Systems and Process Improvement

• Maintain billing data in subscription management platforms (e.g., Stripe, Salesforce)
• Reconcile billing systems with accounting software (e.g., Salesforce, SAGE)
• Assist in monthly recurring revenue (MRR) and annual recurring revenue (ARR) reporting
• Investigate billing discrepancies and customer queries
• Support automation and process improvements across finance systems
• Support the implementation of new finance systems (SAGE, Navan, Salesforce) – ensure scalable controls suitable for SAAS growth environment
• Support HR team with payroll-related queries and reconciliations
• Use data and reporting to improve visibility and decision-making
• Maintain delegation of authority within Financial Systems and ensure enforcement

Financial Control and Month-End

• Assist with month-end close (AP/AR reconciliations, accruals, prepayments)
• Assist Financial accountant with recurring/one-off journal postings into SAGE
• Prepare aged payables and receivables reports
• Support the month end close timetable, ensuring all stakeholders meet deadlines
• Support audits by providing documentation and schedules
• Maintain accurate financial records in line with internal controls
• Continuously improve close efficiency (automation, process redesign, controls)

Tax Compliance

• Assist with preparation and submission of VAT returns/international sales taxes where applicable
• Maintain accurate tax records and supporting documentation covering PAYE, National Insurance and related reporting
• Support compliance with relevant tax regulations and deadlines (e.g. corporation tax filings and reporting)
• Liaise with external tax advisors on tax-related matters when required

Statutory and External Reporting

• Assist in preparation of audit schedules and supporting documentation
• Liaise with external auditors and respond to queries
• Support month-end and year-end close processes
• Ensure accuracy and completeness of financial records
• Help prepare statutory accounts and financial reports

Experience & Qualifications

Essential

• Studying towards or part-qualified in a professional accounting qualification (AAT, ACCA, CIMA, or similar)
• Good understanding of basic accounting principles and financial reporting
• Some awareness of UK tax requirements (VAT, payroll, or corporation tax) and willingness to learn
• Experience supporting financial processes and maintaining accurate records, with an understanding of controls
• Strong Excel skills and confidence working with data, including handling large volumes of transactions
• Familiarity with finance systems (e.g. SAGE, Salesforce, and Navan) and eagerness to learn and improve processes
• High level of accuracy and attention to detail, with a proactive and organised approach to work

Desirable

• Some experience or exposure to working in fast-paced/growing business environments, with an awareness of financial targets and performance expectations
• Good understanding of basic commercial concepts, including revenue tracking, invoicing, and key financial metrics
• Experience supporting finance teams with day-to-day tasks, helping maintain accurate records, and following established processes and controls
• Involvement in using finance systems and assisting with data entry, reporting, and system updates
• Familiarity with finance and business systems such as Sage Intacct and Salesforce, or similar platforms

Personal Attributes

• Takes responsibility for own tasks and ensures work is completed accurately and on time
• Proactive and solutions-focused, with the ability to work effectively in a busy environment
• Good communication skills, able to build positive working relationships with colleagues and support the wider team
• Well organised, with the ability to prioritise tasks and meet deadlines
• Willing to learn and suggest improvements to processes where appropriate
• Maintains a high level of accuracy, integrity, and professionalism in all work

Working Arrangements

This role operates on a hybrid working model with a minimum of two days per week in the central London office, ensuring regular contact with the wider finance team and key business stakeholders.