About The Role

Purpose
The Entity Controller is responsible for the financial control, month-end reporting, and statutory compliance of Lync Wealth Management (LWM) and associated legal entities within the 7IM Group.

The role will take ownership of the accounting and reporting processes for the LWM entities, ensuring timely and accurate month-end close, balance sheet integrity, regulatory compliance, and support for ongoing post-acquisition integration activities. The successful candidate will work closely with Group Finance, Accounts Payable, Tax, Regulatory Reporting, and external auditors to maintain a robust financial control environment.

This is a hands-on role suited to a qualified accountant with strong financial control experience who can operate effectively in a growing and evolving business.

Responsibilities
Financial Reporting & Control:
• Own the month-end close process for Lync Wealth Management and associated entities
• Prepare accurate monthly management accounts, reporting packs and supporting analysis
• Perform detailed balance sheet reconciliations and substantiation, ensuring all balances are fully understood and supported
• Review and post journals relating to accruals, prepayments, fixed assets, intercompany balances and other month-end adjustments
• Ensure all key financial controls are performed in accordance with Group policies and procedures
• Investigate and resolve accounting discrepancies and unusual transactions

Entity Oversight:
• Maintain oversight of satellite and dormant entities within the LWM structure
• Support ongoing legal entity rationalisation and simplification activities
• Lead financial workstreams relating to bank account closures and operational entity integration projects
• Support the review and implementation of enhanced financial controls across acquired businesses

Audit & Statutory Reporting:
• Act as a key finance contact for interim and year-end external audits for LWM
• Prepare audit schedules and coordinate requests from auditors
• Support preparation of statutory financial statements and associated disclosures
• Assist with the implementation of audit recommendations and control improvements

Tax & Regulatory Support:
• Support preparation and review of VAT returns and submissions
• Liaise with the Tax team to ensure accurate tax reporting and compliance
• Assist with providing information for regulatory and financial reporting requirements where required

Acquisition & Integration Activities:
• Support completion of accounts reconciliations and post-acquisition financial integration activities
• Assist with purchase price allocation and acquisition-related analysis where required
• Support transition of acquired entities into the 7IM finance operating model
• Contribute to finance transformation and process improvement initiatives

Stakeholder Management:
• Build strong relationships with operational stakeholders across Lync and the wider 7IM Group
• Work closely with Accounts Payable, Tax, FP&A, Regulatory Reporting and Group Finance teams
• Support business stakeholders with financial information and analysis
• Partner with senior management to improve financial understanding and control

Team Support:
• Provide oversight, coaching and review of work performed by Assistant Accountants
• Help develop and document finance processes and procedures
• Promote a culture of continuous improvement, accountability and high-quality financial reporting

About You

Knowledge & Experience
Essential:
• Qualified accountant (ACA, ACCA or equivalent)
• Experience operating as a Entity Controller, Senior Financial Accountant or similar role
• Financial services experience, preferably wealth management, asset management or financial planning
• Experience owning month-end close and balance sheet control processes
• Experience working with external auditors and statutory reporting processes
• Excellent Excel skills and strong analytical capability
• Strong stakeholder management and communication skills
• Ability to work independently and manage competing priorities

Desirable:
• Experience working within an acquisitive or private equity-backed environment
• Experience integrating newly acquired businesses
• Knowledge of UK GAAP and IFRS reporting requirements
• Experience with SunSystems, Q&A, Power BI and Excel Power Query
• Experience supporting VAT and corporate tax processes

Skills/Other Information
• Strong attention to detail and commitment to accuracy
• Proactive and able to identify opportunities for process improvement
• Comfortable operating in a changing environment
• Strong organisational and prioritisation skills
• Collaborative team player with a hands-on approach
• Ability to communicate effectively with stakeholders at all levels