The Financial Planning and Analysis Manager will act as a key liaison between internal stakeholders completing financial modeling, budgeting and analysis. The Financial Planning and Analysis Manager will oversee budgeting, forecasting, variance analysis, and financial reporting processes, and will collaborate with various departments to ensure alignment of financial goals with overall business objectives.
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.
OBJECTIVES
Drive all financial management, planning, systems, and controls for internal stakeholders
Understand accounting implications of changes in process, and organizational changes
Conduct calls with key stakeholders to understand the operational application of a change in structure
Manage budgeting, revenue forecasting, and financial review process for assigned Cardone Ventures departments
Develop and maintain financial models to support budgeting, forecasting, and long-range planning
Prepare monthly, quarterly, and annual financial reports and analysis for senior management
Monitor and analyze financial performance against budget and forecast, identifying trends and areas for improvement
Collaborate with department heads to develop and track key performance indicators (KPIs) and financial metrics
Mentor and develop junior members of the FP&A team, fostering a culture of continuous learning and professional growth
COMPETENCIES
Demonstration of an understanding of all aspects of the corporate structure of Cardone Ventures
Knowledge of revenue versus profitability and the implications of operational changes to the business
Can help make decisions for the the organization based on financial models and profitability
Understanding of month-end closing cycle and accounting change impacts to the reporting of the financial picture
Ability to develop complex financial models, budgets, and financial reporting packages
Ability to analyze financial data and financial statements (P&L, Balance Sheet and Cash Flows)
Ability to understand the department budget and roles within their team to develop individual incentive compensation plans
Facilitate actionable reporting & dashboards to key stakeholders
Understanding of cash to accrual concepts, the benefits of each, and the impact on moving from one to the other
Intermediate knowledge of Excel or Google sheet functions and formulas to increase efficiency
EDUCATION AND EXPERIENCE
Bachelor's Degree in Finance, Accounting, Business, or related area of study, or equivalent work experience
At least 5 years' work experience in finance and accounting, preferably in a consulting capacity
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 Company match (estimated to launch in Q1 2025)
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 initiatives including a 100% paid for gym membership and access to discounts on local meal prep services
Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program
Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing
Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission
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 workforce, Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers@cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.