Staff Accountant

POSITION SUMMARY

The Staff Accountant is a highly accountable and results-oriented professional who is ready to hit the ground running by working with the bookkeepers everyday to ensure accuracy of projects and clients financials.

The goal of this position is to contribute to the overall efficient operation of the Financial Services team and help our clients to understand their financial condition, allowing the correct decisions to be made in order for the organization to accomplish long-term success and scalable growth.

ABOUT CARDONE VENTURES

Our mission is to help business owners achieve their personal, professional, and 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, accountable, transparent, disciplined, aligned, and results-oriented. This company operates nationally and is growing by the day.

SUCCESS LOOKS LIKE

• Extending beyond just managing the client’s account by being pivotal in driving client relationships & revenue to ensure long-term success of 10X FS
• Ensuring that clients have a clear vision into their financials to make strategic decisions through the work done by 10X FS

OBJECTIVES

• Perform reconciliations – monthly/quarterly/annually
• Ensure that monthly bank & credit card reconciliations are completed timely for month-end close deadlines
• Maintain records of financial transactions by posting, verifying, and allocating appropriately within multiple accounting systems
• Execute Accounts Receivables and Account Payables tasks for clients (i.e., paying bills, sending invoices, following-up on past-due invoices, etc.)
• Maintain complete digital files and work papers that support financial records
• Assist in the preparation of balance sheets, income statements, and other financial statements as requested from owners and CV financial stakeholders
• Prepare weekly receivables and payables reporting
• Update financial data in a timely manner and ensure it is accurate via weekly soft reconciliations
• Proactively identify, propose solutions, and/or communicate to the supervisor in a timely manner if the information is not accurate or the close deadlines will be missed
• Assist in measuring KPIs and preparing financial reporting packages
• Assist in coordinating the preparation and compilation of year-end reporting, financial statements, and reconciliations for CPA firm, for tax return preparation
• Ensure that all clients in the book of business financials are closed by the 15th
• Retain 90% client retention year over year due to providing extraordinary results

COMPETENCIES

• Ability to process and interpret accounts payable and accounts receivable
• Can manage bank and general ledger reconciliations as well as payroll processing
• Knowledge of best practices for performing month-end closings
• Ability to track fixed assets and prepare depreciation schedules
• Understanding of how to prepare the trial balance
• Working knowledge of Generally Accepted Accounting Principles and Procedures (GAAP)
• Working knowledge of Quickbooks Desktop and Quickbooks Online
• Ability to work with project management software (e.g.,Asana) and G-Suite (Slides and Docs)
• Strong with numbers and figures and possession of analytical acumen
• Ability to work with multiple legal entities under different legal umbrellas
• Strong knowledge of financial reporting requirements
• Accounting experience with retail, e-commerce, construction, and/or HVAC industry is a plus

EDUCATION AND EXPERIENCE

• Associate’s Degree in Accounting and Finance, or equivalent business experience
• At least 2 years’ progressively responsible experience in Accounting and Financial management practices

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 period of time sitting at a desk and 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.