Financial Services Consultant

Cardone Ventures Career•Scottsdale, AZ

2d•Onsite

About The Position

The 10X Finance Services Consultant will offer strategic advice on financial forecasts, addressing expenditure allocation across Gross Margins, Marketing, Personnel, and Owner Draws. This role involves collaborating with clients to develop tailored financial plans aligned with short-term objectives and long-term aspirations. The consultant will identify areas for optimization, provide actionable recommendations, and facilitate informed decision-making to ensure financial objectives are met effectively. Cardone Ventures' mission is to help business owners achieve their personal, professional, and financial goals through business growth, providing strategic guidance through various channels. Core values include being inspirational, disciplined, accountable, transparent, aligned, and results-oriented.

Requirements

Demonstration of an understanding of all aspects of a client’s business from a financial standpoint and how it connects to the financial strategy and current financial standing of the business
Ability to analyze a client's revenue streams, gross margin rates and profitability by product in an effort to devise forward-looking strategies and areas of opportunity
Can help make decisions for the client based on their margin rates, labor rates, cash position and financial obligations
Understanding of month-end closing cycle and can walk a client through the checklist
Ability to develop complex financial models, budgets, and financial reporting packages
Ability to analyze financial data and financial statements (P&L, Balance Sheet and Cash Flows) to devise the financial strategy of the business and where the resources and personnel time should be deployed
Ability to understand the client’s budget and roles within their team to develop individual incentive based off of performance metrics and KPIs
Ability to make financial recommendations that will move the client’s business, grow their revenue and enhance their profitability
Understanding of cash to accrual concepts, the benefits of each, and the impact on moving from one to the other
Intermediate knowledge of Excel functions and formulas to increase efficiency and the ability to analyze data within the business
Bachelor’s Degree in Finance, Accounting, Business, or related area of study, or equivalent work experience
At least 5 years’ work experience in finance and accounting, preferably in a consulting capacity
Prolonged periods sitting at a desk and working on a computer
Must be on-site at our Scottsdale, AZ office; this is not a remote role

Responsibilities

Drive plans for major financial strategies, spending, system 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, and financial review process comparing actual to budget performance for assigned Cardone Ventures clients
Prepare presentations outlining industry best practices for businesses and tailor future calls to bridge gaps
Proactively advise on industry standards for managing expenses, people costs, marketing spend, and owner draws
Develop Corporate, Department, and Employee KPIs with each client
Advise clients on compensation plan best practices and collaborate to develop proper models for roles
Prepare and deliver monthly financial reporting packages, activity reports, and financial forecasts for clients
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
Keep accurate recaps of each call and a detailed history of client progression from contract inception

Benefits

Medical, dental, and vision (employee + dependents)
401(k) with up to 3% company match
Parental leave: 8 weeks fully paid (primary caregiver) / 4 weeks fully paid (secondary) + 1 month remote for both
Vacation and sick time that increases with tenure
Gym membership, 100% paid
Meal prep service discounts
Pet insurance through SPOT
Employee Assistance Program through Guardian
Professional development reimbursements for outside courses and certifications
10X Mentorship Program
$250K+ in internal education resources across Sales, Operations, Finance, People, and Marketing
Uncapped commission eligibility for all team members