Credit Risk Manager | Lender Due Diligence

CBIZ; West Conshohocken (PA); Remote; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

CBIZ is seeking a senior professional to lead due diligence and field examinations for diverse clients, supervising and mentoring staff, and acting as a trusted advisor on industry trends. You will manage engagement deliverables, budgets, and client communications to ensure quality and timely results.

The role requires 5+ years in public accounting or related field, CPA or equivalent certification, strong written and verbal skills, and willingness to travel.

Qualifikationen

• Bachelor's degree in accounting or related field.
• 5 years public accounting or related field experience.
• 3 years supervisory experience.
• Active CPA or equivalent certification.

Aufgaben

• Perform due diligence and field examination assignments for the Group's clients.
• Supervise, train and mentor staff; provide performance feedback and evaluations.
• Act as a subject matter expert and trusted advisor on industry trends and client issues.
• Manage engagement deliverables, budgets, and client communications to ensure quality control.
• Identify business opportunities and participate in proposal development and client meetings.

Kenntnisse

Leadership

Communication

Ausbildung

Bachelor's degree

5 years public accounting or related field

3 years supervisory experience

Active CPA or equivalent certification

Jobbeschreibung

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;
• 7-10 years of experience as an Internal Auditor or Credit Reviewer within the Financial Services Industry

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

#LI-AM1 #LI-Remote

ABOUT US

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.