Finance Consultant

Total Compensation: $115k-$150k annually

Location: Scottsdale, AZ

Workplace Setting: Fully Onsite 

 

POSITION SUMMARY 

The Finance Consultant is responsible for business financial advisory and consulting of 12-15 Cardone Ventures’ clients and the monthly review and monitoring of their financial reports and accounts. As “fractional CFO” for the client, they will prepare activity reports, generate financial forecasts and leverage their finance and business experience to guide client investment decisions. The Finance Consultant will also investigate ways to improve profitability and analyze markets for business opportunities, such as expansion, mergers, or acquisitions.

This individual will play a key role in assisting Cardone Ventures’ clients with achieving their transformational growth plans by setting financial objectives and leveraging newly implemented tools such as PowerBI and AI. As part of a strategic client team, they will partner closely with the Operations and Marketing Consultants to accelerate execution, support decision-making, and drive results. This includes our company investing resources to create new client-facing financial dashboards designed to speed up insights, reduce administrative work, and focus efforts on what matters most—growing the client’s business.

 

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 

•  3 months - Obtain a deep knowledge of client businesses, understating their key objectives and greatest opportunities to implement CV best practices to optimize as they relate to finance and accounting (Cash Flow, Forecasting, Budgeting, Pricing, Expense Management, profitability, etc).
•  6 months - Continued advisory and implementation while helping manage client financial health, budget, cash flow, margins and profitability while providing predictability in clients business for better and more informed decision making 
• 1 year - Ensure that client business growth and optimization is occurring by improving profitability, by monitoring financial reporting. Structuring annual planning for clear target and goal setting for future growth.
•  Ongoing - Consistently identifying ways for improved financial performance through strategic insights. Support expansion opportunities with new products/services, added locations, new markets etc.

 

OBJECTIVES 

•  Conduct weekly/monthly follow-up with clients to determine the effectiveness of financial plans and fine-tune the tactics needed to increase profitability
•  Work collaboratively with cross-functional team, including Operations and Marketing to develop monthly strategies, quarterly plans, and annual plans for clients
•  Drive plans for major financial strategies, spending, systems management, financial processes/controls for clients
•  Optimize and analyze income statements, balance sheets, budgets, forecasts, and charts of accounts for clients 
•  Manage the quarterly/annual budgeting, revenue forecasting, resource planning and financial review process for assigned clients
•  Prepare and deliver monthly financial reporting packages, activity reports, and financial forecasts for clients
•  Create incentive compensation plans for clients’ team members
•  Collaborate with clients to set short- and long-term financial goals
•  Create and deliver financial details and summaries to Cardone Ventures’ Leadership Team and clients, as needed

 

COMPETENCIES 

•  Deep understanding of a client’s full financial landscape, including revenue streams, margin analysis, cash flow, and overall alignment to strategic business goals
•  Proven ability to analyze financial statements (P&L