Financial Planning and Analysis Manager

POSITION SUMMARYThe Financial Planning and Analysis Manager will act as a key liaison between internal stakeholders completing financial modeling, budgeting and analysis. The Financial Planning and Analysis Manager will oversee budgeting, forecasting, variance analysis, and financial reporting processes, and will collaborate with various departments to ensure alignment of financial goals with overall business objectives.ABOUT CARDONE VENTURESOur 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.OBJECTIVESDrive all financial management, planning, systems, and controls for internal stakeholdersUnderstand accounting implications of changes in process, and organizational changesConduct calls with key stakeholders to understand the operational application of a change in structureManage budgeting, revenue forecasting, and financial review process for assigned Cardone Ventures departmentsDevelop and maintain financial models to support budgeting, forecasting, and long-range planningPrepare monthly, quarterly, and annual financial reports and analysis for senior managementMonitor and analyze financial performance against budget and forecast, identifying trends and areas for improvementCollaborate with department heads to develop and track key performance indicators (KPIs) and financial metricsMentor and develop junior members of the FP&A team, fostering a culture of continuous learning and professional growthCOMPETENCIESDemonstration of an understanding of all aspects of the corporate structure of Cardone VenturesKnowledge of revenue versus profitability and the implications of operational changes to the businessCan help make decisions for the the organization based on financial models and profitabilityUnderstanding of month-end closing cycle and accounting change impacts to the reporting of the financial pictureAbility to develop complex financial models, budgets, and financial reporting packagesAbility to analyze financial data and financial statements (P&L, Balance Sheet and Cash Flows)Ability to understand the department budget and roles within their team to develop individual incentive compensation plansFacilitate actionable reporting & dashboards to key stakeholdersUnderstanding of cash to accrual concepts, the benefits of each, and the impact on moving from one to the otherIntermediate knowledge of Excel or Google sheet functions and formulas to increase efficiencyEDUCATION AND EXPERIENCEBachelor's Degree in Finance, Accounting, Business, or related area of study, or equivalent work experienceAt least 5 years' work experience in finance and accounting, preferably in a consulting capacity10X TOTAL REWARDSWe offer a comprehensive benefits package for full-time employees that includes:Medical, dental, and vision for FT positions and their dependentsVacation and sick time policy that increases based on tenure with the companyThree work from home days per month (4/month during June-August)Employee Assistance Program through Guardian401k with Company match (estimated to launch in Q1 2025)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 bothEmployee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep servicesProfessional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship ProgramContinued 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 MarketingUncapped 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 commissionPHYSICAL REQUIREMENTSProlonged periods sitting at a desk and working on a computerCOMMITMENT TO DIVERSITYAs 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@. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.