Job Description

With over 100 offices and nearly 6,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level tax compliance, consulting, and co-sourcing services to Private Equity firms of all sizes, due diligence / field examination services to lenders, funds and other companies, by providing national-caliber expertise combined with highly personalized service.

CBIZ has been honored to be the recipient of several national recognitions:

• Top 101 2021 Best and Brightest Companies to Work For in the Nation
• 2021 America's Best Mid-Size Employers
• 2021 Best and Brightest Companies in Wellness
• 2022 Great Place to Work Certification
• 2022 Top Workplaces USA

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 other 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.

Roles & Responsibilities

• 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

Minimum Qualifications 

• Bachelor’s degree in Accounting, Finance or related field
• 6 years of experience in public accounting or related filed
• 3 years of supervisory experience
• Must have active CPA or equivalent certification
• Demonstrate ability to work independently and in a team environment
• 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 (approximately 35%-45% travel is anticipated).

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, gender, 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 EEO is the Law and EEO is the Law Supplement.

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