Finance Manager

POSITION SUMMARY

The Platform Review Finance Manager 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.. This individual plays a crucial role by aligning that strategy with the ever-evolving needs of the independent businesses we support. This role 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 individual should be an A-team player with an exceptionally high belief and sharp business acumen to exceed goals.

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.

OBJECTIVES

• Gather and interpret data needed in order to assess accuracy of historical financials and prior financial performance
• Work collaboratively with cross-functional teams, including Business Account Managers and Marketing Managers, to develop a comprehensive 10X360 Platform Review
• Work collaboratively with cross-departmental and interdepartmental teams ensuring ownership and delegation of tasks required to drive results and growth with your assigned clients
• Consult with clients to determine their 10-year financial model and opportunities for expansion
• Collaborate with 25 clients from various industries with different financial needs and varying levels of financial acumen
• Assemble a summary of the client’s statement of operations, cost of sales, revenue analysis, balance sheet, cash flow statement, and owner’s discretionary earnings
• Guide clients through a seven-month journey to shift their perspective on financial strategies in their business
• Test, report, optimize, and analyze program performance to identify key levers and opportunities for improvements that can be shared across platforms and programs
• Define daily cash target and analyze program success
• Create 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 clients
• Interact with clients at in-person events during the delivery of their 10X360 Platform Review
• Perform beta tests on new initiatives to validate performance and establish standard operating procedures prior to a company-wide rollout
• Prepare a SWOT analysis identifying areas to create a competitive advantage in their given marketplace
• Identify potential cash flow challenges and intervene with proactive weekly cash flow projections
• Understand current and emerging trends in financial planning and analysis

COMPETENCIES

• Strong financial strategy and planning knowledge with the ability to gather and link accurate financial data to future business goals
• Understanding of financial reports, budgets, and forecasting
• Basic level of accounting knowledge in order to understand statements of operations, balance sheets, cash flow statements, etc.
• Understanding of critical financial key performance indicators (KPIs) in order to measure and improve performance
• Ability to develop financial models in Excel to create historical reports
• Ability to develop financial models in Excel to create 10 year business plans and forecasts
• Knowledge of financial statements (i.e. income statement, balance sheet, cash flow…etc)
• Knowledge of the difference between cash vs. accrual basis accounting
• Ability to prioritize business needs and achieve build timelines

EDUCATION AND EXPERIENCE

• Bachelor’s Degree in Finance, Accounting, Business, or related area of study, or equivalent work experience
• At least 3 years’ work experience in finance and accounting

10X TOTAL REWARDS

• Medical, dental, and vision for FT positions and their dependents
• Vacation and sick time policy that increases based on tenure with the company
• Three work from home days per month (4/month during June-August)
• 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

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.