Finance Analyst

FP&A Analyst

Compensation: $75,000 to $90,000 annually.

Location: Scottsdale, AZ

Workplace Setting: Fully Onsite.

Position Summary

The FP&A Analyst will support the FP&A team by providing accurate financial analysis, preparing reports and assisting in budgeting and forecasting processes. This role is ideal for someone who is a self-starter, infinitely curious & analytical, enjoys working with data and is looking to build a career in finance.

This individual will assist in developing and maintaining the systems needed to aggregate accounting & financial information into a standard set of financials and transform financial data into meaningful insights. This exciting opportunity will provide the mentorship and hands-on experience that can lead to an exceptional career path at Cardone Ventures.

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

• Producing accurate financial reports, forecasts, and variance analysis that provide clear and actionable insights to help stakeholders make better business decisions
• Produce monthly Budget vs Actual reporting and analysis to support executive leadership and department budget owners to manage their financial performance.
• Creating data that is clean, well documented, and can be easily interpreted by multiple leaders within the organization

Objectives

• Support FP&A Managers by providing accurate financial analysis, preparing reports, assisting with revenue recognition, ad-hoc projects, budgeting, and forecasting processes.
• Collect, clean and organize financial data from various sources to ensure accuracy and completeness.
• Support the preparation of monthly financial reports and assist with drafting footnotes and key points for financial statements.
• Find and resolve potential issues or discrepancies within the data to ensure accuracy
• Perform accurate and timely entry of financial data into relevant systems, ensuring data integrity and consistency across financial reports and records.
• Identify and drive process improvements, including the creation of standard and Ad Hoc reports, tools and Excel or Google dashboards
• Use Power BI, SQL, Python, and other technical data tools to automate, clean, and amplify existing workstreams which are assigned and assist with others.
• Support in reconciliation between different data sources to align fields to support analytics

Competencies

• Proficient in Excel and Google Sheets for creating and managing reports.
• Familiar with project management tools (e.g., Asana) and G-Suite (Slides and Docs).
• Able to analyze financial data and statements (P&L, Balance Sheet, Cash Flows).
• Skilled in spotting issues in financial reporting and suggesting improvements.
• Capable of assisting with departmental budgets and financial reports.
• Moderate level of business acumen to help translate business results into financial reporting/modeling.
• Understands the difference between revenue and profitability and how business changes affect them.
• Able to use technical tools/software language such as PowerBI, DAX, SQL, Python to automate and amplify workstreams
• Basic knowledge of cash versus accrual accounting and their impacts.
• Able to create useful reports and dashboards for stakeholders.
• Familiar with the month-end closing process and how accounting changes affect financial reports.

Education and Experience

• Bachelor's Degree in Finance, Accounting, Business or related field, or equivalent work experience
• At least 1-3 years' work experience in Finance and Accounting

10X Total Rewards

• Medical, dental, and vision for FT positions and their dependents
• Vacation and sick time policy that increases based on tenure with the company
• Three work from home days per month (4/month during June-August)
• Employee Assistance Program through Guardian
• 401k with up to 3% Company match
• Pet Insurance through SPOT for your 10X pets!
• Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver + 1 month remote for both
• Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services
• Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program
• Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing
• Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer
• Must be on-site at our Scottsdale, AZ office; this is not a remote role

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. 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 View email address on click.appcast.io. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.

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.