Job Description

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:   

• 2022 Best and Brightest Companies to Work for in the Nation 
• 2023 Top Workplaces USA 
• 2022 America's Best Mid-Size Employers 
• 2022 Best and Brightest Companies in Wellness 
• 2022 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, private equity and hedge funds, and institutional investors. 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 asset classes and specialty lending areas.

Essential Functions and Primary Duties

• Perform and/or manage due diligence assignments
• Able to work independently and meet deadlines
• Also able to work cohesively in a team-based engagement environment
• Prepare and review Consultant reports and work products and provide timely feedback
• Responsible for completion of engagements, including managing all aspects of project
• Conduct field work and analysis both remotely and on-site (consistent travel required)
• Participate in business development activities to include memberships in qualified organizations

Minimum Qualifications

• Bachelor’s degree in Accounting or Finance
• 3 years of experience in related field
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must be able to work in a team environment
• Presentation skills mandatory
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
• Must be able to travel based on client and business needs

The annual salary target for this job in this market is $90,000-$110,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. 

The compensation above is not representative of an employee’s total compensation.  Beyond income, you have access to:  comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

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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