Sr Associate (Field Exam)

GA Group is one of the nation's leading financial valuation firms providing a unique collection of services made up of Advisory, Real Estate, Retail, and Wholesale & Industrial solutions, in a combined breadth of expertise to offer tailored results across industries. From operational efficiency and restructuring to growth initiatives, we are committed to converting challenges into strategic advantages and enhancing value for our clients.

GA Group employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan, and other benefits including paid holidays, vacation and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.

GA Group is headquartered in Los Angeles, California with offices across the U.S. We are seeking a full-time Senior Associate to work remotely or in one of our Hybrid offices in New York, NY or Chicago, IL.

This position manages the analysis of existing and prospective borrower's collateral records and financial reports in order to determine / assess collateral values that support asset-based loans.  The Senior Associate will lead recurring engagements and may lead new, less complex survey (initial) engagements. The Senior Associate frequently communicates complex information and interacts closely with borrower management.  Provides excellent customer service to clients and Business Development Officers either directly or through subordinate employees.  Resolves conflicts and addresses sensitive situations.  Motivates and influences others.  Regularly exercises discretion and independent judgment in management of projects. Duties have a significant financial impact of potentially hundreds of millions of dollars on client companies and lending institutions, as well materially impact the profitability of the field exam group.

Duties of this position include, but are not limited to the following:

1. Manages and directs a project team providing in-depth testing and analysis of collateral (generally Accounts Receivable and Inventory) securing loans to potential/existing borrowers in order to verify existence, and to identify and highlight areas of collateral weakness or deterioration. As necessary, complete any aspect of the field exam in order to bring the engagement to a timely and successful conclusion.
2. Prepares field examination reports and supporting workpapers that communicate in writing findings and material variances found, conclusions reached, and recommendations on potential mitigants.
3. Leads management interviews at the subject companies, gaining insight into their financial, collateral, and operational management.
4. Effectively sets priorities for themselves and field exam team members and works in an organized manner while managing multiple moving deadlines
5. Builds, maintains,[DT1]  and manages effective relationships and communication with subject companies and clients throughout the field exam process.
6. Ensures internal communication and coordination within the exam team is effective and consistent throughout the process, keeping all members up to date
7. Conducts interviews of potential new hires, participates in the candidate selection process and training
8. Review analysis and reports to ensure adherence to GA Group quality standards and policies.
9. Perform management interviews and site visits as needed; travel could represent up to 35% per month
10. Lead client meetings/report deliveries as needed.

Education, Experience, and Skills:

1. Bachelor’s Degree in Accounting, Finance or Economics. CPA or CFA beneficial, but not required.
2. A minimum of four years’ experience in financial services, transaction advisory services, auditing or consulting or demonstrated ability to produce high quality financial analysis and perform deal management duties. One or more years of Financial Collateral Experience required. 
3. Advanced knowledge of Income Statements, Balance Sheets and relevant accounting concepts
4. Detail-oriented, able to effectively manage time, strong planning skills, and excellent analytical skills
5. Excellent written and verbal English communication skills
6. Excellent knowledge of MS Excel operations
7. Valid driver’s license
8. Demonstrated strong computer skills to include, Microsoft Office applications, as well as other office software products in a Windows environment

Why GA Group Advisory Services?

• Growth opportunities with training and internal path to promotion 
•  Encouragement to contribute your valuable ideas to improve our company, products, and services 
•  Regular communication with senior management of companies in a wide range of industries, providing frequent opportunities to expand your business knowledge. 
•  Healthy work-life balance with hybrid position, allowing for both remote work and in-person interaction and collaboration 

Salary : $115,000 - $140,000