Credit Risk Senior Consultant | Specialty Lending

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: Best and Brightest Companies to Work for in the Nation Top Workplaces USA Top Workplace - Financial Services Industry Best and Brightest Companies in Wellness Great Place to Work Certification Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. 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 As a Senior Consultant, you will be a key member of the CBIZ Credit Risk Services team You will participate in multiple engagements with public and private company clients usually in the mid-market range within the financial services industry Complete all aspects of audit engagements for clients including status updates to managers and adhere to all quality control standards as required Demonstrate understanding of the client's business including analysis and planning of client engagements Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed Review associates' auditing work: provide constructive review points May supervise Associate's on engagements Train and mentor associate staff Identify and begin to develop knowledge in selected specialty practice Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements Additional responsibilities as assigned Preferred Qualifications 3-5 years of experience in Audit and/or Internal Audit with Big4 or Public Accounting with the financial services industry including; banking, mortgage company, equity funds or specialty lending. 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 #LI-AB1#LI-Onsite #CBIZAdvisory

Created: 2024-11-05