Financial Services Consultant

Financial Services Consultant

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.

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.

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

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

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

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

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.