POSITION SUMMARY

The Finance Advisor is responsible for business financial advisory and consulting of 12-15 Cardone Ventures’ clients and the monthly review and monitoring of their financial reports and accounts. As “fractional CFO” for the client, they will prepare activity reports, generate financial forecasts and leverage their finance and business experience to guide client investment decisions. The Finance Advisor 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 Ventures’ clients with achieving their transformational growth plans by setting financial objectives and leveraging newly implemented tools such as PowerBI and AI.

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

Clients feel confident in their numbers and make decisions with clarity due to your consultative guidance. Client cash flow, margins, and profitability are tracked closely and trending in the right direction across your portfolio of 12-15 clients. Monthly reporting packages and forecasts go out on time and are actionable, with PowerBI and AI tools helping surface insights faster. You consistently find ways to improve client financial performance through strategic insights, and you support expansion into new products, services, locations, and markets. Client financial plans are working, with regular follow-ups that fine-tune tactics and keep profitability moving up. Clients’ teams are motivated and aligned, with incentive plans tied to clear budgets and measurable KPIs.

OBJECTIVES

• Conduct weekly/monthly follow-up with clients to determine the effectiveness of financial plans and fine-tune the tactics needed to increase profitability.
• Work collaboratively with cross-functional team, including Operations and Marketing to develop monthly strategies, quarterly plans, and annual plans for clients.
• Drive plans for major financial strategies, spending, systems management, financial processes/controls for clients.
• Optimize and analyze income statements, balance sheets, budgets, forecasts, and charts of accounts for clients.
• Manage the quarterly/annual budgeting, revenue forecasting, resource planning and financial review process for assigned clients.
• Prepare and deliver monthly financial reporting packages, activity reports, and financial forecasts for clients.
• Create incentive compensation plans for clients’ team members.
• Collaborate with clients to set short- and long-term financial goals.
• Create and deliver financial details and summaries to Cardone Ventures’ Leadership Team and clients, as needed.

COMPETENCIES

• Deep understanding of a client’s full financial landscape, including revenue streams, margin analysis, cash flow, and overall alignment to strategic business goals.
• Proven ability to analyze financial statements (P&L, Balance Sheet, Cash Flow), develop complex financial models, and build budgets and reporting packages that inform executive-level decisions.
• High emotional intelligence with a willingness to develop deep interpersonal relationships.
• Skilled in communicating financial concepts to non-financial business owners and elevating client financial acumen through consultative partnership.
• Experience guiding clients through month-end close processes and financial best practices, including transitions between cash and accrual-based accounting.
• Ability to design performance-based incentive structures aligned to budgets, team roles, and measurable KPIs.
• Proficient in Excel with intermediate to advanced functions to streamline reporting and drive data efficiency.

EDUCATION AND EXPERIENCE

• 5–7 years of experience in Financial Planning & Analysis (FP&A), corporate finance, or accounting.
• Proven ability to develop and manage budgets, forecasts, and financial models that drive strategic business decisions.
• Proven leadership in fast-paced, startup-like environments, driving strategy, team building, and scalable processes.
• A Bachelor’s degree in finance or a related field is preferred.

10X TOTAL REWARDS

Full-time employees receive: Medical, dental, and vision (employee + dependents), 401(k) with up to 3% company match, Parental leave: 8 weeks fully paid (primary caregiver) / 4 weeks fully paid (secondary) + 1 month remote for both, Vacation and sick time that increases with tenure, Gym membership, 100% paid, Meal prep service discounts, Pet insurance through SPOT, Employee Assistance Program through Guardian, Professional development reimbursements for outside courses and certifications, 10X Mentorship Program, $250K+ in internal education resources across Sales, Operations, Finance, People, and Marketing, Uncapped commission eligibility for all team members.

PHYSICAL REQUIREMENTS

Prolonged period of time sitting at a desk and 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 careers@cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.