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Great American Holdings LLC

Manager, Transaction Advisory Services

Posted 2 days ago
5-10 years experience
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AI Summary

The Manager will oversee Quality of Earnings analyses and project manage buy-side and sell-side transaction engagements. They will also serve as a primary client contact and lead the development and performance management of associates.


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, and 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

GA Group has launched a comprehensive platform to serve clients through its “Core 4” Financial Advisory offerings: Valuation, Transaction Opinions, CFO Advisory, and Transaction Advisory Services (Quality of Earnings), and is seeking a high-performing Manager to join the Quality of Earnings team. This role offers a rare opportunity to contribute at the ground level of a growing, performance-driven platform. The position is ideal for a candidate with proven experience managing Quality of Earnings teams and work product. The Manager will project manage buy-side and sell-side transaction engagements, overseeing teams of associates to deliver high-quality financial insights to clients. The Manager will also serve as a client point of contact and be well versed in relationship and stakeholder management. 

While this is a remote role, candidates based in the Dallas/Fort Worth area are strongly preferred to support team collaboration and growth.


ESSENTIAL DUTIES

  • Oversee teams performing Quality of Earnings analyses, including revenue and EBITDA normalization, working capital assessments, and identification of key financial trends; at times, perform underlying work in complex transactions or when team is stretched
  • Supervise other QofE workstreams, such as:
    • Historical financial statements analyses - detailed financial reports and client deliverables identification of unusual or non-recurring items impacting financial performance
    • Data requests and information flow during diligence processes
  • Collaborate with team members to ensure accuracy, consistency, and timeliness of deliverables
  • Own client relationships and ensure timely communication of findings; run client discussions throughout project/deal lifecycle
  • Participate in business development efforts, industry events shows; contribute to knowledge sharing and market influence
  • Hire, train & performance manage Associates to ensure continuous development and progression

SKILLS AND EXPERIENCE

  • Bachelor’s degree in accounting, finance, or a related field
  • 6+ years of experience in public accounting (audit or transaction advisory preferred)
  • Direct experience with Quality of Earnings required 
  • Proven experience project managing teams and serving as first point of contact for clients 
  • CPA preferred
  • Strong analytical and problem-solving skills with attention to detail
  • Expertise in Excel and financial modeling
  • Curiosity/fluency in automated intelligence 
  • Ability to manage multiple priorities in a fast-paced, deadline-driven environment
  • Strong written and verbal communication skills
  • Ability to work independently in a remote environment while staying highly collaborative

 

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 at https://gagroup.com/ to learn more!

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