Finance Consultant

Finance Consultant

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 mostgrowing the client's business.

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, understanding 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 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

Competencies:

• Deep understanding of a client's full financial landscape, including revenue streams, margin analysis, cash flow, and overall alignment to strategic business goals
• Proven 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 decisions
• High emotional intelligence with a willingness to develop deep interpersonal relationships
• Skilled in communicating financial concepts to non-financial business owners and elevating client financial acumen through consultative partnership
• Experience guiding clients through month-end close processes and financial best practices, including transitions between cash and accrual-based accounting Ability 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 efficiency

Education and Experience:

• 57 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 is preferred.

10X Total Rewards:

• Your Health: Medical, dental, and vision coverage for you and your dependents, a 100% paid EOS Fitness membership, and a 10% discount from Eat Clean Phoenix because when you feel good, you perform at your best.
• Your Future: 401(k) with up to 3% company match, uncapped commission opportunities, and non-sales team members earning $20,000+ annually. Your financial growth is just as important as your professional growth.
• Your Growth: Access to $250,000+ in educational resources, the 10X Mentorship Program, course reimbursement, and company-supported certifications including PMP and SHRM because we invest in the version of you that's always leveling up.
• Your Edge: Hands-on experience with AI integrated into your daily workflows, keeping you ahead of the curve in an ever-evolving industry.
• Your Life: Generous PTO that grows with your tenure plus bonus PTO for weekend events worked, competitive parental leave (8 weeks primary / 4 weeks secondary + 1 month remote), pet insurance through SPOT, and Employee Assistance Program through Guardian.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer

Commitment 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.