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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Life Services team is focused on guiding beneficiaries through making informed financial decisions when inheriting assets. By developing a relationship with the client, Financial Solutions Advisors can engage clients in goals-based conversations that provide education on inheriting assets while delivering solutions that lead to a promising financial future. The National Financial Solutions Advisors (FSAs) help clients and prospective clients with financial needs and goals that are most important to them. Our Financial Solutions Advisors, collaborate with clients daily to provide service and advice to our existing U.S. clients via a phone-based platform. With each connection, FSAs provide care to individuals by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors demonstrate knowledge of investments and financial markets by applying key principles appropriately. The FSAs will align the Bank of America and Merrill offering model and collaborate with business partners when appropriate for a client. Additionally, the FSA will set clear expectations when establishing a new relationship to create a smooth and streamlined experience. <ul> <li>Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepening</li> <li>Own management of client issues, research, and communication of resolution </li> <li>Demonstrate expert knowledge of internal and regulatory policies, procedures, and processes</li> </ul> Required Qualifications: <ul> <li>Series 7, and 66 or equivalent (required)</li> <li> Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or exceeded </li> <li> Passion for excellence and willingness to work to exceed client expectations by communicating effectively and confidently while engaging all clients. </li> <li>Ability to have, meaningful, consultative conversations with clients to uncover needs and help them towards achieving multiple life priorities and goals.</li> </ul> Desired Qualifications: <ul> <li> ​Strong computer skills with an ability to multitask in a fast-paced environment </li> <li>Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience</li> </ul> Enterprise Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Life Services Financial Solutions Advisor

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you: <ul> <li>Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li>Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li>Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li>Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li> <li>Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li> <li>Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li> <li>Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li> <li>As a Financial Solutions Advisor Stage I, you can look forward to</li> <li>Unlimited potential for financial growth.</li> <li>A strong referral base from across the business through our relationship with one in every two households.</li> <li>Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li> <li>Robust marketing support to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li> <li>Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li> <li>We’re a culture that</li> <li>Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li> <li>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li> <li>Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.</li> <li>Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li> </ul> Required Qualifications <ul> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.</li> <li>Communicates clearly and confidently with clients from all walks of life.</li> <li>Works well with others and collaborates productively to get things done.</li> <li>Can manage complexity, prioritize tasks and execute in a fast-paced environment.</li> <li>Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.</li> </ul> Desired Qualifications <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate - Sewickley Financial Center

<h2>Job Details</h2> Job Location Tulsa-Yale - Tulsa, OK Position Type Full Time Education Level 4 Year Degree Travel Percentage Negligible Job Shift Day Job Category Banking <h2>Description</h2> The Senior Advisory Compliance Officer is responsible for performing compliance advisory duties as assigned in support of the Bank’s Compliance Management Program to meet the ongoing objectives of Stride Bank and to ensure all banking rules, regulations, and statutory requirements are met. PRINCIPLE DUTIES AND RESPONSIBILITIES <ol> <li>Maintains effective working knowledge of applicable federal and state laws, regulations, and regulatory guidance. </li> <li>Provides clear guidance to fintech partners and Bank personnel on becoming and remaining compliant.</li> <li>Develops and enhances oversight reporting to help ensure the success of the fintech partner programs</li> <li>Supports the development and implementation of new fintech partner products and services, ensuring compliance considerations are incorporated from the outset and throughout the lifecycle.</li> <li>Scopes compliance partner monitoring activities to align with the Bank’s Compliance Risk Assessment and corporate risk appetite.</li> <li>Assesses changes to business processes, products, and technology to determine impact to the regulatory risk profile and the effectiveness of the control environment.</li> <li>Partners with process/data owners to validate data content.</li> <li>Conducts meetings with business partners throughout the compliance program lifecycle. Responsible for providing clear guidance based on identified risks and effectiveness of the control environment to fintech partners.</li> <li>Provides feedback to help the Bank maintain up-to-date compliance Policies, Program Standards, procedures, guidelines, training documents and other associated forms/documents. </li> <li>Develops recommendations for updates to processes and systems minimizing compliance risk, improve performance and productivity, and ensure that specific areas of the bank comply with all relevant laws, regulations, and standards.</li> <li>Monitors and investigates compliance-related issues, incidents, and complaints involving Bank sponsored partnerships; performs accurate root cause analysis; collaborates with cross-functional stakeholders to address issues efficiently and effectively.</li> <li>Maintains professional and technical knowledge by researching regulatory changes, reading professional publications, attending educational workshops, establishing personal networks, benchmarking state-of-the-art practices, and participating in professional societies. </li> <li>Participates in any third party (OCC, VISA, etc.) audit requests pertaining to compliance.</li> <li>Assesses effectiveness of the implementation and execution of compliance controls.</li> <li>Performs other duties as assigned.</li> </ol> <h2>Qualifications</h2> EDUCATION AND/OR EXPERIENCE <ul> <li>Bachelor’s degree, or equivalent work experience, required.</li> <li>3-5 years’ experience in banking and 1-3 years’ experience in regulatory risk management, required.</li> <li>CRCM certification, preferred.</li> </ul> KNOWLEDGE, SKILLS, AND ABILITIES <ul> <li>Ability to work in a fast paced and rapidly evolving market.</li> <li>Strong analytical and conceptual thinking skills, with the ability to solve problems and make decisions using data.</li> <li>Knowledge of existing and emerging bank regulations.</li> <li>Knowledge of audit processes and compliance with required reporting. </li> <li>Ability to analyze compliance procedures and standards.</li> </ul>

Stride Bank

Senior Compliance Officer, Partner Advisory

Ready to be a Titan? ServiceTitan’s Sales team plays a critical role in showing potential customers the value our software can deliver to their respective business. This is not a one-person feat - it takes an extraordinary team with our Sales Engineering team being a vital component. We are looking to bring on a talented Sales Engineer who can help ServiceTitan acquire new customers by utilizing a harmonic blend of sales skills, technical software expertise, and deep understanding of our customers’ business processes. A successful candidate must be able to distill complex information and concepts into simple to understand and practical business context for the prospect in both an empathetic and articulate manner. You are motivated by complex technical challenges and are determined to solve them while working with cross-functional partners to ensure there is alignment in presenting the best solutions for our customers. What you'll do: ● Partner with the Sales team to lead custom product demonstrations based upon business process and workflow of existing customers ● Analyze and provide objective feedback for Account Executives if customers are compatible with the recommended product and/or features ● Reposition customer objections by providing creative workflow solutions based upon deep knowledge of ServiceTitan’s software and the advantages of our product versus the competition ● Create clear documentation and approach for delivery to the implementation team ● Maintain and update industry specific scripts for the internal team to use during demo’s ● Respond to functional and technical elements of RFIs/RFPs ● Collaborate with cross-functional teams to share consumer insights ● Be the subject matter expert on any product updates and/or releases to address any potential implications for business owners What you'll bring: ● 1-2 years of experience in sales engineering and/or relevant experience in Sales, Product, or Engineering ● Associate degree required ● Proven track record of success within or assisting the Sales organization at previous company ● Natural ability to think and act proactively to address roadblocks and issues ● Strong communication skills to work effectively with a group of people ● A desire to learn and apply these learnings into your day to day" 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 fertility services (i.e. IUI and IVF), surrogacy, and 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 $97,200 USD - $104,000 USD + commissions. 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 equity and a holistic suite of benefits.

ServiceTitan

Solutions Engineer, Corporate

Ready to be a Titan?As a Senior Customer Success Manager, Strategic Accounts, you’ll manage the long term success of ServiceTitan’s largest customers, our strategic accounts (franchise systems and select multi-location enterprise customers). You’ll create partnerships with executive and management contacts in strategic accounts and collaborate on projects and initiatives to drive ongoing success, product adoption, and evangelism with franchise owners, aggregate groups, and end users. The ideal candidate will be able to quickly learn new software, proactively manage executive teams and associated accounts to meet internal and external goals, turn customers into partners, and be comfortable wearing many hats to meet changing customer and project needs.What you'll do: <ul> <li>Develop strong working relationships with corporate contacts in strategic accounts </li> <li>Coach and train on product best practices and workflows to corporate staff, franchise owners, and end users </li> <li>Collaborate with customers and product managers to manage product enhancement requests</li> <li>Act as a subject matter expert on custom product features for strategic accounts</li> <li>Manage initiatives to increase product adoption, customer satisfaction and evangelism</li> <li>Analyze user engagement data and identify actionable insight - KPIs will be reported on regularly </li> <li>Gather intelligence on how customers are using our products and determine what features and services are the most/least valuable to their businesses</li> <li>Build and present business reviews and provide recommendations to reinforce the value of ServiceTitan</li> <li>Act as an escalation point on customer support tickets</li> <li>Update account and contact records for strategic accounts to ensure accurate reporting</li> <li>Identify areas for improvement in the customer experience, both in our product and processes</li> <li>Onboard new customers to ServiceTitan - Customer Success Managers primarily own the long term relationship with customers, but may assist with new customer onboarding as needed</li> </ul>What you’ll need:<ul> <li>5+ years of relevant experience managing multiple accounts and/or projects with a proven track record of success</li> <li>Be a self-starter that thrives in an entrepreneurial, fast-paced environment with the demonstrated capacity to lead, motivate and work well with others</li> <li>Exceptional account management skills &amp; project management skills with strict attention to detail </li> <li>Demonstrated ability in learning new software programs and identifying opportunities to use their full potential</li> <li>A natural ability to think several steps ahead of the client and take proactive steps to address roadblocks, risks and issues</li> <li>Be a problem-solver who has a demonstrated ability to overcome challenges and ambiguity with creative solutions</li> <li>Team player with strong communication and organizational skills, and an ability to “roll with the punches”</li> <li>&lt; 15% travel nationwide (TBD based upon travel restrictions due to COVID-19)</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 One Medical.</li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and 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 $113,100 USD - $151,300 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

Senior Customer Success Manager, Strategic

Mathis Brothers

SALES ASSOCIATE (Tulsa Hills)

John Zink, a Koch Engineered Solutions company, is looking to add a Project Estimator to our team. This position is based in Tulsa, OK, and does not require travel. In this role, you will contribute to our estimating processes, specifically focusing on the Thermal Oxidizer product line. Your contribution will be significant in developing and refining our estimating capabilities to support the Applications Engineers on New Equipment as well as Engineered Retrofit and Replacement projects. What You Will Do <ul> <li>Develop and maintain accurate, detailed project estimates for engineered equipment in the Thermal Oxidizer space. Equipment in packaged system scope for which costs must be estimated may include fabricated steel vessels, structural steel, machined burner components, FRP vessels, engineered alloy elements, rotating equipment, valve trains, instrumentation, control panels, piping, and ductwork.</li> <li>Partner with manufacturing teams to develop and refine cost estimations on items manufactured internally</li> <li>Coordinate with engineering and procurement teams as well as suppliers to receive and review quotations for items NOT manufactured internally</li> <li>Collaborate with internal capabilities to enhance tracking and visibility into our estimating processes</li> <li>Assist in building estimate templates that support our transformation to a bottom-up approach </li> <li>Identify risks and opportunities within project scope and develop strategies to mitigate and capitalize on each project</li> </ul> The Experience You Will Bring Requirements (Basic Qualifications): <ul> <li>Experience in estimating large, complex equipment</li> <li>Ability to develop and refine estimating processes and templates</li> </ul> What Will Put You Ahead: <ul> <li>Experience in combustion, packaged system equipment, engineered process equipment, plant design, or adjacent industries </li> <li>Knowledge of different estimating systems and tools</li> </ul> At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy. #LI-RP3 Hiring Philosophy All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy <a href="https://jobs.kochcareers.com/pages/culture" target="_blank">here</a>. Who We Are As a Koch Engineered Solutions company, John Zink is a global leader in emissions control and a pioneer in modern Combustion Solutions. Our research and development facilities make up the largest testing complex of its kind. Additionally, our worldwide service organization is the largest, most technically advanced team of its kind. We provide solutions to capture emissions, destroy pollutants, manage waste and heat vital processes to help industries operate more cleanly and efficiently. At Koch, employees are empowered to do what they do best to make life better. Learn how our <a href="https://www.kochind.com/about/business-philosophy" target="_blank">business philosophy</a> helps employees unleash their potential while creating value for themselves and the company. Our Benefits Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter. Equal Opportunities Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, all offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please visit the following website for additional information: <a href="http://www.kochcareers.com/doc/Everify.pdf" target="_blank">http://www.kochcareers.com/doc/Everify.pdf</a>

Koch Industries

Project Estimator

Jenks Public Schools

Speech Language Pathologist

Benefits: <ul> <li>401(k)</li> <li>401(k) matching</li> <li>Bonus based on performance</li> <li>Company parties</li> <li>Employee discounts</li> <li>Flexible schedule</li> <li>Free food &amp; snacks</li> <li>Opportunity for advancement</li> <li>Training &amp; development</li> <li>Wellness resources</li> </ul> We are seeking a detail-oriented and organized Bookkeeper to manage client’s financial records. The Bookkeeper will be responsible for maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations. This position requires someone who is self-motivated, thorough, and able to handle sensitive financial data. The ideal candidate will work closely with the management team to provide financial insights and ensure that the company's financial health is maintained. Key Responsibilities: <ul> <li>Responsible for daily transaction categorizations in clients’ books, creating at least monthly financial reports (P&amp;L and Balance Sheet at a min) and providing to clients, using mainly QuickBooks Online but possibly other tools as needed, requested</li> <li>Maintain and update financial records such as ledgers, balance sheets, income statements, and trial balances.</li> <li>Process accounts payable and receivable, ensuring timely and accurate payments and invoices.</li> <li>Manage payroll activities, including calculating employee wages, processing deductions, and filing payroll taxes.</li> <li>Reconcile bank accounts, credit cards, and other financial accounts on a regular basis.</li> <li>Prepare monthly, quarterly, and annual financial reports for management review.</li> <li>Ensure compliance with federal, state, and local legal requirements by studying new legislation and advising management on necessary actions.</li> <li>Assist in preparing for audits by providing necessary documentation and reports.</li> <li>Maintain a general understanding of applicable tax laws and ensure all tax obligations are met.</li> <li>Monitor cash flow and report on financial health to senior management.</li> <li>Record financial transactions and prepare adjusting journal entries as needed.</li> <li>Collaborate with tax preparers, accountants and financial advisors for more complex financial needs and for year end obligations.</li> </ul> Qualifications: <ul> <li>Proven experience as a Bookkeeper or in a similar financial role.</li> <li>Strong knowledge of basic accounting principles and financial practices.</li> <li>Proficiency in QuickBooks Online and other similar systems.</li> <li>Excellent organizational and time management skills.</li> <li>Strong attention to detail and high level of accuracy.</li> <li>Ability to work independently and handle multiple tasks with minimal supervision.</li> <li>Good communication skills for working with management and external stakeholders.</li> <li>Knowledge of federal, state, and local tax laws and compliance regulations.</li> </ul> Education &amp; Experience: <ul> <li>High school diploma or equivalent required; an associate degree in accounting, finance, or a related field is preferred.</li> <li>Minimum of 2-3 years of experience in bookkeeping or accounting.</li> <li>Certification in bookkeeping (e.g., Certified Bookkeeper, QuickBooks Certification) is a plus.</li> </ul> Work Environment: <ul> <li>Primarily remote with some required in office time during the months of January-April</li> <li>May require occasional meetings or visits to clients if requested. </li> </ul> Flexible work from home options available. Compensation: $18.00 - $23.00 per hour <h2>Working at Jackson Hewitt</h2> Jackson Hewitt is an innovator with nearly 6,000 locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more. <h2>Taxes are fun (really!)</h2> Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too. PTIN Certification: Yes By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

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