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Controller

Sound Income Group • Fort Lauderdale, Florida, United States • 2d ago

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.