Financial Services Consultant

Pay or shift range $110,000 USD to $135,000 USD The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications, and other job-related reasons. 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. PHYSICAL REQUIREMENTS Prolonged periods sitting at a desk and working on a computer. Medical, dental, and vision (employee + dependents). 401(k) with up to 3% company match. Parental leave: 8 weeks fully paid (primary caregiver) / 4 weeks fully paid (secondary) + 1 month remote for both. Vacation and sick time that increases with tenure. Pet insurance through SPOT. Employee Assistance Program through Guardian. Professional development reimbursements for outside courses and certifications. $250K+ in internal education resources across Sales, Operations, Finance, People, and Marketing. Uncapped commission eligibility for all team members. 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. Cardone Ventures uses AI-assisted tools as part of our recruiting process. These tools may be used to support resume screening, candidate outreach, or initial assessments. All hiring decisions are made by our People team and hiring managers. If you have questions about our process please contact us. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr