Strategic Finance & Analytics Manager (Hybrid)

SEI; Oaks (PA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Tuition reimbursement

Paid time off

Paid holidays

Parental leave

Backup childcare

Volunteer days

Stock purchase plan

Job summary

SEI is seeking a skilled Business Manager to oversee the financial performance of multiple business units, including P&L, budgets, forecasts, and pricing analysis. The role partners with Corporate Accounting, Compliance, Internal Audit, and various business units to drive profitability and sound financial decisions.

The ideal candidate has 5+ years in accounting/finance, strong analytical abilities, and excellent communication at the executive level.

Qualifications

• 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.

Responsibilities

• 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

Skills

Analytical skills

Executive communication

Relationship building

Project management

Consulting mindset

Education

BA/BS in Accounting or Finance

Tools

Microsoft Office

Excel

SQL

SharePoint

Dynamics

PowerPoint

Job description

SEI is seeking a skilled Business Manager to oversee the financial performance of multiple business units, including P&L, budgets, forecasts, and pricing analysis. The role partners with Corporate Accounting, Compliance, Internal Audit, and various business units to drive profitability and sound financial decisions.

The ideal candidate has 5+ years in accounting/finance, strong analytical abilities, and excellent communication at the executive level.