Senior Financial Analyst
4 weeks ago
Job Title: Senior Financial Analyst
Job Summary:
We are seeking a highly skilled Senior Financial Analyst to join our team at Consultative Search Group. As a Senior Financial Analyst, you will be responsible for providing financial analysis and support to our touring operations.
Responsibilities:
- Work with Partners, Managers, and Account Executives to analyze tour client accounts
- Request tour itineraries and show contracts and forward those items to appropriate Insurance Brokers and Foreign Accountants
- File all tour documents in g-drive, including itineraries, show contracts, budgets, etc.
- Create and/or review tour budgets
- Complete state tax mitigation applications
- Complete foreign tax mitigation applications in certain territories
- Correspond and work with Foreign Accountants to ensure they have all required paperwork and information to file the tax mitigation applications in certain territories
- Prepare application Form 8802 and Form 8821 requesting Form 6166 and a letter of US residency certificate
- Prepare Form CA590 when applicable
- Prepare required Canadian forms when applicable
- Prepare CWA budget, end of tour reporting, and provide required information to tax department when applicable
- Ensure insurance certificates are provided by our insurance brokers to the various vendors/promoters
- Review vendor contracts and any changes requested by Insurance and Legal Professionals and ensure changes are completed with vendors
- Record show settlements in Datafaction system
- Review and reconcile show settlements
- Code income received from Promoters and Agents in accordance with department procedures
- Track show income from Promoters and Agents while reconciling Accounts
- Communicate with Promoters and Agents regarding missing income and tax certificates
- Track tax certificates
- Correspond via e-mail or telephone with agents or tax offices regarding missing tax certificates
- Prepare budget vs. actual and research discrepancies
- Prepare merchandise reconciliations
- Prepare meeting packages and ensure the accuracy of the budget vs. actual vs. the profit and loss and general ledgers
- Create commission schedules when applicable
- Prepare and invoice for front end tour support from record label
- Prepare label bill backs for tours on support and promotional events
- Provide all reporting and related back-up to our Australia, Canadian, and France Accountant in order for them to file the tax returns
- Prepare 360 label reporting when applicable
Qualifications:
- Math aptitude
- High School Diploma
- Bachelor's Degree, preferred
- Prior bookkeeping experience helpful
- Prior tour experience helpful
Language: English
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