Field Examiner/Audit Manager in Plymouth Meeting at CBIZ

Date Posted: 2/6/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States.  With more than 35 offices and more than 3,000 professionals in our Financial Services division, we serve the country’s growing mid-market public and private businesses.  MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

With over 25 years of experience providing accounting and consulting services, CBIZ MHM, LLC (CBIZ) has an established Credit Risk Group with a practice focused on providing debt and equity transactional due diligence, loan portfolio reviews, asset based lending and asset securitization review services to the financial services industry. Serving the needs of a diversified client base at all stages of business growth, our professionals provide services specifically tailored to our clients’ changing needs, including the varying aspects of initial or periodic analysis for financial transactions. Our Plymouth Meeting office is searching for a full-time Manager.

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

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
  • 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
  • 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).

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