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Financial Planning Specialist

2 months ago


Liverpool, Liverpool, United Kingdom Believe Full time

Job Overview

The Financial Planning Specialist will be responsible for working with the Liverpool-based Finance team to complete royalty accounting entries and analyzing royalty data. Key duties will include:

  • Bank Reconciliations – reconciling cash receipts and booking of royalty data in the accounting system
  • Effective communication with artists, writers, artist managers, and business clients at all levels
  • Royalty analysis – analyzing royalty notifications to ensure they agree to cash received; creating cash bookings from the data in the finance ledger; working proactively with the royalty team to investigate and correct discrepancies
  • Variance Reporting – creating reports analyzing and explaining variances in revenue received compared to budget and forecasts
  • Updating forecasts based on outcomes of variance analysis
  • Tax – preparing Withholding Tax forms; applying to HMRC for certificates of residence; liaising with international payers to provide information on tax status
  • Liaison with Legal and Business Affairs teams to help ensure timely and accurate delivery of offers and long-form contracts
  • Artist advances appraisal – assisting with the artist advances appraisal process
  • Ad hoc finance tasks

Requirements

The ideal candidate will possess:

  • Business forecasting and planning skills
  • Strong Excel skills
  • Strong numerical skills with a keen attention to detail
  • A positive can-do approach to problem-solving
  • Enthusiasm for working and communicating with customers/suppliers and the wider business at all levels
  • A collaborative approach to outcomes
  • Proactive in suggesting improvements to processes and systems
  • Self-motivated and hardworking
  • Interest in learning and developing

What We Offer

Believe offers a range of benefits, including:

  • Hybrid working
  • Private Health Care
  • Pension plan
  • 25 days annual leave, + 1 day for your birthday
  • Life assurance and long-term disability cover
  • Access to a digital mental health and well-being platform
  • Tailor-made training and coaching program
  • Enhanced sickness pay and maternity/paternity cover

Diversity, Equity & Inclusion

We are committed to having a workforce that is representative of the community we serve at all levels of the organisation. We welcome applications from all backgrounds and all sections of the community regardless of age, disability, gender, race, religion, and sexual orientation.