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Req ID: 75853 Location: Tulsa -TUL Areas of Interest: Commercial Banking, TransFund Debit Card &amp; Merchant Processing Pay Transparency Salary Range: Not Available Application Deadline: 12/29/2024 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 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! <h2>Job Description</h2> The Debit Card Specialist, TransFund 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 <h2>Team Culture</h2> 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. 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. <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> 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. <h2>Working Conditions &amp; Physical Requirements</h2> Office - Occasional Travel 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

Debit Card Specialist, TransFund

Pinterest

Accountant II - Senior Revenue Accountant

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.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.<h2>You are</h2><ul> <li>Self-motivated and can adapt to a fast moving and dynamic environment.</li> <li>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.</li> <li>Someone who can take ownership of daily activities, balance reactive with proactive to maximize contribution.</li> <li>Someone who embraces change, technology enhancements, new capabilities added to Park Avenue Securities.</li> </ul><h2>You will</h2><ul> <li>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.</li> <li>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.</li> <li>Analyze investment portfolios, develop investment strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge.</li> <li>Provide rate information as required, directing FRs to appropriate weblinks for such, etc.</li> <li>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.</li> <li>With WMC, implement and execute communications, sales, and growth plans within sales territory.</li> <li>Help identify and communicate sales opportunities to registered FRs.</li> <li>Act as a subject matter expert on wealth management products and technology platforms.</li> <li>Conduct consultative and educational sales calls and presentations to registered FRs.</li> <li>Document Field interactions in wholesaler CRM.</li> </ul><h2>You have</h2><ul> <li>Strong advisor management skills.</li> <li>Ability to support large case design and proposal.</li> <li>Desire to drive results and sales growth.</li> <li>Broad-based industry and product knowledge.</li> <li>Strong consultative skills.</li> <li>Excellent organizational skills.</li> <li>Bachelor’s degree or equivalent work experience required.</li> <li>Sales Desk and/or Internal wholesaling or financial retail sales a plus (in Wealth Management).</li> <li>Customer service cross-selling experience (introducing additional products and services on inbound service calls) a plus.</li> <li>Experience in field training and presenting to small/large groups via Zoom/Teams a plus.</li> <li>3-5 years overall experience (including above) within the financial services industry.</li> <li>Series 7 required.</li> <li>Series 63/65 or 66; required.</li> <li>Professional designations such as CFP; AIF.</li> <li>Life/Health insurance Licenses; preferred.</li> <li>Thorough knowledge of Wealth Management business, including GIAC Fixed Annuities.</li> <li>Working knowledge of industry leading Money Managers (Blackrock, Fidelity, etc.).</li> <li>Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds, Variable Annuities, Fixed and Index Annuities, Stocks, Bonds, ETFs, 401k, etc.</li> <li>Strong tech-skills including; MS Office, Webex or Skype, proposal software, CRM, etc. </li> <li>Netx360, Envestnet, Salesforce/SmartOffice, Albridge, Morningstar, and Factset a plus.</li> <li>Good phone-based skills, articulate, polite, confident, able to establish relationships with the Field.</li> </ul>Salary Range $60,000 - $67,500 ​ 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.<h2>Our Promise</h2>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. <h2>Inspire Well-Being</h2>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.<h2>Health Care</h2><ul> <li>Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits</li> <li>Dental plan</li> <li>Vision plan</li> <li>Health care accounts – flexible spending, health reimbursement, and health savings accounts</li> <li>Critical illness insurance</li> </ul><h2>Life and Disability Insurance</h2><ul> <li>Company-paid Life and Disability insurance plus voluntary supplemental coverage</li> <li>Accident insurance</li> </ul><h2>Retirement and Financial</h2><ul> <li>401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable</li> <li>Complimentary 1:1 financial guidance with a licensed Fidelity representative</li> </ul><h2>Time Off and Remote Work</h2><ul> <li>Flexible work arrangements (part in-person/part remote)</li> <li>Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement</li> <li>Personal holidays for colleagues to use in recognition of religious, cultural, or civic days</li> <li>Paid parental leave and paid family and medical leave policies</li> </ul><h2>Emotional Well-being and Work-Life</h2><ul> <li>Emotional well-being, mental health, and work/life resources powered by Spring Health</li> <li>Wellness programs, including fitness program and equipment reimbursement</li> <li>Child, adult, and elder back-up care support through Bright Horizons</li> <li>Adoption assistance</li> <li>College planning</li> <li>Tuition reimbursement</li> <li>Student loan assistance</li> <li>Commuter benefits in select metropolitan areas</li> </ul><h2>Equity &amp; Inclusion</h2>Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:<ul> <li>Employee Resource Groups:</li> <li>Colleague Connection Committees</li> <li>Community Involvement Committees</li> </ul>A culture that encourages colleagues to bring their authentic selves to work<ul> <li>Voluntary self-ID</li> <li>Pronunciation and phonetic spelling of names</li> </ul>Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. <h2>Equal Employment Opportunity</h2>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.<h2>Accommodations</h2>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>.Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday

Guardian Life

Wealth Management Specialist

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

Oklahoma Technical College, Tulsa

Accounting Specialist

CEO’s Finance department is dedicated to achieve the organization’s mission through overseeing fiscal operations such as providing proper oversight of all expenditures and revenue collections and delivering timely and accurate financial reporting. The Finance department comprises several units: Accounting, Budget, Grants, Payroll, and Risk Management.

Center for Employment Opportunities

Finance

At H&amp;P, our people are our strength.Since 1920, Helmerich and Payne has been the industry’s most trusted partner in drilling productivity and reliability. As the world changes, so does our approach. We are changing the landscape of drilling by using cutting-edge rig technologies and drilling solutions to build upon a century of success, all while continuing to deliver better outcomes for our customers. At H&amp;P, our people are our strength. We strive to continually lead with our Core Values that enable employees to develop on their H&amp;P Journey. We believe that doing the right thing means creating a more diverse, equitable, and inclusive workplace that empowers our people to bring their authentic selves to work every day. Some companies offer career paths. We offer a Journey of a Lifetime. Let's go far, together. Hear directly from our employees, and leaders about their <a href="https://www.helmerichpayne.com/about/journey" target="_blank">unique journeys at Helmerich and Payne</a>. At a Glance:The primary responsibilities of the Senior Accountant position include, but are not limited to period, quarter, and year-end close process. The Senior Accountant will support our International Operations and may also be involved with more complex issues by utilizing enhanced analytical or accounting skills.Work Type: Remote Location: Tulsa, OK This position is expected to be filled in the greater Tulsa, Oklahoma area.What you will do: <ul> <li>Supporting the period, quarter, and year-end financial reporting process</li> <li>Preparing journal entries</li> <li>Preparing working trials for multiple companies</li> <li>Preparing reconciliations of accounts, actively investigating reconciling items to resolve timely</li> <li>Performing analytical assignments and preparing accounting reports</li> <li>Assisting with internal and external audits ensuring all schedules, requests and aspects of the audits are addressed in a timely and appropriate manner</li> <li>Maintaining records for accounting transactions</li> <li>Contributing to the company’s efforts to comply with the requirements of Sarbanes Oxley while ensuring compliance and adherence with controls for internal policies and external regulations</li> <li>Participating in the identification and implementation of improvements to accounting processes</li> <li>Various ad-hoc projects as assigned by supervisor or manager</li> </ul>What you need:<ul> <li>Bachelor's or higher degree in Accounting</li> <li>3-4 years of Accounting experience</li> <li>CPA or CPA track</li> <li>Strong analytical and problem solving skills with attention to detail</li> <li>Familiarity with financial accounting statements</li> <li>Thorough knowledge of basic accounting procedures</li> <li>Ensure compliance with GAAP principles</li> <li>Experience with general ledger function and the monthly/yearly closing process</li> <li>Aptitude for numbers and quantitative skills</li> <li>Advanced MS Excel skills including pivot tables and Vlookups</li> <li>Excellent interpersonal and professional skills</li> <li>Self-motivated</li> <li>Excellent organizational skills in order to manage multiple tasks</li> <li>Working knowledge of ERP systems like Oracle</li> <li>Experience working with or within a public company with SEC reporting and SOX control requirements </li> </ul>Not a must, but a plus<ul> <li>Public accounting experience (Big Four a plus)</li> <li>Spanish proficiency a plus</li> <li>Experience with Alteryx or Microsoft Power Suite</li> <li>Experience in the oil field service industry</li> </ul> What we offer: At H&amp;P, our commitment to our people is at the forefront, and that includes benefits that provide employees a sense of health and financial security. We know that life continues outside of employment and actively caring of our people is our priority. <ul> <li>Comprehensive medical, dental, vision, and life insurance </li> <li>Flexible Spending or Health Savings Accounts</li> <li>401k match </li> <li>Paid Leave Plans</li> <li>Parental &amp; Adoption Benefits</li> <li>Disability Coverage</li> <li>Employee Assistance Program </li> <li>Educational Assistance </li> <li>Learning &amp; Development Opportunities </li> <li>Flex-scheduling available for qualifying positions to achieve work-life integration</li> </ul>H&amp;P is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability. For more information on benefits and job opportunities, please visit <a href="https://www.helmerichpayne.com/about/careers#benefits" target="_blank">Careers | Helmerich &amp; Payne, Inc.</a>Thank you for your interest in joining our team!Thank you for your interest in joining our team!

Helmerich & Payne

Accountant, Senior

<h3 dir="ltr">About Us </h3> FreeWorld is a fully remote, tech-enabled, nonprofit organization in the US that helps individuals affected by the justice system obtain high-income careers to end the cycle of recidivism and generational poverty brought on by our country's mass incarceration problem. Each FreeWorld team member is incredibly passionate about what we do and cares deeply for our program participants (called Free Agents) and our team. All applicants should share our passion for the mission and truly believe that everyone deserves a real second chance! Serious applicants, please read our <a href="https://drive.google.com/file/d/1O2Qoz0Oz2E_uh3cz_hSM96TdivyWCI94/view?usp=drive_link" target="_blank">FreeWorld Culture FAQ</a> and <a href="https://drive.google.com/file/d/1psk8hS7uUQqZ5Y8JI0gYyYduIIJYo8kW/view?usp=drive_link" target="_blank">FreeWorld Core Values</a> before applying. <h3 dir="ltr"> Our Mission ‍ </h3> FreeWorld’s mission is to end generational poverty and recidivism through economic mobility. We do this by: <ul> <li>Placing returning citizens into high-wage careers at scale.</li> <li>Embracing technology and automation to expand our reach.</li> <li>Developing a self-sustaining revenue model to accelerate our growth. </li> <li>Investing in our team and maintaining a culture of honesty, vulnerability, and trust. </li> <li>Creating systemic change by leveraging our deep layers of graduate data in partnership with the Criminal Justice System to become the Gold Standard for re-entry.</li> </ul> <h3 dir="ltr">About the Role </h3> FreeWorld is at an inflection point as we launch our strategic plan to scale our organization toward our vision to provide every person leaving incarceration with training opportunities toward living wage careers, leading to dramatically reduced recidivism rates. Today, we are a fully remote organization with a $14M+ budget, 38 full-time employees and contractors, serving 5,000+ returning citizens by providing important wrap-around services like weekly cash stipends, Uber rides, and paying for trucking school tuition. Over the next three years we will scale to a $35M+ budget, with over 120 full-time employees, serving 30,000+ returning citizens nationally, which will require expert financial leadership as we navigate complex grant, compliance, and budgeting decisions. Reporting to the CEO, the Controller is directly responsible for day-to-day accounting operations, ensuring accuracy in financial reporting and compliance, and providing guidance on building a robust finance function within FreeWorld. The Controller interacts with other members of our team, senior leadership, external accounting firms, and auditors. The Controller will be expected to understand and contribute to important aspects of the organization’s business, including its financial modeling, relations with grantors, and customers to ensure effective program and budget support. You may be right for this role if: <ul> <li>You’re passionate about our mission</li> <li>You’re energized by the idea of joining a rapidly scaling organization and building the infrastructure needed to scale effectively</li> <li>You are a team player; you are willing to support the team whether that means “sweeping the floors” to rolling up your sleeves on a complex grants strategy</li> </ul> This is not the right role if: <ul> <li>You are uncomfortable working in a function of one for the foreseeable future</li> <li>You prefer small organizations with steady processes and consistent revenue &amp; expenses. We need someone who is experienced, and can guide us through our next several chapters. </li> <li>You are not interested in a remote work environment. </li> </ul> Core Responsibilities: <ol> <li>Oversee all financial operations, ensuring accuracy and timeliness in financial reporting, disbursements, and receivables, while maintaining financial integrity and compliance with tax provisions.</li> <li>Collaborate with external and internal teams to identify and bridge gaps, develop scalable financial solutions, and prepare and track budgets.</li> <li>Collaborate with Senior Leadership to provide guidance on building an internal finance team, providing strategic insights into financial performance, and fostering a values-driven, high-performing culture.</li> </ol> Additional responsibilities include, but are not limited to: Financial Reporting: <ul> <li>Coordinate and prepare internal and external financial statements including department expense reports, detailed PayPal transaction coding, and annual audited financial statements.</li> <li>Analyze financial results and provide leadership with an understanding of the organization’s financial performance and the financial implications of business decisions and strategies. </li> </ul> Accounting: <ul> <li>Plan, direct, and coordinate all accounting operational functions.</li> <li>Supervise external accounting firm and accurate accounting of the organization’s activities.</li> <li>Evaluate financial internal control systems and ensure adherence to such controls.</li> <li>Manage and oversee all disbursements, ensuring accurate and timely processing of invoices, accounts payable (AP), and employee expense reports. </li> </ul> Audit and Tax: <ul> <li>Manage the annual financial statement audit including coordinating activities of external auditors and the related communications with the audit team.</li> <li>Ensure financial statements are prepared in accordance with GAAP and deliver final materials to the CEO for the organization’s external audit.</li> <li>Stay updated with the latest GAAP accounting regulations, implement all new requirements as needed, and provide insight to management on the impact of new pronouncements on the organization’s financial statements.</li> <li>Coordinate and prepare information for annual tax returns including form 990 and various state returns in conjunction with third-party tax consultants. </li> </ul> Compliance <ul> <li>Contribute to resolution of various state tax issues.</li> <li>Assure compliance with income tax provisions, including the accurate and timely completion and filing of all tax returns, including 990, 990T, 5500s, and state filings. </li> </ul> Grants Management Support <ul> <li>Provide assistance to the fundraising team in understanding award letter stipulations and the impact on accounting records.</li> <li>Provide tracking of grants to ensure we are in compliance with restricted donation requirements</li> <li>Contribute recommendations for improved and efficient grant database processing.</li> <li>Manage accounts receivable (AR) activities to ensure accurate and timely recording and processing of all grants. </li> </ul> Qualifications: <ul> <li> You have a connection to our mission and values: Our values resonate with you and you hold a strong belief that everyone deserves a second chance. </li> <li> You have 8+ years of experience: You’ve worked in accounting/finance for nonprofits or philanthropic organizations. You have a CPA and an extensive understanding of GAAP, financial audits, and proper financial controls. </li> <li> You’re a cross-functional team player: You’re a clear, direct communicator who’s comfortable working with colleagues across a variety of teams and backgrounds. You have a cooperative attitude and willingness to learn and assist others. </li> <li> You’re tech-forward: You have a strong understanding of accounting software and the ability to assess and implement technology to automate and control accounting processes. </li> <li> You’re a problem-solving pro: When you find a problem, you fix it. You have strong analytical skills, good judgement, with a critical, innovative, mindset toward problem-solving and love trying new solutions to old problems. </li> <li> You’re a time-management master: You can juggle multiple goals, tasks, and timelines and keep them on track to meet deadlines. </li> <li>Preferred, but not required: </li> <li><ul> <li>You have a change management experience implementing new accounting software or systems</li> <li>You have experience transitioning from an outsourced accounting firm to in-house financial operations</li> <li>You have worked remotely in a rapidly scaling environment</li> </ul></li> </ul> <h3 dir="ltr">Hiring Process</h3> <ol> <li> Read our <a href="https://drive.google.com/file/d/1O2Qoz0Oz2E_uh3cz_hSM96TdivyWCI94/view?usp=drive_link" target="_blank">FreeWorld Culture FAQ</a> and our <a href="https://drive.google.com/file/d/1psk8hS7uUQqZ5Y8JI0gYyYduIIJYo8kW/view?usp=drive_link" target="_blank">FreeWorld Core Values</a>, and if you still think you are a fit… </li> <li>Submit an application and cover letter. If your qualifications are a match… </li> <li>We have a short introductory call. If we love each other, then…</li> <li>You complete a brief task/project related to the role (such as submitting a work sample). </li> <li>You meet 1:1 with a member of management for one hour to discuss your previous experiences and career goals.</li> <li>You meet with four additional team members for a 45-minute (each) focused interview. </li> <li> Last but not least, we talk to a few of the folks you worked with, and if all goes well, we agree on terms. ‍ </li> </ol> <h3 dir="ltr">Compensation and Benefits</h3> This is a full-time position. Compensation is based on experience, but we are targeting $120,000 - $160,000. FreeWorld is dedicated to caring for our team. For an up-to-date list of employee benefits, view our <a href="https://drive.google.com/file/d/17hcG72s3iA9DxEytt96n4KorpSxAkc4f/view?usp=drive_link" target="_blank">2024 FreeWorld Benefits</a>. A few key benefits are listed below: <ul> <li>Remote work flexibility</li> <li>Team-centric culture of honesty, vulnerability, &amp; trust!</li> <li>Awesome Health &amp; Disability Insurance (medical, dental, vision, mental health)</li> <li>Financial Health: 401k &amp; High-Yield Savings Account </li> <li>Employee Development (Quarterly Wellness Stipend, Paid Professional Development, and more) </li> <li>Incredible Work-Life Balance! (Unlimited PTO, 14+ paid holidays) </li> <li>12-16 weeks of paid parental leave</li> <li>Creating tremendous impact at scale</li> </ul>

FreeWorld

Controller

Overview This is a remote role that may only be hired in the following locations: AZ, NC, SC, MA, GA, TX <ul> <li>Responsible for all phases of development including evaluation of system requirements, design, writing code, unit testing, peer reviews, job scheduling, creating change controls and building releases for production deployment. </li> <li>Leads technical efforts in the development, implementation, and maintenance of complex systems.</li> <li>Supports productions systems by resolving complicated issues and ensuring ongoing functionality.</li> <li>Serves as a technical expert and acts in a leadership role for less experienced associates in the work group.</li> </ul> Responsibilities <ul> <li>System Enhancements – Design and development to improve Wealth Management systems, processes, and applications. Utilizes SSIS, SQL, and .NET C# expertise to design and construct packages/jobs modifications that fit within existing system architecture and execute unit testing methods/ plans. </li> <li>Leads major projects, delegates tasks, and ensures quality results.</li> <li>Business Support - Provides technical support to production systems by addressing complex issues, anticipating maintenance requirements, and ensuring functionality for end user needs. Develops technical solutions to unique system problems. </li> <li>Technical Expertise - Utilizes expertise to mentor and train associates within the work group. Participates in special projects and meetings as needed to convey critical technical insight. Serves as a technical resource for management, associates, and business units.</li> <li>Analysis - Collects data related to user requests and determines scope, time estimates, and system impacts. Inspects business specifications, programming specifications, coding, test plans, documentation, and implementation plans for accuracy.</li> <li>Assists with writing standards and designing training materials. </li> <li>Required to be in on call rotation to address production issues escalated by level 1 support.</li> </ul> Qualifications Bachelor's Degree and 6 years of experience in Software application development and maintenance OR High School Diploma or GED and 10 years of experience in Software application development and maintenance Preferred Education: Bachelor’s degree Preferred Area of Study: Computer Science <ul> <li>Experience: MS.NET; ASP.NET; SSIS development; SQL Scripting</li> <li>Preferred Area of Experience: Azure; CI/CD; Control M</li> <li>Experience working in a large financial institution, Brokerage or Wealth Management is preferred.</li> <li>Skill(s): Advanced experience with Microsoft Team Foundation Server (TFS) or similar code repository system, Advanced experience with ServiceNow or other information technology service ticketing systems, Proven ability to resolve conflicting situations, in order to move process and people forward, in depth knowledge and experience with System Life Cycle Development methodologies such as Waterfall and Agile, Experience with programming languages such as Microsoft .NET (C#); ASP.NET; SSIS; SQL Scripting and Powershell Scripting</li> </ul> #LI-XG1 First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: <a href="https://jobs.firstcitizens.com/benefits" target="_blank">https://jobs.firstcitizens.com/benefits</a>.

SVB Financial Group

SSIS/SQL/.Net Lead Software Engineer- Wealth Management (Remote)

San Francisco, CA or Remote | Finance Team | Reports to VP, Global Controller Who is Allbirds? At Allbirds, we believe in using business as a force for good. We’re a global footwear and apparel brand with roots in New Zealand and headquarters in San Francisco. Since 2016, we’ve been on a mission to prove that comfort, design, and sustainability aren’t mutually exclusive. Our commitment to creating better things in a better way is fueled by a belief that the fashion industry needs to focus less on flash and more on thoughtfulness. We're a certified B Corporation, meaning we meet rigorous standards of social and environmental performance, accountability, and transparency. We’re dedicated to making the most sustainable products we can using premium natural materials - designed for life’s everyday adventures. In fact, TIME 100 named us for being one of the most innovative companies. Already calling our first shoe, the Wool Runners, the most comfortable in the world, and there is much more to come. We take our craft seriously, but not ourselves. As part of the Allbirds family, you can look forward to team lunches, product tests, fun company events, inspiring guest speakers, comfortable shoes, sheep puns, and lots of creative ideas. What does the job entail? The Assistant Controller is responsible for providing leadership and oversight to a team of Accounting Professionals and oversees the month-close process, ERP projects, communicates with cross functional teams, ensures the accurate completion of complex accounting activities, and communicates financial results and other information to internal and external stakeholders while ensuring compliance with policies and procedures. This individual oversees the accounting and financial reporting processes, including producing internal and external financial statements, and helps ensure adherence to GAAP and compliance with the rules of the SEC, SOX, the IRS, and others. <h4>Duties &amp; Responsibilities</h4> <ul> <li>Oversee the month end close process and manage all financial accounting functions, including general ledger, fixed assets, inventory, AR/AP, payroll, treasury, etc. </li> <li>Own the month end close process and manage all financial accounting functions, including general ledger, fixed assets, inventory, AR/AP, payroll, treasury, etc.</li> <li>Drive a continuous improvement approach to develop strategies to improve accounting operation on policy, process, and system changes</li> <li>Supports financial transactions by reviewing and approving complex accounting activities; making decisions based on research; providing guidance to others on technical issues; and communicating and resolving complex issues.</li> <li>Communicates financial results by developing, reviewing and presenting conclusions about areas of accountability to senior level management in verbal and written form; documenting positions and processes in support of process improvement, knowledge retention, and audit requirements; and provides expert consulting services to individuals without finance training.</li> <li>Leads finance system design, implementations, enhancements, and continuous improvements by reviewing flow of transactions through source systems; monitoring configuration decisions; and ensuring new systems, upgrades, and other system maintenance activities do not impact operations, financial statements, or leadership decision making.</li> <li>Develops, evaluates and coaches a diverse team to maintain a high level of service and quality</li> <li>Inspires, educates, guides and develops employees to meet short- and long-range growth plans/career paths</li> <li>Ensure accounting processes adhere to internal accounting policies while also analyzing, researching, and documenting technical accounting issues which impact the Company’s financial results and SEC reporting.</li> <li>Work closely with the Company’s auditors to provide required support and analysis for quarterly reviews, annual financial statements and controls audits, and other requirements as needed.</li> <li>Lead the review of the monthly flux analysis with Senior Leadership</li> <li>Manage and own the inventory life cycle from an accounting perspective</li> <li>Assist with annual audits and quarterly reviews</li> <li>Ensure integrity of the Company's accounting systems, including chart of account set-ups, financial report development and maintenance and interfaces between systems and general ledger</li> <li>Enforce proper accounting methods, policies and principles</li> <li>Meets requirements of policies and procedures to remain compliant (e.g. Sarbanes-Oxley) and ensures staff is compliant.</li> <li>Assist / own various ad-hoc cross-functional projects and ERP enhancement projects</li> </ul> <h4>Qualifications</h4> <ul> <li>BA/BS in Business, Finance, Economics or equivalent, Masters preferred</li> <li>8+ years of accounting experience</li> <li>5+ years of leading a high performing team</li> <li>CPA is a plus</li> <li>High proficiency in research, and making well backed definitive recommendations</li> <li>Knowledge of GAAP accounting principles and procedures</li> <li>Strong analytical skills, high attention to detail and ability to multi-task</li> <li>Superior written and verbal communication skills as well as interpersonal skills</li> <li>Experience with SAP a plus</li> <li>Proficiency with Microsoft Office and Gsuite</li> <li>Highly motivated and able to thrive under pressure</li> </ul> <ul> <li>Highly organized and ability to drive change</li> <li>Team player, with a positive attitude, who is pro-active and owns accountability</li> <li>Shares company values and vision and is excited by the challenge of working in an early stage public company</li> </ul> <ul> <li>Passion for our mission of sustainability - Doing better things in a better way. </li> </ul> What do we offer? The pay range for this role is: $158,000 - $174,000 if performed in either our San Francisco, CA or Portland, OR corporate office. This role can also be performed remotely. The pay range for this position is $142,000 - $157,000, if performed outside of our two corporate offices. Allbirds routinely evaluates pay rates, and the ranges are subject to change based on market rates and other considerations. We factor in a number of components when determining starting pay, including the job and level you are hired into, location, skillset, experience and peer compensation. Benefits Overview: When you join our flock at Allbirds, we offer competitive pay as well as bonus and equity for eligible roles, healthcare, retirement savings, and other great benefits for the whole being. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms. For information about benefits and eligibility, please see the detailed list below. <ul> <li>Health benefits include Medical, Dental, and Vision plans for employees and eligible dependents. </li> <ul> <li>Medical plan options include: PPO, HDHP (100% premium paid for employees, employees only pay premium for dependents), and HMO (in California)</li> <li>100% Company paid OneMedical memberships available for members of certain medical plans. </li> <li>Company HSA contribution for enrolled HSA members.</li> </ul> <li>Financial benefits include: company equity for eligible roles, 401(k) with employer matching contribution (with immediate vesting and pre and post-tax options), Employee Stock Purchase Plan, company-paid life insurance for full time roles, short-term and long-term disability, pre-tax savings programs for eligible healthcare, childcare and commuter expenses for both full and part-time roles, medical travel expense reimbursement program for full and part-time roles.</li> <li>Unlimited PTO for full-time corporate roles, sick and vacation time for other roles, plus parental leave (with a new parent bonus for full-time employees), volunteering, medical &amp; family care leave, bereavement, jury duty, and voting.</li> <li>Support benefits through Modern Health (free mental health benefit with coaching and therapy sessions), Employee Assistance Program and more.</li> <li>Other Perks include: the company discount (50%) on most Allbirds products, discount mall through LifeBalance, reimbursement on eligible wellness expenses (full-time employees) and cellphone and more for certain eligible roles.</li> </ul> Diversity <h5>Allbirds is an equal opportunity employer and makes employment decisions on the basis of merit. Allbirds policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.</h5>

Allbirds

Assistant Controller

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.

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