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 closely with clients to develop tailored financial plans aligned with their short-term objectives and long-term aspirations. Through diligent analysis and assessment, the consultant will identify areas for optimization, provide actionable recommendations, and facilitate informed decision-making processes to ensure financial objectives are met effectively.

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

Nice To Haves

• Extending expertise beyond financial considerations to provide actionable solutions for operational challenges within the business.
• Serving as a pivotal catalyst in 10X Financial Services, driving and motivating transformative change in our clients' behaviors

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 then tailor future calls to bridge the gaps they are facing
• Proactively advise on industry standards for managing expenses, people costs, marketing spend and owner draws
• Work with each client to develop their Corporate, Department, and Employee KPIs
• Advise each client on compensation plan best practices and collaborate to develop the proper model for each of their 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level