Finance Analyst

We need to output HTML fragment with sections: Use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections when posting has real specific content. We have compensation: $75k-$90k annually. That's Pay. Location and workplace setting: Fully Onsite. That's Schedule? Actually schedule is about work arrangement. Could be "Schedule" maybe but we can treat as "Workplace Setting". The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include Pay and maybe Schedule (if we have schedule info). We have "Fully Onsite" location, not schedule. Could treat as "Schedule" maybe not appropriate. Better to include "Benefits" (we have benefits details). Also "About the role" (position summary). "Responsibilities" (objectives). "Requirements" (education and experience). "Skills" (competencies). "Pay". Possibly "Schedule" not needed. We'll include only sections with content. We must not repeat job title as heading. No Job ID. Remove boilerplate: EEO, etc. Also remove application instructions (the part about sending resume). Also remove commitment to diversity? That's EEO boilerplate; remove. Also remove physical requirements? Might be considered not boilerplate but maybe keep? It's a requirement; could be part of Requirements or Qualifications. But we can include as part of Requirements. However we need to preserve all substantive info. Physical requirement: prolonged sitting, must be on-site. That's relevant. We'll include in Requirements or maybe a separate "Work Environment". But not in list of headings; we can incorporate into Requirements as a bullet. We must not invent or summarize away detail. Must preserve all substantive info. So we need to include all details from posting: compensation, location, workplace setting, position summary, about cardone ventures, success looks like, objectives, competencies, education and experience, benefits, physical requirements. Also mention "10X TOTAL REWARDS" benefits list. Also mention "Uncapped Commission Potential". Also mention "Three work from home days per month (4/month during June-August)". Also mention "Employee Assistance Program through Guardian", "401k with up to 3% Company match", "Pet Insurance through SPOT", "Competitive parental leave policy", "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", "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". Also mention "Physical Requirements: Prolonged periods sitting at a desk and working on a computer; Must be on-site at our Scottsdale, AZ office; this is not a remote role". Also mention "Workplace Setting: Fully Onsite". Also location Scottsdale, AZ. We need to avoid duplication. Also avoid cookie/navigation/legal/EEO etc. So remove the commitment to diversity paragraph and the AI-assisted tools note and the Equal Opportunity Employer note and the Know Your Rights notice. Also remove application instructions: "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." Also remove "Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor." Now we need to structure. We'll have:

About the role

Position summary paragraph(s). Could combine position summary and about cardone ventures? Actually "About the role" likely refers to position summary. We'll put the position summary text there. Then maybe

About Cardone Ventures

but not in allowed headings list. The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings? It says use

for section headings (e.g. ...). Likely they expect only those headings. But we could still include other headings as

if they are substantive? The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests those are examples; we could use other headings but they'd be

as well. Safer to stick to those. However we have info about company mission etc. Could fit under "About the role" or maybe "Responsibilities"? Not ideal. Could create a section "About Cardone Ventures" but not in list; risk of being considered not following instruction. Better to incorporate that info into "About the role" or maybe "Responsibilities"? The instruction says "Prefer a few substantive sections over many thin ones." So we could combine company description into About the role. Thus:

About the role

Position summary: The FP&A Analyst will support the FP&A team by providing accurate financial analysis, preparing reports and assisting in budgeting and forecasting processes. This role is ideal for someone who is a self-starter, infinitely curious & analytical, enjoys working with data and is looking to build a career in finance. This individual will assist in developing and maintaining the systems needed to aggregate accounting & financial information into a standard set of financials and transform financial data into meaningful insights. This exciting opportunity will provide the mentorship and hands-on experience that can lead to an exceptional career path at Cardone Ventures.

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

Then

Responsibilities

(or maybe "Objectives" but we can use Responsibilities). We'll list the success looks like and objectives as bullet list. We need to preserve all substantive info. So bullet list items: - Producing accurate financial reports, forecasts, and variance analysis that provide clear and actionable insights to help stakeholders make better business decisions - Produce monthly Budget vs Actual reporting and analysis to support executive leadership and department budget owners to manage their financial performance. - Creating data that is clean, well documented, and can be easily interpreted by multiple leaders within the organization - Support FP&A Managers by providing accurate financial analysis, preparing reports, assisting with revenue recognition, ad-hoc projects, budgeting, and forecasting processes. - Collect, clean and organize financial data from various sources to ensure accuracy and completeness. - Support the preparation of monthly financial reports and assist with drafting footnotes and key points for financial statements. - Find and resolve potential issues or discrepancies within the data to ensure accuracy. - Perform accurate and timely entry of financial data into relevant systems, ensuring data integrity and consistency across financial reports and records. - Identify and drive process improvements, including the creation of standard and Ad Hoc reports, tools and Excel or Google dashboards. - Use Power BI, SQL, Python, Claude, and other technical data tools to automate, clean, and amplify existing workstreams which are assigned and assist with others. - Support in reconciliation between different data sources to align fields to support analytics. That covers success looks like and objectives. Then

Requirements

(or Qualifications). We'll include Education and Experience plus physical requirements. Education and Experience: Bachelor’s Degree in Finance, Accounting, Business or related field, or equivalent work experience; At least 1-3 years’ work experience in Finance and Accounting. Physical requirements: Prolonged periods sitting at a desk and working on a computer; Must be on-site at our Scottsdale, AZ office; this is not a remote role. We could also include location Scottsdale, AZ and workplace setting Fully Onsite here. Thus bullet list: - Bachelor’s Degree in Finance, Accounting, Business or related field, or equivalent work experience - 1-3 years’ work experience in Finance and Accounting - Prolonged periods sitting at a desk and working on a computer - Must be on-site at the Scottsdale, AZ office (fully onsite; not a remote role) Then

Skills

(competencies). We'll list all competencies bullet points. - Proficient in Excel and Google Sheets for creating and managing reports. - Familiar with project management tools (e.g., Asana) and G-Suite (Slides and Docs). - Able to analyze financial data and statements (P&L, Balance Sheet, Cash Flows). - Skilled in spotting issues in financial reporting and suggesting improvements. - Capable of assisting with departmental budgets and financial reports. - Moderate level of business acumen to help translate business results into financial reporting/modeling. - Understands the difference between revenue and profitability and how business changes affect them. - Able to use technical tools/software language such as PowerBI, DAX, Claude, SQL, Python to automate and amplify workstreams. - Basic knowledge of cash versus accrual accounting and their impacts. - Able to create useful reports and dashboards for stakeholders. - Familiar with the month-end closing process and how accounting changes affect financial reports. Then

Benefits

list all benefits. - Medical, dental, and vision for full-time employees and their dependents - Vacation and sick time policy that increases based on tenure with the company - Three work from home days per month (4/month during June-August) - Employee Assistance Program through Guardian - 401k with up to 3% Company match - 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 Then

Pay

with compensation. - $75,000 to $90,000 annually We could also include location but it's already in Requirements. We should not include Schedule section because we don't have schedule specifics beyond work from home days (which is in Benefits). So we omit Schedule. Now ensure we didn't include any boilerplate. We removed EEO etc. Check for any leftover boilerplate: The "Commitment to Diversity" paragraph removed. The "Equal Opportunity Employer" removed. The "AI-assisted tools" removed. The "If this position caught your eye..." removed. The "Know Your Rights