CBIZ
Credit Risk Manager | Specialty Lending
CBIZ, Conshohocken, Pennsylvania, us, 19429
With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions for 2023:
Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work CertificationTogether, 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.
CBIZ's 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 clientsSupervise, train and mentor staff; listen and communicate effectively; work to develop responsible, trained staff by conducting performance feedback and evaluationsRegarded as a Subject Matter Expert within the business unit and shares knowledgeAssume 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 teamManage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are metResponsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goalsResponsible for billing and realization on assigned clients; develop overall engagement budget, explain variancesUnderstand client's needsDrive a team environment; demonstrate support of management decisions and builds a positive cultureMake recommendations on internal department proceduresRecognize business opportunities for our clients and for CBIZPreferred Qualifications
7-10 years of experience in ABL, Securitization and Private Equity Due Diligence is preferred; or 7-10 years of experience as an Internal Auditor or Credit Reviewer within the Financial Services IndustryMinimum Qualifications
Bachelor's degree6 years of experience in public accounting or related field3 years supervisory experienceMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyMust be able to travel based on client and business needsProficient use of applicable technology
#LI-AB1#LI-Onsite #CBIZAdvisory
CBIZ has been honored to be the recipient of several national recognitions for 2023:
Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work CertificationTogether, 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.
CBIZ's 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 clientsSupervise, train and mentor staff; listen and communicate effectively; work to develop responsible, trained staff by conducting performance feedback and evaluationsRegarded as a Subject Matter Expert within the business unit and shares knowledgeAssume 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 teamManage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are metResponsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goalsResponsible for billing and realization on assigned clients; develop overall engagement budget, explain variancesUnderstand client's needsDrive a team environment; demonstrate support of management decisions and builds a positive cultureMake recommendations on internal department proceduresRecognize business opportunities for our clients and for CBIZPreferred Qualifications
7-10 years of experience in ABL, Securitization and Private Equity Due Diligence is preferred; or 7-10 years of experience as an Internal Auditor or Credit Reviewer within the Financial Services IndustryMinimum Qualifications
Bachelor's degree6 years of experience in public accounting or related field3 years supervisory experienceMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyMust be able to travel based on client and business needsProficient use of applicable technology
#LI-AB1#LI-Onsite #CBIZAdvisory