Senior Finance Officer

Base Salary Range:

$107,610.00 - $134,510.00 - $161,420.00 annual

At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!

As part of our team, you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment.

Position Overview:

Heritage Bank has an exciting opportunity to join our organization!

We are seeking a senior finance officer responsible for the monitoring and reporting of finance activities including budgeting, forecasting, and financial analyses, to support financial needs of the Company for decision-making purposes. Additionally, this position will have responsibility for effectively utilizing the technologies and tools available to streamline financial analysis/reporting processes.

The successful candidate:

• Manages or assists in the management of:

Annual budget process and the periodic forecasting process for the Company. Works with Accounting team on Budget to Actual performance.

Profitability models, including review of assumptions and preparation of reports. Provides training as necessary to business unit leaders on profitability improvement measures.

Asset/liability management and interest rate risk model, including providing analysis for assumptions utilized and scenarios to present to senior management.

• Coordinates, compiles, and analyzes financial information from all components of the organization and develop integrated revenue/expense analyses, projections, key performance ratios, reports, and presentations.
• Reviews financial reporting and analysis prepared by Finance team for completeness and accuracy and compliance with applicable standards (GAAP, FDIC, etc.).
• Administers the Company's financial data delivery interface and manage the development of reports and dashboards for end users, including the definition of internal strategies, roadmap and report documentation.
• Provides support for special projects, ad hoc requests, strategic initiatives and merger/acquisition opportunities.
• On-going review of finance procedures, systems and processes to ensure efficiency and implementation of best practices.
• Maintains relationships with lines of business to provide appropriate information to assist in achievement of company goals.
• Keeps abreast of industry changes and regulatory requirements and oversee and/or assists with examinations conducted by auditors and regulatory agencies.
• Assists in the development of skills of finance team members through mentoring and coaching.
• Provides training/support and backup for the Accounting and Finance team, as needed.
• Maintains proficient knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility.
• Ensures Bank activities are performed in compliance with the Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners.

Requirements:

• Bachelor's degree in Finance, Accounting, or Business, or a related field - required.
• 8 years of relevant finance/accounting experience, which includes 4 years of financial modeling - required.
• Certified Public Accountant (CPA), Certified Management Accountant (CMA), or Certified Financial Analyst (CFA) designation - preferred.
• Equivalent combination of education, certifications and/or relevant experience in all aspects of accounting/finance in a leader role may be considered.
• Excellent listening, verbal, and written communication/ interpersonal skills and customer service orientation combined with ability to communicate effectively across business lines at all levels; with the ability to read, write, speak and understand English well.
• Strong quantitative and analytical skills are required to analyze statistical information, demonstrating proficiency performing data analysis to support business decisions through financial modeling, graphical presentation, and analytical writing. Understanding of statistical methods and pricing concepts is desired.
• Strong financial reporting, short/long-term budgeting, forecasting, profitability analysis, and cost control principles, including Generally Accepted Accounting Principles (GAAP).
• Strong problem-solving, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals and reporting requests, ensuring that priorities are set and commitments and deadlines are met, with minimal direction and supervision.
• Strong leadership skills are desired to mentor, motivate, and help develop team members.
• Ability to handle and deal with sensitive and confidential matters in an efficient manner.
• Advanced PC experience using MS Office products (Word, Excel, Outlook) and retrieval of data; strong working knowledge of automated financial management and accounting systems, with the ability to learn and adapt to new technologies quickly. Experience with data warehouse and multi-dimensional data sources, required.

Work Environment:

• Climate controlled office environment.
• Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day.
• Work requires regular attendance, punctuality and adherence to agreed-upon schedule(s) with willingness to work a flexible and/or extended hours, as needed.

Physical Demands:

• Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
• Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
• Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials.
• Occasional lifting and/or moving up to 10 lbs. (files, boxes, etc.)

The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.

Heritage Bank is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law.

Job applicants have certain legal rights. Please click here for information regarding these rights.

Salary Range Disclaimer

The base salary range represents the min, mid and max of Heritage Bank's salary range for this position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include monthly, quarterly or annual incentive, and/or bonuses.

##JobCategory:Finance / Accounting##

##Street:3615 Pacific Avenue##

##City:Tacoma##

##State:WA##

##ZipCode:98418##

##Internal:false##