Business Manager II

SEI Investments; United States; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Paid time off (PTO)

Job summary

SEI Investments is seeking a Business Manager to oversee the financial performance of a group of business units, including P&L, budgets and forecasts, and pricing analysis.

You will collaborate with Corporate Accounting, Compliance, Internal Audit, and business leaders to drive profitability and strategic decision-making. Hybrid work schedule with three days in-office.

Qualifications

• Minimum of 5 years of relevant accounting/finance experience.
• BA/BS degree with accounting/finance focus.
• Ability to read and interpret financial statements and public filings.
• Experience with Microsoft Office products and SEI financial systems.

Responsibilities

• Perform strategic financial analysis and long-term planning.
• Close monthly corporate books including accruals and journal entries.
• Prepare annual financial plans and monthly forecasts.
• Manage vendor and client contracts, billing and cash collection.
• Oversee expense budgeting and actual results.
• Support audits by Compliance, Internal Audit and external auditors.
• Ensure Sarbanes-Oxley compliance and controls.
• Coordinate compensation processes and salary planning.
• Collaborate with business units to support profitability and growth.
• Communicate with clients and vendors on financial matters.

Skills

Financial analysis

Budgeting

Forecasting

P&L management

Strategic planning

Education

BA/BS in Accounting or Finance

Tools

Microsoft Excel

Word

PowerPoint

Access

SQL

SharePoint

Microsoft 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:

• 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, 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.

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.