Credit Risk Senior Consultant

CBIZ; West Conshohocken (PA); Hybrid; USD 75,000 - 105,000; Full time

Job summary

CBIZ is seeking a due diligence professional to support the Credit Risk Services Group. You will perform and manage engagements, prepare consultant reports, and ensure timely delivery while traveling as needed.

Ideal candidates have a Bachelor's degree, 3+ years of relevant experience, and professional certifications. Strong analytical and communication skills are essential to succeed in a hybrid client-facing role across multiple markets.

Qualifications

• Bachelor's degree required; 3+ years of relevant experience preferred; professional certifications/licenses as applicable.
• Strong analytical skills and ability to communicate clearly at all organizational levels.
• Proficient with applicable technology and tools used in financial due diligence and analysis.
• Willingness and ability to travel based on client and business needs.

Responsibilities

• Perform and/or manage due diligence assignments.
• Work independently and meet deadlines; contribute to team engagements.
• Prepare and review consultant reports and deliver timely feedback.
• Manage all aspects of engagements from start to finish.
• Conduct field work and analysis both remotely and on-site with travel.
• Participate in business development and professional organizations.

Skills

Analytical skills

Verbal & written communication

Technology proficiency

Travel readiness

Education

Bachelor's degree in relevant field

Job description

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 experienceAchieve 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

#LI-AM1 #LI-Hybrid

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.