Finance Consultant Financial Strategy Consultant

Pay: $110000.00 - $135000.00 per year

Why This Is a Great Opportunity

• Help ambitious business owners make smarter financial decisions and build more profitable companies.
• Serve as a trusted financial advisor turning complex financial data into clear actionable strategies.
• Work directly with business owners on forecasting budgeting KPIs profitability compensation and growth.
• Have a meaningful impact on client businesses by identifying opportunities to improve margins cash flow and overall performance.
• Join a growing team where your financial expertise can influence both client outcomes and the evolution of the practice.
• Enjoy comprehensive benefits professional development support mentorship and uncapped commission eligibility.

Location

Scottsdale AZ Fully onsite at our Scottsdale office with a highly collaborative environment built around client engagement and team interaction.

Note

Must have 5 years of finance and accounting experience with strong financial analysis budgeting forecasting financial modeling and client-facing advisory capabilities. This is a fully onsite role in Scottsdale AZ.

About Us

We help business owners achieve their personal professional and financial goals by helping them build stronger more successful businesses. Our team provides strategic guidance and practical solutions designed to help clients improve performance profitability and long-term growth. We value accountability discipline transparency alignment and results and we are continuing to build a team of high-performing professionals who want to make a real impact. Confidential Employer.

Job Description

• Partner directly with business owners to develop financial strategies aligned with short-term objectives and long-term growth goals.
• Analyze P&Ls balance sheets cash flow budgets forecasts revenue streams gross margins and profitability to identify opportunities.
• Develop and manage quarterly and annual budgeting revenue forecasting and financial review processes.
• Build financial models reporting packages presentations and forecasts that give clients a clear view of their financial position.
• Advise clients on expense management personnel costs marketing spend owner draws and resource allocation.
• Develop corporate department and employee KPIs that support accountability and business performance.
• Advise clients on compensation structures and incentive models tied to measurable performance.
• Help clients understand financial controls month-end close processes cash-to-accrual concepts and financial reporting.
• Translate financial analysis into practical recommendations that improve revenue margins cash position and profitability.
• Prepare and deliver monthly financial reporting packages activity reports and financial forecasts.
• Lead client conversations with confidence presenting complex financial concepts in a clear and actionable way.
• Maintain detailed client recaps and track financial and operational progress throughout the client relationship.
• Collaborate with internal leadership and client stakeholders to ensure financial strategies are implemented effectively.

Qualifications

• 5 years of finance and accounting experience.
• Bachelors degree in Finance Accounting Business or a related field or equivalent work experience.
• Experience with financial analysis financial statements budgeting forecasting and financial modeling.
• Strong understanding of P&L balance sheet cash flow gross margins profitability and revenue analysis.
• Ability to translate financial data into practical business recommendations.
• Experience developing KPIs budgets forecasts and financial reporting packages.
• Strong Excel skills including intermediate-level functions and formulas.
• Understanding of month-end close and cash-to-accrual accounting concepts.
• Strong client-facing communication and presentation skills.
• Consulting or financial advisory experience is preferred.

Why You Will Love Working Here

You will have the opportunity to go beyond traditional financial reporting and become a strategic partner to business owners. Your recommendations will directly influence how clients allocate resources improve profitability develop their teams and grow their companies. We also invest in our people through mentorship professional development extensive internal education resources and a benefits package designed to support you both personally and professionally.

JPC-1774

Benefits:

• Dental insurance
• Life insurance
• Retirement plan
• Vision insurance

Requirements: Must-have: 5 yrs of finance/accounting exp

• Additional context: Relocation- No. Packages - No
• Salary Bands (Only if attorney role):

Submission Email: Justin -

Quick Recruiter Reference

Recruiters Submission: To submit cancel -Finance Consultant / Financial Strategy Consultant - Cardone Ventures - JPC-1774 - source

**New Job Order Alert**

• Client job title: Finance Consultant / Financial Strategy Consultant
• Location: Scottsdale AZ
• On-site hybrid remote: Fully onsite
• Experience: 5
• Good fit job titles/keywords for candidates: Financial Consultant Finance Consultant Financial Strategy Consultant Financial Advisor Finance Advisor FP&A Consultant Senior Financial Analyst Finance Manager Business Advisor
• # of hires needed: 1