Heritage Bank NW · 20 hours ago
Senior Finance Officer - On-Site Tacoma WA
Southern Operations Center, Tacoma, WA, US
Full-time
Onsite
Senior Level, Lead/Staff
$113K/yr - $169K/yr
8+ years expHeritage Bank is seeking a Senior Finance Officer to join their organization. The role involves monitoring and reporting finance activities, including budgeting and forecasting, while utilizing technologies to streamline financial processes.
Banking
Responsibilities
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
Qualification
Required
Bachelor's 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
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
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
Preferred
Certified Public Accountant (CPA), Certified Management Accountant (CMA), or Certified Financial Analyst (CFA) designation – preferred
Strong leadership skills are desired to mentor, motivate, and help develop team members
Benefits
Medical
Dental
Vision
Life insurance
401(k)
Community volunteer time
Minimum of 10 paid vacation days annually
Eight hours of paid sick leave per month
11 paid holidays each calendar year
Annual float day
Company
Heritage Bank NW
Heritage Bank was founded in 1927 with the belief that when banks and neighbors work together, great communities grow stronger.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeffrey J. Deuel
Chief Executive Officer
Don Hinson
Chief Financial Officer
Recent News
2025-09-26
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