Staff Accountant

Cardone Ventures Career•Scottsdale, AZ
•Onsite

About The Position

The Staff Accountant is a highly accountable, results-oriented, client-facing professional who works directly with clients, business owners, and bookkeepers to provide financial support and guidance. The role builds advisory relationships, delivers accurate financial reporting, answers client questions, and ensures the timely and accurate closing of clients’ books each period. The accountant independently manages a book of business and serves as a primary point of contact, helping owners understand their financial statements and use them to make informed business decisions. The position supports clients through financial reviews, reconciliations, accounts payable and receivable tasks, month-end close, financial statement preparation, and year-end reporting coordination. It also includes maintaining accurate financial data, identifying and communicating issues proactively, improving workflows and standard operating procedures, and conducting peer reviews of client financials. The stated success target is to close each client’s books by the 15th of the following month. This is an on-site role at Cardone Ventures’ Scottsdale, Arizona office and is not remote. Cardone Ventures describes its mission as helping business owners achieve their personal and professional goals through business growth, strategic guidance, courses, live events, partnerships, and investments.

Requirements

  • Associate’s degree in Accounting and Finance, or equivalent business experience.
  • At least 4 years of progressively responsible experience in accounting and financial management practices.
  • Ability to process and interpret accounts payable and accounts receivable.
  • Ability to manage bank and general ledger reconciliations and payroll processing.
  • Knowledge of best practices for month-end closings.
  • Ability to track fixed assets and prepare depreciation schedules.
  • Understanding of how to prepare a trial balance.
  • Working knowledge of Generally Accepted Accounting Principles and Procedures (GAAP).
  • Working knowledge of QuickBooks Desktop and QuickBooks Online.
  • Strong numerical and analytical skills.
  • Ability to work with multiple legal entities under different legal umbrellas.
  • Strong knowledge of financial reporting requirements.
  • Must work on-site at the Scottsdale, Arizona office.

Nice To Haves

  • Accounting experience in retail, e-commerce, construction, and/or the HVAC industry.

Responsibilities

  • Work directly with business owners to improve financial transparency and help them understand and use financial statements for decision-making.
  • Manage a book of business independently and act as the go-to point of contact for clients.
  • Close the books for all assigned clients by the 15th of the following month.
  • Provide ongoing support through monthly or weekly reviews of financials and hold client calls based on each client’s scope of work.
  • Perform monthly, quarterly, and annual reconciliations, including bank, credit card, and general ledger reconciliations.
  • Ensure monthly bank and credit card reconciliations are completed on time for month-end close deadlines.
  • Execute accounts payable and accounts receivable tasks, including paying bills, sending invoices, and following up on past-due invoices.
  • Assist in preparing balance sheets, income statements, and other financial statements requested by owners and Cardone Ventures financial stakeholders.
  • Update financial data promptly and maintain accuracy through weekly soft reconciliations.
  • Proactively identify issues, propose solutions, and communicate with a supervisor when information is inaccurate or close deadlines may be missed.
  • Assist with coordinating year-end reporting, financial statements, and reconciliations for a CPA firm’s tax return preparation.
  • Streamline client workflows and standard operating procedures.
  • Perform peer reviews of client financials within the department.

Benefits

  • Medical, dental, and vision coverage for employees and dependents.
  • 401(k) with up to a 3% company match.
  • Paid parental leave: 8 weeks for a primary caregiver or 4 weeks for a secondary caregiver, plus one month remote for both.
  • Vacation and sick time that increase with tenure.
  • Fully paid gym membership.
  • 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.
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