Finance analyst jobs in Tulsa, OK

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 4200 E Skelly Dr Suite 150, Tulsa, OK This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

The Controller, reporting to the CFO, leads all accounting functions and guides financial decisions by establishing, monitoring, and enforcing policies and procedures regarding Accounts Payable, Accounts Receivable, journal entries, the general ledger, investments, treasury, and statutory reporting. Protects assets by establishing, monitoring, and enforcing internal controls. Monitors and confirms financial condition by conducting audits and providing information to external auditors. KEY RESPONSIBILITIES: Manage Month End Close, work in process reporting, and general ledger. Develop and maintain the system of internal accounting controls. Guides financial decisions by establishing, monitoring, and enforcing policies and procedures. Provides status of financial condition by collecting, interpreting, and reporting financial data. Prepares special reports by collecting, analyzing, and summarizing information and trends. Coordinate quarterly accounting reviews, annual audits, and tax returns. Complies with federal, state, and local legal requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to requirements; filing financial reports; advising management on needed actions. Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. Manage teams supporting all aspects of Accounts Payable, Accounts Receivable, statutory reporting, tax, and treasury functions Manage and monitor bank account balances to ensure appropriate working capital and cash ratios. Protects operations by keeping financial information and plans confidential. Completes special projects as assigned by the CFO and/or VP Finance. QUALIFICATIONS: Proficient in the use of personal computers. Proficient in oral and written communication. Ability to supervise and motivate team members to accomplish objectives. Successful completion of Health Care Sanctions background check. EDUCATION/EXPERIENCE: Bachelor's degree in accounting required. Master's degree preferred. Minimum 10 years of accounting experience required. Financial analysis experience preferred. CPA designation required. Supervisory experience required. Health Plan Experience strongly preferred Big 5 Public Accounting Experience strongly preferred

The Financial Analyst/Project Coordinator reports to the Associate Vice President of Research and Technology Development and is responsible for developing reports that detail business assets and expenses, works with sales receipts and is responsible for cost control for the Delayed Coking and Hydrate projects. Primary responsibilities focus on project scheduling and the financial aspects of each project such as purchase order maintenance, documentation of financial information, analyzing reports, data management, budget reconciliations, and budget reporting. Other responsibilities include preparing and submitting research reports according to grant requirements; preparing budgets for new proposals; and conducting research for project solicitations. Applicant must have excellent computer-technology and problem-solving skills. CHARACTERISTIC DUTIES : Manages the financial aspects of the project such as billing, creating purchase orders, time & efforts, budget/actual comparisons, reconciliations, budget reporting and project scheduling Processes and presents data using Microsoft Excel and various in-house financial systems Submits research reports according to grant requirements Compiles, analyzes and prepares financial records Organizes/coordinates events regarding on-site advisory board meetings/conferences Physical Demands Minimal physical demands. Required Qualifications Associate Degree in Finance and/or Accounting with 2 to 3 years work experience; proficiency using Excel to generate spreadsheets, pie charts and other accounting charts; courses in finance, business, accounting, mathematics and business law; ability to work independently without close supervision; ability to deal with cultural diversity in communicating with faculty, students, and staff; and must have excellent writing skills. Preferred Qualifications Minimum Qualifications: Associate Degree in Finance and/or Accounting with 2 to 3 years work experience; proficiency using Excel to generate spreadsheets, pie charts and other accounting charts; courses in finance, business, accounting, mathematics and business law; ability to work independently without close supervision; ability to deal with cultural diversity in communicating with faculty, students, and staff; and must have excellent writing skills. Preferred Qualifications: Bachelor's Degree in Finance and/or Accounting with strong data processing and analytical skills; undergraduate courses in finance, business, economics, statistics, accounting, mathematics and law

The primary objective of the Financial Analyst III is to add significant value to TTCU, ensuring that the added value is ultimately extended to our members. The position works with the other members of the Finance department to minimize balance sheet risk and contributes to TTCU's financial strength. The Financial Analyst III provides timely, accurate information in order to facilitate effective decision making. Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act. Supervises: None Essential Job Functions and Responsibilities Lead the completion of the net interest margin and fee revenue portions of the annual budget. Communicate with the Vice President Accounting/Controller to ensure the results are properly incorporated into the overall budget results. Manage the quarterly Asset Liability Management (ALM) analysis and the quarterly ALM packets. This includes ensuring the accuracy of the input data, reviewing output reports, and interpreting the results. Develop and analyze strategies that help TTCU achieve its financial goals. Strategies will include: deposit and loan pricing, interest rate risk management, product structures, economic feasibility analyses, and other strategies that will contribute to the financial stability and success of TTCU. Respond to ad hoc requests for reporting by collecting, analyzing, and interpreting financial data accurately to identify trends and insights. Use Crystal, Access, and Power BI to provide quality, useful information to TTCU management. Prepare periodic reports to be used by TTCU management, board members, and employees. Reports include member statistics, financial reports, liquidity reports, Asset Liability Management (ALM) data, board reports, account and member trends, budget variance, profitability analysis, and evaluation of existing products. Refine and improve existing reports to improve the efficiency of production and increase the value of the report to the end user. This includes creating and managing efficient report distribution processes. Present findings and recommendations to management in a clear and concise manner. Minimum Qualifications Educational Requirements Bachelor's degree in Finance, Accounting, or related discipline required, MBA preferred. Certificates/Licenses Must have and maintain a valid driver's license. Experience Experience in Finance or Accounting or related work. Experience in banking or credit union with exposure to banking operations and terminology preferred. Position Competencies Collaborates - Is an effective team player who adds complementary skills and contributes valuable ideas, opinions and feedback; communicates in an open and candid manner and can be counted upon to fulfill any commitments made to others on the team. Effective Communication - Utilizes a variety of communication modalities effectively and appropriately across multiple channels. Financial Acumen - Interprets key financial information to execute short and long term business activity; has an understanding of the resources required to achieve objectives; takes calculated risks. Functional Expertise - Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities. Integrity & Trust - Is widely trusted; is seen as a direct, truthful individual; has credibility within their areas of expertise; keeps confidences; doesn't misrepresent themselves for personal gain. Manage Complexity - Gathers and analyzes diverse sources of data; separates what is relevant from what is not; determines root causes; defines situations accurately before determining problems and formulating approaches to solutions; is able to accomplish complex tasks with minimal guidance or instruction. Plan and Organize - Determines tasks, resources and schedules; leverages resources, and prioritizes work in order to establish best course of action and ensure that work is completed efficiently. Resilient - Maintains composure under pressure; handles difficult situations effectively, maintains a positive attitude despite adversity; uses adversity as a learning opportunity. Additional Requirements Job Knowledge Proven track record of completing complex financial analyses, in a credit union or bank environment, resulting in specific recommendations. Advanced problem-solving skills and self-motivated. Comprehensive knowledge of financial regulations and their effect on a financial institution. Advanced knowledge with Microsoft Office (Word, Excel, PowerPoint, SharePoint, Access and Outlook). Advanced knowledge of report writing utilizing Crystal Reports, SQL and/or other financial database software/systems Advanced understanding of Asset / Liability Management (ALM) principles. Interpersonal Skills Advanced written and verbal communication skills required to facilitate sharing of information with management, staff and external contacts. Ability to create an atmosphere which promotes TTCU's Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to members and fostering teamwork among employees. Working Conditions Work Environment Routinely perform work indoors in climate controlled shared workspace with moderate noise. Perform the job independently and work effectively either on own or as part of a team. Plan own work activity as well as the work activity of others. Capable of regular, reliable, and timely attendance. Physical Demands Routinely perform primarily sedentary work with limited physical exertion, and lifting up to 10lbs. Must be able to operate office equipment including computers, cell phone, telephone, copier, and calculators. Routinely perform work on a computer for an average of 6-8 hours per day. Capable of climbing/descending stairs in emergency situations. Capable of working extended hours whenever required or requested by management on occasion. Travel Occasional travel by automobile for meetings, conferences, and industry related events. Occasional travel by commercial airlines, rental vehicles, and public transportation for conferences, seminars, and industry related events. Employee Statement of Understanding I have read and understand the job description for my position. I understand that my supervisor may assign additional projects and/or responsibilities not covered in the description. I am able to perform all of the essential functions of this position. I agree to comply with the corporate compliance policy and all laws, rules, regulations, and standards of conduct relating to my position. As an employee, I understand my duty to report any suspected violations of the law or the standards of conduct to my immediate supervisor. As an employee, I will strive to uphold the mission and vision of the organization. All employees are required to adhere to the values in all their interactions with members and fellow employees.

Job Details Tulsa-Yale - Tulsa, OK Enid-Broadway - Enid, OK; OKC-Broadway - Oklahoma City, OK Full Time 4 Year Degree $1.00 - $1.00 Salary Negligible Day BankingDescription The Financial Crimes Core Bank Operations Manager is responsible for overseeing the day-to-day operations of the Bank's financial crimes program focused on BSA/AML, OFAC Compliance and fraud detection and investigations. This role leads the teams responsible for transaction monitoring alerts, watchlist screening (Bank and BaaS), and fraud alert and investigation management, ensuring timely and accurate investigations and regulatory reporting. The manager plays a critical role in maintaining operational excellence, mitigating financial crime risk, and ensure compliance with applicable laws and internal standards. PRINCIPAL DUTIES AND RESPONSIBILITIES Develops and implements robust BSA/AML/OFAC and Fraud Risk Management operational processes in alignment with Policies to effectively detect, investigate and report suspicious activity. Oversees scope, timing and direction of all BSA/AML/OFAC and Fraud Risk Management alerts, investigations for the Bank's Financial Crimes Risk Management Program. Oversees scope, timing and direction of the OFAC and watchlist screening of all bank and Banking-as-a-service (BaaS) processes. Effectively manages and oversees fraud alerts and investigations with a team of Fraud Mitigation Analysts and Fraud Investigators ensuring daily production of inquiries and support for all Fraud Monitoring and monitors alerts, investigations, workflow, productivity, accuracy, and losses. Manages and improves customer obsession and fraud mitigation tactics through metrics, performance monitoring, problem resolution, system audits and quality assurance measures. Provides training and mentorship to the team fostering professional development and technical skills. Stays updated on industry best practices and emerging trends in BSA/AML/OFAC, Watchlist screening, and fraud prevention and investigation strategies. Assures all required regulatory reporting is conducted in a timely, accurate, and compliant manner. Regulatory Reporting typically includes Suspicious Activity Reports (SAR), and 314 (b) requests. Develops critical measurements and reporting, to ensure regulatory requirements, service levels, and compliance standards are being met. Interacts with internal and external resources effectively, including collaboration with service providers and industry contacts. Assists in the evaluation of products, services, processes, and procedures to ensure regulatory requirements are met, and makes recommendations to mitigate risk or improve controls. Develops and prepares reports for senior management to summarize unit metrics, key performance and risk indicators, significant developments, and initiatives. Assists in the analysis and set-up of systems used for monitoring, research, and case management. Identifies and implements improved processes and operational strategies that further mitigate risk or improve efficiency. Maintains operational procedures and documentation. Assists in managing vendor relationships for the Financial Crimes Risk Management Program software in collaboration with FCRM Leadership. Responds to exam and audit concerns and oversee corrective action on all related compliance deficiencies or violations. Develop and maintain productive relationships with team members, leaders, customers, and vendors. Leverage strengths of the team members, help to clarify roles and responsibilities, and develop and implement training programs in order to maximize and reach optimal individual and organizational goals. Responsibilities include interviewing, hiring, training team members; planning, assigning, and directing work; rewarding and disciplining team members; addressing complaints and resolving problems. Ensures staff is kept current on issues affecting job-related duties, responsibilities, and trends on a consistent basis. Performs other duties as assigned. Qualifications EDUCATION AND/OR EXPERIENCE Bachelor's degree or combination of equivalent education and work experience, required. 7-10 years' financial institution experience, required. 7-10 years' experience in BSA/AML, fraud, analysis or account monitoring, required. 2+ years' experience with management of personnel in BSA or Fraud of financial institution, preferred. At least one of the following certifications: Certified Anti-Money Laundering Specialist (CAMS), Certified AML and Fraud Professional (CAFP), Certified Regulatory Compliance Manager (CRCM), or similar certification. KNOWLEDGE, SKILLS, AND ABILITIES Maintains proficient knowledge of applicable compliance statutes (BSA/AML/OFAC fraud, etc), regulations, interpretations and emerging trends. Ability to maintain composure in stressful situations, including resolving problems or concerns with potentially upset customers. Ability to proactively identify potential concerns and follow-up in a timely manner to resolve issues. Strong commitment to ethics, and the ability to understand a variety of issues and perspectives. Ability to identify relevant BSA, AML/CFT and OFAC risks associated with key banking products, services and customers. Ability to effectively manage multiple projects and related tasks. Strong critical thinking, writing and communication skills. Strong commitment to ethics, and the ability to understand a variety of issues and perspectives. Understanding of the banking industry, including bank partnerships with fintech companies. Multitask effectively and action matters promptly both independently and in a team environment. Handle highly confidential information with appropriate discretion and work in a high volume, fast paced environment.

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking an Senior Investment Sales Analyst (Commercial) in our Tulsa office to join an active and top-performing Commercial brokerage team. The candidate must have prior experience within the commercial real estate industry and strong experience in using ARGUS, and an intimate familiarity with Commercial RE investments is preferred. The individual will be expected to work directly with brokers on property valuations by underwriting and analyzing the client's quantitative property data. Those who possess intellectual creativity and critical thinking skills, coupled with being a driven and self-motivated individual, are encouraged to apply. The candidate must be able to efficiently manage a variety of responsibilities for each assignment with the ability to work both independently and cohesively within a team environment. Additionally, the analyst must be willing to work extended hours when needed. *This position is an in-office position, with an immediate start date. Position Responsibilities: Underwrite income-producing assets using Argus and Excel software including: Analyze historical operating statements, budgets, leases, and loan agreements, as well as current market conditions to determine financial underwriting assumptions. Review, analyze, comprehend, abstract, and interpret various types of real estate documents. Identify comparable market sales and leases. Create in-depth and short form evaluations of properties. Utilize and build complex formulas within Excel to support analyses. Strategize with team members and provide materials that allow the top producers to generate new relationships including gathering and tracking critical data points for research and business development purposes. Candidate must possess excellent writing skills thus effectively conveying a clear message regarding the property, the submarket, and the opportunity for our marketing materials. Prepare disposition proposals and offer memoranda for new or existing assignments in conjunction with the marketing team and upper management. Perform real estate market and location-specific research and assess and summarize tenant credit and financial statements. What We're Looking For: Bachelor's degree. Preferred majors include Real Estate, Finance, Accounting, or related business fields. Experience in financial analysis in Commercial Real Estate is preferred. Internship experience is considered. Proficiency in Microsoft Office Suite, particularly Excel, is a requirement. Working knowledge of complex Excel formulas, ARGUS, Salesforce, and Costar is preferred. Knowledge of utilizing Artificial Intelligence programs, Power BI, Power Automate to enhance efficiency is preferred. Capable of thriving in a fast-paced environment and managing multiple tasks within tight deadlines for multiple clients. Time blocking experienced preferred. Financial analysis skills, including understanding financial terms and principles essential for real estate underwriting such as Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, etc. Experience in income-producing property valuation is preferred. Ability to comprehend, analyze, and interpret various real estate documents, including financial statements, loan documents, and deeds of trust. Strong verbal communication skills are required, with the ability to engage effectively and professionally with diverse internal and external stakeholders. Attention to detail, strong organizational skills, and the ability to handle multiple assignments with shifting priorities. Team player, strong work ethic, and passion to work in the commercial real estate industry. A complete real estate brokerage salesperson license within the first 120 days of employment is required. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! #LI-nsite #LI-MS1

Job Description Martinrea is a diversified global automotive supplier engaged in the design, development and manufacturing of metal parts, assemblies and modules, complex fluid management systems and aluminum products. We employ approximately 15,000 skilled and motivated people at manufacturing, engineering and technical centers in Canada, the United States, Mexico, Brazil, Germany, Slovakia, Spain and China. Our business strategy leverages world-class technologies, motivated and talented people, and high-quality products. Our Mission is to make people's lives better by: Delivering outstanding quality products and services to our customers; Providing meaningful opportunity, job satisfaction, and job security for our people; Being positive contributors to our communities; and, Providing superior long-term investment returns to our stakeholders. Our strength is our people We invite you to follow your dreams and explore a challenging and rewarding career at Martinrea. Job Summary: The Controller is responsible for the entire financial function at the plant, including cash flow, accounts receivable, inventory, capital assets, accounts payable, inter-company transactions and other related accruals and receivables. They must have the desire to act as a business partner to the General Manager, supporting decision making by thoroughly understanding the business, providing accurate and timely information to the management team, taking the initiative and support Operations to identify, evaluate and implement costs saving projects (OPEX) that will assist in improving the overall profitability of the plant. Responsibilities: The Controller is responsible for the review of the monthly reconciliation binder prepared by the financial team that provides support for all balance sheet accounts. They will comply with Corporate reporting requirements on a weekly, monthly, quarterly and annual basis ensuring compliance with Martinrea accounting policies and procedures. The Controller will, on a weekly basis, prepare and review the plants weekly forecast and communicate any changes from the previous weeks forecast to the General Manager and Corporate. On a monthly basis, they will explain the differences between the actual results and the previous weeks forecast, budgets and the previous month's actual results using the monthly financial bridge template. They will review and approve standard and non-standard journal entries each month. The Controller will implement and maintain internal controls at the plant to ensure compliance with the SOX/Bill198 TSX public company requirements. They will proactively provide continuous improvement ideas relating to both financial and production processes. The Controller will take a leadership role in the entire preparation of the annual budget for the plant including involving various departmental managers in the development of manpower and controllable spending budgets to encourage accountability and ownership of plant/department performance vs. budget. Work closely with the General Manager to ensure that all of the budgeted changes, cost saving initiatives, and new or lost business awards are correctly captured in the budget. They will work closely with all departmental heads to identify any inefficiencies in processes and potential cost saving initiatives including freight costs savings, outsourced production parts savings, improvements in inventory management, reduced scrap, evaluate buy/make decision and develop/lead projects to ensure timely realization of the identified costs savings. The Controller will create/support Cash Culture in the plant by engaging required resources (within the plant and/or Corp Martinrea), review accounts receivable aging each month and proactively follow-up on collections issues with subordinates and escalate to Corp Sales Group, as required, by following escalation protocols. They will prepare Cash Flow Action Plan (CAP Report) and review with GM and Director of Operations on monthly basis to improve cash position of plant and total MRE. The Controller will manage the annual external audit for the plant by completing the year-end audit kit with all the required supporting reconciliations and documentation, ensuring that no audit adjustments are identified and by meeting audit deadlines. They will provide all the necessary information to the internal audit department during their audit and immediately address any concerns that are identified. The Controller will thoroughly understand all capital spending projects prior to submitting to Corporate for review and approval, including payback calculations. Collecting and reviewing all information required for capital requests, ensuring all local approval has been received. They will actively participate in the quarterly physical inventory counts with plant operations and take a lead from finance side to support the count process. Ensure accuracy/validation of the counts and inventory valuation. The Controller will ensure timely completion of annual performance appraisals for team members, ensuring continuous development of staff. They will provide support and contribute to the quality, environmental requirements and regulations as well as the implementation and maintenance of Martinrea Manufacturing Systems at the plant. They will be the finance lead during new program launches by establishing a good mechanism of project cost tracking, monitoring and reporting in a timely manner. Other ad-hoc duties as required. Critical Success Factors: Demonstrates focus and drive to achieve targets, budgets and results through effective financial leadership. Demonstrates focus and drive to achieve targets, budgets and results through development and maintenance of operational and financial KPI's/Dashboards. Desire and ability to learn about the business and understand the production process by attending and participating in daily production meetings and regularly walking through the production floor to develop the necessary link between the production processes and the financial statements. Oversee the education and development of departmental staff while fostering an environment based on teamwork and accountability. Partners with the General Manager to educate and train departmental managers on the financial impact of their decisions, and hold them accountable to a predetermined budget. Clearly communicate by effectively presenting weekly, monthly, quarterly and annual financial results to the general manager and Corporate including explanations of variances of actual compared to prior forecast and budget. Effectively manage and take complete ownership and control of the finance department with respect to month-end reporting as well as day-to-day activities. Proven self-starter, who requires limited supervision and direction, yet achieves tasks and overcomes problems, provides effective direction and development for staff, and lead them by example. Adopts a proactive approach and a perpetual willingness to get personally involved in order to increase the pace and efficiency and achieve Departmental, Plant and Company goals and objectives. Consistently thinking beyond the borders of finance to help create a culture of continuous improvement. Embraces the challenge of problem solving and identifying and implementing well thought through practical solutions. Required Education and Experience: College diploma or University Accounting degree (CA, CMA or CPA designation preferred) A minimum of 5 years of hands-on experience in a decentralized manufacturing environment with complete responsibility for the finance function; automotive experience is preferred Managed a team of at least five direct reports with proven leadership and problem solving skills An independent critical thinker who displays attention to detail Excellent organizational, interpersonal and time management skills with the ability to multi-task Experience in working in an AS400 environment (CMS or Solarsoft experience is preferred) Knowledge of Bill 198/SOX internal control requirements Advanced knowledge of Excel and Word Work Environment: Office environment and plant floor Overtime as required Benefits: Working in a great team environment Medical, Dental and Vision Insurance 401K with company match Short term and long term disability coverage Safety shoe and prescription safety glasses reimbursement Supplier discounts Tuition reimbursement and training opportunities Job Type: Full Time Salaried

Job Description Senior Financial Analyst Tulsa, Oklahoma (On-site) Full-Time | Manufacturing Base salary up to $100,000 Sponsorship not available Overview A growing manufacturing operation is adding a Senior Financial Analyst to support plant leadership with reporting, analysis, forecasting, and decision support. This role sits close to production and works cross-functionally with operations, engineering, and accounting. Key Responsibilities Analyze monthly financial results, summarize variances, and identify risks and opportunities Review and process capital expenditure requests and fixed asset transactions Manage fixed assets and CIP, including reconciliations and documentation Support quarterly physical inventory counts, tagging, and variance investigation Track and publish plant KPIs to leadership Support cost accounting activity, including updates to standards Assist with internal and external audits and year-end preparation Prepare weekly forecasts and bridges in partnership with plant leadership Contribute to annual budgeting across sales, materials, labor, and overhead Prepare monthly journal entries and close activities Complete assigned balance sheet reconciliations and schedules Participate in cross-functional and ad hoc plant projects Support compliance with corporate reporting requirements and accounting policies Qualifications Bachelor's degree in Accounting, Finance, or related field Professional designation (CPA, CMA, CA) preferred but not required 3 to 5 years of progressive financial experience in a manufacturing environment Automotive industry exposure is a plus Strong analytical and problem-solving skills with high attention to detail Effective communication and collaborative working style Advanced Excel skills; experience with ERP systems required Familiarity with operational quality and compliance frameworks is a plus Equal Opportunity and Privacy Notice: Search Made Easy is an equal opportunity recruitment firm committed to non-discrimination in all hiring practices. We adhere strictly to all applicable data protection laws, including Illinois state requirements and federal regulations. For comprehensive details on our privacy practices, please visit our Privacy Policy. By submitting your application, you consent to the processing of your personal data in accordance with these policies. Only qualified candidates will be contacted. Applying does not establish an employer-employee relationship between you and Search Made Easy or its clients. If you require accommodations during the recruitment process, please notify us at *************** at the time of application. All candidate information is handled lawfully, securely, and solely for legitimate business needs related to recruitment.

Jenks, OK - Searching for a Compliance Operations Analysts with a compliance, audit or quality control background within the financial industry. This person will have advanced Excel skills, financial/mortgage knowledge and be a true team player. HMDA and Fair Lending expertise is a must along with TILA, RESPA and ECOA. We look forward to meeting you! Along with an excellent working environment GFB offers world-class benefits such as: - 0 copay on brand name and generic meds - Company contribution to HSA - $600 wellness credit on premium per year - LegalShield & IDShield - Tuition Reimbursement - Nationwide Pet Insurance Compliance Operations Analyst II JOB SUMMARY: The Compliance Operations Analyst II supports the compliance management team by assisting in the collection, maintenance, and analysis of operational data related to Banking and Mortgage activities. This role contributes to the review of account-level data to help identify potential compliance risks associated with regulations such as TILA, RESPA, and ECOA. Assists in compiling and validating HMDA and Fair Lending data to support regulatory submissions and internal reporting. Collaborates with business units and supports the Director of Compliance Operations and Compliance Management Team in initiatives, projects, and research. Compliance Operations Analyst II ESSENTIAL FUNCTIONS (RESPONSIBILITIES): * Assist in the maintenance, analysis, and updates of Gateway's HMDA LAR on a periodic basis, ensuring compliance to Regulation C requirements for data accuracy. Works with designated business line partners to correct inaccurate data and document root cause issues that create data accuracy issues. * Supports the Compliance Operations team in ongoing review of regulatory compliance and providing guidance to the business units regarding TILA, RESPA, SAFE Act, ECOA, Fair Lending, HMDA, as well as other consumer compliance provisions. * Conducts compliance monitoring for the bank's lending portfolio including regulatory compliance for the separate divisions, consumer complaints, and online activities. * Assists with examination and audit management processes for the enterprise, including tracking of compliance findings and remediation efforts. * Participates in project teams to ensure regulatory requirements are considered in the development of new products, services, and processes. * Supports the Compliance Management team with researching and analyzing federal and state regulatory requirements for various areas of the business, which may include assistance with examination and evaluations of promotions, advertising and solicitations. * Assists in the preparation of regulatory examinations and audit management processes. Supports Manager in responses to inquiries by federal and state regulators and government agencies regarding Fair Lending, and HMDA-related audit findings. * Exercises awareness regarding possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules. * Performs related responsibilities as required or assigned.

Description & Requirements Maximus is currently seeking a Senior Finance Analyst. In this role, you will be responsible for producing accurate project financial reporting results for submission. The successful candidate will conduct monthly invoice variance analysis and develop performance metrics for management review. You will maintain accurate financial records and data to support internal and external audits. Essential Duties and Responsibilities: - Responsible for preparation of project financial forecast including loading labor data into corporate model; validating ODC forecast and that overall forecast values are consistent; reviewing with management to finalize and submit forecast. - Prepare any quarterly revenue adjustments required to correct revenue for impact of billed indirect rates exceeding expected actual rates. - In conjunction with Financial Analyst, track costs, billing/invoice adjustments, contract-to-date expenditures for sub-contractors and temporary labor. - Oversee and review monthly accruals. - Prepare monthly variance analysis for management review. - Responsible for ad-hoc reporting requests from the management. - Support management to respond to ad-hoc client requests for supporting documentation, cost allocations/analysis, etc. - Participate in all internal and external audits and maintain reports and data related to and necessary for audits. - Ensure the security and privacy of financial information. Job-Specific Essential Duties and Responsibilities: - Support the invoice life cycle where necessary. - Prepare and analyze monthly revenue adjustments to align with changes in the invoice life cycle. - Assist with the coordination of workload. - Collaborate with business partners to ensure alignment with process flows between business units. - Provide financial analysis to support business decisions. - Present findings and recommendations to management in a clear, concise manner. - Identify trends, risks, and opportunities to improve processes and controls. - Conduct monthly invoice variance and performance metrics analysis for management. - Manage governance of sent/received items to/from the customer. - Reconcile customer invoices submitted to cash received. - Respond to ad-hoc reporting and documentation requests from management and clients. - Support internal and external audits by maintaining accurate reports and data. - Ensure confidentiality and security of information. - Perform other duties as assigned. Minimum Requirements - Bachelor's degree in relevant field of study and 5+ years of relevant professional experience required, or equivalent combination of education and experience. Job-Specific Minimum Requirements: - Bachelor's degree in a relevant field, preferably Finance. Additional years of relevant experience will be considered in lieu of degree. - 5+ years of related experience. - Per customer requirements, this position requires United States Citizenship. - Strong proficiency in Excel and financial acumen. - Excellent analytical, problem-solving, and communication skills - Experience in process improvement and automation initiatives. - Strong business acumen and ability to influence stakeholders. #techjobs #LI-PN1 EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************. Minimum Salary $ 75,000.00 Maximum Salary $ 90,000.00

Senior Financial Analyst Location: Tulsa, OK Reports To: Vice President Financial Planning & Analysis The Senior Financial Analyst will play a key role in supporting company's strategic and financial objectives. This position combines financial planning & analysis (FP&A) responsibilities with M&A due diligence and integration support. The ideal candidate is detail-oriented, analytical, and comfortable working across departments to provide insights that drive decision-making, profitability, and growth. Key Responsibilities Financial Planning & Analysis Support annual budgeting and forecasting processes, including revenue, expense, and capital planning. Prepare monthly financial analysis, variance reporting, and key performance indicators (KPIs). Partner with operations and sales leadership to analyze pricing, margin performance, and product profitability. Develop and maintain financial models to evaluate business performance and support strategic initiatives. Provide ad hoc analysis to senior leadership on financial and operational matters. Mergers & Acquisitions / Strategic Growth Assist in the evaluation of potential acquisitions, joint ventures, or partnerships. Perform financial due diligence, including quality of earnings, working capital, and valuation support. Build acquisition models to analyze deal scenarios, synergies, and return on investment. Support integration planning and post-acquisition performance tracking. Partner with legal, accounting, and operational teams to support transaction execution. Business Support & Collaboration Work cross-functionally with sales, operations, and engineering teams to support data-driven decision making. Contribute to strategic projects that improve efficiency, reduce costs, and drive growth. Deliver clear presentations of financial results and recommendations to senior management. Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA a plus). 4+ years of progressive experience in FP&A, corporate finance, investment banking, or transaction advisory. Strong financial modeling and analytical skills; advanced Excel required, Power BI or other BI tools a plus. Experience with M&A due diligence or integration strongly preferred. Knowledge of manufacturing, distribution, or the energy sector preferred. Excellent communication skills, with the ability to present complex information to executives. Self-starter with strong business acumen, attention to detail, and ability to manage multiple priorities.

Create value at TC Transcontinental. At TC Transcontinental, we've got it made, and that's because of the expertise of our team. We have been driving innovation since 1976. With approximately 7400 employees, TC Transcontinental is a North American leader in flexible packaging, a Canadian retail marketing services provider, Canada's largest printer, and the Canadian leader in French-language educational publishing. Respect, teamwork, performance and innovation are the strong values held by the Corporation and its employees. TC Transcontinental's commitment to its stakeholders is to pursue its business activities in a responsible manner. We take care of our team, support each other and cultivate a sense of belonging for all. The Financial Operations Manager plays a pivotal role in managing day-to-day financial accounting at the site. The Manager manages a team that is responsible for the financial activities of the plant. The Manager also ensures the accuracy of the site's financial statements by overseeing the financial operations as well as contributing to the month-end accounting activities. The FinOps team works in collaboration with the financial business partners, operations managers, and the corporate transactional services team to ensure timely and accurate accounting of journal entries, internal controls, financial reporting in compliance with financial procedures and policies. Responsibilities When your actions lead to success: * Supervise and mentor finance operations staff, fostering a culture of continuous improvement and professional development. * Ensure accurate cost accounting and inventory valuation while driving continuous improvement in financial operations and a proactive approach to process optimization. * Oversee inventory management processes, including valuation, reconciliation, and reporting of raw materials, WIP, and finished goods. * Prepare closing activities to generate the financial results, including more complex transactions such as journal entries and accruals, intercompany accounting, inventory accounting, revenue recognition and rebate accounting. * Perform and review monthly balance sheet account reconciliations to ensure accuracy and completeness. * Participate in financial statement preparation and validation and communicate timely and effectively with the Hub Lead regarding any operational and financial issues that may impact reporting or compliance. * Coordinate and support internal and external audit processes by preparing required documentation, responding to auditor inquiries, and implementing corrective actions as needed. Qualifications When your expertise drives us: * Minimum Bachelor's degree in Accounting or Finance is required * 5 + years of experience as an Accountant. * Experience in a manufacturing environment * Experience in managing, supervising and developing a team * Solid understanding of GAAP and/or IFRS * Understanding and use of ERP Systems. * Advanced Excel skills and data manipulation. * Well-developed organizational, analytical, and problem-solving skills * Ability to collaborate with all plant functions * Customer-oriented with good business judgment & integrity * Ability to manage multiple priorities with a high level of detail accuracy. * Strong communication skills. When benefits really help you live better: We offer a comprehensive and flexible benefits package designed to support your well-being and help you thrive-at work and at home. Our offerings include: * Competitive compensation with performance-based incentives and retirement savings plans with company match * Customizable group benefits including health, dental, life, disability, and travel insurance * Paid time off * Employee perks such as discounts on insurance, wireless plans, travel, and more * Career development opportunities * A dynamic, inclusive work environment where your voice matters and your growth is supported EEO TC Transcontinental is an equal opportunity employer committed to fostering a diverse, inclusive, and accessible workplace. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, gender identity or expression, sexual orientation, age, national origin, disability, veteran status, or any other characteristic protected by applicable laws in the jurisdictions where we operate. We are also committed to providing an inclusive and barrier-free recruitment and work environment-promoting dignity, independence, integration, and equal opportunity for all, including persons with disabilities. Accommodations, including alternative formats, will be made available for all parts of the recruitment and selection process. For more information or to request an accommodation please contact talent@tc.tc. Send us your application. Create something with TC Transcontinental. #LI-CD1 Apply now

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This group provides brokerage and advisory services to nearly 20,000 clients with assets under management totaling $4 billion. Products and services available to clients include, but are not limited to individual stocks, ETFs, mutual funds, bonds, fixed and variable annuities, insurance and advisory accounts. Position Summary: CIA Financial Advisors provide investment advice, portfolio analysis and trade execution for CIA clients. The advisor is expected to recommend investment plans and instruments which are appropriate for the client based on each particular client's objectives, time horizon and risk tolerances. This may include the use of a wide variety of investment vehicles including, but not limited to individual stocks, mutual funds, bonds, advisory services, fixed and variable annuities, or combinations of all of these used in an advisory account. Advisors may also recommend models within an advisory account with these models being managed by outside, professional money management companies. The Financial Advisor must periodically meet with their clients to reevaluate the client's situation and determine if any changes should be made regarding their investment portfolios. For instances of advisory accounts Financial Advisors are required to have reviews with clients no less than on an annual basis. In addition to the sales aspects of this position, the Financial Advisor is expected to hold the best interest of the client as their number one priority. This could include the cross-selling of bank products in lieu of a non-deposit investment product. Financial Advisors are expected to actively participate in the company's referral program. Advisors are expected to follow-up on all referrals made to them through the company's program and to promptly qualify any referral once an appointment is held. Referrals may come from the bank's Retail Department or other departments within the bank. The bank's expectation of prompt follow-up and qualification by CIA ensures that the referring bank employee receives any referral incentives they are entitled to in a timely manner. (Referral incentives are paid only on qualified referrals, which requires a face-to-face meeting or phone appointment). It is expected that the Financial Advisor will maintain relationships outside the bank through community service organizations or charities to assist in building a networking group and to assist in the gathering of assets and growing their business. In addition to networking through organizations Financial Advisors are encouraged to develop a network with local attorneys and CPAs where these professionals may make referrals to the advisor or that the advisor may refer clients back to when one of these groups' services are needed. Each Financial Advisor is expected to maintain a level of expertise in the financial markets and economic conditions through independent study and networking with fellow Central Investment Advisor Financial Advisors. To aid the Financial Advisors in their recommendations they have at their disposal a wide variety of research tools. Wealth Vision, Morningstar Workstation and Client Goals - Financial Planning Argus - Equity Research Advisory World - Advisory portfolio proposal software Financial Advisors are expected to follow the Central Investment Advisor Policy as well as all rules of the broker dealer as detailed in the LPL Financial Compliance Manual. This includes the required completion of annual continuing education requirements of LPL. These requirements include Anti-Money Laundering, Annual Compliance Questionnaire and the Annual Compliance Meeting. The Financial Advisor is also required to complete the required Financial Industry Regulatory Authority (FINRA) Continuing Education every two years. Failure to complete any of these within the requested timeframe can result in suspension, fines or termination. The Financial Advisor is responsible for the books and records of the clients they maintain relationships with and for the registered branch office in which they conduct business. Client information is documented through the account application process when establishing the account or via updating the account information when periodic reviews are conducted with the client through the broker dealer technology platform. The account opening, maintenance and retention is done through the broker dealer's technology platform known as Clientworks. The Financial Advisor is also required to maintain a set of branch office files by FINRA. These files include, but are not limited to Incoming Correspondence, Outgoing Correspondence, Written Complaints, Verbal Complaints, Good Til Cancelled Orders, Insurance Contract Delivery Receipts, etc. All of these files are maintained via the broker dealer on-line platform known as Clientworks. The Financial Advisor is required to document all client contact and communications within Central Investment Advisor preferred contact management system, Redtail. Redtail is used as the primary "tracking" mechanism for all client communications and meetings/appointments. The Advisor is required to maintain notes regarding contact with each client to ensure that clients' requests and activities are documented in a timely and accurate manner. The usage of notes is required as they may assist the Advisor, the broker dealer or Central Investment Advisors management if a complaint should be registered by a client. The Advisor will have the ability to assign tasks to anyone assisting them with their client base via Redtail and will be able to view the status of those tasks at any point in time. The Advisor will be responsible for ensuring that monthly management reports are created as assigned by Central Investment Advisor Management for each assigned Advisor or branch office. This may include tracking the number of appointments held by each Advisor during the month, the number of new accounts opened by Advisor, the number of accounts transferred out/in by the Advisor, and the number of referrals made/received. The number of management reports may grow in the future and the Advisor will be responsible for making sure new reports are completed. Each Advisor will participate in an annual planning meeting with CIA Management. This meeting will cover a variety of topics including, but not limited to current year's revenue standings, upcoming year's budgeted revenue, expected expenses for the upcoming year, plans for special events or areas of focus for new business for the upcoming year. The advisor is also required to attend periodic meetings that program management hosts for the entire program. These meetings will be held in various locations throughout the company's footprint. This position requires a significant level of technical expertise in that the Financial Advisor is required to utilize several different software programs for various aspects of their duties. These include, but are not limited to the following: * Clientworks - trading, books & records & client reporting platform offered through national LPL Financial * Redtail - contact management system offered through Redtail Technologies Inc. * Albridge - reporting/product consolidation system offered through Albridge Solutions * Argus Research - Independent equity research service offered through Argus Research Group * Financial Planning - WealthVision, MoneyGuide Pro, Client Goals or another financial planning tool approved by the CIA Program Manager Each Financial Advisor will be involved from an "assistance" perspective with regard to clients banking relationships. The Advisor may give basic banking assistance to clients about brokerage funding account balances. They may accept requests for money movement from a brokerage funding account to another bank account, follow-up with clients on insufficient items derived from a brokerage transaction and request the issuance of bank checks for sale proceeds or dividend/interest payments from brokerage funding accounts to be mailed to clients. The Financial Advisor may not process money movement requests, accept checks for deposits to bank accounts, address changes for bank accounts, and may not have access to maintenance or establish any type of account residing on the banking system. Essential Duties and Responsibilities: * Provide investment advice, portfolio analysis and trade execution for clients * Recommend investment plans and instruments based on client's objectives, time horizon and risk tolerances. * Periodically meet with clients to reevaluate client situation and adjust if necessary. * Maintain client interests as the number one priority. * Cross sell bank products if appropriate. * Utilize a wide variety of investment vehicles including advisory services. * Maintain relationships outside the bank to assist in gathering assets. * Network with local professionals and be involved in the community. * Participate in the company's referral program * Maintain a level of expertise in financial markets and economic conditions * Independent study * Network with fellow Central Investment Advisor Financial Advisor * Utilize research tools provided by broker dealer * Ensure compliance with Central Investment Advisor Policy as well as broker dealer compliance manual * Complete annual continuing education requirements * Attend anti-money laundering training * Attend Annual Compliance Meeting * Complete Annual Compliance Questionnaire * Complete required FINRA continuing education every 2 years * Failure of above listed requirements can result in suspension, fines or termination * Maintain books and records for all clients in the registered branch office * Perform periodic review with client to update information * Respond to inquiries made by LPL during new account document checks and trade surveillance via Clientworks. * Maintain FINRA required files documenting activities in the office. * Utilize contact management system, Redtail * Establish new contacts/clients & maintain existing contacts * Document all client contact and communications * Keep notes regarding contacts with clients - useful if complaints are brought by client * Assign tasks to support people * Update and maintain required management reports (analytical duties) * Ensure completion of monthly checklist & submission to Direct Supervisory Principal * Communicate with program management on annual business plan and update on progress periodically * Other duties and responsibilities * Required attendance at quarterly sales meetings * Establish relationship with bank branch for continued referral source * Other duties as assigned Bachelor's Degree in a Business discipline 3 - 5 years Brokerage experience preferred Series 7, Series 63 & 65 or 66 Licenses required. Life and Health insurance licenses Certified Financial Planner designation highly recommended Strong desire to succeed in a highly competitive industry Exceptional listening skills Exceptional customer-service attitude with strong client relation skills Ability to communicate effectively with individuals or groups Strong PC skills Self-starter - initiative to begin projects independently Effective oral & written communication skills

Financial Advisor Job Description At Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of one's balance sheet and cash flow in allocating into a diverse portfolio. Job Responsibilities · Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations · Act as an advocate for your clients; commitment to enhance, enrich and serve that client base · Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships · Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions · Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets What Opes One Provides Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team. Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart. Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs. Licensing Requirements Life and Health Insurance Licenses Securities Industry Exam (SIE), Series 7 and Series 66 (can be obtained upon hire) Benefits · Commissions, renewal income, advisory fees, monthly draw · Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability · Signing Bonus/Training Allowance upon eligibility · Hybrid working space with flexible hours

Job Posting Title Finance Operations Manager Agency 452 MENTAL HEALTH AND SUBSTANCE ABUSE SERV. Supervisory Organization GMH - Leadership Job Posting End Date Refer to the date listed at the top of this posting, if available. Continuous if date is blank. Note: Applications will be accepted until 11:59 PM on the day prior to the posting end date above. Estimated Appointment End Date (Continuous if Blank) Full/Part-Time Full time Job Type Regular Compensation 61,350.00 Annually Job Description About the Position: This position is responsible for planning, organizing, coordinating, and performing complex budgetary and financial operations for ODMHSAS, specifically supporting Griffin Memorial Hospital and the Children's Recovery Center. The role involves high-level financial oversight and requires strong analytical, organizational, and leadership skills. Job Type/Salary: * Annual Salary is $61,350.00/yr - $29.49/hr * Primary Working Hours are M-F; 8-5 * FLSA Status: Exempt * Full-time Minimum Qualifications and Experience: A bachelor's degree in accounting, business, public administration, or a closely related field, plus five years of professional accounting, auditing, or related experience, including two years in a supervisory or administrative capacity. * Equivalent substitutions: One additional year of professional accounting or auditing experience may substitute for each year of the required education. * Preference given to applicants with accounting experience or a CPA. Why Join Us? * Competitive Pay: $61,350.00 annual salary * Generous Benefits: To help you pay your benefit premiums. * Comprehensive Health Coverage: A wide choice of health insurance plans with no pre-existing condition exclusions. * Flexible Spending Accounts: Options for healthcare and dependent care expenses. * Ample Time Off: 11 paid holidays, 15 days of vacation, and 15 days of sick leave in the first year. * Retirement Savings Plan: With a generous company match to help secure your future. * Employee Assistance Program: Support when you need it. * Longevity Bonuses: For years of dedicated service. * Training Opportunities: Continuous learning and development for CEU requirements. About us: Griffin Memorial Hospital (GMH) is a 120-bed acute psychiatric hospital located in Norman, Oklahoma, serving adults across all 77 counties in the state. GMH provides inpatient psychiatric, and substance use treatment for individuals 18 and older with severe mental health needs. The hospital operates under the Oklahoma Department of Mental Health and Substance Abuse Services. Additional Information: * Pre-Employment Testing: As a safety-sensitive position, employment is contingent upon passing a drug screening. * Work Schedule Flexibility: This agency operates 24/7. Work hours, shifts, and locations may vary depending on business needs. Weekend and overtime work may be required. * Equal Opportunity Employer: Reasonable accommodation for individuals with disabilities is available upon request. Equal Opportunity Employment The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability. Current active State of Oklahoma employees must apply for open positions internally through the Workday Jobs Hub. If you are needing any extra assistance or have any questions relating to a job you have applied for, please click the link below and find the agency for which you applied for additional information: Agency Contact

Job Description Activate your potential - join NORIT, the world leader in activated carbon production! Join us as a Site Finance Controller in Pryor to oversee the financial operations of our plant and play a pivotal role in shaping our site's profitability and efficiency. This position follows a hybrid work model. Your key responsibilities will be: Lead budgeting, forecasting, cost analysis, and financial reporting to ensure optimal plant performance, Advise management on strategic financial matters and provide insights into data-driven decision-making, Oversee site accounting and financial analysis in coordination with our Shared Service Center in Riga, including accounts payable/receivable, inventories, and fixed assets, Ensure accounting practices align with NORIT's global standards and GAAP, Manage monthly, quarterly, and annual closings with precision, timeliness, and compliance, Partner closely with the Facility General Manager to guide cost determination, product pricing, inventory valuation, and overhead allocation, Lead the development of accurate forecasts, budgets, and financial analyses, Coach and develop finance team members, ensuring strong performance and alignment with company goals, Liaise with external auditors and support other plant operations when needed. Requirements University degree in Accounting or Finance, MBA is desirable, 10+ years of experience in a manufacturing environment, including 5 years as a Plant Controller, Experience in a global business environment is a plus, Deep expertise in accounting and financial principles, with a strong business application mindset, Proven ability to build trust, foster collaboration, and influence across all organizational levels, Proficiency in Microsoft Office Suite (especially Excel) and financial software systems, Strong leadership skills with experience in performance management and team development, Excellent communication skills-both written and verbal. Benefits Competitive salary and additional benefit package, Supportive and dynamic, yet down-to-earth work environment, A flat organization with short lines in which ownership and initiatives are valued, We support the development of our employees in the form of on-the-job learning, training and courses. NORIT Activated Carbon is one of the global leaders and produces various qualities of activated carbon in its powder and granular form. Our mission - to be the customer's #1 choice for added value activated carbon solutions in energy, environmental, water, food, chemical, pharma, automotive, and other industrial markets. We supply a broad portfolio of materials, know-how and technical expertise, complementary services and technologies. We have established our global presence with manufacturing plants in the Netherlands, United Kingdom, Italy and United States and as well a Global Business Service center in Riga.

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. Work Schedule Monday-Friday, some Saturdays as Required Example 8am-5pm, 9am-6pm, etc We'll help you * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from Academy managers who are invested in your success. * Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. * 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. * 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. * Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: * Aptitude in obtaining required industry licenses. * Must be self-disciplined in managing time and capacity. * Experience in cultivating client relationships, accessing needs and recommending solutions. * Success creating strong peer relationships through effective communication and collaboration. * Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. * Executes multiple tasks simultaneously. * Learns and adapts to new technology or applications. Desired Qualifications: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Cost Analyst II W2 Contract Bartlesville, OK Job Description/Qualifications: In this role your responsibilities include updating cost reports semi-monthly and use them to generate program cost metrics. Provide monthly reporting to Finance. Identify and resolve reporting errors; streamline and improve reporting processes. Create SAP work orders and requisitions as needed. 3 to 5 years' experience Knowledge of SAP or similar accounting program with ability to quickly learn and use SAP. Skilled with Excel, Word, and similar MS programs Requirements: 3-5 years of relevant experience. Proficiency in SAP or similar accounting software; ability to quickly learn SAP. Strong skills in Excel, Word, and other Microsoft programs. Ability to learn and use EcoSys software (spreadsheet-like interface) for forecasting projects. Comfortable collaborating remotely via MS Teams/Webex. Must work onsite at the P66 office in downtown Bartlesville. Availability required during key reporting days (business days 2, 3, 4, 5, & 6). Powered by JazzHR Bg3wspmLOr