Senior Financial Analyst

2 weeks ago


Encino, California, United States Consultative Search Group Full time

Job Title: Senior Financial Analyst

Job Summary:

We are seeking a highly skilled Senior Financial Analyst to join our dynamic team at Consultative Search Group. As a Senior Financial Analyst, you will be responsible for working with Partners, Managers, Account Executives, and Assistant Account Executives on tour client accounts.

Responsibilities:

  • 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


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