Finance Manager

Cardone Ventures Career•Scottsdale, AZ

2d•Onsite

About The Position

The Platform Review Finance Manager oversees an assigned portfolio of clients, assessing historical financial performance and advising on improvements to help clients achieve their personal, professional, and financial goals. Working with subject matter experts on the Platform Review team, the Finance Manager analyzes financial performance, recommends process and financial improvements—including cash flow management—and develops accurate financial models for Cardone Ventures’ platform clients. As part of a core team with a Marketing Manager and Business Account Manager, the Finance Manager supports a seven-month deep dive into client businesses. This work includes reviewing past performance, assessing current processes and structure, analyzing market opportunities, and developing a strategic 10-year plan. The role focuses on financial performance analysis, process improvement, and long-term financial forecasting, while guiding clients through the 10X360 Platform Review and collaborating on client deliverables. The role is fully onsite at the Scottsdale, Arizona office. Cardone Ventures describes its mission as helping business owners achieve personal, professional, and financial goals through business growth. Its stated core values are inspirational, disciplined, accountable, transparent, aligned, and results oriented.

Requirements

3–5 years of experience in financial planning and analysis (FP&A), corporate finance, or accounting.
Proven ability to develop and manage budgets, forecasts, and financial models that inform strategic business decisions.
Proven experience advising business owners or executive stakeholders by translating financial insights into clear, actionable strategies that influence decisions and support business growth.
Strong financial strategy and planning knowledge, including the ability to gather and connect accurate financial data to future business goals.
Understanding of financial reports, budgets, and forecasting, as well as basic accounting knowledge related to statements of operations, balance sheets, and cash flow statements.
Ability to lead client discussions about growth goals and operational activities to determine financial parameters and create accurate, informed financial models.
Ability to develop Excel financial models for 10-year business plans and forecasts.
Knowledge of the differences between cash-basis and accrual-basis accounting.
Must work onsite at the Scottsdale, Arizona office; the role is not remote.
Prolonged periods sitting at a desk and working on a computer.

Nice To Haves

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

Responsibilities

Gather and interpret data to assess the accuracy of historical financials and prior financial performance.
Anticipate financial pressures for platform clients by assessing future cash needs, implementing cash flow calls, and preparing work-in-progress reporting when applicable.
Collaborate with platform teams on deliverables to ensure cohesive, targeted work aligned with clients’ personal, professional, and financial goals.
Consult with clients across industries to define 10-year financial models and identify opportunities for expansion.
Prepare summaries of clients’ statements of operations, cost of sales, revenue analyses, balance sheets, cash flow statements, and owners’ discretionary earnings.
Guide clients through a seven-month process to shift their perspectives on business financial strategies.
Test, report, optimize, and analyze program performance to identify key levers and improvement opportunities that can be shared across platforms and programs.
Define daily cash targets and analyze program success.
Create and deliver detailed analyses of financial summaries and recommendations for process improvements, best practices, and strategic operational changes to the 10X360 Platform Review team and clients.
Interact with clients at in-person events during delivery of the 10X360 Platform Review.
Beta-test new initiatives to validate performance and establish standard operating procedures before company-wide rollout.
Prepare SWOT analyses to identify opportunities to create competitive advantage in clients’ markets.
Identify potential cash flow challenges and intervene with proactive weekly cash flow projections.

Benefits

Medical, dental, and vision coverage for employees and dependents.
401(k) with up to 3% company match.
Paid parental leave: 8 weeks for the primary caregiver or 4 weeks for the secondary caregiver, plus one month of remote work for both.
Vacation and sick time that increases with tenure.
Gym membership.
Fully paid meal-preparation service discounts.
Pet insurance through SPOT.
Employee Assistance Program through Guardian.
Professional development reimbursements for outside courses and certifications.
10X Mentorship Program.
More than $250,000 in internal education resources across Sales, Operations, Finance, People, and Marketing.
Uncapped commission eligibility for all team members.