Senior Finance Officer

Heritage Bank has an exciting opportunity to join our organizationu00a0We are seeking au00a0senioru00a0finance officeru00a0who will beu00a0responsible 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:$112,991.00 - $141,236.00 - $169,491.00 annualGeographical location is Tacoma, WA.The Role at a Glance:u00a0u00a0 u00a0u00a0- Manages or assists in the management of:1. a. Annual budget process and the periodic forecasting process for the Company. Works with Accounting team on Budget to Actual performance. b. Profitability models, including review of assumptions and preparation of reports. Provides training as necessary to business unit leaders on profitability improvement measures. c. 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.Requirements:u00a0Bachelor'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.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 aspectsu00a0of accounting/finance in a leader role may beu00a0considered.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, demonstrat

Created: 2026-02-05