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SEI

Financial technology, operations, and asset management.

Business Manager 2

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeOaks, PA, USANo salary listed

About the Job

Requirements

  • A minimum of 5 years of relevant and progressive experience in accounting and finance.
  • A BA/BS degree from an accredited college or university with an accounting or finance focus.
  • Ability to read, understand, and provide input to financial statements and public filings.
  • Experience with Microsoft Office products, including Copilot, Word, Excel, PowerPoint, Access, SQL, SharePoint, and Dynamics, and willingness to learn SEI’s financial systems.
  • Analytical and diagnostic skills 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

  • Perform strategic financial analysis and long-term financial planning, including business analytics.
  • Complete monthly close of the corporate books for relevant work, including accruals, journal entries, asset reporting, and the financial reporting package.
  • Prepare and maintain annual financial plans and monthly forecasts.
  • Manage vendor and client contracts, including billing and fee collection.
  • Plan expenses and monitor actual results.
  • Support audits requested by Compliance, Internal Audit, Finance and Accounting, and external auditors.
  • Comply with Sarbanes-Oxley processes and controls.
  • Manage incentive compensation and salary processes as applicable.
  • Partner with business teams and management to support profitability and growth.
  • Stay abreast of industry standards and knowledge and communicate with clients and vendors.
  • Partner with business units to support budgeting, forecasting, and analytics for their product lines and services.

Desired Qualifications

  • Professional experience in wealth and investment management, investment processing, and technology- or data-oriented businesses is a plus.
  • Strong analytical skills.
  • Strong problem-solving ability and ability to think creatively and seek optimal solutions.
  • Innovative, inquisitive, challenging, and solution-seeking approach.

About the Company

SEI

Financial technology, operations, and asset management.

SEI is a global provider of financial technology, operations, and asset management services. Its products and services help financial institutions and other clients deploy capital—whether that capital is money, time, or talent—more effectively, supported by a technology-driven platform and outsourced operations. SEI combines software tools, processing capabilities, and asset management services to customize solutions for each client, managing or advising on about $1.6 trillion in assets as of the end of 2024. Its differences lie in offering an integrated suite that blends fintech, back‑office operations, and asset management at scale, enabling clients to streamline workflows, improve governance, and expand growth objectives. SEI’s goal is to help clients optimize their capital deployment to serve their customers better and achieve their financial objectives.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Upper Providence Township, Pennsylvania
Founded
1968

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