Financial Analyst

Schlaupitz Madhavan, P.C. (SMCPA) is a growing CPA and advisory firm recognized for its collaborative culture, high standards, and commitment to excellence. We are seeking a Financial Analyst who will work with senior management to develop budgets and forecasts while providing insightful financial and operational analyses in support of informed decision-making and fulfilling other related responsibilities.

Additionally, the Financial Analyst will be responsible for preparing analyses of work-in-process, overseeing the billing function, managing collections, insurance administration, and assisting with other internal initiatives that drive firm growth and efficiency.

What You’ll Do:

Develop and manage annual budgets and rolling P&L forecasts

Prepare financial and operational analyses to support decision-making and problem-solving

Oversee the billing function

Manage collections

Administer insurance policies (general and professional liability)

Partner with firm leadership on financial strategy, process improvements, and special initiatives

What You Bring:

Recent MBA graduate or MBA candidate nearing graduation

Well-versed in concepts of corporate finance through academic study

Practical, hands-on experience in executing tasks and delivering results

Self-motivated and takes initiative

Strong analytical, problem-solving, and organizational skills

Ability to collaborate across teams

Proficiency with Microsoft Office and other accounting software; experience with CCH Axcess or similar systems a plus

Join a team that values collaboration, innovation, and excellence, and play a key role in shaping the financial future of a firm built on trusted relationships and long-term success.

Equal Opportunity Employer

Schlaupitz Madhavan, P.C. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age (40 or older), disability, genetic information, height, weight, marital status, or familial status.