Banking & Financial Services | National Practice

Banking & Financial Services | National Practice

Helping Financial Institutions Manage Compliance, Minimize Risk and Maximize Value

The CBIZ Banking & Financial Services Practice assists banks, credit unions and other financial institutions with a unique range of consulting, compliance, due diligence and business services to manage operational challenges and regulatory issues, bolster customer confidence and meet shareholder expectations.

Our national practice is led by seasoned professionals who have served in top management positions in the banking and financial sector. Client service teams combine industry experience, broad advisory perspective and an individualized client service approach. Our goal is to deliver knowledgeable, high quality service and customized solutions to help you navigate your regulatory environment and achieve your multi-faceted goals.

Clients and Sectors Served

Financial Services

As one of the nation’s top providers of audit*, accounting, tax, valuation and business advisory services, we offer a full suite of financial services including corporate recovery, credit risk and due diligence, financial statement audits, fraud investigations, internal audit, tax planning, compliance, transaction advisory and valuation services specifically tailored to lending arrangements and financing transactions.

Property, Casualty & Risk Management

CBIZ risk consultants offer comprehensive risk management solutions tailored and custom coverage to the industry providing including bond, workers’ compensation, liability, cyber risk, and more. Services include annual coverage reviews, board presentations, claims consultation and advocacy, M&A advisory, contract review, peer limit comparisons and policy procedure alerts.

Credit Underwriting and Analysis

CBIZ provides “as needed” global cash analysis, spreading financial statements and personal/ guarantor cash flow analysis to help you cost-effectively manage periods of short staffing. 

Benefits, Payroll & HRIS

We assist banking organizations across the country manage skyrocketing health care costs and ever-changing compliance mandates.  By integrating our nationally recognized expertise in benefits design and implementation with efficient cutting-edge HR technology, we help you meet employee expectations and simplify the entire employee life cycle from hire to retire.

Talent and Compensation Solutions

CBIZ Talent & Compensation Solutions provides expert counsel, market intelligence, and process guidance in identifying, attracting, rewarding, developing and retaining quality talent through executive recruiting, compensation consulting, and executive coaching/leadership services. We partner with organizations across the nation’s financial sector – banking, credit unions, insurance, mutual funds and financial intermediaries.

Retirement Plan Services

A solid retirement plan with diverse investment options is an asset to both recruiting and retention. CBIZ RPS professionals understand the latest regulations, work out cost projections, respond to market changes and engage plan participants with educational opportunities and resources designed to help them meet their retirement goals.

Nonqualified Plan Solutions

CBIZ Retirement Plan Services assists banks in attracting, retaining and rewarding key executive talent through The CBIZ Nonqualified Plan SolutionTM options including custom plan designs of deferred compensation plans, supplemental executive retirement plans and bank owned life insurance (BOLI).


*CBIZ is a business consulting, tax and financial services provider and works closely with Mayer Hoffman McCann P.C., an independent CPA firm providing audit, review and attest services.

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