Finance Consultant

Cardone Ventures Career•Scottsdale, AZ

4d•Onsite

About The Position

The Finance Advisor provides business financial advisory and consulting services to a portfolio of 12–15 Cardone Ventures clients. Acting as a fractional CFO, this role reviews and monitors clients’ financial reports and accounts, prepares activity reports and forecasts, and uses financial and business expertise to guide investment decisions. The Finance Advisor identifies opportunities to improve profitability and evaluates business opportunities such as expansion, mergers, and acquisitions. Working as part of a strategic client team, the Finance Advisor partners closely with Operations and Marketing Advisors to support execution, decision-making, and results. The role helps clients set financial objectives and use tools such as PowerBI and AI, including client-facing dashboards designed to accelerate insights and reduce administrative work.

Requirements

5–7 years of experience in Financial Planning & Analysis (FP&A), corporate finance, or accounting.
Ability to develop and manage budgets, forecasts, and financial models that inform strategic business decisions.
Strong understanding of revenue streams, margin analysis, cash flow, and alignment of financial performance with strategic business goals.
Ability to analyze financial statements, including profit and loss statements, balance sheets, and cash flow statements.
Ability to guide clients through month-end close processes and financial best practices, including transitions between cash- and accrual-based accounting.
Ability to communicate financial concepts to non-financial business owners and build client financial acumen through consultative partnership.
Ability to design performance-based incentive structures aligned with budgets, team roles, and measurable KPIs.
Proficiency in Excel, including intermediate to advanced functions for reporting and data efficiency.
High emotional intelligence and willingness to develop deep interpersonal relationships.
Must work onsite at the Scottsdale, Arizona office.

Nice To Haves

Bachelor’s degree in finance or a related field is preferred.

Responsibilities

Conduct weekly and monthly client follow-ups to assess financial plans and adjust tactics to increase profitability.
Collaborate with Operations, Marketing, and other cross-functional partners on clients’ monthly strategies, quarterly plans, and annual plans.
Develop plans for major financial strategies, spending, systems management, and financial processes and controls.
Analyze and optimize clients’ income statements, balance sheets, budgets, forecasts, and charts of accounts.
Manage quarterly and annual budgeting, revenue forecasting, resource planning, and financial review processes for assigned clients.
Prepare and deliver monthly financial reporting packages, activity reports, and financial forecasts.
Create incentive compensation plans for client team members.
Work with clients to establish short- and long-term financial goals.
Prepare and deliver financial details and summaries to Cardone Ventures’ leadership team and clients as needed.
Track client cash flow, margins, and profitability, and provide strategic insights to improve financial performance.
Support client expansion into new products, services, locations, and markets.

Benefits

Medical, dental, and vision coverage for employees and dependents.
401(k) with up to 3% company match.
Paid parental leave: eight weeks for primary caregivers and four weeks for secondary caregivers, plus one month of remote work for both.
Vacation and sick time that increase with tenure.
Fully paid gym membership.
Meal-prep service discounts.
Pet insurance through SPOT.
Employee Assistance Program through Guardian.
Professional development reimbursements for outside courses and certifications.
10X Mentorship Program.
Internal education resources across Sales, Operations, Finance, People, and Marketing.
Uncapped commission eligibility for all team members.