Job Description

POSITION SUMMARY

The Finance Consultant is responsible for reviewing Cardone Ventures’ Clients financial reports, monitoring accounts, and preparing activity reports and financial forecasts. This individual 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 Venture’s clients with achieving their transformational growth plans by setting objectives, planning business development strategies with other team members, as well as holding the Members accountable to the plan. The successful incumbent will possess a keen business mind and demonstrate strong relationship skills, as well as the ability to work and collaborate effectively within a highly team-centric environment.

ABOUT CARDONE VENTURES

Our mission is to help business owners achieve their personal, professional, and 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, accountable, transparent, disciplined, aligned, and results oriented. This company operates nationally and is growing by the day.

PERFORMANCE OBJECTIVES:

• Oversee all financial management, planning, systems and controls for clients to include: key performance indicators (KPIs), income statements, balance sheets, budgeting, forecasts, and chart of accounts

• Lead, develop, and manage budgeting, forecasting, and financial review process for assigned Cardone Ventures Clients

• Investigate ways to improve profitability and analyze markets for business opportunities, such as expansion, mergers, and acquisitions

• Prepare and deliver monthly financial reporting packages, activity reports and financial forecasts for clients

• Oversee financial performance against budget, financial, and operational goals

• Collaborate with clients to set short- and long-term financial goals

• Manage financial due diligence for client acquisitions

• Create and deliver financial details and summaries to Cardone Venture’s Leadership Team and clients

• Work collaboratively with cross functional teams, including Operations, Marketing, Human Resources, and Professional Development

• Responsible for directly and indirectly interacting with the CV Operations Team to improve all systems and processes that drive the financial success of the practices

CAPABILITIES/KEY COMPETENCIES:

• Entrepreneurially oriented with strong drive and commitment toward obtaining results
• Strong blend of business acumen, tactical knowledge, and strategic perspective with a thorough understanding of how various aspects of business -- such as operations, finance, marketing and team alignment -- impact the overall dynamics of the organization
• Ability to thoroughly learn and implement Cardone Venture’s proprietary technology and support platforms
• Strong interpersonal, facilitation, conflict resolution, and negotiation skills
• Team orientation and strong collaborator
• Peer leadership
• Planning, organizing, prioritizing, and streamlining skills
• Ability to maximize internal systems, processes, and platforms
• Able to coordinate and balance needs of multiple stakeholders including, Leadership, Operations Team, shared services and clients

EDUCATION & EXPERIENCE:

• Bachelor’s Degree in Finance, Accounting, Business or related field, or equivalent work experience
• At least 5 years’ work experience in Finance and Accounting, preferably in a consulting capacity
• Strong analytical and financial skill sets
• Proficient knowledge of Microsoft Office products
• Experience using QuickBooks

PHYSICAL REQUIREMENTS:

• Prolonged periods sitting at a desk and working on a computer
• This position will require travel - up to 5%

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 careers @cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.

Company Description

Our mission is to help business owners achieve their personal, professional, and 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, accountable, transparent, disciplined, aligned, and results oriented. This company operates nationally and is growing by the day.