Credit Risk Senior Consultant

CBIZ; United States; Hybrid; USD 75,000 - 110,000; Full time

Job summary

CBIZ, Inc. (NYSE: CBZ) provides accounting, tax, advisory, benefits, insurance, and technology solutions to middle-market clients across the United States.

The Credit Risk Services Group supports diverse clients with due diligence and financial analysis for debt and equity transactions, including fieldwork on-site and remote engagements. The team emphasizes timely delivery, collaboration, and ongoing professional development for consultants who travel as required to serve clients and complete

Qualifications

• Bachelor's degree in a relevant field.
• 3 years of relevant work experience.
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses.
• Must possess analytical skills.
• Proficient use of applicable technology.
• 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.

Responsibilities

• Perform and/or manage due diligence assignments.
• Able to work independently and meet deadlines.
• Also able to work cohesively in a team-based engagement environment.
• Prepare and review Consultant reports and work products and provide timely feedback.
• Responsible for completion of engagements, including managing all aspects of project.
• Conduct field work and analysis both remotely and on-site (consistent travel required).
• Participate in business development activities to include memberships in qualified organizations.

Skills

Analytical skills

Verbal & written communication

Travel flexibility

Independent work

Team collaboration

Education

Bachelor's degree in relevant field

Job description

#LI-AM1 #LI-Hybrid

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 and/or manage due diligence assignments
• Able to work independently and meet deadlines
• Also able to work cohesively in a team-based engagement environment
• Prepare and review Consultant reports and work products and provide timely feedback
• Responsible for completion of engagements, including managing all aspects of project
• Conduct field work and analysis both remotely and on-site (consistent travel required)
• Participate in business development activities to include memberships in qualified organizations

Minimum Qualifications

• Bachelor's degree in relevant field
• 3 years of relevant work experience
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must possess analytical skills
• Proficient use of applicable technology
• 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

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.