Staff Accountant

Workplace Location: Fully Onsite

Compensation: $70,000 to $85,000 annually

On-site Location: Scottsdale, AZ

POSITION SUMMARY

The goal of this position is to contribute to the overall efficient operation of the Financial Services team and help our clients to understand their financial condition, allowing the correct decisions to be made in order for the organization to accomplish long-term success and scalable growth.

The Staff Accountant is a highly accountable and results-oriented professional who is ready to hit the ground running by working with the bookkeepers everyday to ensure accuracy of projects and clients financials. 

 

ABOUT CARDONE VENTURES

Our mission is to help business owners achieve their personal, professional, and goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, accountable, transparent, disciplined, aligned, and results-oriented. This company operates nationally and is growing by the day.

 

SUCCESS LOOKS LIKE

•  Extending beyond just managing the client’s account by being pivotal in driving client relationships & revenue to ensure long-term success of 10X FS
•  Ensuring that clients have a clear vision into their financials to make strategic decisions through the work done by 10X FS 
•  Proactively identifying and understanding client needs to exceed expectations and deliver exceptional service

 

OBJECTIVES

•  Work directly with business owners to help them improve financial transparency into their business
•  Streamline workflows and SOP’s within a business
•  Help clients understand their financial statements and how to use them for decision-making
•  Provide ongoing support through monthly/weekly reviews of financials
•  Perform reconciliations – monthly/quarterly/annually
•  Ensure that monthly bank & credit card reconciliations are completed timely for month-end close deadlines
•  Execute Accounts Receivables and Account Payables tasks for clients (i.e., paying bills, sending invoices, following-up on past-due invoices, etc.)
•  Maintain complete digital files and work papers that support financial records
•  Assist in the preparation of balance sheets, income statements, and other financial statements as requested from owners and CV  financial stakeholders 
•  Prepare weekly receivables and payables reporting
•  Update financial data in a timely manner and ensure it is accurate via weekly soft reconciliations
•  Proactively identify, propose solutions, and/or communicate to the supervisor in a timely manner if the information is not accurate or the close deadlines will be missed 
•  Assist in measuring KPIs and preparing financial reporting packages 
•  Assist in coordinating the preparation and compilation of year-end reporting, financial statements, and reconciliations for CPA firm, for tax return preparation
•  Ensure that all clients in the book of business financials are closed by the 15th
•  Retain 90% client retention year over year due to providing extraordinary results

 

COMPETENCIES

•  Ability to process and interpret accounts payable and accounts receivable
•  Can manage bank and general ledger reconciliations as well as payroll processing
•  Knowledge of best practices for performing month-end closings 
•  Ability to track fixed assets and prepare depreciation schedules
•  Understanding of how to prepare the trial balance 
•  Working knowledge of Generally Accepted Accounting Principles and Procedures (GAAP)
•  Working knowledge of Quickbooks Desktop and Quickbooks Online
•  Ability to work with project management software (e.g.,Asana) and G-Suite (Slides and Docs)
•  Strong with numbers and figures and possession of analytical acumen
•  Ability to work with multiple legal entities under different legal umbrellas
•  Strong knowledge of financial reporting requirements
•  Accounting experi