Controller, Finance & Banking, Accounting Manager

Overview

POSITION: Controller
Location: Fort Lauderdale – HQ
Department: Accounting
FLSA Classification: Exempt

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 Finance and Accounting professional 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.

• 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 Quick Books 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.

Must-Have Qualifications

• 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 Quick Books 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

• Active CPA license - preferred, not required
• Experience in Financial Services, Broker-Dealer, RIA, or FMO environments
• Exposure to commission-based revenue models
• Experience implementing or optimizing…