Finance & Data Support Assistant

Finance & Data Support Assistant £29,000 | Remote (UK) | Full-time (37 hours/week)

Are you detail-oriented, organised, and confident working with financial and data systems? We’re looking for a Finance & Data Support Assistant to join a respected UK professional body working at the intersection of government, local authorities, and the private sector.

This is a varied and important role supporting financial processes, improving data quality, and helping modernise systems across the organisation.

About the Role You’ll play a key part in keeping financial operations running smoothly while ensuring data across our CRM systems is accurate and reliable. Working closely with the Head of Finance & Commercial, you’ll support invoicing, reporting, and system improvements that directly impact decision-making and member experience.

Key Responsibilities Process invoices, payments, refunds, and support credit control Maintain accurate financial records and assist with reporting Ensure high-quality, consistent data across CRM systems Produce reports for internal teams and senior leadership Support system improvements and digital transformation (Xero & CRM) Work collaboratively across teams including Membership, Events, and Policy Respond to finance and data-related queries from members and stakeholders About You Strong administrative and financial processing skills Excellent attention to detail and data accuracy Experience with CRM or finance systems (e.g. Xero or similar) Confident communicator with a customer-focused approach Able to manage multiple tasks and work independently Proactive, solutions-focused, and keen to improve processes Desirable:

Experience in a membership organisation, charity, or professional body. Intermediate Excel or data analysis skills. Understanding of regulatory or licensing environments.

What We Offer:

Fully remote working with occasional travel for team meetings and annual conference, 24 days annual leave + bank holidays. Opportunity to contribute to system modernisation and process improvement. Collaborative, supportive working environment