TPP Recruitment
Finance Officer (Income)
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Finance Officer (Income)
Salary: £36,000 per annum
Hours: 33.75 hours per week (Monday–Friday, 9.15am–5.00pm)
Location: Central London
Contract: 12-Month Fixed-Term Contract (Maternity Cover)
Working Pattern: Hybrid – 3 days per week in the office initially, reducing to 1 day per week once established in the role
Are you an experienced Finance Officer with strong income reconciliation skills and experience working with CRM or membership systems?
We're recruiting on behalf of a well-established professional membership organisation for a Finance Officer to join their collaborative finance team during an exciting period of systems transformation. This is an excellent opportunity for someone who enjoys working with financial data, investigating discrepancies, improving processes and taking ownership of reconciliations.
The organisation supports a large membership base and manages significant volumes of subscription and fee income, making this an ideal opportunity for someone with experience in membership, subscription or recurring income environments.
The Role
This position is predominantly focused on income accounting (70%), with a smaller purchase ledger/accounts payable element (30%).
Working closely with the Finance Leadership team, you will be responsible for managing high-volume income transactions, reconciling data across finance and CRM systems, investigating anomalies and supporting the organisation through a major CRM migration project. This is a hands-on role that would suit someone who is confident working independently, interrogating data, investigating discrepancies and identifying practical solutions.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
- Reconcile income across bank accounts, CRM and finance systems.
- Investigate and resolve reconciliation discrepancies.
- Process membership and subscription income.
- Manage direct debit collections, refunds and income allocations.
- Extract, analyse and interrogate CRM data and financial reports.
- Support the migration to a new CRM system.
- Process supplier invoices and support purchase ledger activities.
- Reconcile company credit card expenditure.
- Assist with month-end processes and finance administration.
- Maintain accurate financial and CRM records.
- Support wider finance projects and process improvements.
About You
You will be someone who enjoys working with large volumes of data and can confidently investigate issues, identify trends and propose improvements.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Experience dealing with membership fees, subscriptions, deferred income or similar recurring income streams would be highly advantageous.
Essential Skills & Experience
- Strong experience within an income-focused finance role.
- Significant experience of high-volume bank reconciliations and income reconciliations.
- Experience working with CRM, membership or customer database systems.
- Experience extracting, analysing and interrogating financial data.
- Experience reconciling transactions across multiple systems.
- Sage experience is essential.
- Strong Excel skills, including Pivot Tables and VLOOKUP/XLOOKUP.
- Purchase Ledger / Accounts Payable experience.
- Excellent attention to detail and problem-solving abilities.
- Ability to work independently and manage competing priorities.
Benefits Include
- Hybrid working with office attendance reducing to one day per week once established.
- 25 days annual leave plus bank holidays.
- Generous employer pension contribution.
- Private medical insurance.
- Employee discounts and wellbeing benefits.
- Professional development opportunities.
- Paid volunteering days.
- Supportive and collaborative team environment.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location