What is it for you:
- Fast-growing business consulting company: Founded in 2019
- Works with business owners, particularly companies generating $1M+ in revenue, helping them improve operations, marketing, finance, people, leadership, and overall business performance.
- Stable, growing company with tremendous opportunity for career advancement
- Competitive compensation and benefits
Job Type : Full Time
Location : Scottsdale, Arizona
Pay : Excellent
Job Description
Summary This is a client-facing financial advisory role. You’d build financial forecasts for business-owner clients and advise them on how to allocate spending across gross margins, marketing, personnel, and owner draws. You’d work with clients to set short- and long-term financial goals, find areas to optimize, and push them toward changes in behavior that improve their business. Beyond finance, you’re expected to give practical solutions for operational problems too.
What You Will Be Doing
- Client strategy and planning
Drive plans for major financial strategies, spending, system management, and financial processes/controls Collaborate with clients on short- and long-term financial goals Proactively advise on industry standards for expenses, people costs, marketing spend, and owner draws Advise on compensation plan best practices and help build the right model for each role Work with each client to develop Corporate, Department, and Employee KPIs
- Financial analysis and reporting
Optimize and analyze income statements, balance sheets, cash flow statements, budgets, forecasts, and charts of accounts Manage the quarterly/annual budgeting, revenue forecasting, and financial review process, comparing actual to budget performance Prepare and deliver monthly financial reporting packages, activity reports, and forecasts Create and deliver financial details and summaries to Cardone Ventures’ Leadership Team and clients
- Client communication and documentation
Prepare presentations on industry best practices, then tailor future calls to close each client’s specific gaps Keep accurate recaps of every call and a detailed history of each client’s progress from contract start
- On-site team involvement (essential functions)
Engage face-to-face with executive leadership and cross-functional departments to drive financial alignment Participate on-site in strategic meetings to give immediate, context-rich operational guidance Fully immerse yourself in the company’s collaborative, high-energy culture
Going beyond finance to deliver actionable solutions for operational challenges Acting as a catalyst in 10X Financial Services, motivating transformative change in clients’ behaviors
Experience and Education Required Education: Bachelor’s degree in Finance, Accounting, Business, or a related field, or equivalent work experience Experience: At least 5 years in finance and accounting, preferably in a consulting capacity
- Skills and Competencies Needed
Understand all aspects of a client’s business from a financial standpoint and how it ties to their strategy and current standing Analyze revenue streams, gross margin rates, and profitability by product to find opportunities Help clients decide based on margins, labor rates, cash position, and financial obligations Understand the month-end close cycle and walk a client through the checklist Build complex financial models, budgets, and reporting packages Analyze the P&L, Balance Sheet, and Statement of Cash Flows to set strategy and decide where resources and personnel time go Design individual incentives based on performance metrics and KPIs Make recommendations that grow revenue and improve profitability Understand cash vs. accrual accounting, the benefits of each, and the impact of switching Intermediate Excel skills (functions and formulas)
Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days
Tom S
#INDEH123
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