3-5 years in Financial Planning & Analysis (FP&A), corporate finance, or accounting
Experience developing and managing budgets, forecasts, and financial models
Ability to translate financial insights into actionable strategies for business growth
Bachelor's degree in finance or related field preferred
Strong understanding of financial reports, budgets, and forecasting
Responsibilities
Oversee financial performance analysis for a high-end portfolio of clients
Collaborate with a core team to create comprehensive analyses of client businesses
Develop strategic 10-year financial models tailored to client needs
Proactively identify and address financial pressures for clients
Guide clients through a seven-month financial strategy journey
Benefits
Medical, dental, and vision coverage for employees and dependents
401(k) plan with up to 3% company match
Paid parental leave and additional remote work options
Increasing vacation and sick time based on tenure
Fully paid gym membership
Discounts on meal prep services
Pet insurance available
Employee Assistance Program
Reimbursement for professional development courses
Access to extensive internal education resources
Eligibility for uncapped commissions
Full Job Description
Compensation: $90,000 to $130,000 annually
Location: Scottsdale, AZ
Workplace Setting: Fully onsite
POSITION SUMMARY
The Platform Review Finance Manager oversees a high-end portfolio of assigned clients in which they will assess the prior financial performance and advice on areas of improvement to achieve desired outcomes (or personal professional and financial goals) with the collaboration of subject matter experts on the Platform Review team. This role is responsible for the analysis of historical financial performance, recommendation of process and financial improvements including cash flow, and accurate financial modeling for Cardone Venture's platforming clients..
In this role, you'll also work within a core team consisting of a Finance Manager, Marketing Manager, and Business Account Manager to engage in a seven-month deep dive into all aspects of client businesses to create a comprehensive analysis of past performance, assessment of current processes and structure, analyze market opportunity, and develop an in-depth strategic 10-year plan to achieve desired goals. The Finance Manager role plays a critical role in financial performance analysis, process improvement, and 10-year financial forecasting.
SUCCESS LOOKS LIKE
Clients are experiencing financial success of our clients through the platform process through increasing transparency, financial tracking, and improving cash position
Ownership of client success intervening to support in times of need through cash flow management and process improvement
Development of strategic, attainable, client specific financial models
OBJECTIVES
Gather and interpret data needed in order to assess accuracy of historical financials and prior financial performance
Proactively intervene when detecting impending financial pressures with our platform clients through assessing future cash needs, implementing cash flow calls, and work in progress reporting when applicable
Strategically collaborate on platform deliverables with respective platform teams to ensure cohesive, targeted, and holistic platform deliverables aligned with client personal, professional, and financial goals
Consult with clients to determine their 10-year financial model and opportunities for expansion, from various industries with different levels of financial acumen
Assemble a summary of the client's statement of operations, cost of sales, revenue analysis, balance sheet, cash flow statement, and owner's discretionary earnings
Guide clients through a seven-month journey to shift their perspective on financial strategies in their business
Test, report, optimize, and analyze program performance to identify key levers and opportunities for improvements that can be shared across platforms and programs
Define daily cash target and analyze program success
Create and deliver detailed analysis of financial summaries and recommendations for improvement to process, best practice, and strategic operational change to Cardone Ventures' 10X360 Platform Review team and clients
Interact with clients at in-person events during the delivery of their 10X360 Platform Review
Perform beta tests on new initiatives to validate performance and establish standard operating procedures prior to a company-wide rollout
Prepare a SWOT analysis identifying areas to create a competitive advantage in their given marketplace
Identify potential cash flow challenges and intervene with proactive weekly cash flow projection
COMPETENCIES
Strong financial strategy and planning knowledge with the ability to gather and link accurate financial data to future business goals
Understanding of financial reports, budgets and forecasting as well as a basic level of accounting knowledge in regard to managing statements of operations, balance sheets, cashflow statements, etc.
Ability to lead clients through conceptual conversations around their growth goals and operational activities to determine key financial parameters to create accurate, and informed financial models
Ability to develop financial models in Excel to create 10 year business plans and forecasts
Knowledge of the difference between cash vs. accrual basis accounting
EDUCATION AND EXPERIENCE
3-5 years of experience in Financial Planning & Analysis (FP&A), corporate finance, or accounting.
Proven ability to develop and manage budgets, forecasts, and financial models that drive strategic business decisions
Proven experience advising business owners or executive stakeholders by translating financial insights into clear, actionable strategies that influence key decisions and drive business growth.
A Bachelor's degree in finance or a related field is preferred.
10X TOTAL REWARDS
Full-time employees receive:
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
PHYSICAL REQUIREMENTS
Prolonged periods sitting at a desk and working on a compute
Must be on-site at our Scottsdale, AZ office; this is not a remote role
