POSITION SUMMARY

The FP&A Manager will act as a key liaison between internal stakeholders completing financial modeling, budgeting and analysis. The FP&A Manager will oversee day-to-day operations, executing financial strategy, and support senior management in budgeting, forecasting, and modeling. In reviewing financial results, provide variance analysis, and analyze financial data to provide actionable recommendations for cost efficiency. Collaborate with department leaders to ensure alignment of financial goals with overall business objectives.

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

• Ensuring that the business function and basis of operations align with creative data analytics and statistics, and translating financial data into actionable insights that directly influence strategic decisions.
• Providing insights utilizing data that the stakeholder could utilize to drive results in their department. Doing more than just providing data, but telling the story with that data.
• Taking ownership of large or high-impact projects, leading the analysis, and delivering high-quality outcomes
• Acting as a key business partner to department heads and senior leadership, helping them understand the financial impact of their decisions, driving an increase to cost-cutting and overall profitability

OBJECTIVES

• Drive all financial management, planning, systems, and controls for internal stakeholders
• Understand accounting implications of changes in process, and organizational changes
• Conduct calls with key stakeholders to understand the operational application of a change in structure
• Manage budgeting, revenue forecasting, and financial review process for assigned Cardone Ventures departments
• Develop and maintain financial models to support budgeting, forecasting, and long-range planning
• Foster a collaborative, high-performance culture within the team.
• Prepare monthly, quarterly, and annual financial reports and analysis for senior management
• Effectively communicating complex financial concepts to non-financial stakeholders, ensuring clarity and understanding
• Monitor and analyze financial performance against budget and forecast, identifying trends and areas for improvement
• Collaborate with department heads to develop and track key performance indicators (KPIs) and financial metrics
• Mentor and develop junior members of the FP&A team, fostering a culture of continuous learning and professional growth
• Navigate Netsuite reporting, understanding the source of the reports, the financial impact, and fields available
• Leverage data reporting tools and provide insights utilizing those tools

COMPETENCIES

• Demonstration of an understanding of all aspects of the corporate structure and business model of Cardone Ventures
• Knowledge of revenue versus profitability and the implications of operational changes to the business
• Can help make decisions for the the organization based on financial models and profitability
• Understanding of month-end closing cycle and accounting change impacts to the reporting of the financial picture
• 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)
• Ability to understand the department budget and roles within their team to develop individual incentive compensation plans
• Facilitate actionable reporting & dashboards to key stakeholders
• Understanding of cash to accrual concepts, the benefits of each, and the impact on moving from one to the other
• Intermediate knowledge of Excel or Google sheet functions and formulas to increase efficiency

EDUCATION AND EXPERIENCE

• 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

PHYSICAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer

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