Compensation: $75,000 to $90,000 annually.
Location: Scottsdale, AZ
Workplace Setting: Fully Onsite.
POSITION SUMMARYThe FP&A Analyst will support the FP&A team by providing accurate financial analysis, preparing reports and assisting in budgeting and forecasting processes. This role is ideal for someone who is a self-starter, infinitely curious & analytical, enjoys working with data and is looking to build a career in finance.
This individual will assist in developing and maintaining the systems needed to aggregate accounting & financial information into a standard set of financials and transform financial data into meaningful insights. This exciting opportunity will provide the mentorship and hands-on experience that can lead to an exceptional career path at Cardone Ventures.
SUCCESS LOOKS LIKE- Producing accurate financial reports, forecasts, and variance analysis that provide clear and actionable insights to help stakeholders make better business decisions
- Produce monthly Budget vs Actual reporting and analysis to support executive leadership and department budget owners to manage their financial performance.
- Creating data that is clean, well documented,and can be easily interpreted by multiple leaders within the organization
OBJECTIVES- Support FP&A Managers by providing accurate financial analysis, preparing reports, assisting with revenue recognition, ad-hoc projects, budgeting, and forecasting processes.
- Collect, clean and organize financial data from various sources to ensure accuracy and completeness.
- Support the preparation of monthly financial reports and assist with drafting footnotes and key points for financial statements.
- Find and resolve potential issues or discrepancies within the data to ensure accuracy
- Perform accurate and timely entry of financial data into relevant systems, ensuring data integrity and consistency across financial reports and records.
- Identify and drive process improvements, including the creation of standard and Ad Hoc reports, tools and Excel or Google dashboards
- Use Power BI, SQL, Python, Claude, and other technical data tools to automate, clean, and amplify existing workstreams which are assigned and assist with others.
- Support in reconciliation between different data sources to align fields to support analytics
COMPETENCIES- Proficient in Excel and Google Sheets for creating and managing reports.
- Familiar with project management tools (e.g., Asana) and G-Suite (Slides and Docs).
- Able to analyze financial data and statements (P&L, Balance Sheet, Cash Flows).
- Skilled in spotting issues in financial reporting and suggesting improvements.
- Capable of assisting with departmental budgets and financial reports.
- Moderate level of business acumen to help translate business results into financial reporting/modeling.
- Understands the difference between revenue and profitability and how business changes affect them.
- Able to use technical tools/software language such as PowerBI, DAX, Claude, SQL, Python to automate and amplify workstreams
- Basic knowledge of cash versus accrual accounting and their impacts.
- Able to create useful reports and dashboards for stakeholders.
- Familiar with the month-end closing process and how accounting changes affect financial reports.
EDUCATION AND EXPERIENCE- Bachelor's Degree in Finance, Accounting, Business or related field, or equivalent work experience
- At least 1-3 years' work experience in Finance and Accounting
10X TOTAL REWARDSWe offer a comprehensive benefits package for full-time employees that includes:- Medical, dental, and vision for FT positions and their dependents
- Vacation and sick time policy that increases based on tenure with the company
- Three work from home days per month (4/month during June-August)
- Employee Assistance Program through Guardian
- 401k with up to 3% Company match
- Pet Insurance through SPOT for your 10X pets!
- Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver + 1 month remote for both
- Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services
- Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program
- Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing
- Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission
PHYSICAL REQUIREMENTS- 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
