Business Manager III

SEI • Upper Providence Township, PA

7d

About The Position

SEI’s Business Management team is seeking a Business Manager to provide financial leadership for a grouping of business units. The role focuses on unit profit and loss, revenue and expense plans and forecasts, strategic financial and pricing analysis, client contracts and fees, compensation, and coordination with Corporate Accounting, other Business Management teams, Compliance, and Internal Audit. The Business Manager also partners with departments on sales activity reporting, budgeting, and forecasting to manage product lines and services. This consultative role helps drive the business model, with the goal of delivering exceptional customer service and financial management to support business decisions.

The position calls for an organized, financially astute communicator who can manage multiple priorities and deadlines, listen effectively, and build strong working relationships. The Business Manager partners with business teams and management to support profitability and growth, while providing financial planning, reporting, contract and compensation management, and audit and compliance support.

Requirements

• At least 7 years of relevant, progressive experience in accounting and finance or related financial activities.
• BA/BS degree from an accredited college or university, with an accounting or finance focus or related education.
• Ability to manage and develop professional staff.
• Ability to read, understand, and provide input on financial statements and public filings.
• Experience with Microsoft Office products, including Word, Excel, PowerPoint, Access, SQL, SharePoint, and Dynamics, and willingness to learn SEI financial systems.
• Strong analytical and diagnostic skills, including the ability to analyze business and financial issues and decision options.
• Demonstrated ability to build relationships, act as a strategic consultant, manage projects, and drive the business forward.
• Ability to communicate at the executive level.
• Strong communication and listening skills, organization, and ability to balance tasks while meeting deadlines.

Nice To Haves

• Professional experience in wealth and investment management, investment processing, or technology- and data-oriented businesses.
• Strong analytical skills.
• Ability to learn quickly.
• Strong problem-solving skills and demonstrated ability to think creatively and seek optimum solutions.
• Innovative, inquisitive, challenging, and solution-seeking approach.
• Alignment with SEI Values.

Responsibilities

• Perform strategic financial analysis and long-term financial planning, including business analytics.
• Support monthly close of the 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, billing, and fee collection.
• Plan and monitor expenses and actual results.
• Support audits requested by Compliance, Internal Audit, Finance and Accounting, and external auditors.
• Comply with Sarbanes-Oxley processes and controls.
• Manage sales compensation, incentive compensation, and salaries as applicable.
• Partner strategically with business teams and management to support profitability and growth.
• Keep current on industry standards and knowledge and communicate with clients and vendors.
• Partner with departments on sales activity reporting, budgeting, and forecasting for product lines and services.

Benefits

• Healthcare, including medical, dental, vision, prescription, wellness, employee assistance program, and flexible spending account benefits.
• Life and disability insurance, with premiums paid for base coverage.
• 401(k) match.
• Education assistance and tuition reimbursement.
• Commuter benefits.
• Up to 11 paid holidays per year.
• 21 days of paid time off per year, prorated for new hires, with increases over time.
• Paid parental leave.
• Back-up childcare arrangements.
• Paid volunteer days.
• Discounted stock purchase plan.
• Investment options.
• Access to employee networks.
• Support for physical and mental well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior