Finance Officer/Senior Finance Officer at Heritage Bank

Base Salary Range:

Finance Officer -$87,340.00 - $109,180.00 - $131,010.00 annual

Senior Finance Officer -$107,610.00 - $134,510.00 - $161,420.00 annual

Depending on qualifications and experience Finance Officer or Senior Finance Officer may be considered.

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.

Preferred geographical location is Tacoma, WA. Depending on experience and qualifications, other Heritage Bank locations may be considered.

Position Overview:

Heritage Bank has an exciting opportunity to join our organization!

We are seeking an experienced finance officer primarily responsible for managing and utilizing vendor systems to model and report financial information. This role is also responsible for preparing and presenting financial data analyses for internal and external reporting needs, while delivering timely, accurate and reliable information, to assist the leadership team when making critical business decisions. Additionally, this position is relied upon to drive efficiencies, and effectively utilize the technologies and tools available to streamline financial analysis/reporting processes.

The successful candidate will be able to:

• Manage or assist in the management of:

1. asset/liability management ("ALM") and interest rate risk model, including providing analysis for assumptions utilized and development of scenarios to present to senior management, as well as maintain all applicable model documentation and facilitate third party audits of model.
2. profitability models, including development and assessment of assumptions and preparation of reports. Identifying cost/revenue drivers and profitability analysis, including systems for loan and deposit pricing.
3. annual budget process and the periodic forecasting process for the company. Work with accounting team on budget to actual performance.

• Provide training, as necessary, to business unit leaders on ALM, profitability, and budget, including technical guidance, assumptions utilized, and results. Present best practices, peer comparisons, and potential improvement measures.
• Gain a thorough understanding of the bank's data, vendor system performance, and the system's utilization of the bank's data to ensure appropriate reliance on the model results.
• Coordinate, compile and analyze financial information from all components of the organization and develop integrated revenue/expense analyses, projections, key performance ratios, reports, and presentations.
• Review financial reporting and analysis prepared by Finance team for completeness and accuracy and compliance with applicable standards (GAAP, FDIC, etc.).
• Manage the development and maintenance of reports and dashboards for end users, including the definition of internal strategies, roadmap and report documentation.
• Provide 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.
• Maintain relationships with lines of business to provide appropriate information to assist in achievement of company goals.
• Keep abreast of industry changes and regulatory requirements and oversee and/or assist with examinations conducted by auditors and regulatory agencies.
• Maintain proficient knowledge of, and ensure 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.
• Provide training/support and backup for the Accounting and Finance team, as needed.

Requirements:

• Bachelor’s degree in Finance, Accounting, or Business, or a related field -required.
• Finance Officer - 5 years’ recent experience as a corporate accountant or financial analyst – required. Financial services industry experience – desired.
• Senior Finance Officer-8 years of relevant finance/accounting experience, which includes 4 years of financial modeling – required.
• Certified Public Accountant (CPA), Certified Management Accountant (CMA), or CertifiedFinancial Analyst (CFA) designation –stronglydesired.
• Equivalent combination of education, certifications and/or relevant experience in all aspectsof accounting/finance in a leader role may beconsidered.
• Strong listening, verbal, written, and telephone etiquette business communication skills, including effectivequestioningstrategiesandpresentationskillsandabilitytocommunicateeffectively,clearlyand persuasively in a variety of settings, formats, and audiences across business lines at all levels; with the ability to read, write, speak, and understand Englishwell.
• Strong problem-solving, organizational, data review, and time management skills with a strong attention to detail and the ability to accurately manage multiple assignments, goals, and reporting requests while ensuring priorities are set and commitments and deadlines are met, with minimal oversight anddirection.
• 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 analyticalwriting. Understanding of statistical methods and pricing concepts is desired.
• Advanced knowledge of management accounting best practices, laws, standards, andstate/national regulations.
• Unquestionable integrity in handling sensitive and confidential informationrequired.
• Proficient PC and advanced experience using MS Office products (Word, Excel, Access, Outlook) working knowledge of automated financial and accounting systems, with the ability to learn and adaptto new technologiesquickly.
• Working knowledge and experience working with Syntellis (Axiom), Empyrean, or other modeling systems – preferred.
• Experience with querying databases (SQL) – 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.)

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

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.