SEI Investments

Senior Director, Accounting Finance Transformation - Technology Accounting

SEI Investments$170K — $200K *
US-AnywhereRemote in United States
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Business, Information Systems, or related field; advanced degree or certification preferred.
  • Extensive experience in accounting, finance transformation, and technology accounting related to cross-functional initiatives.
  • Strong technical understanding of accounting principles for software, cloud computing, and asset management.
  • Proven leadership in enterprise-scale transformation and process documentation.
  • Experience working with senior leaders across various business functions, including Technology, Finance, and Audit.
  • Demonstrated ability to coach and develop teams and drive stakeholder accountability.
  • Strong communication and analytical skills with experience presenting to senior leadership.
  • CPA, MBA, PMP, Lean Six Sigma or equivalent certifications preferred.
  • Familiarity with ERP and finance platforms like SAP, Oracle, or Workday is essential.

Responsibilities

  • Set strategic direction for technology accounting transformation with external partners.
  • Own accounting policy application and process design for technology accounting activities.
  • Lead cross-functional teams to develop scalable workflows for financial processes.
  • Advise leaders on accounting implications of major technology investments.
  • Translate technology strategies into accounting requirements and governance models.
  • Champion improvements in automation, data quality, and reporting efficiency.
  • Establish and maintain documentation for technology accounting processes.
  • Oversee financial activity reporting and ensure data accuracy for technology-related operations.
  • Act as primary contact for Internal and external auditors on technology accounting matters.
  • Develop and mentor accounting and finance professionals while defining transformation success metrics.

Benefits

  • Comprehensive healthcare options including medical, dental, and vision.
  • 401(k) match and strong retirement plan.
  • Tuition reimbursement for continued education.
  • Flexible Paid Time Off (PTO) policies allowing for work-life balance.
  • Hybrid work environment for most roles, enhancing flexibility.
  • Paid parental leave and up to 11 paid holidays per year.
  • Back-up childcare arrangements and paid volunteer days to support community engagement.
  • Discounted stock purchase plan and various investment options.
  • Access to employee networks for professional support and growth.
Full Job Description
The Senior Director, Accounting Finance Transformation will lead the modernization, governance, and execution of accounting processes supporting the organization's technology ecosystem. This role owns enterprise transformation across technology accounting, financial systems, controls, policy, reporting, and data-enabled decision support. The Director will partner with Accounting, Finance, Technology, Procurement, Tax, Internal Controls, Audit, and business leadership to ensure technology-related accounting is accurate, scalable, compliant, and aligned to the broader finance transformation agenda.

What you will do:
  • Working alongside an external third party on financial transformation, this individual will set the strategic direction and operating model for technology accounting transformation, including software capitalization, cloud services, SaaS arrangements, internally developed software, hardware, implementation costs, licensing, maintenance, vendor obligations, and technology cost governance.
  • Own accounting policy application, process design, control governance, and operational accountability for technology accounting activities, ensuring alignment with applicable accounting standards, enterprise policies, audit expectations, and risk management objectives.
  • Lead cross-functional transformation with Technology, Finance, Procurement, Legal, Tax, Internal Controls, Audit, and business executives to create scalable workflows for purchasing, project intake, capitalization assessment, cost classification, accruals, amortization, impairment review, and reporting.
  • Advise senior leaders on the accounting implications of major technology investments, including cloud migrations, ERP enhancements, platform modernization, AI-enabled tools, cybersecurity programs, data infrastructure, and enterprise software implementations.
  • Translate complex technology strategies into accounting requirements, governance models, decision frameworks, and repeatable processes that improve consistency, transparency, controllership, and executive decision support.
  • Lead system-enabled process improvements across ERP, procurement, project portfolio management, fixed asset, contract management, workflow, and reporting platforms.
  • Champion automation, data quality, dashboards, reconciliations, and reporting enhancements to improve accuracy, close efficiency, visibility, and audit readiness.
  • Establish and maintain accounting position papers, control narratives, standard operating procedures, process maps, policy guidance, and training materials for technology accounting processes.
  • Provide leadership over monthly close, forecasting, budgeting, and management reporting for technology-related financial activity, ensuring data is complete, accurate, timely, and properly classified.
  • Serve as a primary leadership contact for Internal Audit and external auditors on technology accounting matters, including audit planning, testing, evidence requests, control reviews, and remediation.
  • Lead, coach, and develop accounting and finance professionals while defining transformation success metrics for process scalability, control effectiveness, adoption, and stakeholder satisfaction.


What we need from you:
  • Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field; advanced degree or professional certification preferred.
  • Extensive experience in accounting, finance transformation, controllership, financial systems, technology accounting, or accounting operations, including leadership of complex cross-functional initiatives.
  • Strong technical understanding of accounting principles related to software, cloud computing, internally developed technology, fixed assets, prepaid expenses, accruals, capitalization, amortization, impairment, and expense classification.
  • Proven ability to lead enterprise-scale transformation, improve controls, document accounting conclusions, influence operating model design, and translate business requirements into scalable finance processes.
  • Experience partnering with senior leaders across Technology, Finance, Procurement, Tax, Legal, Audit, and business functions.
  • Demonstrated people leadership capability, including the ability to coach teams, build capability, set priorities, and hold stakeholders accountable for execution.
  • Strong executive communication, analytical, problem-solving, and decision-making skills, including the ability to present complex accounting, systems, and transformation topics clearly to senior leadership.
  • CPA, MBA, PMP, Lean Six Sigma, or equivalent professional certification strongly preferred.
  • Experience leading transformation across ERP and finance platforms such as SAP, Oracle, Workday, NetSuite, Coupa, ServiceNow, Adaptive, Anaplan, or similar systems.
  • Experience with technology project portfolio management, software development lifecycle processes, cloud transformation, data platforms, AI-enabled tools, or enterprise technology cost governance.
  • Background in financial services, technology, professional services, or another complex, regulated environment.
  • Experience building or sponsoring automation, dashboards, workflow tools, reporting solutions, governance models, or matrixed transformation programs with accountability for process outcomes, control effectiveness, and stakeholder adoption.


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, a hybrid working environment for most roles, 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 new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

About SEI Investments

SEI Investments is a financial services company that provides investment processing, investment management, and investment operations solutions to institutional and personal wealth management clients. The company was founded in 1968 and is headquartered in Oaks, Pennsylvania. SEI Investments has a global presence with offices in North America, Europe, and Asia. The company's investment management solutions include mutual funds, exchange-traded funds (ETFs), and separately managed accounts. SEI Investments also provides technology solutions to financial institutions, including wealth management platforms and outsourcing services.
Learn more about SEI Investments
Size
4,371 employees
Market Cap
$7.8 billion
Industry
Net Income
$447.2 million
Founded
1968
5 Year Trend
+6.5%
Revenue
$1.6 billion
NASDAQ

Similar Jobs

More Jobs at SEI Investments

More Finance & Insurance Jobs

Find similar Senior Director, Accounting Finance Transformation - Technology Accounting jobs: