About the Role:
The Accounting Analyst - Executive & Equity Compensation provides analytical, administrative, and accounting support for executive compensation, equity programs, and board compensation activities. This role ensures accuracy, compliance, and timeliness of executive and director compensation processes, regulatory filings, and financial reconciliations. The position partners closely with Human Resources, Payroll, Finance, Legal, and external vendors to support equity and benefit plans, executive disclosures, and board-level reporting.
Prepare, update, and maintain Proxy disclosures related to equity and deferred benefit compensation, ensuring accuracy, consistency, and regulatory compliance.
Provide participant support for equity plans, board compensation, and deferred compensation, including responding to inquiries and resolving issues.
Prepare and support Form 4 filings, including data validation, coordination with Legal and external vendors, and adherence to required timelines.
Produce equity board materials, including analytical summaries, schedules, and supporting documentation.
Coordinate closely with Payroll on equity vesting events, tax withholding, and processing to ensure accurate and compliant payroll execution.
Maintain board compensation schedules and payment records, apply committee-approved updates, and prepare and validate director 1099s.
Perform detailed administrative and analytical work to maintain high levels of data integrity, accuracy, and compliance across compensation programs.
Conduct accounting activities, including monthly reconciliation of board compensation accrual, and accounts; investigate and resolve discrepancies.
Maintain documentation and controls supporting internal audits, external audits, and regulatory reviews.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become "Business Bank of Choice"
May perform other duties as assigned.
About You:
Bachelor's Degree Accounting, Finance, Business Administration or related field Required
3+ years Experience in accounting, executive compensation, equity administration, or HR analytics Required
3+ years Experience supporting stock awards and working closely with HR and Payroll Preferred
Strong knowledge of deferred compensation, equity awards, and board compensation practices.
Proficiency in accounting principles, reconciliations, and financial controls related to compensation and equity programs.
Demonstrated experience working with stock awards (e.g., RSUs, performance awards) and related tax implications.
High attention to detail with the ability to manage confidential and sensitive information.
Strong analytical, organizational, and documentation skills.
Ability to partner effectively with HR, Payroll, Finance, Legal, and external vendors.
Proficient in equity administration systems, and Microsoft Excel; ability to analyze and validate complex data sets.
CPA or similar Preferred
Minimal travel
The pay range for this role is $68,000.00 to $100,000.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
5885 Meadows Road Suite 400 Lake Oswego OR 97035
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com .
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
