Financial Planning and Analysis Manager

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

On-site

Location:

Scottsdale, AZ

The FP&A Manager is a strategic finance partner to the business, serving as a critical bridge between financial planning, analytics, and operational execution. This role leads day-to-day FP&A activities while partnering closely with senior leadership to drive budgeting, forecasting, financial modeling, and performance management across the organization.

Beyond core FP&A responsibilities, the FP&A Manager is expected to build scalable, efficient planning and reporting processes and leverage modern analytics and AI-enabled tools to enhance insight quality, speed, and decision-making. Success in this role requires the ability to translate complex financial data into clear, actionable recommendations that influence decisions, improve cost discipline, increase profitability, and ensure alignment with overall business strategy.

This role is ideal for a finance leader who thrives in a fast-moving environment, enjoys partnering cross-functionally, and wants to shape how financial insights drive real business outcomes.

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.

• Translating numbers into a clear narrative for executives and non-finance leaders explaining why results happened and what to do next.
• Managing multiple planning cycles (budget, forecast, ad-hoc analysis) while meeting tight deadlines and maintaining accuracy.
• Budgeting and forecasting processes are organized, repeatable, and completed without fire drills, last-minute scrambles, or confusion.
• Models, reports, and systems get simpler, faster, and more scalable over time through automation and standardization.
• Analysts understand expectations, require minimal rework, and grow in their ability to think critically and own outputs.
• 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

• Drive financial management, planning, systems, and controls for assigned internal stakeholders
• Collaborate with Accounting as a strategic partner to assess the financial, operational, and reporting impacts of process improvements, organizational changes, and evolving business initiatives.
• 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
• Design and continuously improve FP&A workflows by leveraging automation, advanced reporting, and AI-enabled analytics to surface insights and drive faster, higher-quality decisions.
• Prepare monthly, quarterly, and annual financial reporting packages with clear insights for senior leadership
• 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 Net Suite reporting, understanding data sources, structure, and downstream financial impact

• Deep understanding of how the business actually makes money, what drives margins, unit economics, and the operational levers that impact financial outcomes.
• Ability to connect revenue, profitability, and operational drivers to financial outcomes
• Skill in…