5 finance jobs found in Tulsa, OK

JOB SUMMARY: Plans, organizes, manages, and leads the activities of various operational functions of the company including Finance, Underwriting, Financial Analysis, Investments, and Reporting. Significant emphasis of this role surrounds financial reporting and analysis of budgeting, accounting, financial systems development, internal controls, and maintenance of records and procedures to adequately safeguard the assets of the organization. The CFO will provide financial leadership and direction to the organization, along with the President and CEO, and will also serve as a strategic financial partner to the executive team and departments. KEY RESPONSIBILITIES: Reviews performance against operating budget and business plans. Provides feedback and makes necessary changes to ensure that the operating budget and business plans are achieved and align with the strategies of the organization. Contributes to the overall effective strategy for specific operational functions....

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their...

job summary: The Vice President of Compliance is responsible for leading the organization's compliance department which oversees the organization's ongoing adherence to applicable federal and state laws, regulations, and internal policies. The VP of Compliance acts as the agency's Compliance Officer and ensures that the organization operates with integrity while upholding client rights and maintaining a commitment to health care regulations. This position involves the development, implementation, monitoring, and management of the organization's compliance program and internal audit processes. The role works closely with executive leadership, legal counsel, and clinical program leadership to foster a culture of compliance and ensure ongoing regulatory readiness. This position plays a vital role in safeguarding the organization and ensuring legal and regulatory compliance across all facets of service delivery and business functions. POSITION SPECIFIC DUTIES &...

Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you...

Job Type Full-time Description The Vice President of Sales and Technical Services is responsible for developing and executing sales strategies, managing market positioning, and driving growth in the IOU division. This executive leadership role ensures profitable operations, fosters strong client relationships, and provides technical leadership to both the sales team and customers. This is a safety sensitive position. This position will report to the COO. Primary Responsibilities: • Develop and execute strategic sales plans to achieve company objectives and revenue targets. • Establish pricing strategies to maximize long-term market share and profitability. • Direct the implementation of sales policies and practices, ensuring adherence to company standards. • Conduct and oversee market research, adjusting strategies to address industry and competitive trends. • Lead the introduction of new products, including financial justification and market development initiatives. •...