Client Settlement Services Lead

TO LIVE•Toronto, ON

4d•Hybrid

About The Position

TO Live is seeking an experienced Client Settlement Services Lead to join the Finance team in this full-time role. This role is responsible for executing the end-to-end settlement process, including client billings, and ensuring the accurate and timely settlement of performances and events. As part of the Finance team, the position ensures that ticket revenues, expenses and contractual terms are applied correctly, and that settlements are presented in a professional manner to promoters, producers, and partners across all TO Live venues under the supervision of the Director of Finance. ACTIVITIES AND RESPONSIBILITIES Manage the end-to-end settlement process for performances and events. Prepare settlement statements in accordance with contracts and policies Reconcile box office reports with financial records and events deposits. Review and validate event-related expenses and settlement deductions. Review service orders and purchase orders from other TO Live departments to ensure all revenues and expenses for events are considered. Prepare settlements for Rental and Corporate client events, as well as TO Live Presents performances within department timelines and guidelines. Communicate charges with clients, and with other internal departments as needed to ensure accuracy of settlement and departmental reporting. Meet with clients/producers on event days to finalize settlement documents. Prepare journal entries, accruals, and month end balance sheet reconciliations, outlining variances and any necessary adjusting entries. Serve as the main point of contact for settlement-related inquiries. Other ad hoc responsibilities, reporting/analysis as required. General Strong collaboration with Box Office, Programming, Patron Services, Operations, and Finance teams. This role plays a critical part in ensuring financial accuracy, operational excellence, and trusted relationships with artists and producers in a dynamic live performance environment. Contribute to department and organization special projects as assigned. Perform other duties as assigned to ensure smooth and timely operations in the Finance department.

Requirements

Experience in a presenting organization, venue operator, or live performance environment.
Experience working in a multi-venue or high-volume setting.
2-4 years of related professional experience in settlements, live event finance, or theatre accounting.
Advanced Excel skills.
Strong analytical and organizational skills.
Excellent diligence & clear, professional communication skills.
Ability to meet tight deadlines and work in a fast-paced environment.
Must have superior skills to be proactive and take initiative in problem solving.
Self-motivated and self-starter, ability to work well independently and within a team environment.

Nice To Haves

College or University degree in Business or Accounting preferred.

Responsibilities

Manage the end-to-end settlement process for performances and events.
Prepare settlement statements in accordance with contracts and policies
Reconcile box office reports with financial records and events deposits.
Review and validate event-related expenses and settlement deductions.
Review service orders and purchase orders from other TO Live departments to ensure all revenues and expenses for events are considered.
Prepare settlements for Rental and Corporate client events, as well as TO Live Presents performances within department timelines and guidelines.
Communicate charges with clients, and with other internal departments as needed to ensure accuracy of settlement and departmental reporting.
Meet with clients/producers on event days to finalize settlement documents.
Prepare journal entries, accruals, and month end balance sheet reconciliations, outlining variances and any necessary adjusting entries.
Serve as the main point of contact for settlement-related inquiries.
Other ad hoc responsibilities, reporting/analysis as required.
Contribute to department and organization special projects as assigned.
Perform other duties as assigned to ensure smooth and timely operations in the Finance department.