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James McDonald


Phone: 610-862-2202
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James (Jake) McDonald is a Director in the Philadelphia office of CBIZ MHM, LLC. He has more than 20 years of experience in the financial services industry with a specialization in commercial banking and lending. He has provided financial services and solutions for Fortune 500 clients as well as middle market and small-to-medium-sized businesses both domestically and globally. Jake also provides consulting, analysis and risk mitigation solutions to banks, specialty lenders and investors. His industries of expertise include fintech and financial institutions. 

Prior to joining CBIZ, Jake held various roles with Bank of America Merrill Lynch. PNC Bank, Sumitomo Mitsui Bank, and the Office of the Comptroller of the Currency (OCC). He had experience with accounting, administration, operations, bank regulation and compliance, business development, commercial credit and underwriting, leasing and structured finance, loan portfolio management, relationship management and workout/problem loans.


MBA, Pennsylvania State University

B.S., Business Administration- Finance, University of Connecticut

Professional Memberships

  • Risk Management Association (RMA)
  • Global Association of Risk Professionals (GARP)

Associated Offices

Philadelphia - CBIZ MHM, LLC - Philadelphia 401 Plymouth Road
Suite 200
Plymouth MeetingPA  19462
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