Total Compensation : $115k-$150k annually
Location : Scottsdale, AZ
Workplace Setting : Fully Onsite
POSITION SUMMARY
The Finance Consultant is responsible for business financial advisory and consulting of 12-15 Cardone Ventures' clients and the monthly review and monitoring of their financial reports and accounts. As "fractional CFO" for the client, they will prepare activity reports, generate financial forecasts and leverage their finance and business experience to guide client investment decisions. The Finance Consultant will also investigate ways to improve profitability and analyze markets for business opportunities, such as expansion, mergers, or acquisitions.
This individual will play a key role in assisting Cardone Ventures' clients with achieving their transformational growth plans by setting financial objectives and leveraging newly implemented tools such as PowerBI and AI. As part of a strategic client team, they will partner closely with the Operations and Marketing Consultants to accelerate execution, support decision-making, and drive results. This includes our company investing resources to create new client-facing financial dashboards designed to speed up insights, reduce administrative work, and focus efforts on what matters most-growing the client's business.
ABOUT CARDONE VENTURES
Our mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process : we are inspirational, disciplined, accountable, transparent, aligned, and results oriented. This company operates nationally and is growing by the day.
SUCCESS LOOKS LIKE
- 3 months -Obtain a deep knowledge of client businesses, understating their key objectives and greatest opportunities to implement CV best practices to optimize as they relate to finance and accounting (Cash Flow, Forecasting, Budgeting, Pricing, Expense Management, profitability, etc).
- 6 months -Continued advisory and implementation while helping manage client financial health, budget, cash flow, margins and profitability while providing predictability in clients business for better and more informed decision making
- 1 year -Ensure that client business growth and optimization is occurring by improving profitability, by monitoring financial reporting. Structuring annual planning for clear target and goal setting for future growth.
- Ongoing -Consistently identifying ways for improved financial performance through strategic insights. Support expansion opportunities with new products / services, added locations, new markets etc.
OBJECTIVES
Conduct weekly / monthly follow-up with clients to determine the effectiveness of financial plans and fine-tune the tactics needed to increase profitabilityWork collaboratively with cross-functional team, including Operations and Marketing to develop monthly strategies, quarterly plans, and annual plans for clientsDrive plans for major financial strategies, spending, systems management, financial processes / controls for clientsOptimize and analyze income statements, balance sheets, budgets, forecasts, and charts of accounts for clientsManage the quarterly / annual budgeting, revenue forecasting, resource planning and financial review process for assigned clientsPrepare and deliver monthly financial reporting packages, activity reports, and financial forecasts for clientsCreate incentive compensation plans for clients' team membersCollaborate with clients to set short- and long-term financial goalsCreate and deliver financial details and summaries to Cardone Ventures' Leadership Team and clients, as neededCOMPETENCIES
Deep understanding of a client's full financial landscape, including revenue streams, margin analysis, cash flow, and overall alignment to strategic business goalsProven ability to analyze financial statements (P&L, Balance Sheet, Cash Flow), develop complex financial models, and build budgets and reporting packages that inform executive-level decisionsHigh emotional intelligence with a willingness to develop deep interpersonal relationshipsSkilled in communicating financial concepts to non-financial business owners and elevating client financial acumen through consultative partnershipExperience guiding clients through month-end close processes and financial best practices, including transitions between cash and accrual-based accountingAbility to design performance-based incentive structures aligned to budgets, team roles, and measurable KPIs
Proficient in Excel with intermediate to advanced functions to streamline reporting and drive data efficiencyEDUCATION AND EXPERIENCE
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 decisionsProven leadership in fast-paced, startup-like environments, driving strategy, team building, and scalable processesA Bachelor's degree in finance or a related field is preferred.10X TOTAL REWARDS
We offer a comprehensive benefits package for full-time employees that includes :
Medical, dental, and vision for FT positions and their dependentsVacation and sick time policy that increases based on tenure with the companyEmployee Assistance Program through Guardian401k with up to 3% Company matchPet 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 bothEmployee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep servicesProfessional Development through reimbursements for courses / certifications outside of CV, and a 10X Mentorship ProgramContinued 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 MarketingUncapped 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 commissionPHYSICAL REQUIREMENTS
Prolonged periods sitting at a desk and working on a computerCOMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers@cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.