Senior Financial Analyst

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $60k - $90k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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Logo of Heritage Bank NW

Heritage Bank NW

501 - 1000 employees

Founded 1927

💼 Consulting

🛡️ Insurance

🏦 Banking

Consulting • Insurance • Banking

Heritage Bank NW is a community-focused financial institution that offers a variety of banking services for personal, business, and wealth management needs. With a commitment to customer service, they provide checking and savings accounts, loans, credit cards, and online banking features, all backed by FDIC insurance and the full faith of the U. S. Government. Heritage Bank is dedicated to the community, engaging in outreach and development initiatives while ensuring the security and privacy of their customers' financial information.

📋 Description

• Support the Bank’s daily, monthly, and annual accounting functions • Prepare and maintain monthly general ledger account reconciliations • Investigate and resolve reconciling items and discrepancies • Reconcile cash accounts, prepaid expenses, accrued expenses, and other balance sheet accounts • Maintain supporting documentation according to Bank policies and audit requirements • Assist with month-end and year-end closing, including journal entries • Maintain fixed asset records and depreciation schedules • Support budget preparation, variance analysis, system upgrades, process improvements, and special projects • Prepare and maintain reports for pledged and collateralized loans • Monitor and reconcile collateral loan balances and related general ledger accounts • Assist with collateral reporting for funding sources and correspondent relationships • Coordinate with Lending, Operations, and Treasury personnel on collateral records • Support analysis of collateral availability and borrowing capacity • Serve as backup for the Financial Reporting Specialist • Assist with monthly financial statements, management reports, Call Reports, regulatory reporting, and external reporting • Prepare audit schedules, supporting analyses, and documentation for audits and examinations • Assist with federal, state, and other tax-related schedules and filings • Process bi-weekly payroll and review payroll data • Manage payroll tax accounts and resolve Paylocity tax notices, filing issues, and agency inquiries • Process garnishments, levies, and employee deductions • Reconcile payroll entries, accruals, liabilities, bank disbursements, and general ledger accounts • Support year-end payroll reporting, including W-2s and 1099s • Assist with internal audits, external financial statement audits, and regulatory examinations • Support internal control testing and track audit follow-up items • Support daily lock desk operations, including rate lock registration, extensions, relocks, and exception processing • Collaborate with lending, operations, and capital markets teams on lock-related issues and secondary market delivery • Maintain effective departmental relationships and workflows • Identify automation opportunities and provide training as needed • Support Bank efficiency, compliance, security, and organizational goals • Perform additional duties as assigned

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, Business, or a related field preferred • Two or more years of accounting, payroll, banking, or finance experience preferred • Bank or related industry experience preferred • Experience with payroll processing and payroll tax reporting preferred • Detail-oriented, organized, and capable of working independently • High level of accuracy in a fast-paced community banking environment • Responsible for compliance with applicable laws and regulations • Participates in required BSA training and demonstrates knowledge of BSA relevant to job responsibilities • Maintains confidentiality of employee payroll, compensation, and tax information

🏖️ Benefits

• Paid time off • Paid holidays • Paid volunteer days • Medical insurance • Dental insurance • Vision insurance • 401(k) retirement plan • ESOP retirement plan • Additional benefits and incentives consistent with company policy • Equal Opportunity Employer and diversity commitment

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