Finance Officer/Senior Finance Officer

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. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment.
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.

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 Certified Financial Analyst (CFA) designation – strongly desired.
• Equivalent combination of education, certifications and/or relevant experience in all aspects of accounting/finance in a leader role may be considered.
• 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 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 and direction.
• 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.
• Advanced knowledge of management accounting best practices, laws, standards, and state/national regulations.
• Unquestionable integrity in handling sensitive and confidential information required.
• 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 adapt to new technologies quickly.
• Working knowledge and experience working with Syntellis (Axiom), Empyrean, or other modeling systems – preferred.
• Experience with querying databases (SQL) – preferred.

Please refer the Job description for details