Job Description

Position: Senior Financial Planning & Analysis (FP&A) Analyst

Built by the number-one sales trainer in the world, Cardone Training Technologies has become one of the most trusted names in the sales industry. For over thirty years, Grant Cardone has helped companies expand sales, increase transaction profitability, and reduce turnover —all by disrupting the status quo by implementing his proven, industry-leading processes, through management, and training technology.

This senior-level FP&A Analyst position is a critical role that requires strong leadership, exceptional analytical skills, and a strategic mindset. As a senior member of the Finance team, this role demands advanced expertise in financial planning, budgeting, and forecasting, with a focus on leading initiatives that drive continuous improvements in financial reporting and decision-making processes.

Position Overview: The Senior FP&A Analyst will oversee and enhance the financial planning systems, leading budgeting, forecasting, and reporting processes for Cardone Training Technologies. You will collaborate with cross-functional teams to generate insights and provide strategic financial recommendations, ensuring alignment with the company’s growth objectives. You will be responsible for leading financial performance reviews, improving financial models, and driving standardization and automation in financial reporting.

Key Responsibilities:

• Lead the development, implementation, and maintenance of the financial planning systems for budgeting, forecasting, and reporting processes.
• Drive the end-of-month financial close variance review, ensuring accuracy in forecast versus actual results and providing in-depth financial and operational metric reporting.
• Lead the preparation of executive-level presentations, summarizing financial and operational business results, with actionable insights.
• Collaborate with senior management and business partners to perform strategic analysis, providing key recommendations that align with corporate objectives.
• Spearhead the standardization and automation of management reporting to improve efficiency and reduce reporting cycles.
• Oversee the reconciliation of transactions, ensuring data accuracy and consistency across all systems.
• Enhance the productivity of the Finance team by developing automated accounting tools and streamlining reporting processes.
• Provide senior-level guidance on financial and operational analysis, making critical decisions that impact business strategy and financial performance.
• Support high-level ad-hoc financial and operational analyses to evaluate new opportunities and inform key business decisions.
• Lead continuous process improvement initiatives across financial planning, forecasting, and reporting workflows.

Requirements:

• Bachelor's degree in Accounting, Finance, or related field (required); MBA or other Master’s degree (preferred).
• Professional certifications such as CPA, CFA, or CMA highly preferred, or in progress.
• Proven experience in an FP&A role, with at least 5+ years in a senior or leadership position.
• Demonstrated expertise in financial modeling, budgeting, forecasting, and reporting.
• In-depth knowledge of financial tools, market conditions, and trends.
• Ability to manage complex financial data, analyze variances, and provide insights to guide strategic decision-making.
• Experience with SQL and advanced database management is highly desirable.
• Advanced Excel skills (including Pivot Tables, PowerPivot, VBA, Arrays, and Lookups) and proficiency in PowerPoint and Access.
• Exceptional ability to lead multiple projects simultaneously while ensuring the accuracy and timely completion of deliverables.
• Strong communication and interpersonal skills, with the ability to collaborate with senior leaders and influence decision-making.
• Strategic thinker with the ability to balance long-term planning with immediate business needs.

Skills & Competencies:

• High-level analytical and problem-solving ability, with a keen attention to detail.
• Leadership skills to mentor junior team members and provide guidance across financial processes.
• Excellent organizational skills and the ability to prioritize competing demands.
• Advanced proficiency in financial modeling and analysis.
• Proven track record of continuous process improvement and operational efficiency.
• Strong project management skills and the ability to work independently with minimal supervision.

Additional Information:

• Full-time position (Monday to Friday, 9:00 AM to 6:00 PM, with additional hours as needed).
• Location: Aventura, FL.

Cardone Enterprises is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

We do not work with recruitment agencies.

Only candidates within the Miami-Fort Lauderdale Area will be considered at this time.

Only candidates who are 18 years of age or older will be considered for this position, in accordance with legal and operational requirements.

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