SEI

Director, Financial Reporting

Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Candidates should possess a Bachelor’s degree in Accounting, Finance, or a related field, and hold a CPA or equivalent certification is preferred. They should have at least 10 years of progressive experience in financial reporting, with a minimum of 5 years in a leadership role within the financial services industry. Strong knowledge of U.S. GAAP and experience with fund accounting are essential, along with excellent communication and interpersonal skills.

Responsibilities

The Director, Financial Reporting will be responsible for directing the overall operations functions of the Financial Reporting team, including transaction initiation and service requests. They will establish and implement procedures for maintaining and enhancing client service and quality, improve operational efficiency, and drive change within the business. The role involves serving as a point of contact for financial reporting expertise, preparing technical memorandums, managing client relationships, providing technical consulting, overseeing operational oversight, and participating in management skills training and development of staff.

Skills

U.S. GAAP

Financial reporting

Accounting regulations

Client management

Interpersonal skills

Communication

Stakeholder collaboration

Operational efficiency

Business growth

SEI

Business and technology management consulting firm

About SEI

SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.

Key Metrics

Cincinnati, OhioHeadquarters

1992Year Founded

$705.3KTotal Funding

EARLY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition from AI-adopting firms challenges SEI's market position.

Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.

Rapid technological changes require continuous adaptation, straining SEI's resources.

Differentiation

SEI is employee-owned, enhancing commitment and service quality.

SEI offers tailored solutions, ensuring client-specific business and technology strategies.

SEI has a strong presence in multiple locations, including a new Charlotte office.

Upsides

SEI benefits from increased demand for digital transformation consulting post-pandemic.

Growing interest in employee-owned models boosts SEI's employee engagement and retention.

SEI's partnership with Canoe enhances its alternative investment data management capabilities.

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