Top Finance Jobs in Oklahoma City, OK
As a Financial Advisor at Sun Life, you will build long-term relationships with clients, helping them with financial planning throughout various life stages. You'll prepare strategies to attract clients, conduct meetings, and recommend suitable insurance and investment products. Ongoing training and community networking are key to success in this role.
As a Financial Advisor at Sun Life, you will build long-term relationships with clients, offer financial planning that includes risk management strategies, and help ensure their financial security throughout various life stages. Responsibilities include conducting client meetings, developing tailored financial roadmaps, recommending suitable products, and maintaining ongoing client relationships. You will also engage in continuous training and professional development.
As a Sun Life Financial Advisor, you will build long-term relationships with clients, provide financial advice, and help them develop financial plans. You will conduct client meetings, recommend insurance and investment products, and engage in ongoing training for professional development.
The CFO will guide business owners in improving operations, cash flow management, and preparing for sales of privately held companies while building a consulting practice. This role emphasizes strategic business advisory services, enabling owners to enhance profitability and secure funding.
As a Financial Examiner, you will work collaboratively to review financial information, assess compliance, evaluate risks, and provide guidance to banking executives. You'll leverage analytical and communication skills to lead meetings and produce clear reports while also fostering the development of peers within the team.
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As a Senior Financial Advisor at Farther, you will build and manage client relationships using modern tools and technology, focusing on wealth management strategies to help clients achieve their financial goals. You will leverage your expertise to acquire new clients and provide exceptional service, contributing to the growth and innovation of the wealth management sector.
The Advertising, Accounting Specialist I is responsible for completing administrative and transactional tasks related to invoicing and financial activities for advertising clients, including client invoicing, deposit processing, and financial reporting. The role requires attention to detail, communication, and organizational skills.
Oversee accounting, valuation, and reporting for 10,000+ investment funds. Manage financial reporting deliverables, address investor inquiries, and collaborate with external auditors. Focus on accurate accounting updates and resolving exceptions, while also driving process improvement and increased automation.
The Senior Commercial Financial Analyst will provide detailed financial analysis and insights to support commercial and supply chain activities. Responsibilities include profitability analysis, reporting on account health, engaging with the sales team, and contributing to strategic decision-making to enhance business performance and profitability.
The Data Lead for Finance Process Transformation is responsible for improving financial processes, resulting in increased efficiency and reduced costs. This role includes conducting financial process analysis, implementing process improvements, collaborating with key stakeholders, and monitoring KPIs. The candidate should possess strong finance, analytical, and project management skills, as well as a history of successful process improvements.
The Commercial Finance Manager - Reporting position involves leading the development of financial forecasts and budgets, providing strategic insights to support decision-making, managing a team of analysts, and improving reporting processes. The role requires a high level of accuracy in financial analysis and effective communication with internal and external stakeholders.
The Senior Tax Associate will manage the preparation and review of fiduciary tax returns for high net worth clients, focusing on trust, estate, gift, and individual tax compliance and consulting, while demonstrating strong project management and communication skills.
The Tax Manager will oversee a national client portfolio, ensuring high-quality tax services. Responsibilities include compliance and accuracy in tax preparation, mentoring team members, enhancing project efficiency, and staying updated with tax regulations. The role emphasizes client relations and strategic solutions to complex tax issues.
The Senior Manager, Finance Systems will enhance and maintain finance tools to scale operations, partner with various functions, and manage a team. Responsibilities include architecting finance systems, overseeing roadmap and user access, and developing efficient financial processes with a focus on compliance and automation.
The Payroll and AP Accountant will handle bi-weekly payroll processing, payroll journal entries, and maintaining relevant files. They will also review and process accounts payable requests, verify documentation, and support month-end financial close. Additional responsibilities include cross-training and performing other assigned tasks.
Top Companies in Oklahoma City, OK Hiring Finance Roles
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