Director Of Financial Planning And Analysis

POSITION SUMMARY

The Director of FP&A will act as a key liaison between finance, accounting & other strategic departments to develop improved processes & systems. With a focus on automation, reporting & data management, the Director of FP&A will play a vital role in actively managing department level budgets & communication.

ABOUT CARDONE VENTURES

Our mission is to help business owners achieve their personal, professional, and 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, accountable, transparent, disciplined, aligned, and results-oriented. This company operates nationally and is growing by the day.

OBJECTIVES

• Facilitate actionable reporting & dashboards to key stakeholders
• Manage staff including hiring, training, and coaching
• Extract insights based on strategic objectives
• Work with technology department to develop core FinTech infrastructures needed to scale reporting efficiently
• Create automated processes for strategic departments
• Own full cycle budgeting process & create monthly reporting package for executive & ownership review
• Organize and structure company financial data
• Monitor and report on department budgets, targets and other KPIs
• Provide Ad Hoc analysis and recommendations
• Provide financial and operational information, expertise and insights to organization through reporting, data management & technological integrations
• Assist in the preparation of monthly financial reporting packages, activity reports and financial forecasts for clients
• Identity key business drivers and relevant metrics for performance
• Contribute to our internal analyst team to design, develop and operationalize analytics dashboards
• Prepare financial forecasts for short- and long-term planning and align strategic financial metrics across all departments to drive results

COMPETENCIES

• Intermediate understanding of GAAP
• Ability to leverage data visualization tools to clearly articulate information
• Ability to individually pull data with SQL
• Experience using Business Intelligence such as PowerBI or Tableau
• Ability to gather and skillfully analyze financial data and identify the information needed to solve a problem effectively
• Strong understanding of financial models, budgets and financial reporting packages
• Expert fluency with Google Sheets/Excel formulas and functions
• Strong capabilities for developing and presenting analyses and insights to senior management
• Proficient understanding of QuickBooks and/or Netsuite

EDUCATION AND EXPERIENCE

• Bachelor’s Degree in Finance, Accounting, Business or related field, or equivalent work experience
• At least 6 years’ work experience in Finance and Accounting

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.