Manager, Finance & Accounting - FP&A

Description

POSITION: Manager, Finance & Accounting – FP&A

Location: Fort Lauderdale – HQ

Reports To: Controller 

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, Finance & Accounting – FP&A to join our accounting team. This position is ideal for a self-starter with strong GAAP knowledge and hands-on experience in QuickBooks and Excel. You’ll partner with the Controller to 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 the 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. 
• Automate and streamline commission accounting processes—tagging raw data, building custom spreadsheets, and improving systems. 
• Improve visibility across departments by creating internal reporting tools and executive-ready presentation decks. 
• Manage and clean up QuickBooks Desktop Enterprise records, ensuring accurate accrual- and cash-basis reporting. 
• 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. 
• May oversee junior analysts or accounting staff, providing guidance and mentorship as needed. 

The duties and responsibilities described in the above job description are not a comprehensive list.  Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.

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.
• Experience working with commission data, insurance reporting, or financial modeling specific to annuities and life insurance.
• Self-motivated, analytical, and organized with the ability to operate independently and manage priorities without close supervision.

Requirements

Education:

• Bachelor’s degree in Accounting or Finance required 
• CPA certification or Candidacy in Process 

Technology Expertise:

• Proficiency in QuickBooks Desktop Enterprise, Microsoft Excel (pivot tables, VLOOKUPs, formulas), and Microsoft Office.
• 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 c