Business Manager II
About The Position
SEI’s Business Management team is seeking a Business Manager to oversee financial aspects of a grouping of business units, including P&L management, budgets and forecasts, and financial and pricing analysis. The role partners with Corporate Accounting, other Business Management teams, Compliance, Internal Audit, and business units to support financial planning, analytics, product lines, and services. Its primary goal is to provide exceptional customer service and financial management that supports business decisions, profitability, and growth. The position requires strong organization and financial judgment, the ability to manage multiple tasks and deadlines, and effective communication and relationship-building. The team follows a hybrid schedule with three days in the office.
Requirements
- At least 5 years of relevant and progressive experience in accounting and finance.
- BA/BS degree from an accredited college or university with an accounting or finance focus.
- Ability to read, understand, and provide input on financial statements and public filings.
- Experience with Microsoft Office products and related tools, including Copilot, Word, Excel, PowerPoint, Access, SQL, SharePoint, and Dynamics, and willingness to learn SEI’s financial systems.
- Analytical and diagnostic skills, including 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.
- Strong analytical skills.
- Quick learning ability.
- Excellent communication skills.
- Strong problem-solving skills and demonstrated ability to think creatively and seek optimal solutions.
- Innovative, inquisitive, challenging, and solution-seeking approach.
Responsibilities
- Conduct strategic financial analysis, business analytics, and long-term financial planning.
- Complete monthly close activities for relevant corporate books, including accruals, journal entries, asset reporting, and financial reporting packages.
- Prepare and maintain annual financial plans and monthly forecasts.
- Manage vendor and client contracts, including billing and fee collection.
- Plan expenses and monitor actual results.
- Support audits requested by Compliance, Internal Audit, Finance and Accounting, and external auditors.
- Ensure compliance with Sarbanes-Oxley processes and controls.
- Manage incentive compensation and salary processes, as applicable.
- Partner with business teams and management to support profitability and growth.
- Keep abreast of industry standards and knowledge and communicate with clients and vendors.
Benefits
- Comprehensive care for physical and mental well-being, including medical, dental, vision, prescription, wellness, EAP, and FSA benefits.
- Life and disability insurance, with premiums paid for base coverage.
- 401(k) match.
- Tuition reimbursement and education assistance.
- Commuter benefits.
- Up to 11 paid holidays per year.
- 21 days of PTO per year, prorated for new hires and increasing over time.
- Paid parental leave.
- Back-up childcare arrangements.
- Paid volunteer days.
- Discounted stock purchase plan and investment options.
- Access to employee networks.
- Support for working parents.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
