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Cardone Ventures · 2 weeks ago

Finance Consultant

Scottsdale, AZ

Full-time

Onsite

Senior Level

$115K/yr - $150K/yr

5+ years exp

Cardone Ventures is dedicated to helping business owners achieve their financial goals through strategic guidance. The Finance Consultant will serve as a fractional CFO for clients, providing financial advisory, preparing reports, and driving profitability improvements while collaborating with cross-functional teams.

ConsultingFinanceFinancial Services

Growth Opportunities

Hiring Manager

Samuel Grant

Responsibilities

Conduct weekly/monthly follow-up with clients to determine the effectiveness of financial plans and fine-tune the tactics needed to increase profitability

Work collaboratively with cross-functional team, including Operations and Marketing to develop monthly strategies, quarterly plans, and annual plans for clients

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

Optimize and analyze income statements, balance sheets, budgets, forecasts, and charts of accounts for clients

Manage the quarterly/annual budgeting, revenue forecasting, resource planning and financial review process for assigned clients

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

Create incentive compensation plans for clients’ team members

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, as needed

Qualification

Financial Planning & AnalysisBudgetingFinancial ForecastingFinancial ReportingExcel ProficiencyFinancial ModelingCash Flow AnalysisInterpersonal SkillsCommunication SkillsTeam Collaboration

Required

5–7 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 leadership in fast-paced, startup-like environments, driving strategy, team building, and scalable processes

A Bachelor's degree in finance or a related field

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