Assistant Controller

Sunwest Bank; Irvine (CA); On-site; USD 85,000 - 175,000; Full time

Job summary

A leading company in banking is seeking an Assistant Controller in Irvine, CA. You will assist the Controller with accounting operations, ensure compliance with regulations like GAAP, and engage in process improvement initiatives. Ideal candidates are highly organized individuals with a strong background in accounting and finance.

Qualifications

• 5+ years of progressive accounting operations or financial reporting experience required.
• Knowledge of U.S. GAAP and banking regulations.
• Ability to design and deliver effective training programs.

Responsibilities

• Assist Controller in all aspects of accounting operations.
• Prepare month-end accrued expenses and tax provision calculations.
• Review and approve accounts payable transactions.

Skills

Accounting Operations

Analytical Skills

Communication

Leadership

Project Management

Education

B.S. Degree in Accounting, Finance, or Mathematics

Tools

Microsoft Office Suite

Job description

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Summary

Assist the Controller in all aspects of accounting operations and the month end general ledger close for the Bank, Bancorp and Subsidiaries including working with various accounting systems, financial information, and preparation of management, regulatory and external schedules and reports. Responsible for the effective design and internal controls of the general ledger system in coordination with the Controller, CFO and President. Ensures compliance with GAAP, internal controls over financial reporting and all regulations as they relate to functions within their responsibility.

• Assist Controller in accounting operations and timely month-end general ledger closing including but not limited to consolidation and subsidiaries general ledger balancing, and variance/flux analysis.
• Responsible for the effective design and internal controls of the general ledger system in coordination with the Controller and CFO.
• Analyze current workflows and business processes to identify opportunities for automation and efficiency enhancements.
• Review and approve accounts payable transactions. Assist in ensuring expenses and supplier invoices are controlled and paid in an accurate and timely manner.
• Post and review journal entries prepared by other members of the finance team.
• Prepare month-end accrued expenses, bonus, and tax provision calculation
• Prepare and maintain lease accounting journal entries, schedules and related reports in coordination with the IT and facilities department.
• Prepare bi-weekly payroll journal entry reconciliation to payroll system reports.
• Prepare various month-end suspense, general ledger and bank control accounts reconciliations/certifications.
• Provide updates and maintenance of the general ledger and related accounting systems including opening new general ledger accounts, assisting other departments with questions regarding daily accounting transactions and reconciliations, and testing as needed.
• Prepare regulatory reports as needed including capital ratios for the Bank and Consolidated Company.
• Work with all internal and external auditors, regulators, and consultants to provide information upon request.
• Assist Controller in leading, coaching, and motivating the Accounting staff. Manage accounting team when Controller is not available.
• Participate in projects related to accounting operations and finance as needed to improve and automate processes and technology, or other areas as assigned.
• Perform other duties as assigned.
  
  
  

Summary

Assist the Controller in all aspects of accounting operations and the month end general ledger close for the Bank, Bancorp and Subsidiaries including working with various accounting systems, financial information, and preparation of management, regulatory and external schedules and reports. Responsible for the effective design and internal controls of the general ledger system in coordination with the Controller, CFO and President. Ensures compliance with GAAP, internal controls over financial reporting and all regulations as they relate to functions within their responsibility.

Essential Duties And Responsibilities

• Assist Controller in accounting operations and timely month-end general ledger closing including but not limited to consolidation and subsidiaries general ledger balancing, and variance/flux analysis.
• Responsible for the effective design and internal controls of the general ledger system in coordination with the Controller and CFO.
• Analyze current workflows and business processes to identify opportunities for automation and efficiency enhancements.
• Review and approve accounts payable transactions. Assist in ensuring expenses and supplier invoices are controlled and paid in an accurate and timely manner.
• Post and review journal entries prepared by other members of the finance team.
• Prepare month-end accrued expenses, bonus, and tax provision calculation
• Prepare and maintain lease accounting journal entries, schedules and related reports in coordination with the IT and facilities department.
• Prepare bi-weekly payroll journal entry reconciliation to payroll system reports.
• Prepare various month-end suspense, general ledger and bank control accounts reconciliations/certifications.
• Provide updates and maintenance of the general ledger and related accounting systems including opening new general ledger accounts, assisting other departments with questions regarding daily accounting transactions and reconciliations, and testing as needed.
• Prepare regulatory reports as needed including capital ratios for the Bank and Consolidated Company.
• Work with all internal and external auditors, regulators, and consultants to provide information upon request.
• Assist Controller in leading, coaching, and motivating the Accounting staff. Manage accounting team when Controller is not available.
• Participate in projects related to accounting operations and finance as needed to improve and automate processes and technology, or other areas as assigned.
• Perform other duties as assigned.
  
  
  

Additional Responsibilities

• Demonstrate professionalism in communication, attitude, and teamwork.
• Adhere to all company policies and procedures, safety regulations, and local, state, and federal laws.
• Maintain awareness of compliance requirements related to financial institutions, with emphasis on BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology, and GLBA.
• Perform additional duties as assigned.
  
  
  

Supervisory Responsibilities

This position does have supervisory responsibilities.

Minimum Qualifications:

• B.S. Degree in Accounting, Finance, or Mathematics required.
• 5+ years of similar and progressive accounting operations or financial reporting experience with a knowledge of U.S. GAAP required. Banking experience required.
• Must be able to manage multiple tasks and set priorities and possess strong organizational skills. Thorough knowledge of banking regulations, GAAP and regulatory reporting requirements.
• Ability to train, assist and motivate staff.
• Excellent verbal and written communication skills.
• Ability to design and deliver effective training programs.
• Proficiency in Microsoft Office Suite and e-learning software.
• Strong organizational and project management skills.
• Ability to work independently and collaboratively within a team.
  
  
  

Competencies:

• Adaptability
• Communication
• Decision Making
• Initiative
• Innovation
• Motivator
• Organization
• Professionalism
• Results Oriented
  
  
  

Physical Demands:

In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.

• Standing, walking and squatting less than fifty percent of the work shift
• Required to lift, move and carry up to 40 pounds
• Ability to read, count and write to accurately complete all documentation and reports
• Must be able to see, hear and speak in order to communicate with employees and other customers
• Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and
• ability to adjust focus
• Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms
  
  
  

Equal Opportunity Employer

Sunwest Bank is an Equal Opportunity Employer. We work with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability, or veteran status.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Banking

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