Controller at Sound Income Group LLC

Fort Lauderdale, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

0.0

Posted On

15 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Accounting Leadership, GAAP Compliance, Team Management, Financial Statements, General Ledger Management, QuickBooks, Treasury Management, Internal Controls, Regulatory Reporting, Financial Analysis, Communication Skills, Process Improvement, Strategic Thinking, Audit Management, AI Utilization, Multi-Entity Management

Industry

Financial Services

Description

Description POSITION: Controller Location: Fort Lauderdale – HQ Department: Accounting FLSA Classification: Exempt Who We Are At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. Position Summary Sound Income Group is seeking an experienced, highly strategic Controller to lead and scale our accounting function across a complex, multi-entity organization. This role is a hands-on leadership position responsible for overseeing all accounting operations, strengthening internal controls, managing a team, and partnering closely with executive leadership as new entities, initiatives, and systems come online. The ideal candidate is a seasoned CPA with deep experience in multi-company environments, strong technical accounting expertise, and the confidence to lead conversations at the executive level. This role requires both strategic thinking and the ability to operate at the transactional level, ensuring accuracy, compliance, and scalability as the organization continues to grow. Key Responsibilities Accounting Leadership & Oversight Lead and oversee all accounting functions across multiple entities, ensuring accuracy, consistency, and GAAP compliance. Manage and mentor a team of three accounting professionals, providing coaching, training, and performance oversight. Responsible for oversight and accuracy of revenue recognition, lease accounting, accruals, adjustments, and journal entries. Produce and review cash-basis and accrual-basis financial statements, with active review at the transactional level. Ensure the systematic creation and integrity of: Balance Sheets, Department-level budgets and Variance Analysis, Equity roll-forwards, Statements of Cash Flows, Business Valuations, and Development and Administration of Compensation Plans General Ledger & Systems Management Maintain, design, and enhance the general ledger structure to support evolving business needs (by entity, location, advisor, department). Modify and optimize reporting within QuickBooks Desktop Enterprise Accountant, including manual adjustments where required. Evaluate and recommend accounting software, tools, and process improvements to support growth across multiple entities. Lead or support accounting system implementations or conversions as needed. Maintain strong working knowledge of related platforms, including: 1HQ, iPipeline (experience a major plus), Microsoft Office Suite with advanced Excel proficiency Treasury & Cash Management Act as Treasury Manager, including: Daily cash reporting, Long-range cash forecasting. and User creation and role-based permissions to ensure proper segregation of duties and internal controls Oversee banking relationships and cash flow optimization across all entities. Controls, Compliance & Reporting Continually develop, refine, and enforce internal controls across all accounting processes. Oversee governmental and regulatory reporting, including: 1099 filings, Annual reports, and Sales and use tax filings Stay current on new accounting guidance and GAAP treatment, ensuring timely and accurate application. Strategic Partnership & Executive Support Serve as the primary accounting liaison to executive leadership and department heads. Lead all accounting-related correspondence and drive cross-departmental efficiency and collaboration. Provide departments with actuals and budget templates for upload into accounting systems, supporting accountability and performance tracking. Deliver ad-hoc reporting, financial analysis, and executive-level insights as requested. Evaluate new company initiatives and acquisitions, providing thoughtful accounting treatment analysis and multiple processing proposals aligned with business goals. Partner closely with the executive team to ensure financial alignment and scalability. Audit & External Relationships Manage and support multiple audits and tax packages across several entities: Understand and manage relationships with carriers, FMOs, and commission-based revenue streams, including accurate revenue recording and reconciliation. Innovation & Process Improvement Champion responsible and practical use of AI and automation where appropriate (e.g., invoice processing, credit card transactions, email workflows). Identify opportunities to modernize accounting operations while maintaining accuracy, compliance, and internal control integrity. Requirements Must-Have Qualifications Required Active CPA license Bachelor’s or Master’s degree in Accounting or Finance 15+ years of progressive accounting experience Significant experience in multi-entity, private corporate environments Deep knowledge of GAAP accounting Expert-level experience with QuickBooks Desktop Enterprise Accountant Proven ability to lead, mentor, and develop accounting teams Strong systems mindset with hands-on technical capability Exceptional communication skills with the ability to confidently articulate positions in executive and leadership meetings Highly Preferred Experience in Financial Services, Broker-Dealer, RIA, or FMO environments Exposure to commission-based revenue models Experience implementing or optimizing accounting systems at scale Familiarity with iPipeline Physical & Work Environment Requirements Ability to work for extended periods at a desk using a computer. Ability to lift up to 10 pounds if/when necessary. Routine use of telephone and email. Office-based role with potential travel to conferences, events, and satellite offices as needed. Benefits We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including: 100% employer-covered medical benefits and HRA account Dental & vision plans Generous PTO + 10 NYSE company holidays per year 401K with company match program Free onsite parking Company-provided laptop and required technology Access to an on-site gym (free of charge) Weekly vehicle detailing (at additional cost)

Responsibilities

The Controller will lead and oversee all accounting functions across multiple entities, ensuring accuracy and compliance with GAAP. This role also involves managing a team, enhancing internal controls, and partnering with executive leadership on financial strategies.