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<h2>Job Description</h2>   At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.   <br>As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.   <br>   Job responsibilities   <ul> <li>Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity</li> <li>Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li> <li>Demonstrate a deep understanding of financial markets and sound business judgement</li> <li>Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li> <li>Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li> <li>Provide a holistic view of clients’ needs and financial coaching beyond investments</li> <li>Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li> </ul>   Required qualifications, capabilities, and skills   <ul> <li>At least 2 years in a Financial Advisor role or equivalent financial services experience</li> <li>Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li> <li>Demonstrated ability and commitment to goals-based planning and advice</li> <li>A valid and active Series 7</li> <li>A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment </li> <li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li> </ul>   Preferred qualifications, capabilities, and skills   <ul> <li>Certified Financial Planning (CFP®) certification is preferred</li> <li>Bachelor’s degree preferred</li> </ul>   <br>   INVESTMENT AND INSURANCE PRODUCTS ARE:   <br>• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED   <br>Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.

J.P. Morgan

J.P. Morgan Wealth Management - Private Client Advisor - Tulsa, Oklahoma

<a href="#">Apply</a>  Description  <p><strong>Background:</strong></p> <p>Tulsa Innovation Labs LLC (TIL) is a tech-led economic development organization headquartered in Tulsa, OK pioneered by the George Kaiser Family Foundation (GKFF) and supported operationally by the Tulsa Community Foundation (TCF). The organization is responsible for catalyzing Tulsa’s leadership in advanced industries such as energy tech, advanced air mobility, virtual health, and cyber. We believe that by building a world-class tech hub in America’s heartland, we unlock opportunity for all. </p> <p><br></p> <p>The organization was founded in January 2020 and has already experienced significant momentum including its $38.2M Build Back Better Regional Challenge win and EDA Tech Hubs Designation alongside $51M in awarded implementation funding. Now, TIL is emerging from startup-phase and has established itself as a system hub and community leader, requiring additional emphasis on scaling-up operations and organizational capacity. </p> <p><br></p> <p><br></p> <p><strong>Position Summary:</strong></p> <p>The Finance Manager is responsible for overseeing the organization's financial modeling and strategy development, risk assessment, and reporting to support organizational growth and sustainability. This role will also be responsible for supporting the financial planning, budgeting, forecasting, and analytical processes of the organization. This role reports to the Head of Operations and involves working closely with various entities to provide insightful financial analysis and strategic recommendations to senior leadership.</p> <p><br></p> <p><br></p> <p><strong>Responsibilities / Essential Job Function:</strong></p> <p>The Finance Manager will ensure timely and accurate financial reporting for TIL operations, federal grants and external funding sources, as well as all affiliated grant-funded component projects. The Finance Manager will perform professional finance and accounting work of a complex nature and requires a thorough understanding of accounting principles, financial modeling and compliance.</p> <p>This role will support TIL’s operational financial management including annual budgeting and monthly forecasting, establishing internal controls processes and policies, and providing oversight and analysis for TIL grant expenditures. Key responsibilities will include but not be limited to: </p> <ul> <li>Lead developing financial models to support decision-making processes, including leading the yearly-planning process </li> <li>Work closely with senior management to align financial strategies with overall business objectives</li> <li>Ensure accuracy and completeness of financial information presented to management</li> <li>Manage the creation and management of project budgets, ensuring alignment with financial plans</li> <li>Prepare and present financial reports, forecasts, and analysis to senior management and stakeholders</li> <li>Enter, review, code and process all invoices, ensuring expenditures are properly coded and recorded</li> <li>Comprehend and share with TIL team all grant requirements related to expenditures to ensure all sub awardees remain compliant</li> <li>Manage stakeholders to provide expertise and partnership in the development of grant-funded projects or programs </li> <li>Develop and implement audit compliance documentation processes and support team adoption of policies </li> <li>Promote communication and facilitate information sharing and efficient workflow with internal and external teams</li> <li>Continuously evaluate and enhance grant tracking systems, databases, and reporting processes to improve efficiency and accuracy</li> <li>Other duties as reasonably requested</li> </ul> <p><br></p> <p><br></p>  Requirements  <p><strong>Education &amp; Experience:</strong></p> <ul> <li>Bachelor’s degree in Finance, Accounting, Business, or related field (Master’s degree/MBA or CPA preferred)</li> <li>Demonstrated experience in complex financial analysis, budgeting, and forecasting</li> <li>Minimum of five years direct experience in accounting or finance role</li> <li>Grant administration experience a plus</li> <li>Advanced proficiency in Microsoft Excel and financial software/tools </li> <li>Strong analytical and project management skills </li> <li>Excellent verbal and written communication skills </li> <li>Ability to manage multiple projects and collaborate with team members </li> </ul> <p><br></p> <p><br></p> <p><strong>Competencies, Skills &amp; Abilities:</strong></p> <p>To be successful in this role, you must have excellent communication, organizational and project management skills. You must also have the ability to actively listen, engage and connect with a diverse group of people, fostering meaningful relationships with our partners. Our team must be nimble and adaptable to the growing and changing needs of our organization and stakeholder groups, creating solutions and improving processes to achieve TIL goals. </p> <ul> <li>Integrity – honesty and directness in all things, especially with respect to the true status of initiatives and when in need of help and support from teammates and stakeholders. </li> <li>Intentionality – the desire to act now, and not later, on tasks and initiatives. Exhibit a hunger for success and results. </li> <li>Interest – an attitude of constant learning, curiosity, and humility with respect to what has yet to be understood. </li> <li>Interconnectedness – respect and appreciation for teammates and stakeholders: their backgrounds, skills, history, challenges, fears, and expectations that influence how approach shared tasks and relationships. </li> <li>Organized – Demonstrated ability to manage complex, sometimes conflicting, objectives and tasks. </li> <li>Decisive – Demonstrated ability to act even with incomplete information. </li> <li>Collaborative – Demonstrated ability to convene, facilitate, and develop shared understanding. </li> <li>Intelligent – Demonstrated ability to understand quickly and exhibit good judgement. </li> <li>Communicative – Demonstrated ability to listen to understand, and to share information with others simply and directly. </li> </ul> <p><br></p> <p><br></p> <p><strong>Required Knowledge/Skills:</strong></p> <ul> <li>Strong execution skills, with attention to detail (reflected through partnerships created, grants executed, initiatives designed) </li> <li>Developing and managing complex financial modeling, accounting records, and audit compliance</li> <li>Strong project management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment</li> <li>Competent and comfortable leading external partnership conversations (reflected through grant implementation and regular monitoring convos) </li> <li>Leadership with an instinct for taking the initiative</li> <li>Ability to work cross functionally to manage the identification and addressing of portfolio needs. </li> <li>Proven team player with an ability to work cross-functionally and across shifting priorities</li> <li>Proven ability to successfully manage the identification and addressing of company needs</li> <li>Proven ability to look at challenges strategically and formulate creative solutions</li> <li>Understanding of federal grant opportunities and funding sources</li> <li>Experience leading projects with external stakeholders at partner organizations</li> <li>Strong organizational, time management, project management and problem-solving skills, with ability to balance competing priorities and deliverables, required</li> <li>Proficiency in Microsoft Office Suite, Google Suite, Zoom, Asana, Adobe, Slack</li> <li>Proficiency in QuickBooks, NetSuite, or other bookkeeping applications or ERP systems</li> <li>Ability to balance having fun while getting top results at work</li> </ul> <p><br></p> <p><br></p> <p><strong>Physical Requirements: </strong> </p> <ul> <li>Communicate: Frequent phone, in-person, and messaging communication via various platforms. Must be able to exchange information effectively and accurately in all elements of verbal and written communication. </li> <li>Operate: Constant operation of computer, phones, and other office productivity tools. </li> <li>Willingness and ability to travel between program and related stakeholder locations, and service provider/vendor offices as required. </li> </ul> <p><br></p> <p><br></p> <p><strong>Hours &amp; Location:</strong></p> <ul> <li>Position is based in Tulsa within TIL headquarters located at 3 North Cheyenne Ave. </li> <li>Typical work hours are Monday – Friday from 8:00 to 5:00, with flexibility required for various events, meetings, and relevant business needs. </li> </ul>

InTulsa

Finance Manager, Tech Hubs

<p>Req ID: 75311 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Business/Technical Analysis; Accounting; Finance; Information Technology; Software Development </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 11/01/2024</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>At BOK Financial, our success starts with our incredible talent. Are you an experienced Technical Analyst II who enjoys problem solving? Then join our dynamic team at the forefront of innovation and be a pivotal part of groundbreaking transformative projects! If you have a passion for providing outstanding technical support and are eager to make an impact, there's never been a better time to come aboard.</p>     <h2>Job Description</h2>   <p>The Technical Analyst II is responsible for acting as a liaison between Enterprise Financial Systems, Financial Planning and Analysis (FP&amp;A), and Accounting with a focus on accurate, timely and trusted data sets. Applies skills as a seasoned, experienced professional with a full understanding of industry-wide business process and analysis practices and organizational policies and procedures. Defining and performing analysis, design, programming, planning, implementation, and supporting of some of critical systems software and procedures with a focus on our long term technology road map which require technical and systems knowledge. The Technical Analyst helps plan, organize, and control projects which have an organizational impact as well as provides day-to-day support for complex applications systems in Finance, Accounting and other key areas.</p>     <h2>Team Culture</h2>   <p>Our mission is to empower our company, teammates and customers through the delivery of resilient and customer-centric technology. We achieve this by leveraging our expertise in technology and deep understanding of our business units.</p>     <h2>How You'll Spend Your Time</h2>   <p>• You will write business requirements, analyze data, develop solutions, test results, and implement solutions into a set of Oracle platforms, both on-prem and in Oracle Cloud.<br> • You will collaborate with your teammates using Agile Kanban methodology<br> • You will collaborate with other analysts helping lead projects and day to day support efforts for our Finance and Accounting business partners<br> • You will apply general technical understanding of single application data flows across multiple applications, software and system integrations, RDBMS principles, tiered environments, Cloud environments, and project management skills.<br> • You will perform job scheduling responsibilities including writing, reading, and troubleshooting job plans.<br> • You will develop simple to moderate batch scripts &amp; stored procedures and provide technical requirements/specifications. <br> • You will help support part of our Oracle Financials suite of applications<br> • You will help plan and execute Disaster Recovery processes as needed.<br> </p>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of (a/an) Bachelor’s Degree in Information Technology or Computer Science or related field of study and / or 3-5 years of directly related experience in Technical Analysis, Data Analytics, or Bank Operations or equivalent combination of education and experience.</p> <p><br> General technical understanding of:<br> • Simple data flows across multiple applications<br> • SQL Queries<br> • Software integration, system integration, and technology used<br> • Database and data warehousing principles and tools<br> • Tiered environments (e.g. development, testing, UAT, production, DR)<br> • Application disaster recovery<br> • Leveraging knowledge of Cloud environments<br> • IT and Information Security standards and concepts<br> • Solid conceptual thinking and analytical skills<br> • General Project Management Skills<br> • Solid Collaborative skills </p> <p><br> Would prefer:<br> • Oracle RDBMS is a plus<br> • Oracle Cloud (OCI) or OFSAA experience is a plus<br> • APEX Development is a plus<br> • Agile Methodology is a plus<br> • Banking and Accounting experience is a plus<br> • Windows/Linux/WebLogic experience is a plus<br> • ESSBASE/Hyperion experience is a plus<br> </p>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office   <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

Technical Analyst II - Oracle Financial Systems

<p>Req ID: 75229 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Financial Advisor </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 09/30/2024</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>BOK Financial is dedicated to providing tailored wealth management solutions and fostering strong relationships to help clients achieve their long-term financial goals. The role involves educating retirement plan participants, creating and managing education campaigns, and working with internal partners to manage relationships efficiently. With a growing portfolio of services and clients, BOK Financial offers opportunities for those passionate about wealth management and looking for growth and innovation in their careers.</p>     <h2>Job Description</h2>   <p>The Financial Advisor – Institutional Wealth Management is primarily responsible for educating and providing retirement plan participants on their respected retirement plan, to help them participate and save for retirement. Helping the assigned financial advisor with the educational component with new and existing 401k plans and their participants. </p> <p>The incumbent in this position will consult with clients to create and manage education campaigns, create power point presentations, videos, handouts, and various communication pieces as well as presenting to groups of employees or one-on-one either in person, webinar or a combination of both. Some travel may be required based on client locations. This individual will also be working with internal partners (Financial Advisors and Relationship Managers) to coordinate and manage the relationship efficiently and effectively.</p>     <h2>Team Culture</h2>   <p>BOK Financial Wealth Management stands out by offering sophisticated products that rival those of the largest banks, and by fostering long-term relationships with both institutional and personal clients. Our commitment to creating value for our clients, investors, employees, and communities is demonstrated through our diverse, personalized, and responsive fee-based services, as well as our innovative and value-added products and services.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will lead interactive multimedia seminars and meetings with BOKF stakeholders, while researching and understanding client-specific plan provisions and investment options to prepare for these sessions.</li> <li>You will be responsible for improving and expanding employee education programs, focusing on increasing enrollment and savings rates, diversifying investments, and providing comprehensive pre and post-retirement planning, financial advice, and retirement projections.</li> <li>You will deliver outstanding customer service, solve problems, foster customer relationships, stay updated with the securities portfolio for maximum marketing potential, and guide customers on investment strategies based on current market trends.</li> <li>You are expected to operate within regulatory and internal guidelines, maintain valid securities licenses, comply with communication and sales rules, and promptly report any customer complaints or regulatory inquiries.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of a bachelor’s degree in finance or comparable field and 1-2 years of experience in investments/financial planning or 3-4 years equivalent work experience. </p> <p>Series 7 and Series 63/65 or 66, and Life, Long-Term Care, Health Insurance licensing required. Preference given to CFP, CFA, ChFC, MBA, and CLU professional designations. </p> <ul> <li>Working knowledge of primary investment markets, products and services and the ability to determine specific customer needs.</li> <li>Intermediate to advanced knowledge of insurance products and solutions</li> <li>Intermediate to advanced knowledge of bank products and services</li> <li>Intermediate to advanced knowledge of income tax and estate tax matters</li> <li>Intermediate to advanced knowledge of equity, mutual fund, fixed income, and option strategies</li> <li>Excellent customer relations skills</li> <li>Excellent interpersonal, verbal, and written communication skills</li> <li>Excellent organizational skills to prioritize and complete various tasks within assigned deadlines.</li> <li>Excellent interpersonal skills including oral and written communication skills; ability to prepare persuasive oral and written presentations and reports.</li> <li>Excellent group presentation skills, including ability to handle group dynamics and question and answer sessions.</li> <li>Strong PC skills including spreadsheet, word processing, and presentation applications.</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>

Financial Advisor - Institutional Wealth Management

<p>Req ID: 75446 </p> <p>Location: Tulsa -TUL, Oklahoma City -OKC </p> <p>Areas of Interest: Treasury Services; Commercial Banking </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 09/30/2024</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>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 Client Services Professional III serves as the primary point of contact for a designated portfolio of clients providing technical and operational support on DDA and Treasury Management Products and Services. The TCSP III works independently to assist customers set their daily cash position and related investment options and resolve daily customer issues/concerns. Portfolio level varies from moderately complex to complex and incumbents work independently with moderate guidance from Supervisor seeking assistance on most complex client communications and approvals.</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.</p> <p> We operate as “<em>One Team</em>” and use the <em>7 Habits of a Highly Effective Team</em> as a guide. Our team is fun, engaging, and inspiring. We take the initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance.</p> <p> You will build relationships and get to know your coworkers in operations and technology, and sales, working across multiple lines of business. Our teams work with product managers, analysts, operations, sales, vendors, and the product support team. You are the voice of the client.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will manage a portfolio of general and high priority commercial and corporate relationships, identify document requirements, both legal (ownership and signatory authority) and regulatory (BSA/AML CIP requirements) for new account opening for both new and existing relationships. </li> <li>You will be the point person for all system problems. You will instruct users on how to perform technical tasks and use your judgment to initiate correct actions. </li> <li>You will identify cross-sale opportunities with existing customers needing additional cash management/deposit products and increase customer awareness of alternative products offered by Treasury Services, which would benefit their organization.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and 4 years’ experience in banking and treasury client servicing or an equivalent combination of education and experience.</p>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office - 20 lbs   <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>

Treasury Client Services Professional III

George Kaiser Family Foundation

<p>Req ID: 75281 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Accounting; Information Technology </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 08/09/2024</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've built 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. </p>     <h2>Job Description</h2>   <p>The Financial Reporting Technical Analyst is responsible for delivering superior services acting as a liaison between the financial accounting and reporting teams and the IT team with a focus on solutions for regulatory reporting and financial accounting needs. Applies skills as a seasoned, experienced professional with an understanding of industry-wide business process and analysis practices and organizational policies and procedures. Defining and performing analysis, design, development, planning, implementation, and supporting of some of the critical regulatory and financial accounting reporting needs of the company. The Financial Reporting Technical Analyst manages plans, organizes, and controls projects which have an organizational impact as well as provides day-to-day support for complex reporting solutions. </p>     <h2>Team Culture</h2>   <p>We participate in group learning and idea-sharing, and we practice candid communication through our open-door policy. Problems are brought to the surface, and so are solutions; we're receptive to feedback and constructive criticism. We believe in personal and shared accountability. </p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will write business and functional requirements, and report definition and data governance for complex financial accounting projects. </li> <li>You will maintain awareness of and interpret existing and new regulatory reporting needs of the company. You will also identify the impact of these reporting needs and the resources required to achieve them.</li> <li>You will provide complex business process modeling, and project estimates for said projects and enhancements. </li> <li>You will create intricate reports from database repositories such as Oracle Financials and perform multifaceted queries. </li> <li>You will manage complex projects using bank’s existing methodology, artifacts, funding, etc., while performing testing on the projects and enhancements.</li> <li>You will analyze data processes and data quality in accordance with Enterprise Data Quality Standards. You will also collaborate with stakeholders across the organization to develop data quality rules and remediate data quality issues for critical data elements supporting financial reporting.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of a ­­­­­­­­­­­­­­­­­­­Bachelor’s degree in Information Technology, Computer Science or Accounting and ­­ 3+ years of directly related experience in ­­­­­­­­­­­­­Technical Analysis, Data Analytics, or Bank Operations or equivalent combination of education and experience. </p>    <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>

Financial Reporting Technical Analyst

<p>Req ID: 74972 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Accounting; Business/Technical Analysis; Finance; Software Development </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 09/27/2024</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>You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Technical Analyst II. You’ll be positioned for a great career!</p>     <h2>Job Description</h2>   <p>The Technical Analyst III job family is responsible for delivering superior services acting as a liaison between the line of business and IT with a focus on end user experience such as user interfacing, user flow, data flow, and/or other UI/UX strategies. Using comprehensive expertise, defining and performing analysis, design, programming, planning, implementation, and supporting of some of the most critical systems software and procedures with a focus on our long term technology road map which require technical and systems knowledge. The Technical Analyst manages plans, organizes, and controls projects which have an organizational impact as well as provides day-to-day support for complex applications systems.</p>     <h2>Team Culture</h2>   <p>Our mission is to empower our company, teammates and customers through the delivery of resilient and customer-centric technology. We achieve this by leveraging our expertise in technology and deep understanding of our business units.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will write business and functional requirements, report definition, and data governance for complex Financial Planning and Analysis projects. </li> <li>You will analyze, design, plan, test, and deploy complex systems software and programs.</li> <li>You will identify the impact of Financial Planning and Analysis reporting needs and the resources required to achieve them.</li> <li>You will create complex reports from database repositories such as Oracle Financials and perform complex queries. </li> <li>You will manage complex projects using bank’s existing methodology, artifacts, funding, etc and perform testing on complex projects and enhancements.</li> <li>You will analyzes data processes and data quality in accordance with Enterprise Data Quality Standards. </li> <li>You will collaborate with stakeholders across the organization to develop data quality rules and remediate data quality issues for critical data elements supporting financial reporting.</li> <li>You will develop simple to moderate batch scripts &amp; stored procedures and provide technical requirements/specifications</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of a Bachelor’s degree in Information Technology, Computer Science, Accounting, or Finance and 3-5 years of directly related experience in Technical Analysis, Data Analytics, or Bank Operations or equivalent combination of education and experience. <br> SKILLS: <br> • Advanced Technical understanding of:<br> • Single application data flows across multiple applications<br> • Software integration, system integration, and technology used<br> • Tiered environments (e.g. development, testing, UAT, production, DR)<br> • Oracle ERP, EPM and OFSAA tools preferred<br> • Advanced SQL Queries<br> • IT and IS standards and concepts<br> • Banking and payments industry and processes<br> • Solid conceptual thinking and analytical skills with the ability to provide resolution to problems of a moderate complexity. <br> • Enjoy working in teams and across departments to achieve business objectives while building strong relationships to become a trusted advisor. Influence change by being flexible and adaptable. <br> • Well-developed Project Management Skills:<br> • Quality / Testing Methodologies and tools<br> • Ability to effectively plan time, method, manner, and sequence of own work assignments<br> • Agile, waterfall, or other project management strategy</p> <p>• Expert Collaborative skills including:<br> • Oral and written communication skills to effectively represent self and BOKF<br> • Demonstrated ability to establish and build healthy working partnerships with internal clients, vendors, and peers.</p>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office   <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>

Financial Technical Analyst II

<p>Req ID: 74812 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Finance; Accounting </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 06/28/2024 </p> <p>BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .</p>    <h2>Bonus Type</h2>  Discretionary    <h2>Summary</h2>   <p>We've built 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. </p>     <h2>Job Description</h2>   <p>The Assistant Division Controller is primarily responsible for assisting the Division Controller in the financial reporting, analysis, budgeting, forecasting and performance measurement functions for assigned divisions of the bank; provides financial and management information support to the division controller and division managers for decision and performance measurement purposes. A key secondary responsibility is to assist the Division Controller in preparing annual financial statements and periodic regulatory financial reporting.</p>     <h2>Team Culture</h2>   <p>We participate in group learning and idea-sharing, and we practice candid communication through our open-door policy. Problems are brought to the surface, and so are solutions; we're receptive to feedback and constructive criticism. We believe in personal and shared accountability. </p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will provide critical insight and measure performance for divisions and departments to executive management and line of business personnel.</li> <li>You will develop reports, identify trends and analyze variances, ensuring timely and accurate information flow to management.</li> <li>You will prepare and create annual division/department/cost center budgets and forecast the performance of each line of business and any periodic forecasts as requested utilizing sophisticated financial models. </li> <li> You will ensure the timeliness and accuracy of month end entries, accruals and general ledger reconciliations; prepares financial analyses and generates reports which measure actual results against budget to assist finance and executive management in making financial decisions.  </li> <li>You will support various division cost center managers to improve understanding of financial performance as it relates to the identification of revenue enhancement and/or cost reduction opportunities as well as projections of profitability impact of proposed management actions.</li> <li>You will coordinate and/or participate in special projects as required by finance and executive management.</li> <li>You will coordinate with Financial Accounting to document and understand the accounting process for each department within the division. </li> <li>You will assist in preparation of the annual financial statements and period regulatory financial reporting.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through a Bachelor's degree in Finance or Accounting and 5-7 years work related experience in or related to a financial institution or 11-13 related work experience.</p> <ul> <li>Advanced knowledge of accounting (both financial &amp; managerial) and finance principles and practices </li> <li>Advanced knowledge of financial and management accounting and reporting methodologies employed in financial institutions, including management application of business information in decision making processes</li> <li>Advanced knowledge of profitability analysis concepts and application, including those related to internal transfer pricing and cost accounting.</li> <li>Thorough knowledge of bank application systems (loans, deposit, etc.) including customer level information</li> <li>Thorough knowledge of banking and bank operations</li> <li>Thorough knowledge of accounting and reporting systems including financial databases</li> <li>Excellent knowledge of PC-based applications (databases, spreadsheets, word processors, utilities, operating systems)</li> <li>Excellent oral and written communication skills</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> <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>

Assistant Division Controller

<p>Req ID: 75365 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Information Technology </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 09/14/2024</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>You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Technical Analyst III. You’ll be positioned for a great career!</p>     <h2>Job Description</h2>   <p>The Technical Analyst III job family is responsible for delivering superior services acting as a liaison between the line of business and IT with a focus on end user experience such as user interfacing, user flow, data flow, and/or other UI/UX strategies. Using comprehensive expertise, defining and performing analysis, design, programming, planning, implementation, and supporting of some of the most critical systems software and procedures with a focus on our long term technology road map which require technical and systems knowledge. The Technical Analyst manages plans, organizes, and controls projects which have an organizational impact as well as provides day-to-day support for complex applications systems.</p>     <h2>Team Culture</h2>   <p>Our mission is to empower our company, teammates and customers through the delivery of resilient and customer-centric technology. We achieve this by leveraging our expertise in technology and deep understanding of our business units.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will write business and functional requirements for simple to complex projects.</li> <li>You will analyze, design, plan, test, and deploy complex systems software and programs.</li> <li>You will perform business process modeling (includes logical modeling, data retention, and business process modeling) for simple to complex projects. </li> <li>You will perform job scheduling responsibilities including writing, reading, and troubleshooting job plans.</li> <li>You will develop simple to moderate batch scripts &amp; stored procedures and provide technical requirements/specifications. </li> <li>You will employ IT governance policies, project architecture methodology and service oriented architecture (SOA) policies, and technology standards. Construct SOA web services and employ architectural contracts.</li> <li>You will mentor other analysts by providing oversight of projects or day to day support efforts.</li> <li>You will have experienced technical understanding of single application data flows across multiple applications, software and system integrations, RDBMA principles, tiered environments, Cloud environments, and well developed project management skills. </li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of (a/an) ­­­­­­­­­­­­­­­­­­­ Bachelor’s Degree in Information Technology or Computer Science or related field of study and ­­/ or 3-5 years of directly related experience in ­­­­­­­­­­­­­Technical Analysis, Data Analytics, or Bank Operations or equivalent combination of education and experience. Single application data flows across multiple applications</p> <p>• Experience in Requirements Gathering and Documentation: - Strong experience in gathering, analyzing, and documenting technical and functional requirements for database projects, ensuring they align with business needs. <br> • Strong Knowledge of Risk Management and Financial Reporting: - Deep understanding of risk data, including market, credit, and operational risk, and how this data is used in reporting and stress testing scenarios. <br> • Experience in Regulatory and Compliance Requirements: - Familiarity with regulatory frameworks (e.g., Basel III, Dodd-Frank) and compliance requirements related to risk data aggregation and reporting. <br> • Knowledge of Data Governance and Data Quality Management: - Experience in implementing data governance practices and ensuring data quality, accuracy, and consistency across the database.</p> <p>Nice to have:</p> <p>• Familiarity with Risk Analytics and Stress Testing Tools: - Understanding of risk analytics and stress testing tools used in the financial industry, and how they interact with the underlying data infrastructure. <br> • Extensive Experience in Data Modeling and Database Design: - Proven track record of designing and modeling databases for large-scale data aggregation projects, particularly in the financial or risk management sector. <br> • Experience with ETL Processes: - Hands-on experience with Extract, Transform, Load (ETL) processes, and tools for managing and integrating large volumes of data from multiple sources into a centralized database. <br> • Proficiency in SQL and Database Technologies: - Advanced skills in SQL for querying and managing data, along with experience in working with various database management systems (e.g., Oracle, SQL Server, PostgreSQL). <br> • Understanding of Data Warehousing and Big Data Technologies: - Experience with data warehousing solutions and big data technologies (e.g., Hadoop, Spark) for handling massive datasets. <br> • Excellent Communication and Stakeholder Management Skills: - Ability to effectively communicate complex technical concepts to non-technical stakeholders and work collaboratively with cross-functional teams, including IT, risk management, and business users.</p>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office   <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>

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