Business Manager II

SEI1GLOBALUpper Providence Township, PA
1dHybrid

About The Position

Business Management leadership at SEI is seeking a new member for the Business Management team on the Operations or Technology team. The Business Manager will focus on the financial aspects of a grouping of business units, including the unit’s P&L, budgets and forecasts, as well as financial and pricing analysis. Key partners include working with SEI’s Corporate Accounting team, other Business Management teams, Compliance, and Internal Audit. Additionally, the Business Manager will partner with various business units to support budgeting, forecasting, and analytics to successfully manage their product lines and services. The primary goal is to provide exceptional customer service and financial management to drive business decisions.

Requirements

  • A minimum of 5 years of relevant and progressive experience in accounting and finance
  • BA/BS degree from an accredited college/university with an accounting/finance focus
  • Ability to read, understand and provide input to financial statements and public filings
  • Experience with Microsoft Office products (Copilot, Word, Excel, PowerPoint, Access, SQL, SharePoint, Dynamics, and willingness to learn SEI’s financial systems)
  • Analytical and diagnostic skills with the ability to analyze business and financial issues and decision options
  • Demonstrated ability to build relationships, act as a consultant, manage projects and drive the business forward
  • Ability to communicate at the executive level

Nice To Haves

  • Professional experience in wealth and investment management, investment processing, and technology or data-oriented businesses is a plus
  • Strong analytical skills
  • Quick learner
  • Excellent communication
  • Strong problem solver and proven ability to think creatively and seek optimum solutions
  • Naturally innovative, inquisitive, challenging and solution seeking

Responsibilities

  • Strategic financial analysis and long-term financial planning, including business analytics
  • Monthly close of the corporate books for all relevant work including accruals, journal entries, asset reporting and financial reporting package
  • Prepare and maintain annual financial plans and monthly forecasts
  • Vendor and client contract management including billing and fee collection
  • Overall expense planning and actual results
  • Support audit process as requested by Compliance, Internal Audit, Finance and Accounting and external auditors
  • Compliance with Sarbanes-Oxley processes and controls
  • Manage compensation process for incentive compensation and salaries as applicable
  • Partner to business teams and management to support profitability and growth
  • Keep abreast of industry standards and knowledge and be able to communicate with clients and vendors

Benefits

  • comprehensive care for your physical and mental well-being
  • a strong retirement plan
  • tuition reimbursement
  • a hybrid working environment for most roles
  • support for working parents
  • flexible Paid Time Off (PTO)
  • healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
  • life and disability insurance (premiums paid for base coverage)
  • 401(k) match
  • education assistance
  • commuter benefits
  • up to 11 paid holidays/year
  • 21 days PTO/year pro-rated for new hires which increases over time
  • paid parental leave
  • back-up childcare arrangements
  • paid volunteer days
  • a discounted stock purchase plan
  • investment options
  • access to thriving employee networks
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