Manager, Financial Reporting

Job Description

Job Description

Description :

POSITION : Manager, Financial Reporting

Location : Fort Lauderdale – HQ

Reports To : Department Head

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

Education :

Technology Expertise :

Physical & Work Environment Requirements

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including :

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.

Sound Income Group is an E-Verify employer.

Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications, and business needs.