Cardone Ventures · 15 hours ago
Finance Manager
Cardone Ventures is dedicated to helping business owners achieve their personal, professional, and financial goals. The Finance Manager will oversee a portfolio of clients, analyze their financial performance, and provide strategic recommendations for improvement and growth.
Responsibilities
Gather and interpret data needed in order to assess accuracy of historical financials and prior financial performance
Proactively intervene when detecting impending financial pressures with our platform clients through assessing future cash needs, implementing cash flow calls, and work in progress reporting when applicable
Strategically collaborate on platform deliverables with respective platform teams to ensure cohesive, targeted, and holistic platform deliverables aligned with client personal, professional, and financial goals
Consult with clients to determine their 10-year financial model and opportunities for expansion, from various industries with different levels of financial acumen
Assemble a summary of the client’s statement of operations, cost of sales, revenue analysis, balance sheet, cash flow statement, and owner’s discretionary earnings
Guide clients through a seven-month journey to shift their perspective on financial strategies in their business
Test, report, optimize, and analyze program performance to identify key levers and opportunities for improvements that can be shared across platforms and programs
Define daily cash target and analyze program success
Create and deliver detailed analysis of financial summaries and recommendations for improvement to process, best practice, and strategic operational change to Cardone Ventures’ 10X360 Platform Review team and clients
Interact with clients at in-person events during the delivery of their 10X360 Platform Review
Perform beta tests on new initiatives to validate performance and establish standard operating procedures prior to a company-wide rollout
Prepare a SWOT analysis identifying areas to create a competitive advantage in their given marketplace
Identify potential cash flow challenges and intervene with proactive weekly cash flow projection
Qualification
Required
3-5 years of experience in Financial Planning & Analysis (FP&A), corporate finance, or accounting
Proven ability to develop and manage budgets, forecasts, and financial models that drive strategic business decisions
Proven experience advising business owners or executive stakeholders by translating financial insights into clear, actionable strategies that influence key decisions and drive business growth
Strong financial strategy and planning knowledge with the ability to gather and link accurate financial data to future business goals
Understanding of financial reports, budgets and forecasting as well as a basic level of accounting knowledge in regard to managing statements of operations, balance sheets, cashflow statements, etc
Ability to lead clients through conceptual conversations around their growth goals and operational activities to determine key financial parameters to create accurate, and informed financial models
Ability to develop financial models in Excel to create 10 year business plans and forecasts
Knowledge of the difference between cash vs. accrual basis accounting
A Bachelor's degree in finance or a related field is preferred
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
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
Company data provided by crunchbase