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:
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...
SEI is an equal opportunity emp
Benefits
Health insuranceDental insuranceVision insurance401(k)Paid time offFlexible scheduleEquity / stock optionsParental leave
Additional Information
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.
Seic · Usa, PA