Business Manager III

SEI; Oaks (PA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Parental leave

Job summary

SEI in Oaks, PA seeks a Senior Business Manager to own the financial performance of a grouping of business units. You will manage P&L, forecasts, pricing analysis, client contracting, and coordination with Corporate Accounting, Compliance, Internal Audit and other teams.

You will partner with sales and product teams to support budgeting, forecasting, and profitability, while driving strategic financial decisions and ensuring strong financial controls.

Qualifications

• 7+ years of relevant accounting/finance experience
• BA/BS in accounting or finance or related field
• Ability to lead and develop staff for SEI
• Ability to read and analyze financial statements and public filings
• Experience with Microsoft Office products and SEI financial systems knowledge a plus
• Experience in wealth/investment management or data-oriented businesses a plus
• Analytical and diagnostic skills for business/financial issues
• Strong relationship-building and strategic advisory capabilities
• Ability to communicate at the executive level

Responsibilities

• Strategic financial analysis and long-term planning, including business analytics
• Monthly close and financial reporting
• Create and maintain annual financial plans and monthly forecasts
• Manage vendor and client contracts, billing, and fees
• Overall expense planning and variance analysis
• Support audit processes with Compliance and Internal Audit
• Ensure SOX compliance and controls
• Oversee sales compensation and salaries as applicable
• Partner with business teams to improve profitability and growth
• Stay informed on industry standards and communicate with clients and vendors

Skills

Finance leadership

Financial analysis

Executive communication

Analytical thinking

Staff management

Education

BA/BS in accounting or finance

Tools

Microsoft Office

SQL

SharePoint

Dynamics

Excel

PowerPoint

Job description

Business Management leadership at SEI is seeking a new member for the Business Management team. The Senior Business Manager will focus on the financial aspects of a grouping of business units including the unit P&L’s, revenue and expense plans and forecasts, strategic financial analysis, pricing analysis, client contracting and fees, compensation and coordination with SEI’s Corporate Accounting team, other Business Management teams and the Compliance and Internal Audit Teams. Additionally, the business manager partners with various departments to support sales activity reporting, as well as budgeting and forecasting to successfully manage their product lines and services. This consultative role drives the business model. The primary goal is to provide exceptional customer service and financial management in order 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 sales compensation, incentive compensation and salaries as applicable
• Strategic 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 7 years of relevant and progressive experience in accounting and finance, or related financial activities
• BA/BS degree from an accredited college/university with an accounting/finance focus or related education
• Ability to manage and develop a professional staff for SEI
• Ability to read, understand and provide input to financial statements and public filings
• Experience with Microsoft Office products (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 and data oriented businesses 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 strategic 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
• Someone who will embody our SEI Values

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.