Credit Risk - Senior Associate (Financial Services Industry)

CliftonLarsonAllen LLP; Kansas City (MO); On-site; USD 90,000 - 120,000; Full time

Job summary

CliftonLarsonAllen LLP (CLA) is seeking a Senior Associate to join its Credit Risk (Financial Services Industry) team. You will assist on credit risk consulting engagements for clients, build relationships, and coach junior staff.

The role requires frequent local travel (>20%), a bachelor’s degree, and about 2 years of relevant experience in accounting or finance. Proficiency with MS Office and Pfx Engagement is expected.

Qualifications

• Bachelor's degree required; combination of experience and training may be accepted.
• 2 years of relevant experience preferred in accounting/finance or related field.

Responsibilities

• Manage tasks related to loan review or credit risk engagements as directed by lead reviewer.
• Prepare/analyze borrower financial statements for loan review processes.
• Coordinate fieldwork and assist in credit review reports.
• Provide client support and contribute to business development in credit management.

Skills

Pfx Engagement

MS Office

Credit risk

Education

Bachelor's degree

Tools

Pfx Engagement

Job description

We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With 8500 employees and over 130 offices nationwide, We promise to know you and help you! CLA is looking for a Senior Associate to join our Credit Risk (Financial Services Industry) team. This role assists on credit risk consulting engagements for clients, while building client relationships and assuring continued close personal attention to client needs. They are also responsible for training and coaching new staff members in preparation to take on more complex assignments and additional engagements.

Job Description

• Managing tasks specific to the loan review or other engagement as directed by the lead loan reviewer or other CLA credit risk team members.
• Preparing and analyzing borrower financial statements for inclusion in the loan review process.
• Coordinating the timely completion of fieldwork.
• Reviewing and/or assisting in the preparation of credit review reports.
• Providing ongoing technical assistance support to clients.
• Assisting in the completion of other engagements/special projects or duties as assigned.
• Providing administrative support to the credit risk services line, as needed.
• Assisting in the firm’s business development and strategic activities in the credit management area.
• Assisting in establishing and maintaining relationships with key bank executives and directors.
• Working with CLA team members and clients to address credit review issues that may arise.
• Keeping abreast of the latest banking industry, accounting and credit review developments through ongoing formal and self-education

Education/Experience

Education: Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.Degree in accounting, finance, or related field preferred. Experience: 2 years of relevant experience required. Degree in accounting, finance, or related field is highly preferred.

Travel

This position requires frequent local travel to/from client sites as well regular (>20%) overnight, non-local travel.

Skills/Knowledge

• Understand internal software systems including Pfx Engagement.
• Proficiency with Microsoft (MS) Windows and MS Office products is necessary.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights.

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits, click here.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA's Privacy Policy

CLA's privacy policy is available to be viewed on our website. Click here to see the full policy.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

Start your inspired career When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles, it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

Wellness at CLA

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA’s benefit offerings.