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<p>About FlightSafety International</p> <p>FlightSafety International is the world’s premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, government and military organizations. The company provides training for pilots, technicians and other aviation professionals from 167 countries and independent territories. FlightSafety operates the world’s largest fleet of advanced full-flight simulators and award-winning maintenance training at Learning Centers and training locations in the United States, Canada, France and the United Kingdom.</p>    <h2>Purpose of Position</h2>   <p>The Director, Accounting Controller at FlightSafety Simulations is responsible for coordinating and managing the accounting function comprised of General Ledger, Accounts Payable and Accounts Receivable staff. The position is responsible for ensuring that key internal controls are in place, and that processes are compliant with internal and external rules and regulations. The Director, Accounting Controller is also responsible for working with the VP, Corporate Controller to identify, develop and implement best practices and maintain key relationships with stakeholders.</p>     <h2>Tasks and Responsibilities</h2>   <ul> <li>Provide leadership and oversight to accounting team including development and implementation of policies, internal controls, and financial reporting processes. </li> <li>Lead team to ensure timely and accurate completion of accounting close process on a monthly, quarterly, and yearly basis and compliance with regulatory requirements and company-established accounting policies and procedures.</li> <li>Guide financial decisions by establishing, monitoring, and enforcing FlightSafety policies and procedures.</li> <li>Protect assets by establishing, monitoring, and enforcing internal controls.</li> <li>Monitor and confirm financial condition by conducting audits and providing information to external auditors.</li> <li>Manage internal and external audit requests, working closely with staff to provide adequate supporting details, documentation, and execution of action items to address findings.</li> <li>Analyze financial results and work with VP Finance and VP Corporate Controller to provide senior leadership with an understanding of FlightSafety Simulations financial performance and the financial effect of business plans, strategies, and policy.</li> <li>Develop and master the understanding of Syteline, the ERP system, and how it impacts FlightSafety Simulation’s Financial Reporting; Support with user access, system set up and data (e.g., cost centers, accounts, indirect projects, pools, vendors, customers, etc.)</li> <li>Perform technical accounting research and provide financial and accounting advice to internal stakeholders.</li> <li>Lead by example, establish cohesive team culture and positive environment, coach and develop team members.</li> <li>Collaborate with other departments and lead process improvement projects and initiatives. </li> </ul>     <h2>Minimum Education</h2>   <ul> <li>Bachelor’s degree in Accounting or Finance</li> <li>CPA Preferred </li> </ul>     <h2>Minimum Experience</h2>   <ul> <li>10+ years of Industry Accounting experience</li> <li>7+ years of leadership and management experience</li> </ul>     <h2>Knowledge, Skills, Abilities</h2>   <ul> <li>Strong knowledge in U.S Generally Accepted Accounting Principles and Sarbanes-Oxley Compliance.</li> <li>Proficient experience utilizing Microsoft products (Excel, Word, PowerPoint). </li> <li>Experience with Syteline or similar ERP system.</li> <li>Knowledge of job cost accounting concepts preferred.</li> <li>Action and results oriented - sets goals and achieve those goals.</li> <li>Possess initiative, confidence, and drive to achieve results without explicit direction or detailed instructions.</li> <li>Ability to interact with various levels of leadership in a professional manner.</li> <li>Proven attention to details, pride, and ownership in work. </li> <li>Good supervisory, communication, negotiation, analytical, project management, and problem-solving skills.</li> <li>Proven ability to lead and develop a team of accounting professionals. </li> </ul>     <h2>Physical Demands and Work Environment</h2>   <p>The physical demands and work environment described here are representative of those that must be met and/or encountered by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p>    <p>FlightSafety is an Equal Opportunity Employer/Vet/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.</p>

FlightSafety International

Director, Division Controller

<p>Req ID: 75865 </p> <p>Location: Tulsa -TUL, Albuquerque -ALBQ, Dallas -DAL, Fort Worth -FTWT, Houston -HOUS, Kansas City -KSCY, Oklahoma City -OKC, Overland Park -OVPK, Phoenix -PHOE, Scottsdale -SCOTT </p> <p>Areas of Interest: Product Management </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 01/02/2025</p> <p>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®.</p>    <h2>Bonus Type</h2>  Formula Based    <h2>Summary</h2>   <p>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.</p>     <h2>Job Description</h2>   <p>The Treasury Product Manager II, with minimal oversight, is primarily responsible for developing and managing the portfolio of Cash Management products and services offered by BOKF to drive revenue and to help the organization achieve its financial goals by offering innovative, high-quality Cash Management products that meet the needs of the customers. This may include analyzing market trends, identifying new opportunities, formulating strategies to meet the needs of the organization and its clients, and designing of those new products or modifying existing ones.</p> <p>Products one will manage in this role: Positive Pay; Consolidated Payables; Bill Payment; Loans; Check/Print/Mail </p>     <h2>Team Culture</h2>   <p>Our teams are decentralized. We stay in communication with one another to ensure we deliver a consistent message. We learn from one another and draw on each other’s level of experience, no matter what location. Meaningful impact comes from working together. Our camaraderie, shared decision making, mutual respect for others, and desire to win are what make us successful. Ideas on how to impact the bottom line are listened to, encouraged, and respected.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will help define product vision, develop, and implement a strategic product roadmap for Treasury Services, and outline key initiatives and goals to achieve overall growth and profitability. </li> <li>You will collaborate with internal stakeholders (sales, marketing, operations, technology, etc.) to ensure alignment of product vision, priorities, and goals. </li> <li>You will conduct market research and competitive analysis to identify opportunities for new products, features, or enhancements. </li> <li>You will define and price new products and services in line with market standards and competitor rates. </li> <li>You will manage and track product performance against established metrics and KPIs, including product adoption, usage rates, customer satisfaction scores, and profitability. </li> <li>You will develop and deliver product training and sales materials to enable the sales team to effectively position and sell treasury products and services. </li> <li>You will work closely with the customer support team to identify and address customer complaints and feedback. </li> <li>You will stay current on market and regulatory trends related to Treasury Services, as they impact product development and sales strategies. </li> <li>You will leverage data and analytics to drive data-informed decision making.</li> <li>You will establish relationships with key clients to identify opportunities for new products and services.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of a Bachelor’s degree in Business or related field of study and 5-6 years related experience in product management¬¬ and/or 10+ years of equivalent work experience in related field.</p> <ul> <li>Strong knowledge of marketing principals including product management development and positioning, and competitor analysis, pricing, and costing methodologies.</li> <li>Strong knowledge of small business through large corporate business products and services in area of responsibility.</li> <li>Strong analytical and organizational skills to perform a variety of financial, market and operational studies, including database and spreadsheet analysis, advertising, and market research.</li> <li>Strong interpersonal skills including oral and written communication skills.</li> <li>Excellent PC application skills including Word, Excel, PowerPoint, and SharePoint.</li> <li>Strong knowledge of bank operations, systems, and commercial products and services.</li> <li>Well-developed experience in working with vendors, legal and contracts teams.</li> </ul>    <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Bank of Oklahoma

Treasury Product Manager II - Positive Pay

<p><strong>See yourself at Twilio</strong></p> <p>Join the team as Twilio’s next Senior Finance Analyst - GTM Finance.</p> <p><strong>Who we are &amp; why we’re hiring</strong></p> <p>Twilio powers real-time business communications and data solutions that help <a href="https://customers.twilio.com/" target="_blank">companies and developers worldwide</a> build better applications and customer experiences.</p> <p>Although we're headquartered in San Francisco, we have presence throughout South America, Europe, Asia and Australia. We're on a journey to becoming a global company that actively opposes racism and all forms of oppression and bias. At Twilio, we support <a href="https://www.twilio.com/company/diversity" target="_blank">diversity, equity &amp; inclusion</a> wherever we do business.</p> <p><strong>About the job</strong></p> <p>This position will report to a Senior Finance Manager, GTM (Go-to-Market) and will support GTM reporting, operating expenses (OpEx), revenue tracking and forecasting, financial modeling for investment opportunities, and ad-hoc analysis to support GTM initiatives. This role will work cross-functionally with GTM business partners and central Finance teams. </p> <p><strong>Responsibilities</strong></p> <p>In this role, you’ll:</p> <ul> <li>Manage monthly OpEx forecasting and Monthly Finance Review (MFR) reporting for the Global ISV SE team</li> <li>Own monthly OpEx consolidation reporting for the global GTM organization</li> <li>Partner with GTM leaders to track and manage headcount and program spend budgets</li> <li>Support with Quarterly Finance Review (QBR) reporting and crafting meaningful insights</li> <li>Utilize solid financial skills and business knowledge to build ad-hoc financial models</li> <li>Lead revenue reporting, forecasting, and GTM metric tracking for Twilio Flex (interim)</li> <li>Collaborate with peer finance teams and work cross-functionally within GTM to identify business growth and cost optimization opportunities </li> <li>Be flexible in a dynamic work environment and support the wider GTM FP&amp;A team in achieving organizational objectives</li> </ul> <p><strong>Qualifications </strong></p> <p>Not all applicants will have skills that match a job description exactly. Twilio values diverse experiences in other industries, and we encourage everyone who meets the required qualifications to apply. While having “desired” qualifications make for a strong candidate, we encourage applicants with alternative experiences to also apply. If your career is just starting or hasn't followed a traditional path, don't let that stop you from considering Twilio. We are always looking for people who will bring something new to the table!</p> <p><strong>Required:</strong></p> <ul> <li>4+ years of FP&amp;A experience in a progressive financial role</li> <li>Strong financial analysis and modeling skills, and experience in forecasting, budgeting, reporting, and variance analysis</li> <li>Comfortable working with ambiguity in a dynamic, fast-paced environment</li> <li>Ability to work independently and think strategically</li> <li>Excellent verbal and written communication skills; experience presenting to leadership</li> <li>Highly proficient with Google Sheets or Excel</li> </ul> <p><strong>Desired:</strong></p> <ul> <li>Bachelor’s degree in Finance, Business, Economics or related field, or equivalent experience</li> <li>Experience with Anaplan, Tableau, Looker, and Oracle a plus</li> </ul> <p><strong>Location</strong></p> <p>This role will be remotebut is not eligible to be hired in San Francisco, CA, Oakland, CA, San Jose, CA, or the surrounding areas.</p> <p><strong>Travel</strong></p> <p>We prioritize connection and opportunities to build relationships with our customers and each other. For this role, you may be required to travel occasionally to participate in project or team in-person meetings.</p> <p><strong>What We Offer</strong></p> <p>There are many benefits to working at Twilio, including, in addition to competitive pay, things like generous time-off, ample parental and wellness leave, healthcare, a retirement savings program, and much more. Offerings vary by location.</p> <p><strong>Twilio thinks big. Do you?</strong></p> <p>We like to solve problems, take initiative, pitch in when needed, and are always up for trying new things. That's why we seek out colleagues who embody our values — something we call <a href="https://www.twilio.com/company/values" target="_blank">Twilio Magic</a>. Additionally, we empower employees to build <a href="https://twilio.org/support-and-resources/impact-fund" target="_blank">positive change in their communities</a> by supporting their volunteering and donation efforts.</p> <p>So, if you're ready to unleash your full potential, do your best work, and be the best version of yourself, apply now!</p> <p>If this role isn't what you're looking for, <a href="https://www.twilio.com/company/jobs#open-positions" target="_blank">please consider other open positions</a>.</p> <p><em>*Please note this role is open to candidates outside of Colorado, California, New York, Washington and Washington D.C. The information below is provided for candidates hired in those locations only.</em></p> <p>The estimated pay ranges for this role are as follows:</p> <ul> <li> <p>Based in Colorado or Washington D.C.: $92,800 - $116,000.</p> </li> <li> <p>Based in New York, Washington State, or California (outside of the San Francisco Bay area): $98,320 - $122,900.</p> </li> <li> <p>Based in the San Francisco Bay area, California: $109,200 - $136,500.</p> </li> <li> <p>This role may be eligible to participate in Twilio’s equity plan and corporate bonus plan. All roles are eligible for the following benefits: health care insurance, 401(k) retirement account, paid sick time, paid personal time off, paid parental leave.</p> </li> </ul> <p>The successful candidate’s starting salary will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the state. </p> <p>Applications for this role are intended to be accepted until September 30, 2024 but may change based on business needs.</p> <p><strong>Twilio is proud to be an equal opportunity employer.</strong> Twilio is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Additionally, Twilio participates in the E-Verify program in certain locations, as required by law.</p> <p>Twilio is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please contact us at <a href="#">accommodation@twilio.com</a>.</p>

Twilio

Senior Finance Analyst - GTM

<h2>Posting Details</h2>    Position Information      Position Title Director of Accounting and Payroll   Job Description  Responsible for cash management, investments, monthly financial close, bond and debt activity, survey preparation, annual audit and 990 preparations. Manages the payroll function, monthly closing of accounts and preparation of reports in support of the financial statements. Works closely with the others in the organization in analysis and reconciliation of accounts and in development and implementation of accounting policies, procedures and controls.  <br><strong>Essential Functions (Responsibilities):</strong><br><br>  <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  <strong><em>Equivalent Education/Experience:</em></strong> <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>  <br><strong><em>Knowledge/Skill/Ability:</em></strong>  <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  <strong><em>Preferred:</em></strong> <ul><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>  <p>Required fields are indicated with an asterisk (*).</p> <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> </ol>  <h2>Documents Needed To Apply</h2>  Required Documents <ol> <li>Resume</li> </ol> Optional Documents <ol> <li>Cover Letter</li> </ol>

University of Tulsa

Director of Accounting and Payroll

Tulsa City County Library

Accounting Assistant

<p>About FlightSafety International</p> <p>FlightSafety International is the world’s premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, government and military organizations. The company provides training for pilots, technicians and other aviation professionals from 167 countries and independent territories. FlightSafety operates the world’s largest fleet of advanced full-flight simulators and award-winning maintenance training at Learning Centers and training locations in the United States, Canada, France and the United Kingdom.</p>    <h2>Purpose of Position</h2>   <p>Applies principles of Accounting to analyze financial information and prepare financial reports.</p>     <h2>Tasks and Responsibilities</h2>   <ul> <li>Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions.</li> <li>Analyzes financial information detailing assets, liabilities, and capital, and prepares balance sheet, profit and loss statement, and other reports to summarize current and projected company financial position.</li> <li>Examines variety of accounting documents to verify accuracy and are properly supported in accordance with pertinent policy and procedures.</li> <li>Establishes, modifies, documents, and coordinates implementation of accounting and accounting control procedures.</li> <li>Devises and implements system for general accounting.</li> <li>Prepares routine working papers, schedules, exhibits, and summaries indicating the extent of the examination and presenting and supporting findings and recommendations.</li> <li>Complete other ad-hoc reports and other projects and assignments as required.</li> <li>Exhibit and practice professional and courteous behavior while interacting with both internal and external customers.</li> <li>Interact within a cooperative environment through beneficial behavior, commitment to common goals, contribution to problem solving, communication of ideas and suggestions, and encouragement to other employees and departments.</li> <li>Accountable for the security of FSI materials, projects and business information regarding the methods and techniques used in the production and usage of FSI products.</li> <li>Accountable for the accuracy and completeness of assigned tasks.</li> <li>Able to adhere to a work schedule including prompt and regular attendance.</li> <li>Ability to work in a constant state of alertness and safe manner.</li> </ul>     <h2>Minimum Education</h2>   <p>Bachelor's degree (B. A.) from four-year College or University</p>     <h2>Minimum Experience</h2>   <ul> <li>Eight years related experience and/or training; or equivalent combination of education and experience. Knowledge and expertise for this level usually results from internal progressive experience, preferred.</li> <li>Selection for this position is based on the demonstrated ability of the person to successfully fulfill the requirements listed.</li> </ul>     <h2>Knowledge, Skills, Abilities</h2>   <p>SOFTWARE KNOWLEDGE AND SKILLS: Microsoft Office, Word and Excel</p> <p>EQUIPMENT KNOWLEDGE AND SKILLS: PC, ten key and basic office equipment</p> <p>LANGUAGE SKILLS: Fluency in English, through both verbal and written communications; able to read and interpret documents: Able to write routine reports and correspondence: Able to speak effectively before groups of customers or employees of organization.</p> <p>MATHEMATICAL SKILLS: Able to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and area; Able to apply concepts of basic algebra.</p> <p>REASONING ABILITY: Able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; Able to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.</p>     <h2>Physical Demands and Work Environment</h2>  <p>The physical demands and work environment described here are representative of those that must be met and/or encountered by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus. While performing the duties of this Job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate.</p>   <p>FlightSafety is an Equal Opportunity Employer/Vet/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.</p>

Accountant Senior

<p>Req ID: 75812 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Bank Operations; Wealth Management; Wealth Management Operations </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 12/20/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Discretionary    <h2>Summary</h2>   <p>We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. The Wealth Management Services (WMS) Lead is primarily responsible for workflow operations which includes leading, reviewing and implementing processes that impact workload, procedures and schedules.</p>     <h2>Job Description</h2>   <p>The Wealth Management Services (WMS) Lead is primarily responsible for workflow operations which includes leading, reviewing and implementing processes that impact workload, procedures and schedules. This position works closely with various units within Wealth Management, Enterprise Operations and Information Technology to mitigate risk and ensure operational processes are executed accurately and efficiently while adhering to policies, procedures, regulations and achieving service level objectives. </p>     <h2>Team Culture</h2>   <p>We celebrate each other’s wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will lead a team of Exempt and Non-Exempt personnel, oversee departmental activity; identify department priorities; recommend workforce headcount; develop and implement action plans based on directives from upper management. Identify savings and efficiencies in overall operation; prepare management reports, operational statistics and quality reports.</li> <li>You will identify, develop, and recommend revision of internal standards, policies, operating procedures, and new programs to improve efficiency; provide clear concise written guidelines to WMS support personnel and provides coaching related to internal standards; minimizes losses through effective internal controls; ensures internal work procedures are consistent with departmental and overall divisional goals and objectives; ensures service level objectives are met. </li> <li>You will research and resolve complex problems requiring considerable judgment and handling beyond staff experience and knowledge. May participate in meetings/interactions directly with external customers to assist in determining/meeting their expectations </li> <li>You will ensure department efficiency by predicting, controlling, implementing and approving changes in workload, procedures, and schedules through analysis of internal operation and appraisal of external needs identified with other departments. Establishes and maintains working relationships with department managers, regulators, and auditors to ensure needs of customers and organization are met. </li> <li>You will participate as a WMS representative in mergers and acquisitions and operational conversions; serve on committees relative to operations, products, and equipment; participates in collaborative study and review of proposals and design of new products. Review, research, and analyze effect of governmental regulations on policies and procedures of bank operations.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>    <p>This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business, Accounting or Finance with 8 – 10 years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience. Wealth Management workflow operations experience is strongly preferred.</p>  <ul> <li>Adaptability</li> <li>Attention to Communication</li> <li>Customer Orientation</li> <li>Decision Making/Judgment</li> <li>Diagnostic Information Gathering</li> <li>Influencing Others</li> <li>Initiative</li> <li>Managing Performance</li> <li>Motivational Support</li> <li>Oral/Written Communication</li> <li>Personal Accountability</li> <li>Technical Expertise</li> <li>Vision/Values</li> </ul>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office - Occasional Travel   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Wealth Management Services Operations Lead

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

Community Care College

Accounting Specialist

<p>Req ID: 75853 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Commercial Banking, TransFund Debit Card &amp; Merchant Processing </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 12/29/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Formula Based    <h2>Summary</h2>   <p>If you are looking for a role that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! </p>     <h2>Job Description</h2>   <p>The <strong>Debit Card Specialist</strong>, <strong>TransFund</strong> is a subject matter expert on Visa and MasterCard rules and regulations and primarily responsible for performing complex investigations to assist 350+ financial institutions. The position coordinates with financial institutions to identify, analyze, and resolve process problems. Responsible for documenting and providing proper justification communicated to the Network processor in resolving issues </p>     <h2>Team Culture</h2>   <p>You will serve unique and individualized needs for our client accounts, while operating within defined policies and procedures. Your strategic thinking will help you create efficiencies to meet client needs and reduce potential errors. You aspire to deliver world class service to our internal and external customers. </p> <p>We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will serve as a front-line consulting resource for functionality of primary processing applications. You will offer specialized expertise for numerous participants using Visa and MasterCard rules and regulations. You will serve as subject matter expert source for industry knowledge and research new industry products, practices and regulations.</li> <li>You will analyze transactions and approve/decline adjustments. You will provide guidance and instruction to third party processors. You will initiate adjustments and complete quality review of documentation for participants.</li> <li>You will complete daily investigations and analysis of acquiring banks transmittal reports (400+ financial institutions) to determine mode of entry for charge back eligibility. You will contact customers, merchants and acquiring banks for details to determine course of action.</li> <li>You will evaluate and analyze incoming OCCU charge backs; make decisions whether or not charge backs should go through arbitration, compliance filing, or be charged off. You will complete source documents and prepare supporting documentation for case filing or charge offs.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>Required level of knowledge is normally acquired through completion of an Associate’s Degree in Business and 4+ years related experience in debit card servicing or equivalent work experience of 8+ years. Thorough knowledge of accounting principles and practices. </p>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office - Occasional Travel   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Debit Card Specialist, TransFund

<p>Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and diversify their practices, clients, and income streams.</p><p>The Wealth Management Specialist is an integral part of Park Avenue Securities. Reporting to the Head of Wealth Management Associates, who in turn reports to the Head of Business Development, you will provide individual FRs wealth management solutions to a specific client situation leveraging their understanding of the available accumulation and income distribution products available via Park Avenue Securities.</p><h2>You are</h2><ul> <li><p>Self-motivated and can adapt to a fast moving and dynamic environment.</p></li> <li><p>Able to handle several responsibilities, multiple phone calls and field interactions, yet be able to identify and focus on the most valued added phone support and use of time.</p></li> <li><p>Someone who can take ownership of daily activities, balance reactive with proactive to maximize contribution.</p></li> <li><p>Someone who embraces change, technology enhancements, new capabilities added to Park Avenue Securities.</p></li> </ul><h2>You will</h2><ul> <li><p>Be responsible for product questions/solutioning and current rate expertise via phone support to the registered FRs in the Field, in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and parse out Wealth Management opportunities), pre and post Wealth Management Consultant (WMC) agency visit support, and deliver Wealth Management training to groups of FRs (and agency management) via Video Conference. This training can include not only products and solutions but cover the technologies and applications used in Wealth Management (when such training &amp; support is not offered by the vendor), and generic information covering the transacting of registered products.</p></li> <li><p>Work closely with the WMC, focusing on the overall growth of Wealth Management business in the agencies either within their assigned territories or nationally as required.</p></li> <li><p>Analyze investment portfolios, develop investment strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge.</p></li> <li><p>Provide rate information as required, directing FRs to appropriate weblinks for such, etc.</p></li> <li><p>Manage and develop sales territory with WMC to drive growth of wealth management business, FR segmentation, tailored training to groups of FRs, sales concepts, opportunity identification.</p></li> <li><p>With WMC, implement and execute communications, sales, and growth plans within sales territory.</p></li> <li><p>Help identify and communicate sales opportunities to registered FRs.</p></li> <li><p>Act as a subject matter expert on wealth management products and technology platforms.</p></li> <li><p>Conduct consultative and educational sales calls and presentations to registered FRs.</p></li> <li><p>Document Field interactions in wholesaler CRM.</p></li> </ul><h2>You have</h2><ul> <li><p>Strong advisor management skills.</p></li> <li><p>Ability to support large case design and proposal.</p></li> <li><p>Desire to drive results and sales growth.</p></li> <li><p>Broad-based industry and product knowledge.</p></li> <li><p>Strong consultative skills.</p></li> <li><p>Excellent organizational skills.</p></li> <li><p>Bachelor’s degree or equivalent work experience required.</p></li> <li><p>Sales Desk and/or Internal wholesaling or financial retail sales a plus (in Wealth Management).</p></li> <li><p>Customer service cross-selling experience (introducing additional products and services on inbound service calls) a plus.</p></li> <li><p>Experience in field training and presenting to small/large groups via Zoom/Teams a plus.</p></li> <li><p>3-5 years overall experience (including above) within the financial services industry.</p></li> <li><p>Series 7 required.</p></li> <li><p>Series 63/65 or 66; required.</p></li> <li><p>Professional designations such as CFP; AIF.</p></li> <li><p>Life/Health insurance Licenses; preferred.</p></li> <li><p>Thorough knowledge of Wealth Management business, including GIAC Fixed Annuities.</p></li> <li><p>Working knowledge of industry leading Money Managers (Blackrock, Fidelity, etc.).</p></li> <li><p>Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds, Variable Annuities, Fixed and Index Annuities, Stocks, Bonds, ETFs, 401k, etc.</p></li> <li><p>Strong tech-skills including; MS Office, Webex or Skype, proposal software, CRM, etc. </p></li> <li><p>Netx360, Envestnet, Salesforce/SmartOffice, Albridge, Morningstar, and Factset a plus.</p></li> <li><p>Good phone-based skills, articulate, polite, confident, able to establish relationships with the Field.</p></li> </ul><p>Salary Range</p><p><br>$60,000 - $67,500<br>​<br>The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.</p><h2>Our Promise</h2><p>At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.</p><p><br> </p><h2>Inspire Well-Being</h2><p>As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.</p><h2>Health Care</h2><ul> <li><p>Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits</p></li> <li><p>Dental plan</p></li> <li><p>Vision plan</p></li> <li><p>Health care accounts – flexible spending, health reimbursement, and health savings accounts</p></li> <li><p>Critical illness insurance</p></li> </ul><h2>Life and Disability Insurance</h2><ul> <li><p>Company-paid Life and Disability insurance plus voluntary supplemental coverage</p></li> <li><p>Accident insurance</p></li> </ul><h2>Retirement and Financial</h2><ul> <li><p>401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable</p></li> <li><p>Complimentary 1:1 financial guidance with a licensed Fidelity representative</p></li> </ul><h2>Time Off and Remote Work</h2><ul> <li><p>Flexible work arrangements (part in-person/part remote)</p></li> <li><p>Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement</p></li> <li><p>Personal holidays for colleagues to use in recognition of religious, cultural, or civic days</p></li> <li><p>Paid parental leave and paid family and medical leave policies</p></li> </ul><h2>Emotional Well-being and Work-Life</h2><ul> <li><p>Emotional well-being, mental health, and work/life resources powered by Spring Health</p></li> <li><p>Wellness programs, including fitness program and equipment reimbursement</p></li> <li><p>Child, adult, and elder back-up care support through Bright Horizons</p></li> <li><p>Adoption assistance</p></li> <li><p>College planning</p></li> <li><p>Tuition reimbursement</p></li> <li><p>Student loan assistance</p></li> <li><p>Commuter benefits in select metropolitan areas</p></li> </ul><h2>Equity &amp; Inclusion</h2><p>Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:</p><ul> <li><p>Employee Resource Groups:</p></li> <li><p>Colleague Connection Committees</p></li> <li><p>Community Involvement Committees</p></li> </ul><p>A culture that encourages colleagues to bring their authentic selves to work</p><ul> <li><p>Voluntary self-ID</p></li> <li><p>Pronunciation and phonetic spelling of names</p></li> </ul><p><i>Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.</i></p><p><br> </p><h2>Equal Employment Opportunity</h2><p>Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.</p><h2>Accommodations</h2><p>Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="#">applicant_accommodation@glic.com</a>.</p><p>Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday</p>

65 Accounting & Finance Jobs in Tulsa, OK, USA