Controller

Heritage Bank has an exciting opportunity to join our organization!

We are seeking a controllerwho will be responsible for managing planning and coordinating the accounting and financial reporting functions of the company to include but not limited to overseeing the preparation and timely filing of quarterly (10-Q) and annual (10-K) reports with the SEC required regulatory reports and production of periodic financial reports maintenance of an adequate system of accounting records and a comprehensive set of controls in compliance with the Sarbanes-Oxley Act (SOX) ensures the accuracy of the companys reported financial results and ensures that reported results comply with generally accepted accounting principles and financial reporting standards..

Base Salary Range:

$126546.00 - $158183.00 -$189819.00annual

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:

• Maintains appropriate internal controls and ensures controls are designed to be in compliance with SOX.
• Establishes approves and oversees accounting policies procedures and practices in compliance with generally accepted accounting and reporting standards at all levels.
• Manages the daily accounting processes including investment security accounting accounts payable fixed assets income taxes prepaid expenses and accrued expenses as well as managing the general ledger and other accounting systems.
• Analyzes transactions to determine the appropriate accounting treatment and ensure that financial reports are prepared in accordance with GAAP regulatory requirements SEC or other guidelines.
• Provides accounting guidance leadership and direction to companys operating units.
• Oversees the preparation of FDIC Federal Reserve Security and Exchange Commission quarterly and annual reports and schedules (including Call 10Q 10K FRY 9C FRY 9LP reports) as well as 11-K filing. Works closely with internal and external auditors to coordinate audits.
• Assists with the development of complex financial projections involving acquisitions mergers and business combinations. Performs due diligence analysis as directed.
• Monitors and researches new accounting pronouncements and developments. Implements accounting policies procedures standards pronouncements and principles as promulgated by authoritative bodies (FASB AICPA SEC FDIC etc.). Identifies financial impacts of new pronouncements and/or regulatory changes.
• Provides direct reports with proper tools and authority to execute their assigned functions. Develops skills of staff through goal-setting coaching problem resolution delegation training counseling and performance management.
• Participates in Bank-wide projects/initiatives as needed.
• Manages the quarterly calculations of allowance for credit losses including management of the Current Expected Credit Losses (CECL) model preparation and timely review of supporting workpapers and ensuring maintenance of high-quality documentation and controls.
• Guides the ongoing evolution of the Companys accounting system and processing while also ensuring a thorough understanding of its current state.
• 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 Accounting or a related field required.
• 5 years recent progressively responsible accounting/finance experience in a leadership role within a major corporation or division and background in the financial services industry required.
• Demonstrated success working in a highly regulated public company environment required.
• Certified Public Accountant (CPA) required.
• Certified Management Accountant (CMA) preferred.
• Equivalent combination of education certifications and/or relevant experience in all aspects of accounting/finance in a leadership role may be considered.
• Provides an exceptional level of quality service for internal/external customers; responds to customers needs questions and concerns in an accurate effective and timely manner.
• Strong listening verbal written and telephone etiquette business communication skills including effective questioning strategies and presentation skills and ability to communicate effectively clearly and persuasively in a variety of settings formats and audiences across business lines at all levels; with the ability to read write speak and understand English well.
• Strong leadership and managerial skills are required to manage motivate and develop teams to include oversight and management of employees in remote locations to ensure transparency. Employee development performance management training and employee counseling skills required.
• Demonstrated ability to ensure the development of a high-performing group by leading inspiring and coaching a team of managers and professionals and facilitates cooperation and motivates team members to accomplish individual and group goals.
• Demonstrated ability to develop and manage income and expense budget(s).
• Strategic in approach to decision-making with proven ability to analyze information develop strategies and deliver results; Demonstrated ability to develop and maintain strong working relationships with all business units to achieve common goals.
• Advanced 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.
• Advanced knowledge of finance accounting budgeting and cost control principles including Generally Accepted Accounting Principles (GAAP).
• Strong problem-solving attention to detail organizational data review and time management skills with the ability to accurately manage multiple assignments goals reporting requests and staffing schedules ensuring priorities are set and commitments and deadlines are met with minimal oversight and direction.
• Thoroughly understands and applies principles procedures compliance requirements state/federal regulations and policies related to assigned area of oversight.
• Unquestionable integrity in handling sensitive and confidential information required.
• Advanced use and understanding of MS Office products (Word Excel Outlook) with the ability to learn and adapt to new technologies quickly.
• Experience and working knowledge using Concur or similar accounts payable systems required.
• Strong working knowledge using Fiserv Prologue financial suite or similar ERP systems experience preferred.

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.)

Travel Time:Willingness to travel to other Bank locations and meeting sites which may include overnight travel availability when needed; valid drivers license proof of insurance and access to reliable transportation; or the ability to access and utilize an alternative method of transportation when needed to carry out job-related essential functions

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.

Job applicants have certain legal rights. Please clickherefor information regarding these rights.

If you need assistance completing the online application please email:

Salary Range Disclaimer