Credit Risk Senior Consultant | Due Dilligence in Plymouth Meeting at CBIZ

Date Posted: 1/23/2023

Job Snapshot

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, 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 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  

  • Verify large volumes of client information for data integrity at a fast pace with accuracy for certain recurring monthly projects
  • Financial spreading of company financials from 10K reports, financial statements, and tax returns. CBIZ can provide training
  • Willingness to learn new skills and work on various types of engagements
  • Provide day-to-day support for various administrative activities, as necessary
  • Ability to multi-task and manage several simultaneous projects
  • Must be capable of applying critical thinking and problem-solving skills across client engagements
  • Proficient use of applicable technology, primarily Microsoft Office suite applications (Word, Excel, etc.) and the ability to learn financial statement spreading applications (CASH Tools and others) and vendor risk management platform
  • The position will be based in the CBIZ office in Plymouth Meeting, PA
  • A hybrid schedule of in the office and work from home is possible, but initially more time will be spent in the office to learn the role and have direct access to the management team

Preferred Qualifications

  • Bachelor’s degree in accounting, finance, business, or related fields
  • Minimum of 1-3+ years of experience in related field (banking, business lending, commercial credit analysis, etc.)
  • A solid understanding of core business lending principles and best practices
  • Exceptional analytical skills, with the ability to process and summarize large amounts of data
  • Strong and/or advanced Microsoft Excel skills
  • Must be able to work independently and in a team environment

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


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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.