Staff Accountant

Cardone Ventures; Scottsdale (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Cardone Ventures is seeking a Staff Accountant who will work directly with clients to provide financial support, deliver accurate reporting, and help owners understand their financial picture. This client-facing role requires interaction with bookkeepers and clients to ensure timely, clear statements each period.

You will build advisory relationships, manage a full book of business, complete month-end close for multiple clients by the 15th, reconcile bank and general ledgers, and proactively

Qualifications

• Associate’s Degree in Accounting and Finance, or equivalent business experience.
• At least 4 years’ progressively responsible experience in Accounting and Financial management practices.

Responsibilities

• Close the books for each client by the 15th of the following month.
• Explain financial statements to clients and help them use them for decision-making.
• Independently manage a full book of business and be the main client contact.
• Maintain bank, credit card, and general ledger reconciliations.
• Flag issues early and propose solutions to avoid missed deadlines.

Skills

Accounts payable

Accounts receivable

GAAP

QuickBooks

Financial analysis

Client relations

Education

Associate’s Degree in Accounting and Finance

Tools

QuickBooks Desktop

QuickBooks Online

Job description

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

• Closing the books for every client in your book of business by the 15th of the following month, so owners always have timely, accurate financials.
• Serving as a trusted advisor who helps business owners understand their financial statements and use them to make confident, strategic decisions.
• Independently managing a full book of business and being the go-to point of contact for your clients.
• Maintaining accurate bank, credit card, and general ledger reconciliations so clients have a clear picture of where their business stands.
• Proactively flagging issues and proposing solutions before they become missed deadlines or inaccurate reports.

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
• 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 4 years’ progressively responsible experience in Accounting and Financial management practices

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

• Closing the books for every client in your book of business by the 15th of the following month, so owners always have timely, accurate financials.
• Serving as a trusted advisor who helps business owners understand their financial statements and use them to make confident, strategic decisions.
• Independently managing a full book of business and being the go-to point of contact for your clients.
• Maintaining accurate bank, credit card, and general ledger reconciliations so clients have a clear picture of where their business stands.
• Proactively flagging issues and proposing solutions before they become missed deadlines or inaccurate reports.

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