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          Santa Barbara Chapter


www.ima-santabarbara.imanet.org
       Check out our website!!                                                 December 2006



                                    President’s Message




Greetings,

We had a great meeting at Paoili’s on Tuesday November 7th. Despite having the meeting on a Tuesday
compared to our normal Wednesday meeting, we had a turn out of 23, our largest meeting to date this year. I
wanted to thank Abe Klatt and Lorna Berryessa for aiding in getting such a great turn out. We heard an
interesting talk from Lynda Nahra, Lynda currently serves as President and CEO of Community West Bank
in Goleta. Since assuming her current role, Nahra has helped grow the bank from $300 million to $469
million in assets and led the organization to a 109% increase in net income from 2000 to 2005. She currently
serves as Vice Chairman of the California Bankers Association's State Government Relations Committee and
Public Affairs Committee. She was recently ranked 12th among the "Top 25 Women to Watch in the Nation"
by US Banker and she was also honored by IMA and Robert Half as the Regional Financial Executive of the
Year. I also wanted to thank Abe and Robert Half for providing the plaque for Lynda and the other handouts
for the attendees. I wanted to thank Luis Pelayo for coordinating with Paoli’s to have our events there.

Just a reminder to everyone that there is not going to be a regular monthly meeting for December, we are
taking the month off. I look forward to seeing everyone in the New Year for our Tax Update with Ernst &
Young on January 10, 2007. I hope that everyone has a Happy Holiday and is able to spend time with friends
and family during this time of year.


Best regards,

Jeff Matthews
jmatthews@wcam.com
Office: (805) 653-5333
                            Mark your calendar for these upcoming meetings:

January 10 – E&Y Tax Update
February 21 – SB Auto Group, Todd Mesnick CFO (guests welcome) (3rd Wednesday)
March 28 – Pittsburg Symphony (4th Wednesday)
April 11 – To Be Announced
May 9 – To Be Announced
                                      JOB ANNOUNCEMENTS:

                                Sr. Staff Accountant – Citrix Online

This position is part of Citrix Online’s accounting team and will focus on implementing the company’s accounting
policies and procedures and participating in the month-end, quarter-end and year-end close processes to prepare the
financial statements and management reports. This position also supports the company’s Sarbanes-Oxley project,
including documenting, testing, and maintaining the company’s internal controls.

    -   Assist in monthly general ledger close process.
    -   Prepare & analyze monthly Income Statements, Balance Sheet reconciliations, reports, sub-ledgers, and
        other analysis necessary to support the financial statements.
    -   Create monthly journal entries and submit to Accounting Manager for approval and posting.
    -   Assist with quarterly and annual audit procedures and reporting.
    -   Import data from internal Lucite system to support revenue recognition of eCommerce business.
    -   Assist internal audit team to comply with the Sarbanes-Oxley project, including assisting with documenting,
        testing, monitoring and updating the company’s internal controls.
Experience/Education:

    -   Bachelor degree with Finance/Accounting emphasis.
    -   Minimum of 2-4 years experience in an accounting or finance position.
    -   Public accounting experience and public company experience preferred.
    -   Strong technical knowledge of U.S. GAAP principles and accounting best practices is required.
    -   Ability to effectively communicate & work in a team atmosphere and across functional departments.
    -   Flexibility to perform in an ever-changing work environment.
    -   Process-oriented with sound judgment, attention to detail, accuracy, and follow-through.
    -   Ability to create and maintain complex spreadsheets.
    -   Ability to prioritize workload. Ability to work under tight time constraints and pressure.
    -   Proactive, efficient, organized and diligent.
    -   Proficient in accounting systems and Microsoft Office applications, with strong skills in Excel and Outlook.
    -   SAP experience is preferred



    Please contact Rebecca Szerwo at 805-690-2914 or Rebecca.szerwo@citrix.com for more information.




        Deadline for submitting info for next newsletter December 26
                                     Rebecca.szerwo@citrix.com 805-690-2914

				
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