Compensation : $95,000 to $115,000 annually
On-site Location : Scottsdale, AZ
Workplace Location : Fully onsite
POSITION SUMMARY
The Platform Review Finance Manager oversees a high-end portfolio of assigned clients in which they will assess the prior financial performance and advice on areas of improvement to achieve desired outcomes (or personal professional and financial goals) with the collaboration of subject matter experts on the Platform Review team. This role is responsible for the analysis of historical financial performance, recommendation of process and financial improvements including cash flow, and accurate financial modeling for Cardone Venture's platforming clients..
In this role, you'll also work within a core team consisting of a Finance Manager, Marketing Manager, and Business Account Manager to engage in a seven-month deep dive into all aspects of client businesses to create a comprehensive analysis of past performance, assessment of current processes and structure, analyze market opportunity, and develop an in-depth strategic 10-year plan to achieve desired goals. The Finance Manager role plays a critical role in financial performance analysis, process improvement, and 10-year financial forecasting.
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
- Clients are experiencing financial success of our clients through the platform process through increasing transparency, financial tracking, and improving cash position
- Ownership of client success intervening to support in times of need through cash flow management and process improvement
- Development of strategic, attainable, client specific financial models
OBJECTIVES
Gather and interpret data needed in order to assess accuracy of historical financials and prior financial performanceProactively 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 applicableStrategically collaborate on platform deliverables with respective platform teams to ensure cohesive, targeted, and holistic platform deliverables aligned with client personal, professional, and financial goalsConsult with clients to determine their 10-year financial model and opportunities for expansion, from various industries with different levels of financial acumenAssemble a summary of the client's statement of operations, cost of sales, revenue analysis, balance sheet, cash flow statement, and owner's discretionary earningsGuide clients through a seven-month journey to shift their perspective on financial strategies in their businessTest, report, optimize, and analyze program performance to identify key levers and opportunities for improvements that can be shared across platforms and programsDefine daily cash target and analyze program successCreate 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 clientsInteract with clients at in-person events during the delivery of their 10X360 Platform ReviewPerform beta tests on new initiatives to validate performance and establish standard operating procedures prior to a company-wide rolloutPrepare a SWOT analysis identifying areas to create a competitive advantage in their given marketplaceIdentify potential cash flow challenges and intervene with proactive weekly cash flow projectionCOMPETENCIES
Strong financial strategy and planning knowledge with the ability to gather and link accurate financial data to future business goalsUnderstanding 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 modelsAbility to develop financial models in Excel to create 10 year business plans and forecastsKnowledge of the difference between cash vs. accrual basis accountingEDUCATION AND EXPERIENCE
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 decisionsProven experience advising business owners or executive stakeholders by translating financial insights into clear, actionable strategies that influence key decisions and drive business growth.A 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.