- 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 teams, including Operations, Marketing, Human Resources, and Professional Development, to develop monthly strategies, quarterly plans, and annual plans for clients
- 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 for assigned Cardone Ventures clients
- Work on optimizing and analyzing income statements, balance sheets, budgets, forecasts, and charts of accounts for 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
- 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
- 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
- Prolonged periods sitting at a desk and working on a computer
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Finance Strategy Manager - Scottsdale, United States - Cardone Ventures
Description
POSITION SUMMARY
The Finance Advisor is responsible for reviewing 12-15 Cardone Ventures' clients' financial reports, monitoring accounts, and preparing activity reports and financial forecasts. The Finance Advisor 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 objectives, planning business development strategies with other team members, and holding the members accountable to the plan. The successful incumbent will be well versed in the finance industry and will possess the ability to work and collaborate effectively within a highly fast-paced and team-centric environment.
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
COMPETENCIES
EDUCATION AND EXPERIENCE
PHYSICAL REQUIREMENTS
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 Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.
