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Sound Income Group · 12 hours ago

Controller

Fort Lauderdale,FL,US

Full-time

Onsite

Senior Level, Lead/Staff

15+ years exp

Sound Income Group is a company dedicated to supporting independent financial professionals and their clients. They are seeking an experienced Controller to lead and scale their accounting function across a complex, multi-entity organization, ensuring accuracy, compliance, and strategic oversight.

AdviceFinanceFinancial Services

Responsibilities

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

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

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

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

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

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

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

Qualification

Active CPA licenseGAAP accountingQuickBooks Desktop Enterprise AccountantMulti-entity experienceFinancial analysisAccounting systems optimizationTeam leadershipSystems mindsetProcess improvementExceptional communication