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Field Examiner/Audit Manager

Company: CBIZ
Location: Plymouth Meeting
Posted on: March 26, 2019

Job Description:


Field Examiner/Audit Manager Career Site Location PA, Plymouth Meeting
Category Accounting/Audit/Tax
Req ID 8054

Status Category:
Scheduled Hours Per Week:
Job Code:

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 an established Credit Risk 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. Serving the needs of a diversified client base at all stages of business growth, our professionals provide services specifically tailored to our clients changing needs, including the varying aspects of initial or periodic analysis for financial transactions. Our Plymouth Meeting office is searching for a full-time Manager.

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 in Accounting, Finance or related field

* 6 years of experience in public accounting or related filed

* 3 years of supervisory experience

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

* Must have active CPA or equivalent certification

* Demonstrate ability to work independently and in a team environment

* 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 (approximately 35%-45% travel is anticipated).

CBIZ.Jobs Category: Financial Services


If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to


CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant s race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.


Keywords: CBIZ, New York , Field Examiner/Audit Manager, Executive , Plymouth Meeting, New York

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