Financial Analyst III

Date: Dec 30, 2017

Location: Tulsa, OK, US

Req ID: 40381 

Areas of Interest: Accounting 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

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.

PRINCIPLE DUTIES AND RESPONSIBILITIES:
  1. Supports the incentive compensation process (e.g. Monthly, Quarterly, and Annually); gathers relevant financial measures, performs necessary calculations and forwards results to HR Compensation; evaluates opportunities for process automation, assists with audits of supporting documentation, and partners with the Division Controller and Human Resources to insure proper payout calculations are being used.
  2. Partners with Controllers, Human Resources, Division Managers (if applicable), and stakeholders to identify and develop key measures, data sources, calculations, and reports required to support written incentive plans, identify trends and analyze variances, ensuring timely and accurate information flow to management.
  3. Assists in the preparation and creation of the annual division/department/cost center budgets; assists in the process to forecast and/or validate the impact of incentive compensation relative to planned/forecasted LOB performance within the organization and any periodic forecasts required by executive management or corporate finance utilizing sophisticated financial models.
  4. Prepares financial analyses and generates 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.
  5. Coordinates and/or participates in special projects and ad hoc reporting as required by finance and executive management (e.g. performance measurement, special management reporting, benchmarking, and peer analysis).
  6. Utilize 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; also work with controllers and plan stakeholders to develop common understandings of plan intent, measures, and results.
  7. Utilizes multiple computer and software resources to enhance the I-Comp process and interpret financial data and prepare presentations regarding the data for Division Controllers and management, utilizing personal judgment.


KNOWLEDGE, SKILLS and ABILITIES:
  • 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
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.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
 

Apply today and take the first step towards your next career opportunity!
 
BOK Financial is an equal opportunity employer.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact recruiting_coordinators@bokf.com with any questions. 


Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

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