Cardone Ventures · 12 hours ago
FP&A Manager
Cardone Ventures is dedicated to helping business owners achieve their goals through strategic guidance. The FP&A Manager will oversee financial planning and analysis operations, ensuring effective budgeting, forecasting, and performance analysis to support senior management and drive business efficiency.
ConsultingFinanceFinancial Services
Responsibilities
Translating financial and operational data into insights that directly influence strategic decisions
Leveraging modern reporting, automation, and AI-assisted tools to improve accuracy, efficiency, and clarity without over-engineering solutions
Telling a clear and compelling story with data, not just delivering numbers
Taking ownership of high-impact initiatives, leading analysis end-to-end, and delivering outcomes that move the business forward
Acting as a trusted business partner to department leaders and senior leadership, helping them understand the financial impact of their decisions
Driving cost discipline, operational efficiency, and sustainable profitability
Drive financial management, planning, systems, and controls for assigned internal stakeholders
Partner with accounting to understand the financial implications of process or organizational changes
Conduct working sessions with key stakeholders to understand the operational application of structural or strategic changes
Manage budgeting, revenue forecasting, and financial review processes for assigned Cardone Ventures departments
Develop and maintain financial models supporting short-term and long-range planning
Improve FP&A workflows through automation, reporting enhancements, and AI-assisted analysis where appropriate
Prepare monthly, quarterly, and annual financial reporting packages with clear insights for senior leadership
Communicate complex financial concepts clearly to non-financial stakeholders
Monitor performance against budget and forecast, identifying trends, risks, and opportunities
Collaborate with department leaders to define, track, and refine KPIs and financial metrics
Mentor and develop junior FP&A team members, fostering ownership and continuous improvement
Navigate NetSuite reporting, understanding data sources, structure, and downstream financial impact
Leverage reporting and analytics tools to surface insights and improve decision velocity
Qualification
Required
Bachelor's Degree in Finance, Accounting, Business, or related field, or equivalent practical experience
Minimum of 5 years of experience in FP&A, corporate finance, or related roles, preferably in a consulting or high-growth environment
Strong understanding of Cardone Ventures' business model and operational structure
Ability to connect revenue, profitability, and operational drivers to financial outcomes
Sound judgment and decision-making supported by financial models and data
Working knowledge of the month-end close process and accounting impacts on financial reporting
Ability to develop complex financial models, budgets, and reporting packages
Strong analytical skills across P&L, Balance Sheet, and Cash Flow statements
Understanding of departmental budgets and role-based cost structures, including incentive design
Ability to facilitate actionable dashboards and performance reporting for leadership
Understanding of cash versus accrual accounting and the implications of transitioning between the two
Advanced-intermediate proficiency in Excel or Google Sheets, including efficiency-driving formulas and workflows
Comfort using AI-enabled tools to assist with analysis, forecasting, reporting, or process improvement
Preferred
Advanced degree preferred but not required
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 Company match (estimated to launch in Q1 2025)
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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