Finance Manager

Platform Review Finance Manager

The Platform Review Finance Manager oversees a high-end portfolio of assigned clients in which they will assess the prior financial performance and advice on areas of improvement to achieve desired outcomes (or personal professional and financial goals) with the collaboration of subject matter experts on the Platform Review team. This role is responsible for the analysis of historical financial performance, recommendation of process and financial improvements including cash flow, and accurate financial modeling for Cardone Venture's platforming clients.

In this role, you'll also work within a core team consisting of a Finance Manager, Marketing Manager, and Business Account Manager to engage in a seven-month deep dive into all aspects of client businesses to create a comprehensive analysis of past performance, assessment of current processes and structure, analyze market opportunity, and develop an in-depth strategic 10-year plan to achieve desired goals. The Finance Manager role plays a critical role in financial performance analysis, process improvement, and 10-year financial forecasting.

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.

Clients are experiencing financial success of our clients through the platform process through increasing transparency, financial tracking, and improving cash position

Ownership of client success intervening to support in times of need through cash flow management and process improvement

Development of strategic, attainable, client specific financial models

Strong financial strategy and planning knowledge with the ability to gather and link accurate financial data to future business goals

Understanding of financial reports, budgets and forecasting as well as a basic level of accounting knowledge in regard to managing statements of operations, balance sheets, cashflow statements, etc.

Ability to lead clients through conceptual conversations around their growth goals and operational activities to determine key financial parameters to create accurate, and informed financial models

Ability to develop financial models in Excel to create 10 year business plans and forecasts

Knowledge of the difference between cash vs. accrual basis accounting

3-5 years of experience in Financial Planning & Analysis (FP&A), corporate finance, or accounting.

Proven ability to develop and manage budgets, forecasts, and financial models that drive strategic business decisions

Proven experience advising business owners or executive stakeholders by translating financial insights into clear, actionable strategies that influence key decisions and drive business growth.

A Bachelor's degree in finance or a related field is preferred.

Full-time employees receive:

• 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
• Gym membership, 100% paid
• Meal prep service discounts
• Pet insurance through SPOT
• Employee Assistance Program through Guardian
• Professional development reimbursements for outside courses and certifications
• 10X Mentorship Program
• $250K+ in internal education resources across Sales, Operations, Finance, People, and Marketing
• Uncapped commission eligibility for all team members

Prolonged periods sitting at a desk and working on a compute

Must be on-site at our Scottsdale, AZ office; this is not a remote role

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.