Senior Finance Officer On-Site Tacoma WA

Heritage Bank has an exciting opportunity to join our organization!

We are seeking a senior finance officer who will be 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.

Base Salary Range:

$112991.00 - $141236.00 - $169491.00 annual

Geographical location is Tacoma WA.

This position is full-time on-site. Typical schedule is Monday- Friday 8:00 a.m. to 5:00 p.m.

The Role at a Glance:

• Manages or assists in the management of:

1. Annual budget process and the periodic forecasting process for the Company. Works with Accounting team on Budget to Actual performance.
2. Profitability models including review of assumptions and preparation of reports. Provides training as necessary to business unit leaders on profitability improvement measures.
3. 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 Companys 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 Banks Policies and Standards in partnership with Enterprise Risk Management and other internal banking partners.

Requirements:

• Bachelors degree in Finance Accounting or Business or a related field.
• 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 aspectsof accounting/finance in a leader role may beconsidered.
• 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.

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 youll 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.

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.

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