Financial Analyst

Description

POSITION: Financial Analyst 

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 Financial Analyst to join our Accounting team. This individual contributor role is ideal for a self-starter with strong USGAAP 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.

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 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)

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.