Job Description
Job Description
POSITION: Financial Analyst
Location: Fort Lauderdale – HQ
Reports To: Controller
Department: Accounting
Job Type: Full-time
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 Financial Analyst to join our Accounting team. This individual contributor role 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
• Own all financial reporting and analysis related to insurance commissions, annuities, and life insurance products.
• Build and maintain detailed financial models, pro forma statements, and forecasting tools.
• Conduct P&L analysis and financial statement reviews, identifying adjustments and providing
recommendations.
• Automate and streamline commission accounting processes—tagging raw data, building custom
spreadsheets, and improving systems.
• Improve visibility across departments by developing dashboards, internal reporting tools, and
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, 1HQ).
• Maintain compliance with US GAAP standards and ensure accurate financial documentation.
Must-Have Qualifications
Background and Experience
• 5+ years of experience in financial analysis, preferably within the insurance, financial services, or
advisory sectors.
• A thorough understanding of accrual vs. cash accounting and USGAAP financial principles.
• Experience working with commission data, insurance reporting, or financial modeling specific to
annuities and life insurance.
• Self-motivated, analytical, and organized—able to operate independently and manage priorities without close supervision.
Requirements
Education:
• Bachelor’s degree in Accounting or Finance (required); CPA strongly preferred.
Technology Expertise:
• Advanced proficiency in QuickBooks Desktop Enterprise, Microsoft Excel (pivot tables,
VLOOKUPs, formulas), and Microsoft Office.
• Proficiency with data systems and CRMs (e.g., iPipeline, 1HQ, Paylocity); 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)
Company DescriptionImagine joining a team where innovation meets passion. We thrive on collaboration, creativity, and a shared vision for redefining the future of finance. We are at the forefront of developing solutions that will shape the industry for decades. Our work is meaningful and groundbreaking.
Our reputation is highly respected, built on a strong foundation of values that guide everything we do. We have solid resources and experience in portfolio management, and we provide dynamic recruiting, marketing, and coaching support.
Our workplace is creative and collaborative, fast-paced, fun, respectful, and highly professional. Individuals have space and autonomy to develop, as well as support and guidance when they need it.
Individual creativity and teamwork closely align, always with an eye toward excellence, innovation, and meeting deadlines. It is the perfect environment for anyone seeking exciting new challenges and career growth.
Sound Income Group values and encourages continuing education and professional development opportunities for all employees. We will pay for training, programs, or courses that lead to certification, licensing, or other forms of accreditation.
Company Description
Imagine joining a team where innovation meets passion. We thrive on collaboration, creativity, and a shared vision for redefining the future of finance. We are at the forefront of developing solutions that will shape the industry for decades. Our work is meaningful and groundbreaking.\r\n\r\nOur reputation is highly respected, built on a strong foundation of values that guide everything we do. We have solid resources and experience in portfolio management, and we provide dynamic recruiting, marketing, and coaching support.\r\n\r\nOur workplace is creative and collaborative, fast-paced, fun, respectful, and highly professional. Individuals have space and autonomy to develop, as well as support and guidance when they need it.\r\n\r\nIndividual creativity and teamwork closely align, always with an eye toward excellence, innovation, and meeting deadlines. It is the perfect environment for anyone seeking exciting new challenges and career growth.\r\n\r\nSound Income Group values and encourages continuing education and professional development opportunities for all employees. We will pay for training, programs, or courses that lead to certification, licensing, or other forms of accreditation.