Senior Finance Analyst

Total Compensation: $85k-$100k annually

Location: Scottsdale, AZ

Workplace Location: Fully Onsite

 

POSITION SUMMARY
The Senior FP&A Analyst will collaborate with FP&A Managers to manage financial reporting, budgeting, forecasting, and variance analysis. This position is suited for a candidate with a strong accounting background, advanced spreadsheet skills, automation capabilities, and AI-assisted techniques to enhance financial reporting and provide strategic recommendations that align with organizational goals.
This individual will assist in developing and maintaining the systems needed to aggregate accounting 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.

 

ABOUT CARDONE VENTURES
Our mission is to help business owners achieve their personal, professional, and financial 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, disciplined, accountable, transparent, aligned, and results oriented. This company operates nationally and is growing by the day.

 

SUCCESS LOOKS LIKE

• Streamlining financial reporting processes through automation and enhanced reporting capabilities

• Identifying financial trends and recommending actionable strategies to improve profitability

 

OBJECTIVES

• Support FP&A Managers in enhancing financial planning, reporting, and internal system improvements

• Utilize advanced spreadsheet capabilities (Excel, Google Sheets) and automation tools (Google Apps Scripts, Power Automate, Zapier) to develop effective reporting and dashboards

• Prepare accurate and timely monthly financial reports, including clearly articulated summaries for leadership

• Conduct detailed variance analysis, recognize significant trends, and propose profitability enhancements

• Monitor and evaluate key financial metrics to assist in achieving organizational objectives

• Incorporate AI tools to simplify and improve reporting and analytical processes

 

COMPETENCIES

• Proficient in preparing comprehensive financial reports, including variance analysis and meaningful commentary

• Skilled in managing and organizing complex financial datasets

• Ability to efficiently perform ad-hoc financial analyses and develop practical recommendations

• Strong knowledge of accounting principles and month-end closing procedures

• Advanced proficiency with spreadsheet tools (Excel and Google Sheets), including complex formulas, pivot tables, and scripting

• Familiarity or interest in using automation tools (Google Apps Scripts, Microsoft Fabric/Power BI, Power Automate, Zapier)

• Comfortable with AI tools for assisting in accounting and analytical tasks

• Capable of analyzing and interpreting financial statements (P&L, Balance Sheet, Statement of Cash Flows)

• Highly organized with the ability to manage multiple simultaneous priorities

 

EDUCATION AND EXPERIENCE

• Bachelor’s Degree in Finance, Accounting, Data Analytics or related field, or equivalent work experience

• At least 1-3 years’ work experience in Finance and Accounting

 

10X TOTAL REWARDS

We 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 initiati