Controller; On-Site Tacoma, WA

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.

$ - $ - $ annual

Geographical location is Tacoma, WA. This position is full-time on-site. Typical schedule is Monday - Friday 8:00 a.m. to 5:00 p.m.

• 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 work papers, 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.

• 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.
• Certified Management Accountant (CMA) preferred.
• Equivalent combination of education, certifications and/or relevant experience in all aspects of accounting/finance in a leadership role may be considered.
• Provides an exceptional level…