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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
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Business practices, and financial institutions (e.g. casinos, money transmitters, credit unions, and check cashers) to assess the adequacy of anti-money laundering programs (AML). Conducts independent examinations, reviews, and related financial investigations of the most sensitive, complex or high profile cases encompassing all types of financial institutions (FIs) and non-financial trades or businesses (NFTBs) to assure their compliance with statutory and regulatory requirements of Title 31 Bank Secrecy Act (BSA), and Form 8300 filing.
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Req ID: 75145 Location: Tulsa -TUL Areas of Interest: Bank Operations Pay Transparency Salary Range: Not Available Application Deadline: 07/13/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
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Prepares and reviews disclosures and documentation related to periodic SEC filings of financial information, XBRL tagging documentation and documentation for subsidiary annual and monthly consolidated financial statements.
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As a Clinic Manager, the Certified Prosthetist/Orthotist is also responsible for managing clinical operations of practice employees including practitioners, technicians and administrative staff to achieve financial and clinical goals.
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Working closely with the Deputy Director of Finance and volunteer leadership, take fiscal responsibility for the Federation including ongoing oversight of the Federation budget, and other financial resources that are disbursed by the Federation.
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The Chief Operating Officer (COO) establishes long-range goals, objectives, and plans and monitors financial and operational performance. They will be responsible for the strategic development and oversight of operations for Humana's Oklahoma Medicaid Plan. They will manage ongoing operations across multiple levels of the organization to meet operational Contract requirements and financial performance goals.
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The Sales Associate position is responsible for providing efficient and accurate customer and financial services while delivering the "IBC Experience". Meet customer financial needs by promoting bank products and services through walk in customers, follow up calls, onboarding, aisle time, and outreach activities.
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This level of knowledge is normally acquired through completion of bachelor's degree in finance, Economics, Accounting, Business, Engineering, or related field and 1-2+ years of experience related to risk management, risk control, financial analysis, and derivatives valuation and strategy.
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Whether you are considering starting a family, need help paying for emergency back up care or summer camp, looking for mental health resources, planning for your financial future, or supporting your favorite charity with a matching contribution, CSL Seqirus has many benefits to help achieve your goals.
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Experience with ERP, financial reporting, and human resources systems (e.g., Workday HCM/Finance, Gateway, TEV, UCPath KRONOS, Anaplan, Data Warehouse) Experience with ERP, financial reporting and HR systems (e.g., Workday, Kuali, Gateway, TEV, UCPath KRONOS, Data Warehouse.
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The Chief of Staff plays a critical role in enhancing the client experience for their Financial Advisor/Private Wealth Advisor team by creating, developing, and executing on strategic plans to ensure the alignment of team priorities and business goals.
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As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. Proven track record of success in acquiring new wealth management relationshipsConsistently demonstrated ambition, drive, and gritExpert, current knowledge of investment products and services across personal financeAbility to convey financial advice with empathy, understanding, humility, and confidencePassion for building a better personal finance experienceExisting transferrable client baseSeries 65 or equivalent; clean U4BONUS POINTS.
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You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom! In addition, we have recruitment experts in allied health, scientific, insurance, and healthcare financial understand a relationship starts with listening.
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The Branch Manager I is responsible to have in-depth knowledge of operations, management, logistics, technology and financial disciplines. Financial and business acumen. The Hertz Corporation operates the Hertz, Dollar Car Rental, Thrifty Car Rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia and New Zealand.
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financial job Company: Camden Property Trust in Tulsa, OK
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