Capital Planning Analyst II - Stress Testing & Dashboards

Req : 77679

Location: Tulsa
-TUL

Areas of Interest: Finance;
Treasury Services

Pay Transparency Salary Range: Not Available

Final date to receive applications: 04/30/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Trans Fund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:
Bank of Albuquerque;
Bank of Oklahoma;
Bank of Texas and BOK Financial®.

Bonus Type

BOKF Performance Plan (D02)

Summary

The finance and administration department is the engine behind a bank’s success, driving financial health and operational efficiency. They masterfully handle financial planning, budgeting, accounting, and administrative support, ensuring the bank’s operations run smoothly. With services like financial reporting, cost management, risk management, payroll, and vendor management, this dynamic team of experts works together to uphold the bank’s financial integrity and operational excellence, making sure everything is on point and thriving.



Job Description

The Capital Analyst II is primarily responsible for measuring, assessing, and reporting on capital and Capital Stress Testing for the bank, working directly with the Bank’s Treasurer. This position requires an understanding of capital drivers and interactions across the entire organization, the regulations governing capital requirements, as well a grasp of theory behind different capital calculations. This position develops and runs multiple Capital planning and stress testing models using a variety of statistical techniques, assesses their implications, and reports to senior and Board Committees on the organization’s capital adequacy.

Team Culture

Our team values precision, collaboration, and continuous improvement. We ensure accuracy and accountability in managing financial records and compliance, while fostering a supportive and collaborative environment through teamwork and open communication. Embracing professional development and technological advancements, we stay agile and adaptable in the evolving financial landscape.

How You'll Spend Your Time

• You will develop and implement improvements to moderately to highly complex Economic Capital, Capital Planning, and Internal Capital Adequacy Stress Test models with limited guidance.
• You will collaborate with leadership and planning teams to incorporate feedback and align modeling enhancements with strategic objectives.
• You will build Power BI dashboards and other visual reports to support capital stress testing and update recurring Capital Planning and Stress Test reporting.
• You will maintain thorough documentation for all major capital and stress testing models with minimal supervision.
• You will run, analyze, and report Economic Capital, Capital Planning, and Stress Test results to senior team members and management committees.
• You will support institutional funding by performing financial analysis, understanding deposit and funding operations, and producing key reporting such as ALCO and Board reports.
• You will conduct research on regulations, industry trends, and peer data while identifying obstacles to goals and implementing corrective actions.

• Strong ability to design and script complex simulation models
• Strong ability to aggregate and synthesize complex data from multiple sources
• Strong understanding of Financial Accounting and Reporting
• Ability to think strategically about the Bank’s Capital planning and Stress Testing methodologies, making proactive changes to our analytics and reporting based on changing market and regulatory…