Business Manager III at SEI U.S. in Oaks, PA

  • Company: SEI U.S.
  • Location: USA - PA - Oaks
  • Job type: full time
  • Workplace: onsite
  • Posted: 2026-11-03

Apply for this role

All open roles at SEI U.S.

Job description

Business Manager III 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: This position requires a highly organized and financially astute individual who can balance many tasks while still being focused on deadlines. This individual needs to be a great communicator and a great listener and have the ability to build strong working relationships with those around them. 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 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

Business Manager III on JobPost.