Credit Risk Manager | Specialty Lending

About the Role

The Credit Risk Services 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 tailored to clients' changing needs, including initial or periodic analysis for financial transactions such as debt and equity transactions. We have experience across multiple lending and equity transactions, various debt asset classes, specialty lending/securitization, and asset-based lending areas.

Responsibilities

• Perform due diligence and field examination assignments for the Group’s clients.
• Supervise, train, and mentor staff; communicate effectively and develop responsible, trained staff through performance feedback and evaluations.
• Serve as a Subject Matter Expert within the business unit and share knowledge.
• Assume significant client responsibility as a trusted advisor, relied upon for industry trends, identifying client issues and conflicts; proactively communicate solution options.
• Manage staff on engagement deliverables; complete technical and strategic reviews to ensure quality control standards are met.
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations, and proposal development.
• Responsible for billing and realization on assigned clients; develop overall engagement budget and explain variances.
• Understand client’s needs and drive a team environment; demonstrate support of management decisions and build a positive culture.
• Make recommendations on internal department procedures.
• Recognize business opportunities for clients and for CBIZ.

Requirements

• Bachelor’s degree.
• 5 years of experience in public accounting or a related field.
• 3 years of supervisory experience.
• Active CPA or equivalent certification.
• Ability to manage all aspects of client engagements.
• Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally.
• Must be able to travel based on client and business needs.
• Proficient use of applicable technology.

Preferred Qualifications

• 7-10 years of experience in ABL, Securitization, and Private Equity Due Diligence; or 7-10 years of experience as an Internal Auditor or Credit Reviewer within the Financial Services Industry.

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review, and attest services, while CBIZ provides business consulting, tax, and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.