Accountant- Client Services

Compensation: $80,000 to $95,000 annually

On-site Location: Scottsdale, AZ

Workplace Setting: Fully onsite

Position Summary

The Staff Accountant is a highly accountable and results-oriented professional who works directly with clients to provide exceptional financial support and guidance. In this dynamic, client-facing role, you will regularly interact with both our bookkeepers and clients to deliver accurate financial reporting, answer questions in real-time, and ensure our clients always have a clear understanding of their financial picture.

This role is dedicated to building strong advisory relationships with our clients while ensuring the seamless and accurate closing of their books each period.

About Cardone Ventures

Our mission is to help business owners achieve their personal, professional, and 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, accountable, transparent, disciplined, aligned, and results-oriented. This company operates nationally and is growing by the day.

SUCCESS LOOKS LIKE

• 30 Days: You have completed a comprehensive onboarding program, gained familiarity with our systems, processes, and team dynamics, and built a strong foundation in our client service approach.
• 60 Days: You are confidently managing communications and deliverables for a select group of clients, demonstrating reliable accuracy and responsiveness in meeting their financial needs.
• 90 Days: You are independently overseeing a full book of business, serving as the primary point of contact for your clients and consistently delivering timely, high-quality financial insights.

OBJECTIVES

• 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

COMPETENCIES

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

Education And Experience

• Associate’s Degree in Accounting and Finance, or equivalent business experience
• At least 2 years’ progressively responsible experience in Accounting and Financial management practices

10X TOTAL REWARDS

• 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

Physical Requirements

• Prolonged period of time sitting at a desk and computer

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.

If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers @cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.