Cardone Ventures · 6 hours ago
Finance Account Manager
Scottsdale, AZ
Full-time
Onsite
Mid Level
$80K/yr - $100K/yr
3+ years expCardone Ventures is dedicated to helping business owners achieve their goals through strategic guidance and support. They are seeking a Finance Account Manager to serve as the primary point of contact for clients, ensuring their needs are met and maintaining strong relationships while managing the sales processes for the Financial Services department.
ConsultingFinanceFinancial Services
Responsibilities
Operate as lead point of contact for any and all matters specific to your accounts, specifically focused on establishing relationships and escalating internal & external stakeholder needs
Closes contracts sourced through outbound and inbound sales activity
Manage departmental sales processes, diagnostics & contracts
Maintaining our department databases with up to date information
Building & maintaining strong, long-lasting customer relationships
Matching the right product to the right customer while deepening client relationships with expanded product lines
Performs touch-base calls with all clients each quarter and provides feedback to leadership for continuous improvement
Ensure the timely and successful delivery of Business Services according to internal & external stakeholders needs & objectives
Work with corporate accounting team to manage department AR fulfillment
Develop reporting to measure department targets
Build reports to communicate department metrics
Assist with challenging client requests or issue escalations as needed
Understand and communicate department ability to operate within equilibrium of service demand and resource supply
Qualification
Required
Bachelor's Degree in Finance, Accounting, Business or related field, or equivalent work experience
At least 3 years' work experience in Finance and Accounting
Demonstrate strong proficiency using QuickBooks
Ability to navigate unique negotiations
Ability to understand and troubleshoot internal & external stakeholder needs
Ability to work with project management software (e.g., Asana) and G-Suite (Slides and Docs)
Strong aptitude for interpreting financial statements
Ability to analyze financial data and provide insightful feedback for clients
Understand the need for operational KPIs and how to model financials utilizing business specific drivers
Exceptional communication & problem solving skills
Resourceful, analytical, adaptable & organized with the ability to build rapport with clients
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
Company
Cardone Ventures
Cardone Ventures is a consulting company that provides financial goals to promote market growth for businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brandon M Dawson
Co-Founder Chairman & CEO
Natalie Dawson
Co-Founder and President
Recent News
2025-12-17
2025-12-16
Company data provided by crunchbase