Platform Review Finance Manager
CurrentI Gather and interpret data needed in order to assess accuracy of historical financials and prior financial performanceI Work collaboratively with cross-functional teams, including Business Account Managers and Marketing Managers, to develop a comprehensive 10X360 Platform ReviewI Work collaboratively with cross-departmental and interdepartmental teams ensuring ownership and delegation of tasks required to drive results and growth with your assigned clientsI Consult with clients to determine their 10-year financial model, revenue forecast, and opportunities for expansionI Collaborate with 25+ clients from various industries with different financial needs and varying levels of financial acumenI Assemble a summary of the client’s statement of operations, cost of sales, revenue analysis, balance sheet, cash flow statement, and owner’s discretionary earnings I Guide clients through a seven-month journey to shift their perspective on financial strategies in their businessI Test, report, optimize, and analyze program performance to identify key levers and opportunities for improvements that can be shared across platforms and programsI Define daily cash target and analyze program successI Create and deliver detailed analysis of financial summaries and recommendations for improvement to process, best practice, and strategic operational change to Cardone Ventures’ 10X360 Platform Review team and clientsI Interact with clients at in-person events during the delivery of their 10X360 Platform ReviewI Perform beta tests on new initiatives to validate performance and establish standard operating procedures prior to a company-wide rolloutI Make recommendations on key investments and innovations necessary for a client’s financial process to maintain a competitive advantage against competitorsI Identify potential cash flow challenges and intervene with proactive weekly cash flow projectionsI Understand current and emerging trends in financial planning and analysis