What are the responsibilities and job description for the Manager credit risk position at CBIZ?
With 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 is honored to be the recipient of several national recognitions for 2023 :
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Top Workplaces Financial Services Industry
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
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.
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 transactions, 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 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 required.
- 8 years experience in public accounting or related field.
- 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.
- Proficient use of applicable technology.
- Must be able to travel based on business needs.
The 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.
Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.
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Remote working / work at home options are available for this role.
Last updated : 2024-10-20
Salary : $145,000 - $170,000
