Cardone Ventures · 10 hours ago
Financial Planning and Analysis Manager
Scottsdale, AZ
Full-time
Onsite
Senior Level
$100K/yr - $125K/yr
5+ years expCardone Ventures is a company dedicated to helping business owners achieve their goals through strategic guidance. They are seeking a Financial Planning and Analysis Manager who will act as a strategic finance partner, leading FP&A activities, budgeting, forecasting, and enhancing decision-making processes across the organization.
ConsultingFinanceFinancial Services
Hiring Manager
Samuel Grant
Responsibilities
Translating numbers into a clear narrative for executives and non-finance leaders explaining why results happened and what to do next
Managing multiple planning cycles (budget, forecast, ad-hoc analysis) while meeting tight deadlines and maintaining accuracy
Budgeting and forecasting processes are organized, repeatable, and completed without fire drills, last-minute scrambles, or confusion
Models, reports, and systems get simpler, faster, and more scalable over time through automation and standardization
Analysts understand expectations, require minimal rework, and grow in their ability to think critically and own outputs
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
Collaborate with Accounting as a strategic partner to assess the financial, operational, and reporting impacts of process improvements, organizational changes, and evolving business initiatives
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
Design and continuously improve FP&A workflows by leveraging automation, advanced reporting, and AI-enabled analytics to surface insights and drive faster, higher-quality decisions
Prepare monthly, quarterly, and annual financial reporting packages with clear insights for senior leadership
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
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
Deep understanding of how the business actually makes money, what drives margins, unit economics, and the operational levers that impact financial outcomes
Ability to connect revenue, profitability, and operational drivers to financial outcomes
Skill in turning large, messy data sets into clear insights identifying trends, anomalies, and root causes, not just reporting variances
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
Strong comfort with FP&A tools, AI tools, ERP systems, BI platforms, and Excel/Sheets—plus the ability to improve processes and reporting through automation
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.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brandon M Dawson
Co-Founder Chairman & CEO
Natalie Dawson
Co-Founder and President
Recent News
2025-12-17
2025-12-16
Company data provided by crunchbase