Financial Services Advisor

Compensation: $110k-$130k annually

Location: Scottsdale, AZ

Workplace Setting: Fully Onsite

 

POSITION SUMMARY

Primary responsibilities of the 10X Finance Services Consultant will include offering strategic advice on the financial forecast you develop which will address the expenditure allocation across various facets of business operations, including Gross Margins, Marketing, Personnel, and Owner Draws. Drawing on your expertise, you will collaborate closely with clients to develop tailored financial plans that align with their short-term objectives and long-term aspirations.

Through diligent analysis and assessment, you will identify areas for optimization, provide actionable recommendations, and facilitate informed decision-making processes to ensure financial objectives are met effectively.

 

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

•  Extending expertise beyond financial considerations to provide actionable solutions for operational challenges within the business.
•  Serving as a pivotal catalyst in 10X Financial Services, driving and motivating transformative change in our clients' behaviors

 

OBJECTIVES

•  Drive plans for major financial strategies, spending, system management, financial processes/controls for clients
•  Work on optimizing and analyzing income statements, balance sheets, budgets, forecasts, and charts of accounts for clients 
•  Manage the quarterly/annual budgeting, revenue forecasting, and financial review process comparing actual to budget performance for assigned Cardone Ventures clients
•  Prepare presentations outlining industry best practices for businesses and then tailor future calls to bridge the gaps they are facing
•  Proactively advise on industry standards for managing expenses, people costs, marketing spend and owner draws
•  Work with each client to develop their Corporate, Department, and Employee KPIs
•  Advise each client on compensation plan best practices and collaborate to develop the proper model for each of their roles
•  Prepare and deliver monthly financial reporting packages, activity reports, and financial forecasts for clients
•  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
•  Keep accurate recaps of each call and a detailed history of client progression from contract inception

 

COMPETENCIES

•  Demonstration of an understanding of all aspects of a client’s business from a financial standpoint and how it connects to the financial strategy and current financial standing of the business
•  Ability to analyze a client's revenue streams, gross margin rates and profitability by product in an effort to devise forward-looking strategies and areas of opportunity 
•  Can help make decisions for the client based on their margin rates, labor rates, cash position and financial obligations 
•  Understanding of month-end closing cycle and can walk a client through the checklist 
•  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) to devise the financial strategy of the business and where the resources and personnel time should be deployed
•  Ability to understand the client’s budget and roles within their team to develop individual incentive based off of performance metrics and KPIs 
•  Ability to make financial recommendations that will move the client’s business , grow their revenue and enhance their profitability
•  Understanding of cash to accrual concepts, the benefits of each, and the impact on moving from one to the other 
•  Intermediate knowledge of Excel functions and formulas to increase efficiency and the ability to analyze data within the business

 

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:

• Your Health:

Medical, dental, and vision coverage for you and your dependents, a 100% paid EOS Fitness membership, and a 10% discount from Eat Clean Phoenix because when you feel good, you perform at your best.

• Your Future:

401(k) with up to 3% company match, uncapped commission opportunities, and non-sales team members earning $20,000+ annually. Your financial growth is just as important as your professional growth.

• Your Growth:

Access to $250,000+ in educational resources, the 10X Mentorship Program, course reimbursement, and company-supported certifications including PMP and SHRM because we invest in the version of you that's always leveling up.

• Your Edge:

Hands-on experience with AI integrated into your daily workflows, keeping you ahead of the curve in an ever-evolving industry.

• Your Life:

Generous PTO that grows with your tenure plus bonus PTO for weekend events worked, competitive parental leave (8 weeks primary / 4 weeks secondary + 1 month remote), pet insurance through SPOT, and Employee Assistance Program through Guardian. 

 

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.