#LI-AM1 #LI-Remote
RESPONSIBILITIES
The Credit Risk Services Group serves the needs of a diversified client base,
including financial institutions, non-bank lenders, debt funds, private equity
and hedge funds, institutional investors, and companies in need of debt or
equity financing. Our professionals provide services specifically tailored to
our clients' changing needs, including the varying aspects of initial or
periodic analysis for financial transactions, including debt and equity
transactions. We have experience across multiple lending and equity
transactions, various debt asset classes, specialty lending/securitization and
asset-based lending areas.
Essential Functions and Primary Duties
Perform due diligence and field examination assignments for the Group’s
clients
Supervise, train and mentor staff; listen and communicate effectively; work
to develop responsible, trained staff by conducting performance feedback and
evaluations
Regarded as a Subject Matter Expert within the business unit and shares
knowledge
Assume significant client responsibility as client’s trusted advisor, relied
upon for knowledge of industry trends, identify client issues and conflicts;
proactively communicate solution options to client and team
Manage staff on engagement deliverables; complete technical and strategic
reviews as a member of the final engagement review team to ensure quality
control standards are met
Responsible for new client development in partnership with upper management;
participate in client meetings, presentation and proposal development and
meet individual cross serve goals
Responsible for billing and realization on assigned clients; develop overall
engagement budget, explain variances
Understand client’s needs
Drive a team environment; demonstrate support of management decisions and
builds a positive culture
Make recommendations on internal department procedures
Recognize business opportunities for our clients and for CBIZ
Preferred Qualifications
7-10 years of experience in ABL, Securitization and Private Equity Due
Diligence is preferred; or 7-10 years of experience as an Internal Auditor or
Credit Reviewer within the Financial Services Industry
QUALIFICATIONS
Minimum Qualifications
Bachelor’s degree
5 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all
levels of organization, both internally and externally
Must be able to travel based on client and business needs
Proficient use of applicable technology
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to
middle-market businesses nationwide. With industry knowledge and expertise in
accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers
actionable insights to help clients anticipate what is next and discover new
ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major
markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an
environment where team members are appreciated, recognized for their
contributions, and provided with opportunities to grow, both personally and
professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of
accounting services in the United States. CBIZ CPAs is an independent CPA firm
that provides audit, review and attest services, while CBIZ provides business
consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs
operates under its previous name, Mayer Hoffman McCann P.C.