Credit Risk Senior Manager | Specialty Lending (Remote) - CBIZ
New York, NY 10001
About the Job
CBIZ, Inc.
is a leading professional services advisor to middle market businesses and organizations nationwide.
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth.
CBIZ has more than 10,000 team members across more than 160 locations in 21 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. The 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 Perform due diligence and field examination assignments for the Group’s clientsSupervise, train and mentor staff; listen and communicate effectively; work to develop responsible, trained staff by conducting performance feedback and evaluationsRegarded as a Subject Matter Expert within the business unit and shares knowledgeAssume 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 teamManage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are metResponsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goalsResponsible for billing and realization on assigned clients; develop overall engagement budget, explain variancesUnderstand client’s needsDrive a team environment; demonstrate support of management decisions and builds a positive cultureMake recommendations on internal department proceduresRecognize business opportunities for our clients and for CBIZ Preferred Qualifications 10+ years of experience in ABL, Securitization and Private Equity Due Diligence is preferred; or 10+ years of experience as an Internal Auditor or Credit Reviewer within the Financial Services IndustryMinimum QualificationsBachelor’s degree required8 years experience in public accounting or related field5 years supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on business needsThe annual salary target for this job in this market is $145,000-$170,000.
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.The application window is anticipated to close on or before March 31st, 2025.#LI-AB1#LI-Onsite #CBIZAdvisory
is a leading professional services advisor to middle market businesses and organizations nationwide.
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth.
CBIZ has more than 10,000 team members across more than 160 locations in 21 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. The 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 Perform due diligence and field examination assignments for the Group’s clientsSupervise, train and mentor staff; listen and communicate effectively; work to develop responsible, trained staff by conducting performance feedback and evaluationsRegarded as a Subject Matter Expert within the business unit and shares knowledgeAssume 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 teamManage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are metResponsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goalsResponsible for billing and realization on assigned clients; develop overall engagement budget, explain variancesUnderstand client’s needsDrive a team environment; demonstrate support of management decisions and builds a positive cultureMake recommendations on internal department proceduresRecognize business opportunities for our clients and for CBIZ Preferred Qualifications 10+ years of experience in ABL, Securitization and Private Equity Due Diligence is preferred; or 10+ years of experience as an Internal Auditor or Credit Reviewer within the Financial Services IndustryMinimum QualificationsBachelor’s degree required8 years experience in public accounting or related field5 years supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on business needsThe annual salary target for this job in this market is $145,000-$170,000.
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.The application window is anticipated to close on or before March 31st, 2025.#LI-AB1#LI-Onsite #CBIZAdvisory
Source : CBIZ