Job Description

Compensation: $100,000 to $125,000 annually

On-site Location: Scottsdale, AZ

The FP&A Manager will act as a key liaison between internal stakeholders, bridging financial planning, analysis, and operational execution. This role oversees day-to-day FP&A operations while supporting senior management through budgeting, forecasting, modeling, and performance analysis.

In addition to core FP&A responsibilities, this role emphasizes operational efficiency, scalable processes, and the thoughtful use of modern analytics and AI-assisted tools to improve insight quality, speed, and decision-making. The FP&A Manager translates financial data into clear, actionable recommendations that drive cost efficiency, profitability, and alignment 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

• Translating financial and operational data into insights that directly influence strategic decisions
• Leveraging modern reporting, automation, and AI-assisted tools to improve accuracy, efficiency, and clarity without over-engineering solutions
• Telling a clear and compelling story with data, not just delivering numbers
• Taking ownership of high-impact initiatives, leading analysis end-to-end, and delivering outcomes that move the business forward
• Acting as a trusted business partner to department leaders and senior leadership, helping them understand the financial impact of their decisions
• Driving cost discipline, operational efficiency, and sustainable profitability

OBJECTIVES

• Drive financial management, planning, systems, and controls for assigned internal stakeholders
• Partner with accounting to understand the financial implications of process or organizational changes
• Conduct working sessions with key stakeholders to understand the operational application of structural or strategic changes
• Manage budgeting, revenue forecasting, and financial review processes for assigned Cardone Ventures departments
• Develop and maintain financial models supporting short-term and long-range planning
• Improve FP&A workflows through automation, reporting enhancements, and AI-assisted analysis where appropriate
• Prepare monthly, quarterly, and annual financial reporting packages with clear insights for senior leadership
• Communicate complex financial concepts clearly to non-financial stakeholders
• Monitor performance against budget and forecast, identifying trends, risks, and opportunities
• Collaborate with department leaders to define, track, and refine KPIs and financial metrics
• Mentor and develop junior FP&A team members, fostering ownership and continuous improvement
• Navigate NetSuite reporting, understanding data sources, structure, and downstream financial impact
• Leverage reporting and analytics tools to surface insights and improve decision velocity

COMPETENCIES

• Strong understanding of Cardone Ventures’ business model and operational structure
• Ability to connect revenue, profitability, and operational drivers to financial outcomes
• Sound judgment and decision-making supported by financial models and data
• Working knowledge of the month-end close process and accounting impacts on financial reporting
• Ability to develop complex financial models, budgets, and reporting packages
• Strong analytical skills across P&L, Balance Sheet, and Cash Flow statements
• Understanding of departmental budgets and role-based cost structures, including incentive design
• Ability to facilitate actionable dashboards and performance reporting for leadership
• Understanding of cash versus accrual accounting and the implications of transitioning between the two
• Advanced-intermediate proficiency in Excel or Google Sheets, including efficiency-driving formulas and workflows
• Comfort using AI-enabled tools to assist with analysis, forecasting, reporting, or process improvement

EDUCATION AND EXPERIENCE

• Bachelor’s Degree in Finance, Accounting, Business, or related field, or equivalent practical experience
• Advanced degree preferred but not required
• Minimum of 5 years of experience in FP&A, corporate finance, or related roles, preferably in a consulting or high-growth environment

10X TOTAL REWARDS

• Medical, dental, and vision for FT positions and their dependents
• Vacation and sick time policy that increases based on tenure with the company
• Employee Assistance Program through Guardian
• 401k 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 both
• Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services
• Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program
• Continued 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 Marketing
• Uncapped 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 commission

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