Analyst - Finance Rotation

About the role

Entry-level analyst supporting multiple functions in the Finance area. The primary purpose is to support the group they are rotating through with typical analyst functions, including reporting, model building, journal entries, or other related functions. The secondary purpose is to bring the skills they learn in each rotational stop to other areas within Finance.

Responsibilities

• Financial Planning and Analysis responsibilities may include: Assist in preparing financial models and forecasts; Analyze financial data to provide insights; Support budgeting processes.
• Accounting Responsibilities may include: Prepare journal entries and account reconciliations; Prepare accounting reports for management; Support internal controls documentation and compliance.
• Data Analytics Responsibilities may include: Collect, process, and clean data from different sources; Develop clear visualizations and reports; Analyze operational data to provide insights.
• Other duties as assigned.

Skills

• Analytical Skills – ability to dissect financial data, identify trends, interpret complex information, and make informed decisions.
• Financial Reporting – understand financial statements (balance sheets, income statements, cash flow statements) and is comfortable with GAAP.
• Attention to Detail – focus on detail when analyzing data, preparing reports, or reconciling accounts.
• Communication Skills – clearly write and verbally communicate to explain financial concepts, present findings, and collaborate with colleagues.
• Problem‑Solving – think critically and propose effective solutions when encountering complex challenges.
• Excel Proficiency – skilled in manipulating data, creating pivot tables, using formulas and functions, and building financial models.
• Teamwork and Collaboration – works well with others, contribute to team goals, and communicate effectively.
• Adaptability – open to change and willing to learn new tools, software, and industry trends.
• Time Management – ability to juggle multiple tasks, priorities, and deadlines.
• Ethical Judgment – shows integrity and ethical judgment when handling sensitive information.

Work Experience

Completion of internship with SEI is highly recommended.

Education

Bachelor’s degree in finance, accounting, economics or related field required.

Other Requirements

Must be able to travel up to 10% of the time; must be able to lift 25 lbs.; typical office setting with mobility within the office including movement from floor to floor; travel via plane, car, and metro may be required; must be able to work more than 40 hours per week when business needs warrant; ability to access information using a computer; effectively communicate both up and down the management chain; effectively cope with stressful situations; strong mental acuity; regular, dependable attendance and punctuality are essential functions.

Benefits

SEI offers a comprehensive package of benefits to employees scheduled 30 hours or more per week, including medical, dental, vision, life and disability plans, well‑being incentives, parental leave, paid time off, certain paid holidays, tax‑saving accounts (FSA, HSA), 401(k) retirement benefit, Employee Stock Purchase Plan, tuition assistance, and entertainment and retail discounts. Non‑exempt employees are eligible for overtime pay, if applicable.

Pay

The expected salary range for this position is $55,900.00 – $84,000.00.