Senior Credit Risk Manager

CBIZ

full-time

Posted on: 1/9/2026

Location Type: Hybrid

Location: Philadelphia • Pennsylvania • United States

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About the role

Regarded as a Subject Matter Expert within business unit and shares knowledge
Make recommendations on internal department procedures
Recognize business opportunities for our clients and for CBIZ
Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
Understand client's Qualified Plan needs
Supervise, train and mentor staff; listen and communicate effectively
Work to develop responsible, trained staff by conducting performance feedback and evaluations
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned

Bachelor's degree required
8 years experience in public accounting or related field
5 years supervisory
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

Tip: use these terms in your resume and cover letter to boost ATS matches.

public accountingclient engagement managementperformance feedbackquality control standardsproposal developmentclient needs assessment

communicationteam managementmentoringproblem-solvingtime managementprioritizationleadershipinterpersonal skills

CPA