Business Manager II

021 SEI Investments Company; Oaks (PA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) match

Education assistance

Commuter benefits

11 paid holidays/year

21 days PTO/year pro-rated

Paid parental leave

Back-up childcare arrangements

Paid volunteer days

Discounted stock purchase plan

Investment options

Access to employee networks

Job summary

SEI Investments Company is seeking a Business Manager to drive the financial management of a group of business units in Oaks, PA. You will oversee P&L, budgets, forecasts, and pricing analysis, partnering with Corporate Accounting, Compliance, and Internal Audit to support product lines and services.

The role emphasizes strategic analysis, monthly closes, and SOX compliance, with a hybrid schedule requiring three days in the office. Strong communication and relationship-building are essential.

Qualifications

• Minimum of 5 years of relevant accounting/finance experience.
• BA/BS degree in accounting or finance.
• Ability to read, understand and input to financial statements and public filings.
• Experience with Microsoft Office products (Copilot, Word, Excel, PowerPoint, Access, SQL, SharePoint, Dynamics).
• Professional experience in wealth and investment management or related fields is a plus.

Responsibilities

• Strategic financial analysis and long-term financial planning.
• Monthly close of corporate books including accruals, journal entries, asset reporting, and financial reporting packages.
• Prepare and maintain annual financial plans and monthly forecasts.
• Vendor and client contract management including billing and fee collection.
• Oversee overall expense planning and actual results.
• Support audit processes with Compliance, Internal Audit, and external auditors.
• Ensure compliance with Sarbanes-Oxley controls.
• Manage compensation processes for incentives and salaries.
• Partner with business teams to support profitability and growth.
• Communicate with clients and vendors and keep abreast of industry standards.

Skills

5+ years accounting/finance

Excellent communication

Analytical skills

Project leadership

Education

BA/BS in accounting or finance

Tools

Microsoft Office (Excel, Word, PowerPoint, Access)

SQL

Dynamics

Job description

Business Management leadership at SEI is seeking a new member for the Business Management 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.

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.

About SEI

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire. 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. We are global provider of technology, operations, and asset management services for the financial services industry. We tailor our solutions to help clients make effective use of their capital—whether that’s money, time, or talent—so they can grow and better serve their clients. At SEI, we’re committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.