li>Strong knowledge of accounting principles and operations; ability to analyze and interpret financial information and apply analytical techniques</li> <li>Strong knowledge of Electronic Funds Transfer industry</li> <li>Basic knowledge of data administration, relational database administration, and SQL processing</li> <li>Excellent knowledge of Spreadsheet Models Building </li> <li>Good understanding of Merchant and EFT Network processing </li> <li>Good understanding of distributed processing, multi-user production environments, multitasking operations environments.</li> <li>Strong understanding of business relationships (customer, products, and organization) and their interrelationships</li> <li>Excellent oral and written communication skills</li> </ul> <h2>Working Conditions &amp; Physical Requirements</h2> Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

TransFund Financial Systems Analyst

Coinbase

Accounting Manager, Prime Financing

62 Accounting & Finance Jobs in Tulsa, OK, USA