VP of Research

POSITION SUMMARY

The Vice President of Research will lead the strategic development of our consulting services for small and medium-sized businesses (SMBs), overseeing all aspects of research  and financial planning. This role will be responsible for building and mentoring a new team of analysts within the department. This leader will play a crucial role in delivering insights that empower clients—from $500K to $50M+ in revenue—to make data-driven decisions that drive sustainable growth and operational efficiency.

 

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

•  Establishes and leads a high-performing research and analytics team that consistently delivers strategic insights and financial planning support aligned with client growth objectives.
•  Develops and implements scalable research frameworks, financial models, and forecasting tools that become foundational to how Cardone Ventures serves and supports SMB clients.
•  Drives a culture of data excellence by creating and enforcing high standards for data quality, governance, and actionable reporting, ensuring clients receive consistent, accurate, and relevant insights.

 

OBJECTIVES 

•   Lead the recruitment, training, and development of a high-performing analytics team capable of delivering actionable insights and tailored growth strategies for SMB clients.
•   Conduct comprehensive market and industry analysis to drive strategic decision-making and business growth. 
•   Leverage advanced data analytics to create custom roadmaps and strategies that help our clients grow sustainably, optimize operations, and scale effectively.
•   Design and implement sophisticated financial models and forecasting tools that support decision-making and business growth, focusing on risk management, budgeting, and long-term financial planning.
•   Establish and maintain rigorous data governance and quality standards, ensuring that all research and analytics outputs are accurate, consistent, and compliant with industry best practices.
•   Use multi-industry insights and best practices to guide SMB clients across various sectors, adapting strategies to address the unique challenges and opportunities of each client.
•   Define key performance indicators (KPIs) and metrics to assess the success of strategic initiatives, ensuring that all data-driven efforts lead to measurable improvements in client outcomes.
•   Stay at the forefront of emerging technologies and integrate them into the company’s analytics processes to enhance forecasting accuracy and drive innovative solutions for clients.

 

COMPETENCIES

•   Strong cross-industry background with experience tailoring financial and analytical insights across diverse sectors.
•    Strong ability to align analytics insights with business objectives, providing strategic guidance that supports clients' growth and operational success.
•   Ability to leverage emerging technologies, such as machine learning and AI, to enhance analytics capabilities, improve forecasting, and deliver cutting-edge solutions to clients.
•   Proficiency in defining and tracking KPIs to measure the impact of analytics initiatives, ensuring continuous improvement and alignment with client objectives and overall business goals.

 

EXPERIENCE & EDUCATION

• 5-10 years overseeing analytics, strategy, or financial teams, with a proven track record of conducting market research & industry analysis.  • 5-10 years with a background in data analysis, forecasting, and trend identification to drive strategic decision-making.

 

PHYSICAL REQUIREMENTS

•   Prolonged periods sitting at a desk and working on a computer 

 

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural