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Cardone Ventures · 2 days ago

Accountant- Client Services

Miami, FL

Full-time

Onsite

Entry, Mid Level

$80K/yr - $95K/yr

2+ years exp

Cardone Ventures is a company dedicated to helping business owners achieve their goals through strategic guidance. The Staff Accountant will provide exceptional financial support to clients, ensuring accurate financial reporting and fostering strong advisory relationships.

ConsultingFinanceFinancial Services

Growth Opportunities

Hiring Manager

Samuel Grant

Responsibilities

Work directly with business owners to help them improve financial transparency into their business

Streamline workflows and SOP’s within a business

Help clients understand their financial statements and how to use them for decision-making

Provide ongoing support through monthly/weekly reviews of financials

Perform reconciliations – monthly/quarterly/annually

Ensure that monthly bank & credit card reconciliations are completed timely for month-end close deadlines

Execute Accounts Receivables and Account Payables tasks for clients (i.e., paying bills, sending invoices, following-up on past-due invoices, etc.)

Assist in the preparation of balance sheets, income statements, and other financial statements as requested from owners and CV financial stakeholders

Update financial data in a timely manner and ensure it is accurate via weekly soft reconciliations

Proactively identify, propose solutions, and/or communicate to the supervisor in a timely manner if the information is not accurate or the close deadlines will be missed

Assist in coordinating the preparation and compilation of year-end reporting, financial statements, and reconciliations for CPA firm, for tax return preparation

Ensure that all clients in the book of business financials are closed by the 15th of the following month

Hold client calls based on the clients scope of work

Perform peer reviews of clients financials within our department

Qualification

GAAPQuickbooksFinancial reportingAccounts PayableAccounts ReceivableFinancial analysisAnalytical skillsCommunication skillsTeam collaborationProblem-solving

Required

Ability to process and interpret accounts payable and accounts receivable

Can manage bank and general ledger reconciliations as well as payroll processing

Knowledge of best practices for performing month-end closings

Ability to track fixed assets and prepare depreciation schedules

Understanding of how to prepare the trial balance

Working knowledge of Generally Accepted Accounting Principles and Procedures (GAAP)

Working knowledge of Quickbooks Desktop and Quickbooks Online

Ability to work with project management software (e.g., Asana) and G-Suite (Slides and Docs)

Strong with numbers and figures and possession of analytical acumen

Ability to work with multiple legal entities under different legal umbrellas

Strong knowledge of financial reporting requirements

Associate's Degree in Accounting and Finance, or equivalent business experience

At least 2 years' progressively responsible experience in Accounting and Financial management practices

Preferred

Accounting experience with retail, e-commerce, construction, and/or HVAC industry is a plus

Benefits

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