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James McDonald


Phone: 610-862-2202
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Jake has been with CBIZ since 2013 and has over 25 years of experience in the financial services industry with most of it concentrated in various aspects of commercial banking and lending.  He has experience on the 1st, 2nd and 3rd lines of defense of risk governance. He has provided financial services and solutions for clients in the Fortune 500, middle market and small-to-medium sized businesses both domestically and globally.  He provides a variety of consulting, analysis and risk mitigation solutions to banks, specialty lenders, and investors on a national basis. Jake also works with investors and lenders on customized engagements to solve challenging and complex business problems and issues that require specialized skills or expertise.  These engagements usually involve managing multiple long-term projects and coordinating with other Subject Matter Experts (SME) to meet the client’s unique goals, expectations and deadlines.


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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