Risk Consulting Senior Associate - Lender Due Diligence
RSM•Chicago, NY
•Onsite
About The Position
RSM’s Financial Services Risk Consulting Practice is seeking a Temporary Senior Associate to support the Financial Services Risk, Compliance, and Internal Audit team. This role is heavily focused on lender due diligence engagements, along with broader risk management, controls testing, and compliance projects across financial institutions.
Requirements
- Bachelor’s or Master’s degree in Accounting, Finance, or related discipline
- Minimum 2 years of experience in audit, internal audit, controls testing, or lender due diligence
- Experience within financial services (banking, capital markets, asset management, or lending)
- Hands-on lender due diligence experience required
- Strong communication, analytical, and time management skills
- Proficiency in Excel, Word, and PowerPoint
- Familiarity with analytics tools (e.g., Alteryx, SQL, Power BI) preferred
- CPA, CIA, or similar credential (or in progress) preferred
Responsibilities
- Perform lender due diligence procedures and support transaction assessments
- Support internal audit, risk, and control reviews for financial services clients
- Execute risk assessments, control testing, and process documentation
- Draft and review work programs, test plans, narratives, and reports
- Conduct management interviews and summarize key risk findings
- Review staff work for accuracy and completeness
- Manage project tasks, budgets, and status reporting
- Collaborate with clients and engagement leaders to ensure high-quality delivery
Benefits
- Competitive benefits and compensation package
- Flexibility in schedule
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What This Job Offers
Job Type
Full-time
Career Level
Senior
