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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.
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 established the Credit Risk Advisory 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. We support clients and engagement both across the country and internationally.
CBIZ’s Credit Risk Advisory Group serves the needs of a diversified client base, including financial institutions, private equity and hedge funds, and institutional investors. Our professionals provide services specifically tailored to our clients' changing needs, including the varying aspects of initial or periodic analysis for financial transactions. We have experience across multiple asset classes and specialty lending areas.
Our Credit Risk Advisory Group is a practice focused on due diligence, loan portfolio reviews, asset based lending and asset securitization and specialty lending reviews, and services to the financial services industry. We also provide co-sourced and outsourced risk management solutions.
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
Essential Functions and Primary Duties:
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
Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field business field
8 years of experience in public accounting or related
Minimum of 8 to 15 years of exemplary experience in commercial loan analysis preferred
5 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
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
Strong analytical abilities and a thorough understanding of account principals preferred
Proficient use of applicable technology
Ability and desire to lead growth-oriented marketing programs along with entrepreneurial spirit and drive is preferred
Must be able to travel based on client and business needs
Are you a returning applicant?
CBIZ enables you to dedicate your time to critical business matters by providing custom solutions that help you manage your finances and employees. We offer clients exceptional quality and diverse capabilities in Accounting and Tax, Insurance, Payroll and Human Resources, as well as a suite of specialized consulting services and solutions – all with a single focus: your success.