Credit Risk Senior Consultant | Specialty Lending

Credit Risk Senior Consultant | Specialty Lending

09 Oct 2024
Pennsylvania, Westconshohocken 00000 Westconshohocken USA

Credit Risk Senior Consultant | Specialty Lending

Reference #: 17809

Status Category:

Full-TimeExempt/Non-Exempt:

ExemptScheduled Hours Per Week:

40Job Code:

FS205RAWith 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

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REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, ge der, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages and .Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.

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