Manager, Financial Reporting chez Sound Income Group LLC

Description

POSITION: Manager, Financial Reporting

Location: Fort Lauderdale – HQ

Reports To: Controller, Department Head 

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

We’re seeking a tech-savvy, highly analytical Manager, Financial Reporting, to join our accounting team. This position is ideal for an individual contributor with strong GAAP knowledge and advanced Excel skills. You’ll report to the Controller on lead reporting, forecasting, and automation projects, translating raw data into actionable insights. If you thrive in a project-driven environment and enjoy building from scratch, this is a high-impact opportunity to make a difference.

Key Responsibilities

• Lead FP&A function by building and maintaining financial models, pro forma statements, and forecasting tools to support budgeting and long-term strategic planning. 
• Own all financial reporting and analysis related to insurance commissions, annuities, and life insurance products. 
• Prepare and review monthly and quarterly financial reports, including P&L analysis, variance reporting, and actionable recommendations. 
• Perform business valuations and financial health assessments to support strategic initiatives, including acquisitions, new ventures, and pricing strategies. 
• Analyze KPIs, financial ratios, and performance benchmarks to deliver insights that guide data-driven decision-making and operational optimization. 
• Improve visibility across departments by creating internal reporting tools and executive-ready presentation decks. 
• Collaborate with cross-functional teams to support system integrations and process improvements (e.g., iPipeline, OneHQ). 
• Maintain compliance with US GAAP standards and ensure accurate financial documentation. 

Requirements

Must-Have Qualifications

Background and Experience

• 5+ years of progressive experience in accounting and/or preferably within the insurance, financial services, or advisory sectors.
• Strong knowledge of accrual vs. cash accounting and US GAAP financial principles.
• Self-motivated, analytical, and organized with the ability to operate independently and manage priorities without close supervision.

Education:

• Bachelor’s degree in accounting or finance required 
• Certified Public Accountant (CPA) certification is required 

Technology Expertise:

• Advanced Microsoft Excel (pivot tables, formulas), and Microsoft Office.
• Proficiency in QuickBooks Desktop Enterprise is a plus! 
• Experience with ERP, CRM, or commission systems preferred (e.g., iPipeline, Salesforce, OneHQ). 
• System conversion experience is a plus! 

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 
• 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)