Income Finance Officer

Robertson Bell; City Of London; Hybrid; GBP 31,000 - 33,000; Full time

Job summary

A prominent recruitment agency in London is seeking an Income Finance Officer to manage large income streams while ensuring accurate records and reconciliations. The ideal candidate will have at least 5 years of experience in a similar role within a charity or related organization. Strong CRM system and Excel skills are essential, alongside a proactive approach to improving financial processes. This hybrid role offers structured office days and a supportive work environment, making it an excellent opportunity for professional growth.

Benefits

30 days annual leave

Hybrid working pattern

Qualifications

• Minimum 5 years experience in accounts receivable or income processing.
• Ability to manage large income streams and perform daily reconciliations.
• Strong CRM and Microsoft Excel skills.

Responsibilities

• Process and reconcile incoming payments effectively.
• Maintain records in the CRM system accurately.
• Resolve queries across teams and improve workflows.
• Identify opportunities for process efficiency.

Skills

Accounts receivable management

CRM systems proficiency

Microsoft Excel skills

Process improvement ability

Attention to detail

Education

AAT qualification

Job description

Income Finance Officer
Location: London | Working Pattern: Hybrid (2 days in the office) | Salary: £31,000 to £33,000

Take control of your next finance role and make a real impact. In this hands‑on position, you’ll manage large, complex income streams, giving you valuable experience that strengthens your skills and opens doors to more senior finance opportunities. You’ll work in a supportive, collaborative team where your attention to detail, problem‑solving, and initiative directly influence the accuracy and efficiency of financial operations.

With hybrid working, structured office days, and 30 days annual leave, you’ll enjoy balance while building expertise in CRM systems, cash management, and income tracking. You’ll also have the freedom to suggest process improvements and see the difference your contributions make.

What you’ll do

• Take ownership of processing and reconciling incoming payments, boosting your experience in managing high‑volume income streams.
• Maintain and update records in the CRM system, ensuring all funds are accurately tracked and auditable.
• Resolve queries across teams, developing confidence in handling escalations and improving workflows.
• Drive efficiency by identifying opportunities to improve processes and support the wider team’s operations.

What you’ll need

• At least 5 years’ experience in accounts receivable or income processing in a charity or similar organisation.
• Proven ability to handle large income streams and perform daily reconciliations.
• Strong skills in CRM systems and Microsoft Excel.
• Familiarity with cash office procedures and cheque processing is advantageous.
• Collaborative, proactive approach with the ability to elevate issues when necessary.
• AAT qualification is desirable but not essential.

If you’re ready to step into a role where your expertise is valued, your work drives real results, and you can grow your career, apply now and join a team where your contribution really matters.