Job Description#LI-AM1 #LI-Hybrid
ResponsibilitiesThe 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 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 - 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 Industry
QualificationsMinimum Qualifications - Bachelor's degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- 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
- Proficient use of applicable technology
