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Accounting & Financial Reporting Specialist - IAS

United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
October 01, 2022

The Independent Advisor Solutions Unit (IAS) at SEI is growing rapidly and is seeking an Accounting and Financial Reporting Specialist to join the Business Management team. Our primary goal is to provide exceptional customer service and business management services to drive business decisions and grow the business. This includes working with the Business Management Team to perform the financial plan, budgeting, analysis and forecasting of projects, initiatives and daily business activities.

These responsibilities are to be carried out in a manner consistent with the vision, goals and policies of the unit. You will support and partner with the Directors and other unit personnel, SEI market units, SEI business management teams, and vendors to coordinate, facilitate and execute on the delivery of a cost-focused, efficient, standardized and consultative services to the respective teams.

SEI's IAS Unit currently works with over 7,500 Independent Advisors throughout the U.S and has approximately $81.6B in assets under management. The SEI IAS Unit is the premier provider of wealth management solutions to Independent Advisors. Uniquely positioned, SEI also provides advisors the benefit of our industry leading Practice Management Services to assist advisors in the growth and management of their business.

What you'll do:

The responsibilities for this position include but are not limited to the following:

  • You will provide the financial planning, budgeting and forecasting for ongoing business activities and projects within IAS.
  • You will provide financial results measurement, analysis and reporting (i.e. monthly close process).
  • You will provide sales activity measurement, analysis and reporting.
  • You will employ your analytical skills by utilizing strategic data analysis aimed at identifying key metrics and trends driving sales activity within IAS.
  • You will be a strategic partner to the business teams and management to support profitability and growth.
  • You will be responsible for client and vendor contract management.
  • You will assist and act as a consultant to manage and minimize risk, provide solutions and proactively address business concerns.
  • You will use your interpersonal and communication skills to interact with other business units on various financial, regulatory and human resource related issues.

What you bring to the table:

  • Bachelor's degree in Accounting, Finance, Economics or a related subject area.
  • Proficiency in MS Office Suite, including Excel and Word. Advanced working knowledge of Microsoft Excel is a plus.
  • Problem solving skills.

Attributes we value:

  • Ability to work effectively independently, as well as in a team, in an open floor environment.
  • Strong interpersonal and communication skills.
  • Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
  • Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
  • Ability to multi-task and manage priorities.

Please be aware that SEC Rule 206(4)-5 "Political Contributions by Certain Investment Advisers" (the "Rule") may place certain restrictions on certain subsidiaries of SEI as a result of your past and future political contributions. Therefore, an offer for this position may be contingent on you providing SEI, a completed questionnaire regarding political contributions made by you and members of your household, and that SEI may reject your application if SEI determines in its sole discretion that the effect of such political contributions under the Rule could have an adverse impact on SEI's current or prospective business activities and strategies. Any misrepresentation of or omission of any contributions from this information request, will be cause for your rejection or dismissal from employment.

Physical Demands and Work Environment While performing the duties of this job, the work environment may require an individual to move around the office and from building to building which may expose the individual to weather conditions outside. The individual has to be able to sit or be stationary at a computer and use computers for extended periods of time and occasionally lift and/or move up to 20 pounds. The noise level in the environment is moderate and the individual must be able to communicate and exchange information with people in person and over the telephone and email

What you can expect from us:

We are a technology and asset management company delivering on our promise of building brave futuresSM-for our clients, our communities, and ourselves. Whether you're in one of our global offices or remotely contributing your talent, our culture encourages collaboration, spurs creativity, and inspires the courage to unlock opportunities that help us realize our fullest potential.

Without people, it's just work, so we take pride in caring for our employees and clients. We understand the importance of integrating work and life because finding harmony in your professional and personal activities is key to achieving fulfilment.

And inclusion isn't just a buzz word for us-it's at the core of our commitment to driving our collective success. We ask employees to bring their authentic selves to do their best work every day. It's the power of diverse perspectives, experiences, and ideas that help us deliver the solutions that solve for our clients' most complex challenges.

Six core values are the foundation of SEI's culture. Care for our clients, communities, investors, and each other drives our commitment to these values.

Courage: We think and act like owners, embracing risk to drive growth for our clients and company.

Integrity: We do what we say and act with transparency (because it's the right thing to do).

Collaboration: We work with each other, our clients, partners, and communities to solve problems that matter.

Inclusion: We nurture an environment of respect and belonging where people are empowered to be themselves.

Connection: We build lasting relationships through which we learn, grow, and succeed.

We have Fun.

Does your brave future include professional growth, mastering new skills, and cultivating meaningful connections? Come build it with us, and join our community.

SEI is an Equal Opportunity Employer and so much more...

After 50years in business, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses 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 / affirmative action 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.