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!
As an integral member of the Finance team for Community West Bank,
this position will provide extraordinary customer service to our
internal team members and external clients, exemplifying the Bank’s
values and our dedication to quality and service. This position will
have direct responsibility as a Finance team member to assist in the
accomplishment of the Department Business Plan goals and objectives.
This position will elevate the team as a member of the Bank’s
high-performance culture that emphasizes empowerment, quality,
productivity, ethical standards, goal attainment and the ongoing
development of CWB’s vision to become the bank of choice, providing an
unparalleled customer experience for our clients, employees, and community.
JOB OVERVIEW/PURPOSE
Under the direction of the Controller, this individual will support
the accounting function in a variety of accounting and finance duties.
The Accountant II will primarily be responsible for preparing journal
entries, general ledger account reconciliations, as well as
documenting and evaluating current procedures. This individual will
adhere to department guidelines, policies, procedures, generally
accepted accounting principles, and regulatory requirements governing
accounting operations while maintaining a maximum level of quality,
timeliness of work and providing optimum customer service and
satisfaction by meeting the department’s Service Level Agreements.
Keep abreast of regulatory changes, system enhancements and
departmental policy changes. Monitor suspicious or fraudulent issues
in accordance with state and federal regulations. This position
performs all essential duties in compliance with regulatory
requirements as well as policies and procedures.
• Maintain and monitor the investment securities portfolio
accounting.
• Responsible for payroll bi-monthly reconciliation
and respective accounting.
• Maintain the fixed assets database
and respective accounting and reporting requirements.
• Lead and
administer the prepaids and accruals accounting.
• Lead and
administer the CDARS & ICS accounting.
• Identify areas of
inconsistencies and problems and bring to the attention of
management.
• Prepare and file property tax forms 571-L for
respective business units.
• Prepare and file quarterly use tax
forms as required.
• Assist with year-end tax forms 1099 and 3921
reporting.
• Prepare and process daily/monthly/quarterly journal
entries as assigned.
• Complete assigned monthly account
reconciliations.
• Prepares internal financial management reports
as assigned.
• Determine appropriate procedures for preparation
of accounting records, research of transactions, and reporting.
•
Participate in Sarbanes-Oxley (SOX) documentation of internal controls
and processes.
• Develop and/or maintain written policy and
procedures for all functions assigned.
• Provide backup to the
Accounts Payable functions and duties assigned to the Accountant I
position.
• Assist with compliance and auditor requests
•
Assist in testing and implementation of system upgrades and
enhancements.
• Assist in the tracking and monthly reporting of
department Service Level Agreements (SLAs).
• Assist with the
preparation of supporting schedules/reports for the monthly call
report and Securities and Exchange Commission (SEC) reporting.
•
Other duties and special projects as assigned by supervisor or other
senior member of Finance.
• 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
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.
