Fp&a Manager

Description:

The FP&A Manager serves as a critical bridge between financial planning, analytics, and operational execution. This role leads day-to-day FP&A activities while partnering closely with senior leadership to drive budgeting, forecasting, financial modeling, and performance management across the organization.
Beyond core FP&A responsibilities, the FP&A Manager is expected to build scalable, efficient planning and reporting processes and leverage modern analytics and AI-enabled tools to enhance insight quality, speed, and decision-making. Success in this role requires the ability to translate complex financial data into clear, actionable recommendations that influence decisions, improve cost discipline, increase profitability, and ensure alignment with overall business strategy.
The FP&A Manager is held to a higher standard than historical accuracy. They are expected to be right about the future. This means building forward-looking models grounded in business drivers, stress-testing assumptions before leadership sees them, and owning forecast accuracy as a performance metric. This role is not a reporting function. It is a predictive intelligence function.
 
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.
 
SUCCESS LOOKS LIKE

Forecasts are directionally accurate. Variances between forecast and actuals are tracked, explained, and used to improve the next model, not buried.
Analysis is self-reviewed before it reaches leadership: numbers tie out, assumptions are documented, and no one has to send it back.
The business makes faster, better decisions because this role gives them a model, a scenario, and a recommendation, not a spreadsheet.
Budgeting and forecasting processes are organized, repeatable, and completed without fire drills, last-minute scrambles, or confusion.
Models, reports, and systems get simpler, faster, and more scalable over time through automation and standardization.
Taking ownership of high-impact initiatives, leading analysis end-to-end, and delivering outcomes that move the business forward
Acting as a trusted business partner to department leaders and senior leadership, helping them understand the financial impact of their decisions
Driving cost discipline, operational efficiency, and sustainable profitability
 
OBJECTIVES

Drive financial management, planning, systems, and controls for assigned internal stakeholders
Managing multiple planning cycles (budget, forecast, ad-hoc analysis) while meeting tight deadlines and maintaining accuracy.
Collaborate with Accounting as a strategic partner to assess the financial, operational, and reporting impacts of process improvements, organizational changes, and evolving business initiatives.
Build and maintain rolling 13-week cash and revenue forecasts, updated with actuals on close and refined with operational inputs weekly.
Own forecast accuracy KPIs. Track forecast vs. actual by business unit, identify systematic bias in models, and iterate assumptions accordingly.
Develop scenario and sensitivity analyses that give leadership real decision frameworks — best case, base case, downside — with quantified probability weighting where possible.
Conduct working sessions with key stakeholders to understand the operational application of structural or strategic changes
Conduct pre-submission self-review on all models and reports: verify formula integrity, source data reconciliation, and logic consistency before any output reaches a stakeholder.
Manage budgeting, revenue forecasting, and financial review processes for assigned Cardone Ventures departments
Develop and maintain financial models supporting short-term and long-range planning
Design and continuously improve FP&A workflows by leveraging automation, advanced reporting, and AI-enabled analytics to surface insights and drive faster, higher-quality decisions.
Collaborate with department leaders to define, track, and refine KPIs and financial metrics
Mentor and develop junior FP&A team members, fostering ownership and continuous improvement
Navigate NetSuite reporting, understanding data sources, structure, and downstream financial impact
 
COMPETENCIES

Deep understanding of how the business actually makes money, what drives margins, unit economics, and the operational levers that impact financial outcomes.
Ability to connect revenue, profitability, and operational drivers to financial outcomes
Skill in turning large, messy data sets into clear insights identifying trends, anomalies, and root causes, not just reporting variances.
Working knowledge of the month-end close process and accounting impacts on financial reporting
Ability to develop complex financial models, budgets, and reporting packages
Strong analytical skills across P&L, Balance Sheet, and Cash Flow statements
Ability to develop three statement financial models with interconnected P&L, Balance Sheet, and Cash Flow Statements.
Understanding of departmental budgets and role-based cost structures, including incentive design
Ability to facilitate actionable dashboards and performance reporting for leadership
Understanding of cash versus accrual accounting and the implications of transitioning between the two
Proficiency in SQL or Python for data extraction, transformation, and statistical analysis, not dependent on someone else to pull data.
Experience building driver-based, scenario-layered financial models.
Ability to identify and quantify forecast error, diagnose root cause (bad assumptions vs. bad data vs. business shift), and correct the model, not just the number.
Statistical intuition: understands trend decomposition, seasonality adjustment, and correlation vs. causation in business data.
Comfortable with BI tools (Looker, Power BI, Tableau) and building dashboards that answer "what's going to happen,” not just "what happened."
 
EDUCATION AND EXPERIENCE

Bachelor’s Degree in Finance, Accounting, Business, or related field, or equivalent practical experience
Minimum of 5 years of experience in FP&A with demonstrated ownership of a full planning cycle, corporate finance, or related roles, preferably in a consulting or high-growth environment in Finance/Corporate FP&A.
Experience with statistical or predictive modeling tools (Python, R, or equivalent) strongly preferred
Experience in multi-entity or high-growth environments where business models shift and models have to flex accordingly.