Financial Planner jobs in United Kingdom

Creative Artists Agency (CAA) is a leading entertainment and sports agency, with global expertise in filmed and live entertainment, digital media, publishing, sponsorship sales and endorsements, media finance, consumer investing, fashion, brand management and consumer product licensing, and philanthropy. Distinguished by its culture of collaboration and exceptional client service, CAA’s diverse workforce identifies, innovates, and amplifies opportunities for the people and organizations that shape culture and inspire the world.

The trailblazer of the agency business, CAA was the first to build a sports business, create an investment bank, launch a venture fund, found technology start-up companies, establish a philanthropic arm, build a business in China, form brand marketing services division, and launch a family office advisory practice, among other innovations. Named Most Valuable Sports Agency by Forbes for 10 consecutive years, CAA represents more than 3,000 of the world’s top athletes in football, baseball, basketball, hockey, and soccer, in addition to coaches, on-air broadcasters, and sports personalities and works in the areas of property sales and sponsorships, media advisory, brand consulting, venue development and strategic advisory, and executive search.

Founded in 1975, CAA is headquartered in Los Angeles, and has offices in New York, London, Nashville, Munich, Shanghai, Beijing, Chicago, Washington, D.C., Singapore, Toronto, Denver, Charlotte, Jacksonville, and Atlanta, among other locations globally. For more information, please visit www.caa.com.

As a Finance Manager, you will report directly into the Finance Director, CAA UK & International and play a key role in supporting the finance activities for the continually growing CAA business. The role has a wide range of responsibilities and will require someone who can work accurately and to tight deadlines. Teamwork will be essential, and an inclusive attitude is required.

• Support the Financial Controllers with the maintenance of clean general ledgers and monthly close processes, including monthly, quarterly, and year‑end close procedures.
• Establishment and streamlining of key finance processes
• Prepare accurate and timely monthly financial statements in accordance with US generally accepted accounting principles (GAAP).
• Active involvement in the roll out of multiple finance initiatives including finance systems
• Approve daily accounting entries across sales ledger/purchase ledger and cash transactions, and complete month end process preparing/reviewing journal entries and general ledger reconciliations.
• Support in the preparation of financial schedules, ledgers and balance sheet reconciliations in compliance with company policies and procedures.
• Support the preparation of monthly management reporting packages for submission to Finance Director, CAA UK & International, adhering to month end deadlines. Including analysis of fluctuations in monthly operating results.
• Approve client and office bank payments up to certain thresholds.
• Review of aged debtors/creditors reports and monthly update presenting to Finance Director.
• Review of new deal contracts and application of revenue recognition policy.
• Support Group and local UK statutory audits for various CAA entities.
• Implement and maintain strong & effective financial controls and elevate issues appropriately and in a timely manner.
• Identify potential process efficiencies & contribute towards a high standard, continuous improvement culture.
• Maintain documentation of company‑wide accounting policies and procedures.
• Review, assess and document accounting and financial reporting implications of complex transactions.
• Assist with special projects and ad‑hoc requests, as necessary.
• Support CAA International finance function as required.
• Management of high profile stakeholders.

• Qualified accountant (ACA/ACCA/CIMA) or equivalent, ideally with a minimum of 3 years post qualification relevant experience in industry.
• Must have strong analytics, a detail‑focused approach and broad technical comprehension including an understanding of IFRS, UK and US GAAP.
• Must have good, working knowledge of standard finance processes (i.e. AP, AR, GL accounting, Bank processes).
• Must have strong ability to multi‑task and manage various tasks simultaneously.
• Must have a high level of attention to detail and great organisational skills.
• Excellent written and verbal communication skills are essential as the role involves dealing with both internal and external stakeholders.
• Ability to be a team player with a conscientious and motivated attitude.
• Good Excel proficiency e.g. VLOOKUPs and Pivot tables.
• Experience in Microsoft Dynamics 365 and SAP is desirable.
• Key stakeholder management experience is required.

Please ensure you provide complete and legible information in your application. An incomplete application may affect your consideration for employment. Creative Artists Agency (“CAA”) is committed to promoting equal opportunities in employment and creating a workplace culture in which diversity and inclusion is valued and everyone is treated with dignity and respect. As part of our zero‑tolerance approach to discrimination in any form, you and any job applicants will receive equal treatment regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, sex or sexual orientation, or any other legally recognised protected basis under UK law. Please inform CAA’s Recruitment Department if you need any assistance completing any forms or to otherwise participate in the application process. CAA does not accept unsolicited resumes from third‑party recruiters unless they were contractually engaged by CAA to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that CAA will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.