Current jobs related to Financial Planning Analyst - Tulsa, Oklahoma - Strategic Business Consulting Services

  • Financial Analyst

    2 weeks ago


    Tulsa, Oklahoma, United States JoCo Full time

    Job Title: Financial AnalystJob Summary:JoCo is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will be responsible for providing financial analysis and support to our management team.Key Responsibilities:Conduct financial analysis and provide recommendations to managementDevelop and maintain financial models and...

  • Financial Analyst

    3 weeks ago


    Tulsa, Oklahoma, United States JoCo Full time

    Financial Analyst Job DescriptionAt JoCo, we are seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in providing financial analysis and support to our organization.Key Responsibilities:Conduct financial analysis and research to identify trends and opportunities for improvement.Develop and...

  • Financial Analyst

    1 week ago


    Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryThe Assistant Division Controller is a key role within BOK Financial, responsible for assisting the Division Controller in financial reporting, analysis, budgeting, forecasting, and performance measurement. This position requires a strong understanding of accounting principles and practices, as well as excellent analytical and communication...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Role OverviewThe Technical Systems Analyst will serve as a liaison between Financial Systems, Financial Planning and Analysis (FP&A), and Accounting, focusing on accurate, timely, and trusted data sets. This role requires a seasoned professional with a deep understanding of industry-wide business process and analysis practices, as well as organizational...

  • Technical Analyst III

    2 weeks ago


    Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryBOK Financial is seeking a highly skilled Technical Analyst III to join our dynamic team. As a key member of our Financial Systems team, you will be responsible for acting as a liaison between Financial Systems, Financial Planning and Analysis (FP&A), and Accounting, with a focus on accurate, timely, and trusted data sets.Key...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled Business Analyst to join our team at BOK Financial. As a Business Analyst, you will play a critical role in defining and implementing business solutions that drive growth and efficiency.Key ResponsibilitiesDesign and implement business systems and processes to meet organizational needsDevelop and maintain...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryThe Technical Analyst III role at BOK Financial Corporation is a critical position that requires a seasoned professional with a deep understanding of industry-wide business process and analysis practices. The successful candidate will act as a liaison between Financial Systems, Financial Planning and Analysis (FP&A), and Accounting, focusing on...


  • Tulsa, Oklahoma, United States The Bama Companies Full time

    Job SummaryThe Bama Companies is seeking a highly skilled Senior Financial Analyst to join its Corporate Finance team. As a key member of the team, you will provide financial analysis and support to leadership, execute special projects, and manage key system software.Key Responsibilities:Develop and maintain financial models and forecastsProvide financial...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job DescriptionWe are seeking a highly skilled Financial Reporting Technical Analyst to join our team at BOK Financial Corporation Group.The successful candidate will be responsible for delivering superior services as a liaison between the financial accounting and reporting teams and the IT team, with a focus on solutions for regulatory reporting and...

  • Market Risk Analyst

    2 weeks ago


    Tulsa, Oklahoma, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled Market Risk Analyst to join our team at BOK Financial Corporation. As a Market Risk Analyst, you will play a critical role in identifying and mitigating potential risks to the organization.Key ResponsibilitiesAggregate and evaluate low to moderately complex risk exposures according to BOKF Board and executive...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryThe Assistant Division Controller is a key role within BOK Financial, responsible for assisting the Division Controller in financial reporting, analysis, budgeting, forecasting, and performance measurement functions for assigned divisions of the bank. This position provides critical insight and measures performance for divisions and departments to...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job Title: Wealth Management Employee & Client Experience AnalystJob Summary: We are seeking a highly skilled and detail-oriented Wealth Management Employee & Client Experience Analyst to join our team. As a key member of our Wealth Management division, you will be responsible for gathering and analyzing client and employee feedback to drive actionable...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Wealth Management Employee & Client Experience AnalystAbout the Role:The Wealth Management Employee & Client Experience Analyst is a key member of our team, responsible for gathering and analyzing client and employee feedback to drive actionable improvements in our Wealth Management division.Key Responsibilities:Collect and analyze data to understand...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job Title: Wealth Management Employee & Client Experience AnalystAbout the Role:We are seeking a highly skilled and analytical individual to join our Wealth Management team as a Wealth Management Employee & Client Experience Analyst. In this role, you will be responsible for gathering and analyzing client and employee feedback to drive actionable...

  • Financial Analyst II

    4 weeks ago


    Tulsa, Oklahoma, United States Mosaic Personnel Full time

    Job SummaryMosaic Personnel is proud to partner with Saint Francis Health System to recruit for this exciting opportunity. As a Financial Analyst II, you will play a key role in analyzing and monitoring financial performance, preparing and reviewing annual budgets, and performing monthly reconciliations of accounts.Key ResponsibilitiesAssist in analyzing and...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryBOK Financial is seeking a highly skilled Quantitative Modeling Analyst I to join our team. As a key member of our risk management group, you will be responsible for identifying, measuring, monitoring, and managing the risk of complex models used in various areas of the organization.Key ResponsibilitiesPerform independent model validation...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Quantitative Modeling Analyst I to join our team at BOK Financial Corporation Group. As a key member of our risk management team, you will be responsible for identifying, measuring, monitoring, and managing the risk associated with complex models used in various areas of the business.Key ResponsibilitiesPerform...


  • Tulsa, Oklahoma, United States Strategic Business Consulting Services Full time

    About the JobStrategic Business Consulting Services is seeking a highly skilled Treasury Analyst to join their dynamic team. As a key member of the finance team, you will be responsible for managing the company's financial assets and liabilities.You will work closely with the finance team to develop and implement strategies for cash management, risk...


  • Tulsa, Oklahoma, United States Arkansas Talent Group Full time

    Arkansas Talent Group is partnering with a leading financial advisory firm to find a detail-oriented individual with a passion for financial planning to join their team in a key role.This position offers an opportunity to support the Vice President/Private Wealth Advisor by conducting in-depth research, analyzing market trends, and preparing comprehensive...


  • Tulsa, Oklahoma, United States Capital Advisors Full time

    Wealth Advisor Position OverviewAt Capital Advisors, we're dedicated to helping individuals achieve their long-term financial goals through personalized investment strategies and exceptional client service.Key Responsibilities:Manage client relationships and maintain a high level of client satisfactionWork closely with the Allocation team to customize client...

Financial Planning Analyst

2 months ago


Tulsa, Oklahoma, United States Strategic Business Consulting Services Full time
Job Overview

Position: Financial Planning Analyst

Location: Tulsa, OK ONSITE

Salary: up to 95K

Strategic Business Consulting Services is collaborating with a dynamic organization in search of a proficient and driven Financial Planning Analyst to enhance their team on a full-time, permanent basis. The ideal candidate will possess a robust finance background and a keen interest in data analysis to deliver impactful insights that inform business strategies.

Key Responsibilities:

  • Perform financial analysis and forecasting, encompassing budgeting, variance analysis, and financial modeling.
  • Assess and interpret financial performance indicators, recognizing trends and offering suggestions for enhancement.
  • Create and sustain financial reports and dashboards for essential stakeholders.
  • Engage with cross-functional teams to bolster strategic initiatives and pinpoint opportunities for cost reduction and revenue enhancement.
  • Prepare and deliver financial presentations to senior management and clients.
  • Remain informed on industry trends and best practices to ensure the organization stays competitive and financially robust.

Qualifications:

  • Bachelor's degree in Finance, Accounting, or a related discipline.
  • 2-3 years of experience in financial analysis or a comparable role.
  • Strong analytical and problem-solving capabilities.
  • Proficient in financial modeling and data analysis.
  • Advanced Excel skills and familiarity with financial software.
  • Exceptional communication and presentation abilities.
  • Capacity to work autonomously and collaboratively within a team.
  • CPA or CFA certification is advantageous.

Benefits:

  • Competitive salary and comprehensive benefits package.
  • Opportunities for professional advancement and development.
  • A dynamic and collaborative work atmosphere.
  • Exposure to diverse industries and clients.
  • Work-life balance and flexible working hours.

If you are a detail-oriented and self-motivated individual with a passion for finance and a commitment to making a difference, we encourage you to consider this exciting opportunity with Strategic Business Consulting Services.