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  • Griffin Investments Land Analyst

    Griffin Media 4.4company rating

    Finance consultant job in Oklahoma City, OK

    A Land Analyst at Griffin Investments helps drive the Ideal Team Player culture. About Griffin Investments: Griffin Investments is a privately held investment company established to build and manage a diversified portfolio of tangible assets alongside its affiliated operating company, Griffin Media. As Oklahoma's largest media company, Griffin Media includes six television stations, five radio stations, digital billboards, and online news platforms that reach audiences statewide. Griffin Investments manages a diversified portfolio with a primary focus on acquiring and operating oil and gas mineral and royalty interests across key U.S. basins. We deploy disciplined capital, source off-market opportunities, and apply rigorous title diligence to build a lean, high-performing ownership platform that delivers stable cash flow and long-term value. The Land Analyst ensures accuracy and integrity across ownership records, revenue decks, and back-office systems. Job Summary: The Land Analyst supports land operations by managing title, ownership, and portfolio data for Griffin's mineral assets. This role connects acquisition diligence with ongoing asset management - ensuring ownership is properly documented, tracked, and monetized while driving system accuracy and process efficiency. The Land Analyst reports directly to the Director of Investments. Job Responsibilities: Maintain and update the master ownership database, including deeds, assignments, conveyances, division orders, and production data. Conduct chain-of-title research and curative work, coordinating courthouse filings, digital retrievals, and resolution of title defects. Support asset onboarding by validating new acquisitions and ensuring all documentation is accurate and recorded promptly. Manage GIS and land system data-linking legal descriptions, spacing units, wellbores, and operator information. Monitor operator activity and communications; track permits, completions, and ownership changes. Assist with revenue and suspense resolution by reviewing division orders, statements, and payment discrepancies. Develop and refine operating procedures, onboarding checklists, and quality-control workflows to enhance efficiency and accuracy. Perform other job-related duties as assigned, including driving an automobile for company business. Job Schedule: This is a full-time position primarily working 40 hours per week. You may also be called upon at times to fill in other hours and days of the week to help cover vacations, illnesses, or special projects/events. This position may be eligible to work remotely on occasion and at the discretion of the supervisor. Qualifications Essential Qualities: Humble: A habit of sharing successes, putting the team first, and working for the good of the team. A “we” not “me” attitude. The ability to give and receive constructive criticism. Observe and employ the Golden Rule. Hungry: Exhibit a strong work ethic, drive, and willingness to take initiative. Smart (People Smart): The virtue of being interpersonally smart about the interactions and relationships of those you encounter. Positive Attitude: Exhibited by focusing on opportunities not problems, see the glass as half-full not half-empty. Sense of Urgency: How we react and respond. Skills and Requirements: Bachelor's degree preferred. 5+ years of oil and gas land administration or mineral title experience. Strong understanding of deeds, assignments, pooling orders, unitization, probate, and curative processes. Proficiency with land and royalty systems (Enverus, MineralSoft, MineralWare, or similar) and GIS data management. Advanced Excel skills and attention to detail across large datasets. Highly organized, deadline-driven, adaptable and comfortable managing multiple assets. Strong communicator with the ability to coordinate across acquisitions, finance, legal, county clerks, and third-party partners. Self-starter with a process-improvement mindset Must have, or be able to obtain, a valid Oklahoma driver's license and have a driving record acceptable to the company. Ability to perform other job-related duties as assigned. Capable of handling the physical and mental requirements including: ability to verbally communicate in English ability to read computer monitor information (words and data) ability to hear detailed spoken word ability to remain sedentary and to travel to work location ability to perform manual dexterity tasks with hands, fingers ability to analyze data, concentrate, reason, and write ability to perform under emotional stress ability to lift 10 pounds unaided Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
    $56k-87k yearly est. 11d ago
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  • Consultant Financial Services Regulatory Summer 2026 | Multiple Locations

    Forvis, LLP

    Finance consultant job in Oklahoma City, OK

    Description & Requirements Forvis Mazars is a Top 10 professional services firm focused on providing Advisory, Assurance, and Tax services. We are driven by our commitment to Forward Vision in providing rewarding careers and delivering unmatched client experiences through innovative services to our industry leading global clients. The Financial Services Advisory practice brings our global footprint, clients, industry expertise, and innovative solutions together to help global companies exceed their strategic objectives and needs. We have a national and global footprint with a significant portfolio of financial services clients spanning across banking, insurance, global markets, asset and wealth management, and payments. Our clients range from the largest, premier global banks, insurers, and financial institutions to super-regional and community banking clients, asset managers, and Fintech start-ups. We are looking for team members to join our global, inclusive community of passionate financial services advisors. These diverse professionals should be highly skilled, entrepreneurial, and future focused - they are self-starters with curiosity and a passion for continuous learning. They possess a strong growth mindset that propels themselves and others forward, driving innovation through delivery, and helping clients succeed beyond their expectations. Daily, you will have the opportunity to learn and work alongside a broad mix of highly talented subject matter leaders and team members both at Forvis Mazars and at our clients. You will have an environment to explore and experience emerging, and relevant topics based on your interests and alignment to your short and long-term career goals. How you will contribute: * Conducting Regulatory Compliance Reviews * Conducting Independent Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) Reviews * Interfacing with the senior management of our clients * Writing reports, including key findings and recommendations * Participating in client meetings and executive presentations * Maintaining and achieving high quality in work, client relations, and team relations * Performing other duties as assigned by the firm's leadership * Executing with significant independence all facets of engagement activities * Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients We are looking for people who have Forward Vision and: * Effective time management * Strong oral and written communication skills * Ability to work well with a team as well as independently * Problem-solving attitude * Willingness to take initiative * Close attention to detail * Ability to work under pressure and against deadlines Minimum Qualifications: * Bachelor's degree in business, finance, accounting, economics and others might be considered * Proficiency in MS Office: Word, Excel, Power Point and Outlook Preferred Qualifications: * GPA of 3.0 or higher (in major and overall) Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. #LI-LRA, #LI-CHI, #LI-IND, #LI-KCMO, #LI-STL, #LI-OKC, #LI-HOU Illinois Wage Transparency Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit **************************************** Forvis Mazars reserves the right to make changes to the salary range based on business needs. IL Minimum Salary (USD) $ 71000 IL Maximum Salary (USD) $ 75000
    $71k-75k yearly 42d ago
  • SAP Finance Senior Manager - Retail (Grocery)

    Accenture 4.7company rating

    Finance consultant job in Oklahoma City, OK

    We Are: Accenture's SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP Retail and Fashion solutions and we're curious and always learning. We are assembling a talented team and providing our people with opportunities to gain new skills, training, and experience. Additionally, the Retail industry is going through remarkable levels of transformation as they are developing new business models, new digital sales channels, analytics capabilities to understand customer needs, and transforming internal operations for efficiencies. SAP technologies power these organizations with modern cloud-based and AI-enabled solutions, and Accenture is the undisputed market leader in this industry. We are continuously expanding our SAP team with advisory skills to continue to drive transformation at scale for our clients. You Are: You have a passion for storytelling and for originating, selling and delivering SAP-based Finance Transformation projects that make a positive impact in your clients' business? Are you inspired by working with the best companies in their industries? Want a role that provides you with a sense of purpose and satisfaction? Then join Accenture and build a rewarding career improving the way the world works and lives, as you help clients innovate with leading-edge SAP and Accenture Finance solutions and technologies on some of the most innovative projects in the world Thrive in our highly collaborative, digitally-driven and innovation-led environment. Nurture your talent for thoughtful and game changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds. You are a confident leader who spots and stays ahead of the SAP platform , industry and Finance trends and knows how to translate client goals into clear and actionable outcomes that everyone can get behind. You know how to fully utilize the capabilities of various SAP platforms to drive business value, transform end-to-end functions and drive leading practices for your clients in markets all over the globe. The more complex their challenges, the more excited you are about leading the charge to solve them. The Work: Team with clients on their SAP functional transformation programs through your combined SAP application and functional process expertise which includes your ability to: + Engage with senior client Finance executives on the business challenges/trends and the potential value of SAP solutions (current & future) + Lead customers in defining their SAP journey through the development of business cases & roadmaps including during sales origination, proposal development and client presentations + Architect e2e Finance solutions that leverage SAP technologies, custom apps, & add on partner solutions + Clearly explain SAP's Business AI strategy, including an understanding of its capabilities and roadmap. Identify functional areas expertise where AI can deliver real value to clients + Experience in deployment of AI use cases within SAP delivery to improve efficiency and ability to explain how these AI-driven improvements can enhance project delivery + Advise, design and deliver Finance solutions based on the latest industry and technology best practices leveraging a SAP solutions and embedded innovation. + Lead large project teams of varying size and scope - helping them achieve transformational roadmaps - onsite with clients or within Accenture + Become a trusted expert and advisor to your clients, team, and Accenture Leadership by staying current on regulations, trends, and innovations across your area of expertise + Be a thought leader, build assets and best practices and develop the next level of transformation experts Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements Here's what you need: + Minimum of 7 years of SAP Functional and Technical expertise in Finance, including but not limited to: GL, AP, AR, Asset Accounting. + Minimum 5 years of experience in SAP projects supporting Retail/Grocery clients (SAP support / managed services experience will not be considered for this requirement) + Minimum of 3 end-to-end SAP S/4 implementations, including project planning, estimation and solution architecture for Retail/Grocery clients + Experience managing SAP delivery teams, in a Global Delivery Model, including but not limited to the following responsibilities: driving complex workshops and leading design decisions, as well as leading the design and execution of system build, configuration, testing, cutover, and go-live + Prior experience in an Advisory and/or Consulting role + Bachelor's degree or equivalent (minimum 12 years' work experience). If Associate's Degree, must have equivalent minimum 6-year work experience Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $132,500 to $338,300 Cleveland $122,700 to $270,600 Colorado $132,500 to $292,200 District of Columbia $141,100 to $311,200 Illinois $122,700 to $292,200 Maryland $132,500 to $292,200 Massachusetts $132,500 to $311,200 Minnesota $132,500 to $292,200 New York/New Jersey $122,700 to $338,300 Washington $141,100 to $311,200 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $141.1k-311.2k yearly 45d ago
  • Wealth Advisor-Wealth Management

    Cx Institutional LLC

    Finance consultant job in Oklahoma City, OK

    StartFragment CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic growth and 10+ strategic acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry. In 2024, Forbes recognized Credent as one of the top RIA firms in the U.S. For more information, visit Credent Wealth Management. EndFragment
    $36k-77k yearly est. Auto-Apply 24d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Oklahoma City, OK

    JPMC

    Finance consultant job in Oklahoma City, OK

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $36k-77k yearly est. Auto-Apply 60d+ ago
  • Advisor, Deal Management

    Cardinal Health 4.4company rating

    Finance consultant job in Oklahoma City, OK

    **_What does Deal Management bring to Cardinal Health_** Revenue Management is responsible for developing, communicating, and leading the execution of market strategy and profitability optimization through pricing and value-capture activities at both the strategic and tactical levels. The group uses modeling, analytics, and econometrics to create pricing strategies for our products and services. Deal Management owns the entire pre-deal process, including collaborating with sales to translate offer strategy into a customer-specific deal strategy and pricing, facilitating the deal approval process and related governance, and financial modeling of deal economics across a variety of scenarios. This job family is also responsible for validating our contracts have the appropriate terms and conditions prior to finalizing the relationship. **_Responsibilities_** + Collaborate effectively across functions in Sales, Operations, and Finance to develop pricing strategies and models, in response to RFP and customer contract renewals. + Extract, manipulate, and prepare data and information from multiple sources and leverages findings to develop and recommend pricing strategies. + Create financial models, applying pricing analytics and other financial components related to the deal. + Communicate with Senior Leadership to facilitate questions and discussions related to the deal models to gain approval. + Communicate key pricing and rebate strategies and recommendations, while driving consensus and being comfortable when challenged. + Ability to grasp economic concepts (especially P&L statements), commercial processes, systems, and controls. + Managing the execution of a variety of price initiatives and ad-hoc analysis as needed to support business opportunities. **_Qualifications_** + 3+ years experience in related field, preferred. + Bachelors degree in related field, preferred, or equivalent work experience. **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives + Completes work independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $80,900 - $103,950 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 2/19/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $80.9k-104k yearly 16d ago
  • Financial Advisor

    First Command Financial Services 4.7company rating

    Finance consultant job in Oklahoma City, OK

    Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 3 out of 4 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. #LI-AS1
    $44k-73k yearly est. 16d ago
  • Financial Sales Representative

    Addison Group 4.6company rating

    Finance consultant job in Oklahoma City, OK

    Job Title: Financial Sales Representative Industry: Financial Services / Investment Sales Pay: $65,000 - $75,000 / year+ commission is eligible for medical, dental, vision, and 401(k). About Our Client: Addison Group is partnering with a well-established financial services organization seeking a Financial Sales Representative to support the growth of their institutional investment business. The ideal candidate is motivated, client-focused, and knowledgeable in financial markets. Job Description: This role is responsible for expanding institutional relationships and offering investment solutions that support clients' long-term financial strategies. The position blends relationship management, market expertise, and consultative sales within the banking and credit union space. Key Responsibilities: Develop and strengthen partnerships with financial institutions such as community banks, regional banks, and credit unions. Introduce and position a variety of fixed-income and investment products aligned with institutional portfolio goals. Work with clients to understand balance-sheet priorities and help identify practical investment and risk-management approaches. Provide ongoing education to clients regarding market activity, economic trends, and portfolio considerations. Coordinate with internal research teams and product specialists to deliver informed recommendations. Manage the end-to-end sales process, including outreach, meetings, proposals, and long-term account support. Maintain current knowledge of market shifts, regulatory developments, and industry changes impacting institutional investors. Achieve sales targets while upholding ethical standards and compliance requirements. Qualifications: Bachelor's degree in Finance, Economics, Business, or related discipline. Previous experience in financial or investment sales, ideally working with institutional clients. Understanding of fixed-income instruments, capital markets, and balance-sheet concepts. Strong interpersonal, presentation, and relationship-building skills. Ability to analyze financial information and offer informed, strategic guidance. Series 7 and Series 63/66 required or willing to obtain. Driven, organized, and comfortable working independently as well as in a collaborative environment. Additional Details: This is a full-time, long-term opportunity offering a mixture of client interaction, consultative selling, and strategic financial work within the institutional investment space. Perks: Professional development and licensing support Opportunity to work with an established institutional client base Collaborative and growth-oriented environment Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request. #Admin4
    $65k-75k yearly 20d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance consultant job in Oklahoma City, OK

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor 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.
    $50k-125k yearly 36d ago
  • Financial Advisor - Oklahoma City

    Thrivent Financial 4.4company rating

    Finance consultant job in Oklahoma City, OK

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $31k-57k yearly est. Auto-Apply 14d ago
  • Category Management Advisor

    Continental Resources 4.7company rating

    Finance consultant job in Oklahoma City, OK

    The Category Management Advisor - Proppant & Last Mile has an overall responsibility to drive commercial value, operational excellence and enhance Continental Resources' competitive position through end-to-end category management within the Proppant & Last Mile categories. This position will partner with business unit teams across the organization to develop and execute category sourcing strategies, focused on minimizing total cost of ownership and maximizing service quality. Duties and Responsibilities Establishes category strategies, leads strategic sourcing activities, negotiates with key suppliers and executes contracts to enhance Continental Resources' competitive position. Forecasts, manages and monitors proppant supply & demand, last mile logistics supply & demand, well-site deliveries, and operational excellence of proppant & last mile activities. Owns CLR's proppant quality management program and ensures strict compliance with requirements. Collaborates routinely with engineering stakeholders and key suppliers to ensure seamless continuity of day-to-day supply chain operations. Ensures accurate cost allocation and accounting for proppant & last-mile related expenditures. Builds and maintains relationships with internal stakeholders to identify business drivers and value-creation opportunities within assigned categories. Manages key suppliers and translates business requirements into fit-for-purpose solutions, driving total cost of ownership and efficiency benefits. Leads market intelligence efforts within assigned categories to anticipate changes in supply market conditions and capitalize on value-creation opportunities. Performs technical and commercial analysis to facilitate decision-making (i.e.: spend analysis, RFP evaluation, cost modeling, forecasting, etc.) Responsible for supplier relationship management, continuous improvement, enhancing Continental's competitive advantage and improving supplier quality. Other duties as assigned. Skills and Competencies Deep understanding of northern white and regional proppant supply markets, sand mining operations, last mile logistics & storage solutions (freight/truck/transload), and related well-site operations. Demonstrated proficiency in supply, demand and contingency planning (short and long term), in a highly dynamic environment. Understanding of strategic sourcing, 7-step strategic sourcing process, and category management methodologies. Strong proficiency in data analytics and data visualization (Excel, Spotfire, Tableau, or similar). Understanding of and ability to apply total cost concepts. Excellent oral and written communication skills; strong presentation and influencing ability. Drives results - Consistently achieving results, even under tough circumstances. Instills trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity. Ensures accountability - Holding self and others accountable to meet commitments. Required Qualifications Bachelor's degree from an accredited college or university Minimum of eight (8) years of related experience. An acceptable pre-employment background and drug test. Preferred Qualifications Bachelor's degree in Business, Finance or Economics 15+ years of strong operational, technical and supply chain experience with proppant & last mile spend categories, within upstream Oil & Gas industry Deep understanding of cost drivers, relevant cost indices, and total cost of ownership/operation for proppant & last mile commodities. Track record of value/solution delivery and demonstration of strong business acumen Physical Requirements and Working Conditions Requires prolonged sitting, some bending and stooping. Occasional lifting, up to 25 pounds. Manual dexterity sufficient to operate a computer keyboard and calculator. Continental Resources, Inc. provides equal employment opportunities and access for all applicants and employees without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, national origin, age, disability, genetic information, veteran status, or any other category protected by law.
    $81k-115k yearly est. Auto-Apply 8d ago
  • Financial Analyst - Corporate

    Flywheel Energy

    Finance consultant job in Oklahoma City, OK

    We're seeking a detail-oriented Financial Analyst to join our Corporate Finance team. This role focuses on G&A cost tracking and analysis, supporting company-wide financial planning and reporting. You'll collaborate with Finance, Accounting, HR, and other departments to ensure accurate models, forecasts, and insights that drive strategic decision-making. KEY RESPONSIBILITIES G&A Modeling: Maintain and update company-wide G&A models; ensure data accuracy and recommend improvements. Acquisition G&A Modeling: Integrate G&A cost structures from acquisitions into broader financial models. Management Fee Tracking & Analysis: Monitor and analyze management fee impacts on budgets, forecasts, and allocations. G&A Allocation Analysis: Evaluate expense distribution across departments and business units for accuracy and strategic alignment. Cross-Functional Coordination: Partner with Finance, FP&A, HR, and other teams to align assumptions, timelines, and reporting requirements. Reporting & Insights: Prepare clear, concise financial reports and summaries for leadership. Process Improvement: Identify and implement opportunities for efficiency and consistency in reporting and modeling. Qualifications REQUIRED QUALIFICATIONS Bachelor's degree in Finance, Accounting, Economics, or related field 1-3 years of experience in FP&A, accounting, corporate finance, or similar role Strong Excel skills; experience with financial modeling preferred Understanding of corporate cost structures Excellent communication and collaboration skills PREFERRED QUALIFICATIONS Experience in oil & gas or private equity-backed companies Familiarity with G&A allocation methodologies
    $45k-67k yearly est. 11d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance consultant job in Oklahoma City, OK

    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.
    $40k-70k yearly est. Auto-Apply 13d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Oklahoma City, OK

    Jpmorgan Chase 4.8company rating

    Finance consultant job in Oklahoma City, OK

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $40k-75k yearly est. 34d ago
  • Financial Analyst 2

    Oracle 4.6company rating

    Finance consultant job in Oklahoma City, OK

    **What You'll Do** Are you an experienced Financial Analyst looking for a new opportunity? Do you love uncovering stories hidden in data? Are you eager to learn and be a team player? Come join us! The Global Business Finance Organization is responsible for supporting the company's executives and officers with financial and operational analysis to drive business decisions that contribute to the success and profitability of Oracle. Within this role, you will be responsible for providing financial support and insights to the Oracle North America Consulting organization. You will be a member of the finance team, partnering with the HQ, Sales and Business operations teams to provide FP&A support. We are seeking a highly motivated and dynamic individual to help the organization drive strategic business decisions and will be responsible for providing various aspects of financial support to Consulting Organization. This position offers an excellent opportunity for an individual with strong analytical and modeling skills, problem solving mindset and solid record of driving business performance. **PREFERRED QUALIFICATIONS:** + 3+ years of relevant experience, prior FP&A experience a plus + Bachelor's degree in Business, Finance or Economics preferred + Excellent excel skills with experience in producing flexible, repeatable, succinct reports that are highly automated and have few touch points + Strong analytical and quantitative skills + Good organizational skills with the ability to balance multiple challenging priorities + Ability to thrive in high transparency, high complexity, fast paced environment + Innovative problem solving and effective decision-making skills + Ability to manage processes and identify cross-functional issues + Strong written and verbal communication skills + Attention to detail, comfortable working with very large data sets in a business intelligence database environment to build queries, troubleshoot sophisticated data sets and produce concise analyses \#LI-VC7 **Responsibilities** **RESPONSIBILITIES** Multifaceted role in supporting Financial Planning & Analysis for Oracle North America Consulting. Role will include P&L budgeting/forecasting, scenario modeling, executive summaries and decks, project management of Finance related initiatives, and various ad-hoc analytical projects. + Partner on consolidation of Oracle North America Consulting P&L and the Industry Dashboard; deliver executive-ready summaries and decks + Maintain and govern the Consulting financial hierarchy to enable accurate, scalable reporting + Lead budgeting, rolling forecasts, and quarter-end close processes; ensure timeliness and accuracy + Evaluate bookings, revenue, expenses, and headcount, analyze actuals vs. plan/forecast/prior year and provide clear commentary and insights + Produce monthly and quarterly financial and operational reports; track KPIs and drivers; flag risks and opportunities + Partner with business, operations, and finance leaders to align assumptions and guide decisions + Leverage analytics, AI, and enterprise data sources to enhance analysis and decision support + Lead automation and standardization initiatives to improve FP&A processes and reporting + Execute ad hoc analyses and special projects as business needs evolve Disclaimer: **Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.** **Range and benefit information provided in this posting are specific to the stated locations only** US: Hiring Range in USD from: $56,300 to $112,600 per annum. May be eligible for bonus and equity. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Oracle US offers a comprehensive benefits package which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation. 9. 11 paid holidays 10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours. 11. Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted. Career Level - IC2 **About Us** As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity. We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all. Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs. We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States. Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
    $56.3k-112.6k yearly 29d ago
  • Financial Advisor

    Career Headhunter

    Finance consultant job in Oklahoma City, OK

    Financial Advisor - Build an Independent Practice with Fortune-500-Level Resources Flexible / Hybrid Why Advisors Choose Strategic Financial Concepts Big-Firm Muscle, Independent Mind-Set - Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships. Uncapped Earnings - Residual income, uncapped commissions, performance bonuses, and incentive trips-no production grid that clips your upside. Holistic Planning Platform - Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool. Work Your Way - Set your own schedule, choose your preferred products, and craft the client experience you envision. Collaborative Culture - Joint work, mentorship, and continual professional development fuel faster growth. What You'll Do Acquire & Deepen Relationships - Prospect, network, and build trust with high-potential households and business owners. Diagnose & Design - Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies. Implement & Monitor - Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve. Champion Compliance - Operate at a fiduciary standard and uphold SFC's ethical culture. Grow the Brand - Share best practices and collaborate with peers to elevate the client experience firm-wide. What You'll Need Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain). Experience: Proven success in financial services-or a strong, metrics-driven sales track record and desire to excel. Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model. Education: Bachelor's degree or equivalent professional experience. What We Provide Compensation & Benefits W-2 status with 7.5 % FICA 401(k) with 6 % company match Medical, dental, vision, life & disability insurance National recognition programs and chairman's trips Practice-Building Tools End-to-end transition support and marketing concierge CRM, financial planning, and portfolio management tech stack In-house product specialists and advanced planning team Freedom & Flexibility No product quotas or commission caps Remote, hybrid, or office options to suit your lifestyle Clear paths to leadership and equity participation for top performers Apply Today Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values? Strategic Financial Concepts - where your success is our strategy. Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
    $27k-54k yearly est. Auto-Apply 13d ago
  • Financial Specialist - City

    City of Oklahoma City, Ok 3.9company rating

    Finance consultant job in Oklahoma City, OK

    PAY Pay Range: 513 Hourly Rate: $30.63 - $46.83 The normal starting pay for this position is the minimum of the pay range listed above. A higher rate of pay may be considered, dependent on the qualifications and experience of the selected applicant and/or the City's step placement policy. OVERAGE POSITION This position is an overage. Funding for this position will be re-evaluated on a fiscal year basis. APPLICATION, HIRING, AND BACKGROUND When completing the application, applicants will be asked to respond to application questions. These application questions are based on the Job Requirements for the position. Completion of the application questions is required. Applicant responses to the application questions must specifically answer the questions asked. Responses to application questions must be supported by work history/information listed on the application/resume, sufficient to demonstrate qualifications for the position. Applicants may upload only two attachments. Attachments may include, but are not limited to a resume, cover letter, DD214 or NGB Form 22, transcripts, etc. Applicants may also choose to combine documents into one field for upload. Applications may not be reviewed if specific responses to application questions have not been provided. Each application submission is reviewed independently. For detailed information about the City's hiring and background processes, check out the: Quick Guide to Hiring and Background Checks If you have questions, check out the: Frequently Asked Questions TOTAL REWARDS At the City of Oklahoma City, our Total Rewards package is designed to honor your service, fuel your growth, and support every part of your life. We offer: Competitive pay An average of $22,000 annually contributed toward your benefits and retirement A comprehensive package designed to support your health and wellness, financial security, work-life balance, and personal and professional growth and development Explore all the ways we invest in you: City of Oklahoma City Total Rewards DEPARTMENTAL INFORMATION The Utilities Department has 825 employees who provide water, wastewater, and solid waste services to metro area residents and businesses. The financial responsibilities of the Utilities Administration Division are divided between two sections: Financial Planning and Financial Operations. Financial Planning focuses on maintaining overall cash solvency, financial planning, appropriations, budgeting, and cost-of-service/rate design functions. JOB SUMMARY This position is located in the Financial Services Division of the Utilities Department within the City of Oklahoma City and is under the direction of an immediate supervisor. The Financial Specialist is an administrative position primarily responsible for managing and monitoring budgets, financial operations and/or projects. The duties performed require the utilization of previously acquired technical knowledge and skills. Essential job functions include: budget planning and assisting in the department's overall budget preparation; reviewing and monitoring budgetary expenditures and revenue receipts; monitoring various fund accounts and encumbering funds for special projects; and balancing accounts and calculating statistical data. Additional duties and responsibilities may include: processing and verifying reports and forms; generating spreadsheets and financial reports; conducting research and analysis of functions and activities; developing cost recovery/reduction plans; and making recommendations to reduce expenses. The employee has frequent contact with City personnel at various levels, boards/committees, outside agency representatives and citizens to exchange information regarding activities of the work unit. Information is also frequently exchanged regarding complex divisional or departmental operating policy and procedures and program functions, and to provide alternative solutions to first time-problems or non-routine issues. Assignments are received in verbal and written form from the supervisor. The work products or activities may be reviewed in progress and upon completion for soundness of judgement and general effectiveness with respect to governing policies and procedures. VETERANS PREFERENCE Honorably discharged veterans of the United States Active Duty Armed Forces, National Guard, and Reserve Forces who are not currently employed full-time by the City of Oklahoma City and who meet the qualifications for the position shall be given preference. To receive preference, veterans must submit verification of honorable discharge from the United States military service (Department of Defense Form DD214 or NGB Form 22) prior to the closing date of the vacancy announcement. JOB REQUIREMENTS Knowledge of current organizational, managerial, and administrative concepts and principles. Knowledge of and ability to utilize standard budgeting and finance procedures/practices in performance of duties. Skill in analyzing large quantities of financial data. Skill in preparing statistical and narrative reports. Skill in assessing and following research through to a logical conclusion. Skill in communicating verbally and in writing using tact and diplomacy. Skill in making long-range and short-range projections based on current and future needs. Ability to develop alternatives and make recommendations leading to improvements of organizational activities and programs. Ability to learn and apply knowledge of City-wide organization and administrative structure, operations, policies and procedures. Ability to travel. PREFERRED QUALIFICATIONS Possession of a bachelor's degree in Finance, Business, Public Administration, Accounting, or related field; or progressive work experience in a related field. Minimum of two (2) years of professional-level experience in finance, accounting, or business. Experience ensuring compliance with applicable laws, regulations, and organizational policies. Experience managing multiple priorities and delivering results within established timelines. Advanced proficiency in Microsoft Excel. COMPETENCIES One City, One Team (Teamwork/Team Oriented) (1) Recognizes, values, and leverages the ideas, opinions, and perspectives of others; (2) participates willingly and effectively as a team lead or team member; (3) builds consensus; fosters team commitment, spirit, pride, and trust; (4) collaborates with others to accomplish goals and objectives and achieve results; (5) expresses facts, ideas, messages, and information (technical and non-technical) to individuals or groups clearly, concisely, accurately, understandably, with honesty, tact, and diplomacy and in a manner that is appropriate for the intended audience; (6) actively listens, clarifies information as needed; (7) [Core Value One City, One Team] shares information, resources and solutions across departments; (8) [Core Value One City, One Team] asks for help early and offers it often; (9) [Core Value One City, One Team] collaborates across teams before decisions are made. Service First (Customer Centric) (1) Demonstrates commitment to public service; (2) serves and satisfies internal and external customers in a timely and effective manner; (3) establishes, commits to, and maintains high standards for producing quality work products and being responsive to customers; (4) supports the Department/City's mission; develops and executes strategies with the customer in mind; (5) [Core Value Service First] acts quickly and follows through until the job is complete; (6) [Core Value Service First] serves everyone with genuine respect, diligence and professionalism; (7) [Core Value Service First] makes decisions with the people we serve in mind. Respect Always (Leads Through Influence) (1) Persuades others; builds consensus through give and take; (2) gains cooperation from others to obtain information and accomplish goals; (3) works with others towards achieving agreements that may involve exchanging resources or resolving differences; (4) understands the concepts, practices, and techniques used to identify, engage, influence, and monitor relationships with individuals and groups connected to a work effort including those actively involved; (5) leads through influence over the process and its results, and those who have a vested interest in the outcome (positive or negative). (6) [Core Value Respect Always] listens with curiosity and speaks with care; (7) [Core Value Respect Always] embraces different perspectives and lived experiences; (8) [Core Value Respect Always] gives feedback constructively and receives it openly. Own the Outcome (Execution and Results) (1) Sets well-defined and realistic goals and high standards of performance for self or self and others; (2) displays a high level of initiative, effort, and commitment toward performing work; (3) completes assignments in a thorough, accurate, and timely manner, and delivers results; (4) works with minimal supervision, is motivated to achieve, and demonstrates responsible behavior; (5) demonstrates understanding of all aspects of the job and application of accrued knowledge in carrying out duties and responsibilities; technical knowledge; skill in the techniques, equipment, procedures, and work required; (6) recognizes opportunities and takes action for improvement to programs, policies, procedures, practices, and processes; (7) understands and is able to apply the principles, methods, and tools of quality improvement; (8) collects, examines, analyzes, and interprets data from a variety of sources; (9) makes data-driven recommendations/decisions and achieves results; (10) effectively achieves results through others to achieve the Department or City's mission; (11) [Core Value Own the Outcome] takes initiative to fix it or escalates issues; (12) [Core Value Own the Outcome] follows through on commitments; (13) [Core Value Own the Outcome] speaks up when accountability is missing. Keep Getting Better (Commitment to Continuous Improvement) (1) Recognizes opportunities for improvement with regard to programs, policies, procedures, practices, and processes; (2) understands and is able to apply the principles, methods, and tools of quality improvement; (3) collects, examines, analyzes, and interprets data from a variety of sources; (4) makes data-driven recommendations/decisions and achieves results; (5) [Core Value Keep Getting Better] takes time to reflect and act on what is working and what is not; (6) [Core Value Keep Getting Better] learns from mistakes without blaming; (7) [Core Value Keep Getting Better] supports self and other's development and growth. Empathetic Leadership (1) Fosters a workplace where employees are engaged; (2) seeks to know and learn about, and respects the values, attitudes, and beliefs of others; (3) welcomes varied ideas, perspectives, and thoughts when carrying out the work of the organization and making decisions; (4) builds trust through transparency, open communication, feedback, consistency, and humility; (5) seeks to build high performing teams through practices that demonstrate a commitment to hiring the most qualified candidates; promotes advancement opportunities for all (e.g., coaching, mentoring, providing personal and professional development opportunities); (6) resolves conflict and maintains effective working relationships with others through open dialogue, collaboration, empathy, active listening, understanding, tact, diplomacy, and professionalism; (7) treats others with fairness and dignity; (8) demonstrates emotional maturity; and (9) recognizes contributions and celebrates accomplishments. Note: This competency is not applicable for employees who are not supervisors. Judgment (1) Plans, coordinates, and executes business functions efficiently, effectively, and in a fiscally responsible manner; (2) identifies risks and develops and implements measures to avoid, mitigate, or minimize those risks; (3) makes effective, timely, well-informed, objective, and transparent work-related decisions; (4) exhibits emotional maturity and stability, effectively manages conflict, and remains optimistic and calm during stressful situations; (5) uses resources effectively to achieve results aligned with organizational priorities; (6) applies understanding of financial management/budgeting principles to ensure decisions are fiscally sound and responsible and in accordance with policies, procedures, processes, rules, regulations, and laws; (7) makes business decisions that drive positive, fiscally responsible performance; (8) manages ambiguity, business insight, financial acumen, makes decisions using data and insight that achieves the best outcome for the department and City. Talent Development (1) Provides tools, materials, equipment, and resources; (2) provides performance feedback, coaching, mentoring, encouragement, and support; (3) discusses personal and professional goals; (4) provides formal and informal learning and development opportunities that support achievement of personal and professional goals; (5) attracts and develops talent; (6) manages performance throughout the department or City; (7) sets the leadership tone for area of responsibility. Note: This competency is not applicable for employees who are not supervisors. Strategic Thinking (1) Thinks conceptually, imaginatively, and systematically; (2) envisions the future; (3) defines the vision, direction, and goals; (4) develops a road map for achievement; (5) anticipates change and plans for it; (6) considers long-term value and consequences; (7) influences others to achieve results; (8) understands where the organization is headed; knows the organization's mission and functions, and how its social, political, and technological systems work; (9) aligns business strategies to long-term success of the City; (10) sets the vision, direction and compelling course of action; (11) operates effectively within the systems, programs, policies, procedures, codes, ordinances, rules, and regulations of the organization; (12) knows industry and stays ahead of best practices; (13) understands the political environment, management priorities, staff roles and responsibilities, and grasps external factors impacting the organization; (14) identifies when issues need to be escalated to higher authorities and effectively alerts appropriate officials. Agility (1) Values collaboration, communication, and feedback and is flexible and open to new ideas; (2) learns rapidly and transforms learning into action; (3) examines processes and practices to perform work most effectively; (4) demonstrates courage and willingness to take calculated risks; (5) assesses readiness; proposes new approaches, methods, and technologies plans, implements, and evaluates change in a transparent, positive, and thoughtful manner; (6) exhibits emotional maturity and stability, effectively manages conflict, and remains optimistic and calm during stressful situations; (7) rapidly adapts to change and leads others through change, while producing tangible results and identifying new opportunities. WORKING CONDITIONS Primarily indoors in climate-controlled environment. Occasional local or out-of-town travel to meetings, conferences, or seminars. Occasionally required to work hours beyond normal scheduled work week. Note: Typical City employee working hours are 8:00 a.m. to 5:00 p.m., Monday through Friday. However, working hours vary (may require work to begin before 8:00 a.m. and/or end beyond 5:00 p.m., and/or may require work on weekends and holidays), and are subject to change, based on the duties and location of the position and the business needs of the assigned work unit/department. PHYSICAL REQUIREMENTS Arm-hand steadiness and finger dexterity enough to operate a personal computer, ten-key, etc. Vision enough to read and write manual and machine generated reports, and verify input/output data on a computer screen, etc. Speech and hearing enough to understand and communicate in person and by telephone in a normal office environment. Note: The working conditions and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions. OTHER DETAILS Pay Method: City employees are required to receive pay electronically, either via direct deposit or pay card. Former Employees: If this position is open to external applicants and you are a former employee, you must be eligible for rehire to participate in any selection process. If you are unsure of your rehire status, please contact the Human Resources Department at **************. If your rehire status has been coded “Not Eligible,” “Eligible 3,” or “Conditional,” you will need to request a review of your rehire status through the Human Resources Department's Employee and Labor Relations Division. Background Investigation, Drug Testing, Physical Examination: Upon a conditional offer of employment/acceptance of position, the City of Oklahoma City will conduct a criminal history background check for external applicants. Applicants will be provided contact information for any third-party reporting agencies used to collect background information in connection with conditional offers of employment. If the position accepted includes a driver license (commercial or non-commercial) Job Requirement, the City of Oklahoma City will obtain a Motor Vehicle Report for internal and external applicants. If the position accepted is safety sensitive and/or a driving position, internal and external applicants will be provided a copy of the City of Oklahoma City's Drug and Alcohol Testing Policy prior to being directed for a drug test. A copy is also available at the link below: HRB 25-01 Drug and Alcohol Testing Procedure If the position accepted is cyber security sensitive, internal and external applicants will be subject to a Criminal Justice Information Services (CJIS) Interstate Identification Index (III) Fingerprint Background check. Additionally, employees in this job classification must complete Level 4 Security Awareness Training and pass an online certification test. If the position accepted includes a lift/push/pull/carry Physical Requirement of 25 pounds and greater, internal and external applicants will be directed for a physical examination. AN EQUAL OPPORTUNITY EMPLOYER If you require reasonable accommodation at any time during the hiring process, please notify one of the Human Resources Department Representatives by calling ************. The City of Oklahoma City will not discriminate against any applicant or employee because of race, color, religion, sex (including pregnancy, actual or perceived sexual orientation, and gender identity and/or expression), national origin, age, disability (mental or physical) and genetic information (including family medical history).
    $30.6-46.8 hourly Auto-Apply 15d ago
  • Senior Finance & Strategy Analyst, Institutional

    Coinbase 4.2company rating

    Finance consultant job in Oklahoma City, OK

    Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. Coinbase Institutional is building the most trusted, comprehensive platform for professional investors, enterprises, and financial institutions. From custody and prime brokerage to derivatives and tokenized assets, we are leading the way in shaping the bridge between traditional finance and onchain finance. The Product Finance team at Coinbase are embedded partners and decision-makers within the areas they support. We collaborate directly with senior leaders across Product, Engineering, and Operations to provide the insights and frameworks that guide Coinbase's most critical strategic and financial decisions. *What you'll be doing:* * Act as the primary finance partner for Coinbase's Institutional businesses, including custody, prime services, derivatives, and more. * Build and maintain robust financial and operating models to evaluate new initiatives (e.g., new custody features, tokenized securities, or derivatives products) and guide resource allocation. * Lead forecasting, budgeting, and variance analysis, turning insights into actions that directly influence executive decision-making. * Directly influence product strategy and insights that drive long-term growth * Partner cross-functionally with Product, Data Science, Business Operations, Accounting, and Investor Relations to analyze performance, risks, and opportunities. * Support critical finance processes, including board/executive reporting, month-end close, and quarterly earnings prep. * Drive automation, dashboards, and AI-powered analytics to level up the quality and speed of financial insights. *What we look for in you:* * Minimum of 4 years of experience in strategic finance, investment banking, consulting, or high-growth tech/fintech. * Strong analytical and modeling skills, with the ability to distill complex data into actionable insights. * Proven ability to influence and partner with senior leaders across functions. * A self-starter who thrives in ambiguity, takes ownership, and operates with a bias for action. * Excellent communication skills, with the ability to connect the dots between financial outcomes and business strategy. Job #: P72988 *Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)). Pay Range: $148,835-$175,100 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations*********************************** *Global Data Privacy Notice for Job Candidates and Applicants* Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required. *AI Disclosure* For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. *The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
    $148.8k-175.1k yearly 60d+ ago
  • Financial Specialist - City

    OKc 4.6company rating

    Finance consultant job in Oklahoma City, OK

    PAY Pay Range: 513 Hourly Rate: $30.63 - $46.83 The normal starting pay for this position is the minimum of the pay range listed above. A higher rate of pay may be considered, dependent on the qualifications and experience of the selected applicant and/or the City's step placement policy. OVERAGE POSITION This position is an overage. Funding for this position will be re-evaluated on a fiscal year basis. APPLICATION, HIRING, AND BACKGROUND When completing the application, applicants will be asked to respond to application questions. These application questions are based on the Job Requirements for the position. Completion of the application questions is required. Applicant responses to the application questions must specifically answer the questions asked. Responses to application questions must be supported by work history/information listed on the application/resume, sufficient to demonstrate qualifications for the position. Applicants may upload only two attachments. Attachments may include, but are not limited to a resume, cover letter, DD214 or NGB Form 22, transcripts, etc. Applicants may also choose to combine documents into one field for upload. Applications may not be reviewed if specific responses to application questions have not been provided. Each application submission is reviewed independently. For detailed information about the City's hiring and background processes, check out the: Quick Guide to Hiring and Background Checks If you have questions, check out the: Frequently Asked Questions TOTAL REWARDS At the City of Oklahoma City, our Total Rewards package is designed to honor your service, fuel your growth, and support every part of your life. We offer: Competitive pay An average of $22,000 annually contributed toward your benefits and retirement A comprehensive package designed to support your health and wellness, financial security, work-life balance, and personal and professional growth and development Explore all the ways we invest in you: City of Oklahoma City Total Rewards DEPARTMENTAL INFORMATION The Utilities Department has 825 employees who provide water, wastewater, and solid waste services to metro area residents and businesses. The financial responsibilities of the Utilities Administration Division are divided between two sections: Financial Planning and Financial Operations. Financial Planning focuses on maintaining overall cash solvency, financial planning, appropriations, budgeting, and cost-of-service/rate design functions. JOB SUMMARY This position is located in the Financial Services Division of the Utilities Department within the City of Oklahoma City and is under the direction of an immediate supervisor. The Financial Specialist is an administrative position primarily responsible for managing and monitoring budgets, financial operations and/or projects. The duties performed require the utilization of previously acquired technical knowledge and skills. Essential job functions include: budget planning and assisting in the department's overall budget preparation; reviewing and monitoring budgetary expenditures and revenue receipts; monitoring various fund accounts and encumbering funds for special projects; and balancing accounts and calculating statistical data. Additional duties and responsibilities may include: processing and verifying reports and forms; generating spreadsheets and financial reports; conducting research and analysis of functions and activities; developing cost recovery/reduction plans; and making recommendations to reduce expenses. The employee has frequent contact with City personnel at various levels, boards/committees, outside agency representatives and citizens to exchange information regarding activities of the work unit. Information is also frequently exchanged regarding complex divisional or departmental operating policy and procedures and program functions, and to provide alternative solutions to first time-problems or non-routine issues. Assignments are received in verbal and written form from the supervisor. The work products or activities may be reviewed in progress and upon completion for soundness of judgement and general effectiveness with respect to governing policies and procedures. VETERANS PREFERENCE Honorably discharged veterans of the United States Active Duty Armed Forces, National Guard, and Reserve Forces who are not currently employed full-time by the City of Oklahoma City and who meet the qualifications for the position shall be given preference. To receive preference, veterans must submit verification of honorable discharge from the United States military service (Department of Defense Form DD214 or NGB Form 22) prior to the closing date of the vacancy announcement. JOB REQUIREMENTS Knowledge of current organizational, managerial, and administrative concepts and principles. Knowledge of and ability to utilize standard budgeting and finance procedures/practices in performance of duties. Skill in analyzing large quantities of financial data. Skill in preparing statistical and narrative reports. Skill in assessing and following research through to a logical conclusion. Skill in communicating verbally and in writing using tact and diplomacy. Skill in making long-range and short-range projections based on current and future needs. Ability to develop alternatives and make recommendations leading to improvements of organizational activities and programs. Ability to learn and apply knowledge of City-wide organization and administrative structure, operations, policies and procedures. Ability to travel. PREFERRED QUALIFICATIONS Possession of a bachelor's degree in Finance, Business, Public Administration, Accounting, or related field; or progressive work experience in a related field. Minimum of two (2) years of professional-level experience in finance, accounting, or business. Experience ensuring compliance with applicable laws, regulations, and organizational policies. Experience managing multiple priorities and delivering results within established timelines. Advanced proficiency in Microsoft Excel. COMPETENCIES One City, One Team (Teamwork/Team Oriented) (1) Recognizes, values, and leverages the ideas, opinions, and perspectives of others; (2) participates willingly and effectively as a team lead or team member; (3) builds consensus; fosters team commitment, spirit, pride, and trust; (4) collaborates with others to accomplish goals and objectives and achieve results; (5) expresses facts, ideas, messages, and information (technical and non-technical) to individuals or groups clearly, concisely, accurately, understandably, with honesty, tact, and diplomacy and in a manner that is appropriate for the intended audience; (6) actively listens, clarifies information as needed; (7) [Core Value One City, One Team] shares information, resources and solutions across departments; (8) [Core Value One City, One Team] asks for help early and offers it often; (9) [Core Value One City, One Team] collaborates across teams before decisions are made. Service First (Customer Centric) (1) Demonstrates commitment to public service; (2) serves and satisfies internal and external customers in a timely and effective manner; (3) establishes, commits to, and maintains high standards for producing quality work products and being responsive to customers; (4) supports the Department/City's mission; develops and executes strategies with the customer in mind; (5) [Core Value Service First] acts quickly and follows through until the job is complete; (6) [Core Value Service First] serves everyone with genuine respect, diligence and professionalism; (7) [Core Value Service First] makes decisions with the people we serve in mind. Respect Always (Leads Through Influence) (1) Persuades others; builds consensus through give and take; (2) gains cooperation from others to obtain information and accomplish goals; (3) works with others towards achieving agreements that may involve exchanging resources or resolving differences; (4) understands the concepts, practices, and techniques used to identify, engage, influence, and monitor relationships with individuals and groups connected to a work effort including those actively involved; (5) leads through influence over the process and its results, and those who have a vested interest in the outcome (positive or negative). (6) [Core Value Respect Always] listens with curiosity and speaks with care; (7) [Core Value Respect Always] embraces different perspectives and lived experiences; (8) [Core Value Respect Always] gives feedback constructively and receives it openly. Own the Outcome (Execution and Results) (1) Sets well-defined and realistic goals and high standards of performance for self or self and others; (2) displays a high level of initiative, effort, and commitment toward performing work; (3) completes assignments in a thorough, accurate, and timely manner, and delivers results; (4) works with minimal supervision, is motivated to achieve, and demonstrates responsible behavior; (5) demonstrates understanding of all aspects of the job and application of accrued knowledge in carrying out duties and responsibilities; technical knowledge; skill in the techniques, equipment, procedures, and work required; (6) recognizes opportunities and takes action for improvement to programs, policies, procedures, practices, and processes; (7) understands and is able to apply the principles, methods, and tools of quality improvement; (8) collects, examines, analyzes, and interprets data from a variety of sources; (9) makes data-driven recommendations/decisions and achieves results; (10) effectively achieves results through others to achieve the Department or City's mission; (11) [Core Value Own the Outcome] takes initiative to fix it or escalates issues; (12) [Core Value Own the Outcome] follows through on commitments; (13) [Core Value Own the Outcome] speaks up when accountability is missing. Keep Getting Better (Commitment to Continuous Improvement) (1) Recognizes opportunities for improvement with regard to programs, policies, procedures, practices, and processes; (2) understands and is able to apply the principles, methods, and tools of quality improvement; (3) collects, examines, analyzes, and interprets data from a variety of sources; (4) makes data-driven recommendations/decisions and achieves results; (5) [Core Value Keep Getting Better] takes time to reflect and act on what is working and what is not; (6) [Core Value Keep Getting Better] learns from mistakes without blaming; (7) [Core Value Keep Getting Better] supports self and other's development and growth. Empathetic Leadership (1) Fosters a workplace where employees are engaged; (2) seeks to know and learn about, and respects the values, attitudes, and beliefs of others; (3) welcomes varied ideas, perspectives, and thoughts when carrying out the work of the organization and making decisions; (4) builds trust through transparency, open communication, feedback, consistency, and humility; (5) seeks to build high performing teams through practices that demonstrate a commitment to hiring the most qualified candidates; promotes advancement opportunities for all (e.g., coaching, mentoring, providing personal and professional development opportunities); (6) resolves conflict and maintains effective working relationships with others through open dialogue, collaboration, empathy, active listening, understanding, tact, diplomacy, and professionalism; (7) treats others with fairness and dignity; (8) demonstrates emotional maturity; and (9) recognizes contributions and celebrates accomplishments. Note: This competency is not applicable for employees who are not supervisors. Judgment (1) Plans, coordinates, and executes business functions efficiently, effectively, and in a fiscally responsible manner; (2) identifies risks and develops and implements measures to avoid, mitigate, or minimize those risks; (3) makes effective, timely, well-informed, objective, and transparent work-related decisions; (4) exhibits emotional maturity and stability, effectively manages conflict, and remains optimistic and calm during stressful situations; (5) uses resources effectively to achieve results aligned with organizational priorities; (6) applies understanding of financial management/budgeting principles to ensure decisions are fiscally sound and responsible and in accordance with policies, procedures, processes, rules, regulations, and laws; (7) makes business decisions that drive positive, fiscally responsible performance; (8) manages ambiguity, business insight, financial acumen, makes decisions using data and insight that achieves the best outcome for the department and City. Talent Development (1) Provides tools, materials, equipment, and resources; (2) provides performance feedback, coaching, mentoring, encouragement, and support; (3) discusses personal and professional goals; (4) provides formal and informal learning and development opportunities that support achievement of personal and professional goals; (5) attracts and develops talent; (6) manages performance throughout the department or City; (7) sets the leadership tone for area of responsibility. Note: This competency is not applicable for employees who are not supervisors. Strategic Thinking (1) Thinks conceptually, imaginatively, and systematically; (2) envisions the future; (3) defines the vision, direction, and goals; (4) develops a road map for achievement; (5) anticipates change and plans for it; (6) considers long-term value and consequences; (7) influences others to achieve results; (8) understands where the organization is headed; knows the organization's mission and functions, and how its social, political, and technological systems work; (9) aligns business strategies to long-term success of the City; (10) sets the vision, direction and compelling course of action; (11) operates effectively within the systems, programs, policies, procedures, codes, ordinances, rules, and regulations of the organization; (12) knows industry and stays ahead of best practices; (13) understands the political environment, management priorities, staff roles and responsibilities, and grasps external factors impacting the organization; (14) identifies when issues need to be escalated to higher authorities and effectively alerts appropriate officials. Agility (1) Values collaboration, communication, and feedback and is flexible and open to new ideas; (2) learns rapidly and transforms learning into action; (3) examines processes and practices to perform work most effectively; (4) demonstrates courage and willingness to take calculated risks; (5) assesses readiness; proposes new approaches, methods, and technologies plans, implements, and evaluates change in a transparent, positive, and thoughtful manner; (6) exhibits emotional maturity and stability, effectively manages conflict, and remains optimistic and calm during stressful situations; (7) rapidly adapts to change and leads others through change, while producing tangible results and identifying new opportunities. WORKING CONDITIONS Primarily indoors in climate-controlled environment. Occasional local or out-of-town travel to meetings, conferences, or seminars. Occasionally required to work hours beyond normal scheduled work week. Note: Typical City employee working hours are 8:00 a.m. to 5:00 p.m., Monday through Friday. However, working hours vary (may require work to begin before 8:00 a.m. and/or end beyond 5:00 p.m., and/or may require work on weekends and holidays), and are subject to change, based on the duties and location of the position and the business needs of the assigned work unit/department. PHYSICAL REQUIREMENTS Arm-hand steadiness and finger dexterity enough to operate a personal computer, ten-key, etc. Vision enough to read and write manual and machine generated reports, and verify input/output data on a computer screen, etc. Speech and hearing enough to understand and communicate in person and by telephone in a normal office environment. Note: The working conditions and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions. OTHER DETAILS Pay Method: City employees are required to receive pay electronically, either via direct deposit or pay card. Former Employees: If this position is open to external applicants and you are a former employee, you must be eligible for rehire to participate in any selection process. If you are unsure of your rehire status, please contact the Human Resources Department at **************. If your rehire status has been coded “Not Eligible,” “Eligible 3,” or “Conditional,” you will need to request a review of your rehire status through the Human Resources Department's Employee and Labor Relations Division. Background Investigation, Drug Testing, Physical Examination: Upon a conditional offer of employment/acceptance of position, the City of Oklahoma City will conduct a criminal history background check for external applicants. Applicants will be provided contact information for any third-party reporting agencies used to collect background information in connection with conditional offers of employment. If the position accepted includes a driver license (commercial or non-commercial) Job Requirement, the City of Oklahoma City will obtain a Motor Vehicle Report for internal and external applicants. If the position accepted is safety sensitive and/or a driving position, internal and external applicants will be provided a copy of the City of Oklahoma City's Drug and Alcohol Testing Policy prior to being directed for a drug test. A copy is also available at the link below: HRB 25-01 Drug and Alcohol Testing Procedure If the position accepted is cyber security sensitive, internal and external applicants will be subject to a Criminal Justice Information Services (CJIS) Interstate Identification Index (III) Fingerprint Background check. Additionally, employees in this job classification must complete Level 4 Security Awareness Training and pass an online certification test. If the position accepted includes a lift/push/pull/carry Physical Requirement of 25 pounds and greater, internal and external applicants will be directed for a physical examination. AN EQUAL OPPORTUNITY EMPLOYER If you require reasonable accommodation at any time during the hiring process, please notify one of the Human Resources Department Representatives by calling ************. The City of Oklahoma City will not discriminate against any applicant or employee because of race, color, religion, sex (including pregnancy, actual or perceived sexual orientation, and gender identity and/or expression), national origin, age, disability (mental or physical) and genetic information (including family medical history).
    $30.6-46.8 hourly Auto-Apply 15d ago
  • Oracle Cloud Finance Consultant - Senior Manager

    PwC 4.8company rating

    Finance consultant job in Oklahoma City, OK

    **Specialty/Competency:** Oracle **Industry/Sector:** CM X-Sector **Time Type:** Full time **Travel Requirements:** Up to 80% A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: + Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. + Deal effectively with ambiguous and unstructured problems and situations. + Initiate open and candid coaching conversations at all levels. + Move easily between big picture thinking and managing relevant detail. + Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. + Contribute technical knowledge in area of specialism. + Contribute to an environment where people and technology thrive together to accomplish more than they could apart. + Navigate the complexities of cross-border and/or diverse teams and engagements. + Initiate and lead open conversations with teams, clients and stakeholders to build trust. + Uphold the firm's code of ethics and business conduct. **Job Requirements and Preferences** : **Basic Qualifications** : **Minimum Degree Required** : Bachelor Degree **Minimum Years of Experience** : 7 year(s) **Preferred Qualifications** : **Preferred Knowledge/Skills** : Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: + Successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; + Intimate functional and technical knowledge and understanding of the Oracle Cloud product suite; and, + Intimate business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc. Demonstrates proven intimate abilities with managing Oracle Cloud product suite leading on-shore and off-shore resources, especially with the following: + Designing, implementing and supporting complex business processes in an Oracle environment; + Understanding the importance of a structured, controlled production systems environment; and, + Developing strategy; as well as writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management. Demonstrates intimate abilities and/or a proven record of success as a team leader by: + Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, + Providing candid, meaningful feedback in a timely manner. + Keeping leadership informed of progress and issues. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
    $67k-95k yearly est. 60d+ ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Moore, OK?

The average finance consultant in Moore, OK earns between $39,000 and $91,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Moore, OK

$60,000

What are the biggest employers of Finance Consultants in Moore, OK?

The biggest employers of Finance Consultants in Moore, OK are:
  1. GROUND LEVEL SOLUTIONS
  2. Forvis, LLP
  3. Melius Consulting
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