Integrations Manager, Data & Reconciliation in London

We are seeking an Integrations Manager, Data & Reconciliation to join Dwelly’s Integrations team at the core of our acquisition growth strategy. Every time we acquire a letting agency, the Integrations team is responsible for migrating that business into the Dwelly platform within approximately two months — and the most operationally complex part of that process is client money and financial reconciliation. This role exists to own the client money and reconciliation side of every post‑acquisition integration, including reviewing messy legacy financial data, reconciling multi‑party money flows, validating accounting records across multiple CRMs, and ensuring landlords receive accurate combined reporting across pre‑ and post‑migration periods. As a founding hire in this area, you will help build the processes, standards, and operational playbooks that will support future integrations as the company continues to scale.

1. Pre‑migration ledger assessment — your priority on every deal

• Go into newly acquired branches in the first one to two weeks post‑completion to assess the state of the client ledger, working hand‑in‑glove with the Head of Integrations and the assigned Integration Manager.
• Identify reconciliation, regulatory, or data integrity issues before migration begins, and surface the top risks within 48 hours of access.
• Act as Dwelly’s voice of authority on client money and CMP risk — push back when something isn’t right and elevate early.
• Hold the line with former owner‑operators who are convinced their ledger is “fine” when it clearly is not. Communicate honestly and without drama.

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.
• 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.
• 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.
• 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.
• 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.

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