Job Description
At Community West Bank, we put deposits to work locally, making loans
to businesses, families and non-profit organizations. We are the
largest publicly traded and only community bank headquartered and
serving California’s Central and South Coast area of Ventura, Santa
Barbara and San Luis Obispo counties, with full-service branches in
Goleta, Oxnard, Paso Robles, San Luis Obispo, Santa Barbara, Santa
Maria, and Ventura. We were named one of the Central Coast Best Places
to Work by the Pacific Coast Business Times, and we love working here
and think you may too!
The Financial Reporting Analyst is responsible for preparing
financial information, external reporting and investor relations in
accordance with the policies, goals and objectives established by the
CFO and CEO as well as the Bank’s Board of Directors. At the direction
of the CFO, this position manages and implements systems, processes,
workflows, and procedures to perform technical and operational
activities for the Finance Department. This position works in a
leadership role to analyze and present data related to the financial
status of the Bank. The Financial Reporting Analyst supports the
construction of financial statements, related footnotes, data mapping,
tax reporting and preparation of SEC documents (10K, 10Q and
shareholder forms). This position reviews and implements risk
management practices and provides internal and external reports and
filings. This position assists with developing and maintaining
internal accounting control systems to ensure safe and sound
operations, accurate accounting records for the statements and timely,
accurate report data for external auditors, regulators, and
management. The Financial Reporting Analyst supports the CFO by
offering insights, financial and tax guidance to best inform financial
decisioning by the CFO, CEO, Executive Management Team and the Board
of Directors. This position leads the SOX effort for the Finance
Department and develops and implements procedures to execute, monitor
and report activities in line with SOX guidance. This position
performs all essential duties in compliance with regulatory
requirements as well as Bank policies and procedures.
Essential Duties
* In conjunction with the CFO, this position develops, manages,
executes, and reports on the goals and objectives established for the
Finance Department to the CFO, CEO, Executive Management Team, and the
Board of Directors
* Coordinates and prepares internal and
external financial statements including forms 10-Q, 10-K, Y-9, Y-10
and annual report for filing with the SEC along with FFIEC
filings
* Prepare reports on income and expense of the Bank,
coordinate with various departments and compile all financial data and
prepare final financial reports with the CFO
* Oversees
regulatory reporting, including tax planning and compliance
*
Evaluates accounting and internal control systems and develops process
and system improvements for effective, streamlined performance on
various functions in the department
* Liaison between the
department, internal auditors, external auditors and regulators
*
Leads the SOX efforts for the Finance Department, including the
development and implementation of procedures to execute, monitor, test
and report activities in line with SOX guidance
* Establishes,
maintains, and monitors internal accounting control systems in order
to ensure safe/sound operations, accurate accounting records for the
statement of the institution’s financial condition, and timely,
accurate report data for regulators and management
* Evaluates,
develops, and administers accounting systems and practices that comply
with GAAP, FASB rulings, regulations and laws
* Meets response
and resolution times as defined in service level agreements and/or
service requests, and follows established processes to meet service
level commitments
* Cross trains in additional functions of the
department
* Completes all required regulatory training as
assigned within deadlines established including BSA, Bank Security and
any other training as assigned, within required timeframes and on an
annual basis
* Other duties and/or projects as assigned by CFO
Community West Bank is an EEO/AA/Disability/Vets Employer. Reasonable
Accommodations may be made to enable individuals with disabilities to
perform the essential functions of this position.
