Cardone Ventures · 3 days ago
Senior Finance Analyst
Cardone Ventures is dedicated to helping business owners achieve their goals through strategic guidance and support. The Senior FP&A Analyst will collaborate with FP&A Managers to manage financial reporting, budgeting, forecasting, and variance analysis, utilizing advanced tools and techniques to provide insights that align with organizational objectives.
ConsultingFinanceFinancial Services
Responsibilities
Streamlining financial reporting processes through automation and enhanced reporting capabilities
Identifying financial trends and recommending actionable strategies to improve profitability
Support FP&A Managers in enhancing financial planning, reporting, and internal system improvements
Utilize advanced spreadsheet capabilities (Excel, Google Sheets) and automation tools (Google Apps Scripts, Power Automate, Zapier) to develop effective reporting and dashboards
Prepare accurate and timely monthly financial reports, including clearly articulated summaries for leadership
Conduct detailed variance analysis, recognize significant trends, and propose profitability enhancements
Monitor and evaluate key financial metrics to assist in achieving organizational objectives
Incorporate AI tools to simplify and improve reporting and analytical processes
Qualification
Required
Bachelor's Degree in Finance, Accounting, Data Analytics or related field, or equivalent work experience
At least 1-3 years' work experience in Finance and Accounting
Proficient in preparing comprehensive financial reports, including variance analysis and meaningful commentary
Skilled in managing and organizing complex financial datasets
Ability to efficiently perform ad-hoc financial analyses and develop practical recommendations
Strong knowledge of accounting principles and month-end closing procedures
Advanced proficiency with spreadsheet tools (Excel and Google Sheets), including complex formulas, pivot tables, and scripting
Familiarity or interest in using automation tools (Google Apps Scripts, Microsoft Fabric/Power BI, Power Automate, Zapier)
Comfortable with AI tools for assisting in accounting and analytical tasks
Capable of analyzing and interpreting financial statements (P&L, Balance Sheet, Statement of Cash Flows)
Highly organized with the ability to manage multiple simultaneous priorities
Benefits
Medical, dental, and vision for FT positions and their dependents
Vacation and sick time policy that increases based on tenure with the company
Three work from home days per month (4/month during June-August)
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
Company
Cardone Ventures
Cardone Ventures is a consulting company that provides financial goals to promote market growth for businesses.
Funding
Current Stage
Growth StageRecent News
2025-12-17
2025-12-16
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