Field Examiner/Auditor - Senior Manager in Plymouth Meeting, PA at CBIZ

Date Posted: 6/24/2021

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 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.   

Essential Functions and Primary Duties

  • Lead and grow the commercial loan analysis, loan review and credit consulting function that provides high-quality financial statement spreading and commercial credit analysis and loan review consulting for both initial underwriting purposes and annual reviews of existing credits, and credit review training
  • Provide direction and leadership in the national roll-out of these developing CBIZ services
  • Responsible for completion of engagements, including managing all aspects of project
  • Conduct field work and analysis both remotely and on-site (consistent travel required)
  • Develop qualified and highly motivated analytical staff on a schedule that will enable the department to take advantage of new growth opportunities
  • Manage and devise a growth plan for the commercial loan analysis, loan review, credit review training and credit consulting function
  • Spread corporate financial statements of client’s present and prospective commercial borrowers
  • Provide expert written financial analyses of commercial borrowers to serve as one credit analytical client tool in the initial and on-going review process
  • Prepare, through a thorough training process, to take over the management of a unit
  • Participate in the marketing effort required to achieve the unit’s growth potential
  • Meet new business prospects and actively service existing clients

Qualifications Required

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Finance or relevant field
  • 7 years experience in public accounting or related field
  • 5 years supervisory
  • Must have and preserve required licenses
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on business needs

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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