FP&A Manager – IT Business Partner

SEI is seeking an experienced FP&A IT Business Partner Manager to deliver financial leadership and strategic insights for our IT organization. This role serves as a key liaison between Finance and IT, driving financial planning, analysis, and strategic guidance. Core responsibilities include developing annual budgets and monthly forecasts for IT products, projects, and support functions; monitoring, assessing and reporting IT spend;

building financial models to evaluate technology investments; and tracking KPIs to ensure IT initiatives align with business objectives. The position also delivers impactful dashboards and reporting packages for leadership, acting as a trusted advisor to enable data‑driven decisions and optimize performance. The ideal candidate combines strong analytical expertise with exceptional communication skills to translate complex financial concepts into actionable insights for non‑financial stakeholders.

• Strategic Alignment & Business Partnering
  :
  Act as a trusted advisor to IT functional leaders, interpreting financial results and guiding operational and strategic decisions.
• Financial Planning & Analysis (FP&A):
  Lead and manage the annual budgeting, monthly forecasting, and long‑range planning processes for the IT function, including P&L, operational costs, and capital expenditures (Cap Ex).
• Month‑end Support
  :
  Support IT month‑end close activities to ensure accuracy through detailed data validation and variance analysis.
• Performance Monitoring & Reporting
  :
  Develop and maintain key performance indicators (KPIs) and dashboards to measure the financial performance and effectiveness of IT initiatives. Generate standard and ad hoc reports to conduct variance analysis (actuals vs. budget/forecast) and communicate results to leadership.
• Decision Support & Analysis
  :
  Build financial models and conduct ROI analysis for technology investments, projects, and strategic initiatives to enable informed decision‑making.
• Process & System Improvement
  :
  Identify and implement opportunities to automate, standardize, and improve financial processes within IT and across the organization using ERP systems (e.g., People Soft) and data visualization tools (e.g., Power BI, Smartsheet).
• Project Support
  :
  Partner on IT projects and system implementations, ensuring financial considerations are integrated into planning and execution.

• Education
  : A Bachelor’s degree in Finance, Accounting, Analytics, or a related field; an advanced degree or certification (CFA, CPA) is often preferred.
• Experience
  :
  Typically requires a minimum of 7‑10 years of progressive experience in FP&A, corporate finance, or a similar analytical role, experience within the IT industry a plus.
• Technical Skills
  • Excellent Financial Planning and Analysis skills
  • Expert proficiency in financial modeling and analytical tools (especially advanced Excel)
  • Proficiency in financial software (e.g., Anaplan, Adaptive) and BI/data visualization tools (e.g., Power
    
    BI, Smartsheet)
  • Strong understanding of accounting principles (GAAP) and financial statements
• Soft Skills
  • Excellent communication and interpersonal skills, to convey complex financial concepts to all levels of senior stakeholders.
  • Meticulous attention to detail – ensuring accuracy of all monthly reports, requested ad‑hoc reporting
  • Excellent analytical abilities and business acumen to challenge assumptions and influence outcomes
  • Demonstrated attention to detail, good time management and organization skills

• No travel
• Must have the flexibility to work more than 40 hours per week when business needs warrant.
• Must be able to lift 10 lbs.
• Mobility within the office including movement from floor to floor
• Access information using a computer
• Effectively communicate, both up and down the management chain
• Effectively cope with stressful situations
• Strong mental acuity

SEI offers a comprehensive package of benefits to employees scheduled 30 hours or more per week. In addition to medical, dental, vision, life and disability plans, SEI employees may take advantage of well‑being incentives, parental leave, paid time off, certain paid holidays, tax saving accounts (FSA,…