Business Manager II

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.

What you will do:

This position requires a highly organized and financially astute individual who can balance many tasks while still being focused on deadlines. The person should excel in communication, listening, and forming strong relationships with colleagues.  Key deliverables of this role include the following:

• 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

What we need from you:

• 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)

• Professional experience in wealth and investment management, investment processing, and technology or data-oriented businesses is a plus

• 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

What we would like from you:

• 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

This team follows a hybrid schedule and work 3 days in the office.

SEI’s competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including 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 and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. 

Benefits include 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 and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves.  Come build your brave future at SEI.  

SEI is an Equal Opportunity Employer and so much more…

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. 

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives.  If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.