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Cardone Ventures · 3 months ago

Financial Services Advisor

Scottsdale, AZ

Full-time

Onsite

Mid, Senior Level

$110K/yr - $130K/yr

5+ years exp

Cardone Ventures is dedicated to helping business owners achieve their personal, professional, and financial goals through business growth. The Financial Services Advisor will provide strategic financial advice, develop tailored financial plans, and collaborate with clients to optimize their financial processes and achieve their objectives.

ConsultingFinanceFinancial Services

Growth Opportunities

Responsibilities

Drive plans for major financial strategies, spending, system management, financial processes/controls for clients

Work on optimizing and analyzing income statements, balance sheets, budgets, forecasts, and charts of accounts for clients

Manage the quarterly/annual budgeting, revenue forecasting, and financial review process comparing actual to budget performance for assigned Cardone Ventures clients

Prepare presentations outlining industry best practices for businesses and then tailor future calls to bridge the gaps they are facing

Proactively advise on industry standards for managing expenses, people costs, marketing spend and owner draws

Work with each client to develop their Corporate, Department, and Employee KPIs

Advise each client on compensation plan best practices and collaborate to develop the proper model for each of their roles

Prepare and deliver monthly financial reporting packages, activity reports, and financial forecasts for clients

Collaborate with clients to set short- and long-term financial goals

Create and deliver financial details and summaries to Cardone Ventures’ Leadership Team and clients

Keep accurate recaps of each call and a detailed history of client progression from contract inception

Qualification

Financial modelingBudgetingFinancial analysisExcel proficiencyFinancial reportingClient collaborationKPI developmentStrategic advice

Required

Bachelor's Degree in Finance, Accounting, Business, or related area of study, or equivalent work experience

At least 5 years' work experience in finance and accounting, preferably in a consulting capacity

Demonstration of an understanding of all aspects of a client's business from a financial standpoint and how it connects to the financial strategy and current financial standing of the business

Ability to analyze a client's revenue streams, gross margin rates and profitability by product in an effort to devise forward-looking strategies and areas of opportunity

Can help make decisions for the client based on their margin rates, labor rates, cash position and financial obligations

Understanding of month-end closing cycle and can walk a client through the checklist

Ability to develop complex financial models, budgets, and financial reporting packages

Ability to analyze financial data and financial statements (P&L, Balance Sheet and Cash Flows) to devise the financial strategy of the business and where the resources and personnel time should be deployed

Ability to understand the client's budget and roles within their team to develop individual incentive based off of performance metrics and KPIs

Ability to make financial recommendations that will move the client's business, grow their revenue and enhance their profitability

Understanding of cash to accrual concepts, the benefits of each, and the impact on moving from one to the other

Intermediate knowledge of Excel functions and formulas to increase efficiency and the ability to analyze data within the business

Benefits

Medical, dental, and vision for FT positions and their dependents

Vacation and sick time policy that increases based on tenure with the company

Employee Assistance Program through Guardian

401k with up to 3% Company match

Pet Insurance through SPOT for your 10X pets!

Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver + 1 month remote for both

Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services

Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program

Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing

Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission