Examiner (Field Exam)

GA Group; United States; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Travel opportunities up to 35%

Job summary

GA Group is seeking a Field Examiner to join our Chicago-based team, focusing on collateral analysis for asset-based lending. The role involves testing collateral records, preparing field examination reports, and interviewing management to assess financial and operational risk.

The candidate works in a hybrid schedule, with 2-3 days per week in the Chicago, IL office, and must be comfortable traveling to client sites as needed.

Qualifications

• Bachelor’s degree in accounting (required).
• At least 2 years in financial services, lending, or advisory fields.
• Advanced knowledge of income statements and balance sheets.
• Strong analytical and time-management skills.
• Excellent written and verbal English communication.
• Proficient in MS Excel and Microsoft Office suite.
• Willingness to travel to client sites and work in Chicago office.

Responsibilities

• Performs in-depth testing and analysis of collateral (Accounts Receivable and Inventory) to verify existence and identify weaknesses.
• Assists in preparation of field examination reports and workpapers communicating findings and variances.
• Participate in management interviews to gain insight into financial, collateral and operational management.
• Set priorities and manage multiple deadlines.
• Build and maintain relationships with subject companies during the field exam process.
• Ensure effective internal communication within the exam team.
• Performs site visits; travel up to 35% per month.
• Participate in client meetings and report deliveries.

Skills

English communication

Detail-oriented

Analytical skills

Time management

Education

Bachelor’s Degree in Accounting

Tools

MS Excel

Microsoft Office

Job description

GA Group is a leading provider of advisory, valuation, field exam, liquidation, asset-based lending, investment banking, restructuring advisory, and real estate services. With more than 50 years of experience and a global footprint, we partner with leading financial institutions and corporations to navigate complex transactions, optimize operations, and drive value. Our collaborative, results-driven culture is powered by a deep bench of industry experts dedicated to solving our clients’ most critical challenges.

We offer competitive compensation and a comprehensive benefits package, including a 401(k) profit-sharing retirement plan, paid holidays, vacation and sick leave, voluntary medical, dental, vision coverage, and company-paid life and disability insurance.

GA Group is majority-owned by funds managed by Oaktree Capital Management, L.P.

POSITION SCOPE

Our Field Examination team consists of seasoned professionals in banking, accounting and business services, and assists banks, private equity firms, hedge funds and factors in successfully structuring asset-based loans. Our experienced team has completed assignments in almost every industry and company life-cycle, both domestic and international. We have advised clients on unusual collateral types and executed transaction-specific diligence.

We are looking to add a Field Examiner to a collaborative team who will assist in the analysis of existing and prospective borrower's collateral records and financial reports to determine collateral values that support asset-based loans. Duties of a Field Examiner have a significant impact client companies and lending institutions.

ESSENTIAL DUTIES

• Performs 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.
• Assists in the preparation of field examination reports and supporting workpapers that communicate in writing findings and material variances found, conclusions reached, and recommendations on potential mitigants.
• Participate in management interviews at the subject companies, gaining insight into their financial, collateral, and operational management.
• Effectively sets priorities and works in an organized manner while managing multiple moving deadlines
• Builds, maintains, and manages effective relationships and communication with subject companies throughout the field exam process
• Ensures internal communication and coordination within the exam team is effective and consistent throughout the process, keeping all members up to date
• Performs site visits as needed; travel could represent up to 35% per month
• Participate in client meetings/report deliveries as needed.

EDUCATION, EXPERIENCE AND SKILLS

• Bachelor’s Degree in Accounting
• A minimum of 2 years’ experience in financial services, lending, transaction advisory services, auditing or demonstrated ability to produce high quality financial analysis. Experience in Financial Collateral Examination is a plus.
• Advanced knowledge of Income Statements, Balance Sheets and relevant accounting concepts
• Detail-oriented, able to effectively manage time, strong planning skills, and excellent analytical skills
• Excellent written and verbal English communication skills
• Excellent knowledge of MS Excel operations
• Demonstrated strong computer skills to include, Microsoft Office applications, as well as other office software products in a Windows environment
• Ability to work in the Chicago office and travel as needed for client visits

Location

The candidate will work a hybrid schedule, with the expectation to work from the Chicago, IL office 2-3 days per week.

WHY GA GROUP?

• 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

Visit us athttps://gagroup.com/to learn more!