Reference #: 17809
Status Category:
Full-TimeExempt/Non-Exempt:
ExemptScheduled Hours Per Week:
40Job Code:
FS205RAWith over 120 offices and nearly 7,000 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:
Best and Brightest Companies to Work for in the Nation
Top Workplaces USA
Top Workplace - Financial Services Industry
Best and Brightest Companies in Wellness
Great Place to Work Certification
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.
CBIZ's 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
As a Senior Consultant, you will be a key member of the CBIZ Credit Risk Services team
You will participate in multiple engagements with public and private company clients usually in the mid-market range within the financial services industry
Complete all aspects of audit engagements for clients including status updates to managers and adhere to all quality control standards as required
Demonstrate understanding of the client's business including analysis and planning of client engagements
Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
Review associates' auditing work: provide constructive review points
May supervise Associate's on engagements
Train and mentor associate staff
Identify and begin to develop knowledge in selected specialty practice
Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
Additional responsibilities as assigned
Preferred Qualifications
3-5 years of experience in Audit and/or Internal Audit with Big4 or Public Accounting with the financial services industry including; banking, mortgage company, equity funds or specialty lending.
Minimum Qualifications
Bachelor's degree in relevant field
3 years of relevant work experience
Achieve professional certifications relative to area of expertise, must have and preserve required licenses
Must possess analytical skills
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
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