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Req ID: 75734 Location: Tulsa -TUL, Albuquerque -ALBQ, Colorado Springs -COSP, Denver -DEN, Edmond -EDMO, Fort Worth -FTWT, Grapevine -GRPV, Houston -HOUS, Kansas City -KSCY, Oklahoma City -OKC, Overland Park -OVPK, Phoenix -PHOE, Richardson -RCHRD, Scottsdale -SCOTT Areas of Interest: Corporate Trust Pay Transparency Salary Range: $95,000 - $105,000 Application Deadline: 11/15/2024 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> Discretionary <h2>Summary</h2> We are a trusted and experienced Financial Institution that acts in the best interest of our clients and the communities we serve. We thrive using our knowledge, experience, resources and disciplined approach to help others make the right decisions for their future. <h2>Job Description</h2> The Wealth Management Risk Consultant is primarily responsible for assisting with the management of the Control Objectives for their respective business line, which includes among other things, identifying areas of potential risk for the business line and/or its clients. Performs independent reviews of new and existing accounts. Reports any findings to the Strategic Risk Officer. Identifies training needs and process improvements based upon review finding. Assists with the development of processes, procedures and reporting systems to mitigate that risk. Assists with routine audits and compliance tests. <h2>Team Culture</h2> You’ll work collaboratively with your colleagues and client facing teams across Wealth Management, including Private Wealth, Brokerage, and Institutional Wealth. Integrity is the foundation on which our team builds relationships, trust, and effective partnerships. We live the company values in everything we do and act with honor and truthfulness. <h2>How You'll Spend Your Time</h2> <ul> <li>You will perform independent reviews of new and existing accounts, the governing documents, account coding and / or control reports to confirm compliance with policies and procedures. You will also identify any gaps while working closely with administrators to correct and report any significant findings to the Strategic Risk Officer, Department Managers and/or Corporate Governance Committees when appropriate.</li> <li>You will identify risks and assist with the implementation of controls to manage the identified risks while assisting with the drafting of policies and procedures to ensure that controls are effective and test those controls on a periodic basis. </li> <li>You will actively participate in annual reviews of process maps and the risk and control self-assessment (RCSA).</li> <li>You will prepare for internal and external audits by working with administration to collect required data. This will include participating in ongoing meetings with auditors, compliance, regulators, and risk personnel to ensure all required information has been collected and reviewed. </li> <li>You will have routine interaction with corporate compliance, internal audit, and wealth management risk.</li> <li>You will identify training needs and process improvements and assists the Strategic Risk Officer with the development of training materials and process improvements.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s degree and 5-7 years of knowledge and experience with Wealth Management relationships, or 9+ years equivalent experience. 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

Wealth Management Risk Consultant II

<h3> Position Summary </h3> Our Business Tax Services (“BTS”) practice provides our clients a broad range of tax services across more than 150 countries and regions worldwide. Within the BTS practice we serve renewable energy clients that develop, build, own, and operate renewable energy projects, such as wind, solar, battery storage, geothermal, biomass, and fuel cell projects. If you have a passion for renewable energy and sustainability and have relevant experience, Deloitte Tax LLP (“Deloitte Tax”) may be the place for you! Experience with partnership taxation in other industries and a willingness to learn and retool in the renewable energy industry is an option. A career at Deloitte Tax will provide you with the opportunity to provide high-value tax services to some of the world’s largest companies in the renewable energy industry. Be on the cutting edge of a rapidly growing practice and work with a well-respected team of experience and knowledgeable industry professionals! What you’ll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, you will advise clients on tax issues related to renewable energy clients and projects. You will work with an experienced and passionate team in a growing area focused on renewable energy and sustainability, proactively collaborating with colleagues across all member firms – Tax, Advisory, Consulting, and Audit and Assurance. The ideal candidate is invested in the team’s success and effectively facilitates workstreams while working with leadership to identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal candidate will monitor current and proposed tax legislation and regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: <ul> <li>Support renewable energy client engagements and participate in the targeting of new clients</li> <li>Deliver value to clients by identifying opportunities and advising clients on the potential benefits and eligibility requirements related to:</li> <ul> <li>IRC section 48 Investment Tax Credit </li> <li>IRC section 45 Production Tax Credit</li> <li>IRC section 45Q Carbon Capture Tax Credit</li> <li>IRC section 45V Clean Hydrogen Tax Credit</li> </ul> <li>Preparation of tax returns and provide advisory services related to the modeling and structuring of renewable energy tax equity structures, such as: </li> <ul> <li>Partnership flip</li> <li>Sale-leaseback</li> <li>Pass-through lease</li> </ul> <li>Maintain and develop strong internal and client relationships</li> <li>Demonstrate sound judgment and a quality-first mentality with respect to evaluating eligibility for various fact patterns</li> <li>Develop process with our colleagues in other technical specialties and other materials to perform benefit calculations</li> <li>Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as valuation studies, tax equity modeling, and life cycle assessment (“LCA”) studies</li> <li>Identify potential issues and propose solutions to leadership, as well as implement process improvement strategies</li> <li>Ensure accurate and timely delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, memoranda, and IRS audit responses</li> <li>Monitor legislative and regulatory tax developments and work with the team to present potential opportunities to assist clients</li> <li>Provide support with various internal initiatives and special tax related projects</li> </ul> The Team We have dedicated tax professionals that are committed to executing on implementing our firm strategy with respect to supporting our clients with their Sustainability, Climate and Equity initiatives. The professionals that support this important Strategic Growth Offering are based in various service lines across tax. Business Tax Services (“BTS”) is a national practice within Deloitte Tax. Deloitte delivers a holistic and coordinated approach to complex tax issues. BTS subject matter and industry specialists provide services relevant to the multiple jurisdictions and countries where our clients do business. We assist clients with their global tax challenges and help them to transform their tax department and to create greater impact for their organization. Our spectrum of business tax services is relevant for public and private companies, and range from tax planning to tax compliance, controversy, and risk management, including tax credits, government incentives, and tax management consulting. Qualifications Required <ul> <li>Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week</li> <li>Bachelor's degree in accounting, finance, law, business administration, economics, or related field</li> <li>3+ years’ experience in related field</li> <li>Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve</li> <li>Demonstrated analytical and research skills, as well as effective verbal and written communication skills</li> <li>Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities</li> <li>Demonstrated ability to collaborate and proactively develop internal and external working relationships</li> <li>Experience with Microsoft Office Suite, especially Excel</li> <li>Excellent research and writing skills</li> <li>Excellent presentation and communications skill</li> <li>One of the following active accreditations obtained, in process, or willing and able to obtain:</li> <ul> <li>Licensed CPA in state of practice/primary office if eligible to sit for the CPA</li> <li>If not CPA eligible:</li> <ul> <li>Licensed attorney</li> <li>Enrolled Agent</li> <li>Certifications:<ul> <li>Chartered Financial Advisor (CFA)</li> <li>Certified Financial Planner (CFP) </li> </ul> </li> </ul> </ul> </ul> Preferred <ul> <li>Advanced degree such as Masters of Tax, JD, and/or LLM</li> <li>Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities</li> <li>Experience working in a virtual and/or global environment</li> <li>Passion for leveraging technology and exploring new technology solutions</li> <li>Previous Big 4 or large CPA or law firm experience</li> </ul> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $63,420 to $144,300. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> #scefy24 btstax Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture.</a> Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see <a href="https://www.deloitte.com/us/about" target="_blank">www.deloitte.com/us/about</a> for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/ban-the-box-notices.html" target="_blank">See notices of various ban-the-box laws where available</a>. Requisition code: 182840

Deloitte

Tax Senior - Sustainability, Climate & Equity - Renewable Energy

<h3> Position Summary </h3> Our Business Tax Services (“BTS”) practice provides our clients a broad range of tax services across more than 150 countries and regions worldwide. Within the BTS practice we serve renewable energy clients that develop, build, own and operate renewable energy projects, such as wind, solar, battery storage, geothermal, biomass, and fuel cell projects. If you have a passion for renewable energy and sustainability and have relevant experience, Deloitte Tax LLP (“Deloitte Tax”) may be the place for you! Experience with partnership taxation in other industries and a willingness to learn and retool in the renewable energy industry is an option. A career at Deloitte Tax will provide you with the opportunity to provide high-value tax services to some of the world’s largest companies in the renewable energy industry. Be on the cutting edge of a rapidly growing practice and work with a well-respected team of experience and knowledgeable industry professionals! Work you’ll do: As a Manager within the Sustainability, Climate and Equity: Renewable Energy practice, you will advise clients on tax issues related to renewable energy clients and projects. You will work with an experienced and passionate team in a growing area focused on renewable energy and sustainability, proactively collaborating with colleagues across all member firms – Tax, Advisory, Consulting, and Audit and Assurance. The ideal candidate is invested in the team’s success and effectively manages workstreams while working with leadership to identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The ideal candidate will monitor current and proposed tax legislation and regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: <ul> <li>Manage renewable energy client engagements and participate in the targeting of new clients</li> <li>Deliver value to clients by identifying opportunities and advising clients on the potential benefits and eligibility requirements related to:<ul> <li>IRC section 48 Investment Tax Credit</li> <li>IRC section 45 Production Tax Credit</li> <li>IRC section 45Q Carbon Capture Tax Credit</li> <li>IRC section 45V Clean Hydrogen Tax Credit</li> </ul> </li> <li>Preparation of tax returns and provide advisory services related to the modeling and structuring of renewable energy tax equity structures, such as:<ul> <li>Partnership flip</li> <li>Sale-leaseback</li> <li>Pass-through lease</li> </ul> </li> <li>Maintain and develop strong internal and client relationships</li> <li>Demonstrate sound judgment and a quality-first mentality with respect to evaluating eligibility for various fact patterns</li> <li>Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value)</li> <li>Identify potential issues and propose solutions to leadership, as well as implement process improvement strategies</li> <li>Ensure accurate and timely delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, memoranda, and IRS audit responses</li> <li>Monitor legislative and regulatory tax developments and work with the team to present potential opportunities to assist clients</li> <li>Develop and mentor team members</li> <li>Provide support with various internal initiatives and special tax related projects</li> </ul> The Team: We have dedicated tax professionals that are committed to executing on implementing our firm strategy with respect to supporting our clients with their Sustainability, Climate and Equity initiatives. The professionals that support this important Strategic Growth Offering are based in various service lines across tax. Business Tax Services (“BTS”) is a national practice within Deloitte Tax. Deloitte delivers a holistic and coordinated approach to complex tax issues. BTS subject matter and industry specialists provide services relevant to the multiple jurisdictions and countries where our clients do business. We assist clients with their global tax challenges and help them to transform their tax department and to create greater impact for their organization. Our spectrum of business tax services is relevant for public and private companies, and range from tax planning to tax compliance, controversy, and risk management, including tax credits, government incentives, and tax management consulting. Qualifications Required: <ul> <li>Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week</li> <li>Bachelor’s degree in accounting, finance, law, business administration, economics, or related field</li> <li>5+ years of experience in related field (exception applies for master’s degree with 2+ years of experience)</li> <li>Demonstrated analytical and research skills, as well as effective verbal and written communication skills</li> <li>Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities</li> <li>Demonstrated ability to collaborate and proactively develop internal and external working relationships</li> <li>Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities</li> <li>Experience with Microsoft Office Suite, especially Excel</li> <li>Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve</li> <li>One of the following active accreditations obtained:</li> <ul> <li>Licensed CPA in state of practice/primary office if eligible to sit for the CPA</li> <li>If not CPA eligible:</li> <ul> <li>Licensed Attorney</li> <li>Enrolled Agent</li> <li>Certifications:</li> <ul> <li>Chartered Financial Advisor (CFA)</li> <li>Certified Financial Planner (CFP)</li> </ul> </ul> </ul> </ul> Preferred: <ul> <li>Advanced degree such as MST, MAcc, LLM, or JD, or related field</li> <li>Experience with tax technical research (e.g., CCH, Hein, Lexis, RIA, etc.)</li> <li>Experience with Federal or State and Local C&amp;I</li> <li>Experience with sustainability technologies or environmental sciences</li> <li>Previous Big 4 or large CPA or law firm experience</li> </ul> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $193,440. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> #scefy24 btstax Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture.</a> Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see <a href="https://www.deloitte.com/us/about" target="_blank">www.deloitte.com/us/about</a> for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/ban-the-box-notices.html" target="_blank">See notices of various ban-the-box laws where available</a>. Requisition code: 182837

Tax Manager - Sustainability, Climate & Equity - Renewable Energy

Req ID: 75260 Location: Tulsa -TUL, Albuquerque -ALBQ, Austin -AUS, Dallas -DAL, Fort Worth -FTWT, Houston -HOUS, Kansas City -KSCY, Lincoln -LNCL, Little Rock -LTLRK, Memphis- Memph, Oklahoma City -OKC, Phoenix -PHOE, San Antonio -SANAN, St Louis -STLPL Areas of Interest: Information Technology; Digital Technology Pay Transparency Salary Range: Not Available Application Deadline: 08/15/2024 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> Discretionary <h2>Summary</h2> 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. <h2>Job Description</h2> A SDET II is responsible for the quality of a software product through the design, development, running and triage of complex test scripts and maintenance of test automation frameworks. May also have the ability to mentor junior team members and provide recommendations for improving the overall testing process. <h2>Team Culture</h2> 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. <h2>How You'll Spend Your Time</h2> • You will collaborate with cross-functional teams and stakeholders to ensure quality in the data governance process, providing recommendations for improving data quality testing • You will stay updated with the latest data quality technologies and methodologies, continuously improving your skills and knowledge • You will drive data quality testing standards and requirements and identify and document necessary tests early in projects • You will facilitate data quality testing, assist with issue resolution, and align with business objectives • You will perform proactive and reactive data quality gap analysis, testing, and resolution • You will provide comprehensive data quality testing services across all BOKF projects • You will adapt to shifting priorities, processes, and schedule changes • You will learn quickly in a dynamic environment • You will exhibit strong logical reasoning and problem-solving skills <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Computer Science, Computer Engineering, Management Information Systems, or 4-7 yrs automated software testing experience. Additional experience can be used in lieu of a degree. Test Automation certifications are preferred. SKILLS: • Elevated attention to detail • Intermediate research and troubleshooting skills • Excellent verbal and written communication skills • Excellent SDLC knowledge (Agile, Waterfall, etc.) • Experience using Agile/Scrum methodology • Experience using Jira and Zephyr Scale or similar tools • Knowledge of software quality best practices • Proficiency in ETL/database testing using MS-SQL • Ability to write, execute, and tune stored procedures to validate test results based on mapping documents • Proficiency in writing SQL queries with different join types and T-SQL data structures • Strong understanding of data structures, data modeling, and design. • Experience with test data creation and maintenance • Intermediate experience with API testing using tools such as Postman, SoapUI, and ReadyAPI • Experience testing infrastructure and/or cloud technologies (AWS, microservices, APIs) • Intermediate understanding of a DevSecOps environment • Intermediate experience with object-oriented programming principles/standards and architecture • Intermediate experience with Gherkin/BDD/TDD • Ability to educate team members on industry trends and advancements • Experience working with remote/virtual teams • Any programming languages like Java or C# is advantageous but not mandatory • Experience with JMeter or SSIS is advantageous but not mandatory 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.

SDET II - Data Quality

Homeward is rearchitecting the delivery of health and care in partnership with communities everywhere, starting in rural America. Today, 60 million Americans living in rural communities are facing a crisis of access to care. In the U.S. healthcare system, rural Americans experience significantly poorer clinical outcomes. This trend is rapidly accelerating as rural hospitals close and physician shortages increase, exacerbating health disparities. In fact, Americans living in rural communities suffer a mortality rate 23 percent higher than those in urban communities, in part because of the lack of access to quality care. Our vision is care that enables everyone to achieve their best health. So, we’re creating a new healthcare delivery model that is purpose-built for rural America and directly addresses the issues that have historically limited access and quality. Homeward supports Medicare-eligible beneficiaries by partnering with health plans, providers, and communities to align incentives – taking full financial accountability for clinical outcomes and the total cost of care across rural counties. As a public benefit corporation and Certified B Corp™, Homeward’s mission and business model are aligned to address the healthcare, economic, and demographic challenges that make it challenging for rural Americans to stay healthy. Our Homeward Navigation™ platform uses advanced analytics to connect members to the right care and local resources that address social determinants of health and improve holistic health outcomes. Since many rural communities lack adequate clinical capacity, Homeward also employs care teams that supplement local practices and reach people who cannot otherwise access care. Homeward is co-founded by a leadership team that defined and delivered Livongo’s products, and backed most recently by a $50 million series B co-led by Arch Ventures and Human Capital, with participation from General Catalyst for a total of $70 million in funding. With this leadership team and funding, Homeward is committed to bringing high-quality healthcare to rural communities in need.What you’ll do: <ul> <li>Manage and oversee the development and delivery of training programs within Homeward’s engagement team.</li> <li>Build and maintain relationships with various types of partners, including internal stakeholders and leadership, to align with organizational training initiatives.</li> <li>Identify training needs within the engagement team to align with the Homeward’s engagement targets.</li> <li>Develop and implement training programs tailored to different learning styles and needs with a member engagement focus.</li> <li>Provide re-training sessions and develop new training tactics around engagement (i.e. overcoming objections).</li> <li>Organize learning and development seminars and workshops with the Engagement team.</li> <li>Provide development support as necessary and manage/own the employee onboarding process.</li> <li>Track training and development progress and assess the effectiveness of training programs.</li> <li>Manage and coordinate training programs to support professional development and growth.</li> <li>Organize team-building activities to strengthen relationships among the Engagement Team.</li> </ul> What you bring: <ul> <li>Over 5 years of experience in a training and coaching environment.</li> <li>A blend of skills in leadership, training, strategic planning, and communication.</li> <li>Experience in training and coaching strong teams of customer service representatives, preferably in a healthcare organization, with a focus on delivery, performance, a positive culture, and translation of the mission into concrete deliverables.</li> <li>Exceptional communication skills to support work with different groups of stakeholders and communicate process and progress to the organization. </li> <li>Empathetic, member-first attitude and approach as you coach our members and teach them how to deal with potential members navigating healthcare.</li> <li>A strong track record of driving and delivering results: you make tactical and operational plans, collaborate cross-functionally to execute, and continuously improve processes and outcomes, as measured through key metrics, significant learnings, and similar.</li> </ul> Bonus Points: <ul> <li>Having performed this role for a healthcare organization.</li> <li>Solid experience organizing and facilitating training sessions.</li> <li>Competency in evaluating the effectiveness of training programs and revising them based on evaluations.</li> <li>Engagement/Outreach team experience.</li> </ul> What Shapes Our Company: <ul> <li>Deep commitment to one another, the people and communities we serve, and to care that enables everyone to achieve their best health</li> <li>Compassion and empathy</li> <li>Curiosity and an eagerness to listen</li> <li>Drive to deliver high-quality experiences, clinical care, and cost-effectiveness</li> <li>Strong focus on the sustainability of our business and scalability of our services to maximize our reach and impact</li> <li>Nurturing a diverse workforce with a wide range of backgrounds, experiences, and points of view</li> <li>Taking our mission and business seriously, but not taking ourselves too seriously– having fun as we build!</li> </ul> Benefits: <ul> <li>Competitive salary, equity grant, generous paid time off</li> <li>Comprehensive benefits package including medical, dental &amp; vision insurance with 100% of monthly premium covered for employees</li> <li>Company-sponsored 401k plan</li> <li>Flexible working arrangement</li> </ul> Compensation: $65000 - $75000 annually. Salary is based on qualifications, experience, skillset, and location. At Homeward, a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you have yet to gain experience in the areas detailed above, we hope you will share your unique background with us in your application and how it can be additive to our teams. Homeward is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Homeward is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.

Homeward

Engagement Team Training Manager

Homeward is rearchitecting the delivery of health and care in partnership with communities everywhere, starting in rural America. Today, 60 million Americans living in rural communities are facing a crisis of access to care. In the U.S. healthcare system, rural Americans experience significantly poorer clinical outcomes. This trend is rapidly accelerating as rural hospitals close and physician shortages increase, exacerbating health disparities. In fact, Americans living in rural communities suffer a mortality rate 23 percent higher than those in urban communities, in part because of the lack of access to quality care. Our vision is care that enables everyone to achieve their best health. So, we’re creating a new healthcare delivery model that is purpose-built for rural America and directly addresses the issues that have historically limited access and quality. Homeward supports Medicare-eligible beneficiaries by partnering with health plans, providers, and communities to align incentives – taking full financial accountability for clinical outcomes and the total cost of care across rural counties. As a public benefit corporation and Certified B Corp™, Homeward’s mission and business model are aligned to address the healthcare, economic, and demographic challenges that make it challenging for rural Americans to stay healthy. Our Homeward Navigation™ platform uses advanced analytics to connect members to the right care and local resources that address social determinants of health and improve holistic health outcomes. Since many rural communities lack adequate clinical capacity, Homeward also employs care teams that supplement local practices and reach people who cannot otherwise access care. Homeward is co-founded by a leadership team that defined and delivered Livongo’s products, and backed most recently by a $50 million series B co-led by Arch Ventures and Human Capital, with participation from General Catalyst for a total of $70 million in funding. With this leadership team and funding, Homeward is committed to bringing high-quality healthcare to rural communities in need. The Opportunity Join us in tackling healthcare for rural America! We seek a compassionate and detail-oriented Outbound Call Member Specialist to join our dedicated Member Services team. As an Outbound Call Member Specialist, you will play a vital role in supporting our mission by reaching out to prospective and current members via telephone to introduce members to Homeward’s health navigation services. As a member of our centralized Operations team, you will work closely with our in-market teams and cross-functionally with other centralized teams to support prospective and current members in meeting a variety of needs. You will be the first point of contact with our prospective and current members and offer a welcoming, empathetic, and helpful experience. What You'll Do: <ul> <li>Conduct outbound calls to prospective and current members to build awareness of Homeward’s Care Navigation services.</li> <li>Schedule appointments for members using our platform, ensuring accuracy and efficiency.</li> <li>Assist members in registering demographic and insurance information in our electronic health record platform.</li> <li>Verify insurance coverage with members' insurance companies for all healthcare visits.</li> <li>Ensure complete and accurate filing of member documents, maintaining detailed records of all transactions.</li> <li>Field and appropriately transfer clinical inquiries to the Clinical team, demonstrating professional judgment and attention to detail.</li> <li>Identify and execute additional projects and processes to enhance efficiency and scalability within the Member Services department.</li> <li>Uphold departmental SLAs and service standards, ensuring a high level of member satisfaction.</li> <li>Clearly document all member-related communication and activities for reference and follow-up.</li> </ul> What You Bring: <ul> <li>Minimum of 1+ years experience in a healthcare call center or appointment scheduling environment </li> <li>Exceptional attention to detail, with the ability to listen and respond appropriately to member needs and concerns</li> <li>Excellent communication skills, with the ability to interact effectively with various stakeholders and convey information clearly</li> <li>Empathetic, member-first attitude and approach, demonstrating patience and understanding in every interaction</li> <li>Proficiency with healthcare-related platforms such as Athena EHR is a plus</li> <li>Familiarity with ZenDesk or similar customer service platforms is preferred</li> <li>Ability to use professional judgment to escalate potentially emergent clinical phone calls to the Clinical team</li> <li>Experience working in a remote environment and with virtual care offerings is advantageous</li> <li>Strong familiarity with referrals and prior authorizations is a plus.</li> <li>Highly detail-oriented: you routinely catch the little things that others miss or overlook</li> <li>Empathetic, member-first attitude and approach as you help our members and potential members navigate healthcare</li> </ul> Bonus Points: <ul> <li>Proficiency with the Athena EHR platform</li> <li>Outbound call center experience, specifically in a healthcare call center</li> <li>Proficiency with the Athena EHR platform</li> <li>Working knowledge of ZenDesk </li> <li>Experience working in a remote environment and with virtual care offerings</li> <li>Strong familiarity with referrals and prior authorizations </li> <li>In-depth knowledge of Medicaid, Affordable Care Act, or other government health plans</li> </ul> What Shapes Our Company: <ul> <li>Deep commitment to one another, the people and communities we serve, and to care that enables everyone to achieve their best health</li> <li>Compassion and empathy</li> <li>Curiosity and an eagerness to listen</li> <li>Drive to deliver high-quality experiences, clinical care, and cost-effectiveness</li> <li>Strong focus on the sustainability of our business and scalability of our services to maximize our reach and impact</li> <li>Nurturing a diverse workforce with a wide range of backgrounds, experiences, and points of view</li> <li>Taking our mission and business seriously, but not taking ourselves too seriously– having fun as we build! </li> </ul> Benefits: <ul> <li>Competitive salary, equity grant, unlimited PTO</li> <li>Comprehensive benefits package including medical, dental &amp; vision insurance with 100% of monthly premium covered for employees</li> <li>Company-sponsored 401k plan</li> <li>Flexible working arrangement </li> </ul> The base salary range for this position is $50,000 - $60,000 annually. Compensation may vary outside this range depending on a number of factors, including a candidate’s qualifications, skills, location, competencies and experience. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work at Homeward Health. This role is eligible for an annual bonus, stock options, as well as a comprehensive benefits package. At Homeward, a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you have yet to gain experience in the areas detailed above, we hope you will share your unique background with us in your application and how it can be additive to our teams. Homeward is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Homeward is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.

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