Financial Analyst III

Bonus Type

Summary

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Job Description

The Financial Analyst III is primarily responsible for researching, collecting and analyzing financial and statistical data, to provide management with information and advice for their use in setting and realizing profit objectives, and supporting and complying with written incentive plans; supports preparation of financial and management information to division manager for decision and performance measurement purposes.

Team Culture

Our team is very collaborative. Our camaraderie, shared decision making, and mutual respect for one another are what make us a close-knit team.  All team members have a stake in the game and are encouraged to share their ideas on how to create efficiencies and impact our bottom line. Going above and beyond to deliver error-free work is who we are. 

How You'll Spend Your Time

• You will be instrumental in the monthly, quarterly and annual incentive compensation process by performing calculations and forwarding results to HR Compensation.
• You will evaluate opportunities for process automation, assist with audits and partner with the Division Controller and Human Resources to ensure accurate payout calculations.
• You will utilize your strong communication and interpersonal skills to resolve issues/concerns, educate and interpret incentive plans and related policies regarding performance measures and data flow that drives incentive comp payouts.
• You will work collaboratively with Controllers, Human Resources, Division Managers and/or stakeholders to identify and develop key measures, data sources, calculations, and reports required to support written incentive plans.
• You will identify trends and analyze variances, ensuring timely and accurate information flow to management.  
• You will assist in the preparation and creation of the annual division/department/cost center budgets.
• You will assist in forecasting and/or validating the impact of incentive compensation relative to planned/forecasted line of business performance within the organization utilizing sophisticated financial models.
• You will prepare financial analysis and generate reports that compare actual results against budget to explain and interpret variances to assist LOBs, Human Resources, Finance and the Executive Team to enhance the incentive compensation process.  
• You will participate in special projects, ad hoc reporting and modeling as required by finance and executive management (e.g. performance measurement, special management reporting, benchmarking, and peer analysis).

Education & Experience Requirements

This level of knowledge is normally acquired through a Bachelor's degree in Finance or Accounting with 5-7 years work related experience.  CPA/CMA or willingness to work towards CPA/CMA preferred.

• Advanced knowledge of accounting (both financial & managerial) and finance principles and practices
• Advanced knowledge of financial and management accounting and reporting methodologies employed in financial institutions, including management’s application of business information in decision making processes
• Advanced knowledge of profitability analysis concepts and application, including those related to funds transfer pricing and cost accounting.
• Excellent analytical, critical thinking and problem solving skills.
• Excellent knowledge of PC-based applications (databases, spreadsheets, word processors, utilities, operating systems)
• Excellent oral and written communication skills

Working Conditions & Physical Requirements