Controller

HERITAGE BANK•Tacoma, WA

32d•$126,546 - $189,819•Onsite

About The Position

Heritage Bank has an exciting opportunity to join our organization! We are seeking a controller who 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 company's reported financial results, and ensures that reported results comply with generally accepted accounting principles and financial reporting standards.

Requirements

Bachelor’s 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.
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.
Willingness to travel to other Bank locations and meeting sites which may include overnight travel availability when needed; valid driver’s 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

Nice To Haves

Certified Management Accountant (CMA) preferred.
Strong working knowledge using Fiserv Prologue financial suite or similar ERP systems experience – preferred.

Responsibilities

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 company’s 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 Company’s 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 Bank’s Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners.