Credit Risk Senior Manager | Specialty Lending (Remote)

CBIZ; New York (NY); Remote; USD 145,000 - 170,000; Full time

Job summary

An established industry player is seeking a seasoned professional in Credit Risk Advisory to join their dynamic team. This role involves performing due diligence, supervising staff, and managing client engagements while providing expert insights into financial transactions. With a focus on building strong client relationships and driving team success, this position offers the opportunity to lead projects that directly impact clients' financial strategies. If you are passionate about finance and have a proven track record in the industry, this role could be your next career move. Join a company that values growth, innovation, and collaboration.

Qualifications

• 10+ years of experience in ABL, Securitization, or Private Equity Due Diligence preferred.
• Active CPA or equivalent certification required.

Responsibilities

• Perform due diligence and field examinations for clients.
• Supervise and mentor staff while managing client engagements.

Skills

Client Engagement Management

Communication Skills

Team Management

Due Diligence

Financial Analysis

Problem Solving

Education

Bachelor's Degree

Tools

Financial Software

Job description

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

The Credit Risk Advisory 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 transaction, 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

• 10+ years of experience in ABL, Securitization and Private Equity Due Diligence is preferred; or 10+ years of experience as an Internal Auditor or Credit Reviewer within the Financial Services Industry

Minimum Qualifications

• Bachelor’s degree required
• 8 years experience in public accounting or related field
• 5 years supervisory
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs

The annual salary target for this job in this market is $145,000-$170,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The application window is anticipated to close on or before March 31st, 2025.