2. Reconciliation and ledger migration

• Clean, reconcile, and validate client ledger data so it can be exported and migrated into Dwelly's platform without errors or downstream issues.
• Translate legacy CRM exports (Reapit, Jupix, AgentPro, Acquaint, LetMC, Alto, Vebra, PayProp) into Dwelly's data model with a full audit trail.
• Coordinate with the previous owner's bookkeeper, branch staff, and Dwelly's product and engineering teams to close gaps in the source data.
• Track migration-readiness and ledger-health metrics per deal and feed them back into Dwelly's M&A diligence and integration playbook.

3. Landlord tax reporting at point of migration

• Produce combined tax summary deliverables for landlords at point of migration, covering both pre and post-migration periods, in a format suitable for self-assessment and MTD for ITSA-ready reporting.
• Explain those summaries clearly to landlords who have never used self-assessment software — plain English, no jargon, total numbers they can verify.
• Build the reporting templates that scale across the Dwelly family, not one-off spreadsheets per deal.

4. Subject matter expert to Product and Engineering

• Sit in product discovery sessions and review what gets built. You operate as a peer to PMs and engineers, not as a separate function.
• Write the rules, the mapping logic, and the validation checks that let Dwelly's platform handle more of this work itself over time.
• Decide what should be automated and, equally importantly, what should not. Risk and regulatory judgement stay with humans; the keystrokes go to the platform.
• Help shape the AI-first transition for client money operations across the wider Finance and Operations function.

5. Build the function

• Codify everything you learn into reusable templates, mapping documents, and SOPs. Each integration should make the next one faster, and the system itself should absorb more of the work over time.
• Run a living list of patterns and edge cases — what's unique to a deal versus what will repeat — and convert the repeating ones into rules the platform owns.
• Help size and shape the next accounting and migration hires for Integrations as deal volume grows. You are the founding hire — you build the team behind you.

6. Travel & Onsite Engagement

• Travel extensively across the UK, typically spending 2-3 months at a time (typically a few days a week) in various locations to ensure hands-on support for integration processes.
• Flexibility to adapt to diverse regional teams, fostering a collaborative environment with a deep understanding of local business nuances.

Qualifications & Preferred Background:

• Qualified accountant (ACA, ACCA, CIMA), or qualified by experience with a strong track record in the work described above.
• Hands-on experience with regulated client money or multi-party money flow reconciliation at pace. Maybe at a fintech, a marketplace, a gig economy platform, or a payments business. Maybe in Big 4 audit (KPMG, EY, Deloitte, PwC) or transaction services, where you've walked into messy books and structurally understood what was wrong. You understand what it means when other people's money sits on your balance sheet. This is non-negotiable.
• Operational instinct, not just review skills. Your answer to messy data is not "we need a six-month project to fix it." You can walk in, see structurally what is wrong, and start clearing it inside a week.
• Comfortable working as a peer to engineers and product managers, not as a separate function. You've sat in product discovery sessions before, or you're itching to. You see Product and Engineering as half the value of this role, not a separate world.
• Startup pace, or genuinely ready to leave practice for it. You know what it feels like when the company moves faster than the process can keep up, and you thrive in it rather than complain about it. You are an owner, not an employee.
• Excel is non-negotiable. SQL is strongly preferred, or you can learn it quickly. You are comfortable with data.
• Willing to travel to acquired agencies across the UK at short notice. We will not hire someone who needs to be in one office five days a week.
• Excellent written and verbal communication in English.

Compensation & Benefits:

• Competitive salary with the potential for equity options based on performance, recognising exceptional contributions to our integration success.