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The Director of Enterprise Performance Management (EPM) leads the design, implementation, and ongoing operation of SEI’s Enterprise Performance Management and Value Capture Framework. This player-coach will ensure that the drivers of SEI revenue and productivity across business-units are defined, measured, and reported accurately, clearly, and reliably to enterprise leadership. Additionally, the Director of EPM will build and maintain a value capture framework that ensures SEI investments in growth and productivity are defined, quantified (in terms of projected cost and impact), measured, and reported. The Director ensures enterprise visibility into performance drivers and predicted financial outcomes, enabling faster, more informed, and more accountable execution of enterprise priorities. The role manages a small, high-impact team focused on enterprise performance management, market intelligence, and value-capture, reporting directly to the SVP of Finance and Analytics.
Job Responsibility:
Own the design, implementation, and continuous improvement of SEI’s Business Performance Management Framework
Define and maintain a standardized common vocabulary for material revenue, cost and productivity drivers
Oversee development, governance, and enhancement of the Power BI Enterprise Revenue and Productivity Driver Dashboard
Lead cadence and content of the weekly Divisional Presidents’ performance summary meeting
Establish recurring sign-off mechanism to ensure divisions are on track for quarterly and annual targets
Maintain a detailed inventory of growth and productivity initiatives
Prepare the annual Capex budget in conjunction with department heads
Analyze investments in budget owners’ Capex requests
Review and monitor capital expenditure, investments, and strategic projects
Oversee measurement of value-capture monthly or quarterly against estimates
Deliver enterprise scorecard of major strategic bets and their realized value contribution
Provide integrated views of enterprise performance to the CFO and CEO
Evaluate and report performance relative to competitors and macroeconomic trends
Build and develop a top-tier team focused on analytics, market intelligence, and value capture
Champion data quality, transparency, and standardization across the enterprise
Requirements:
Proven experience designing enterprise-level reporting and performance management frameworks
Experience integrating competitive intelligence and macro-trend insights into performance reporting
Extensive understanding of financial statements, revenue and productivity drivers, and forecasting
Demonstrated ability to influence C-level leaders and Divisional Presidents without direct authority
Proven team leadership and talent development experience
Strong executive communication and storytelling skills
Thrives in a fast-changing, high-accountability environment
10-12 years of progressive experience in FP&A, enterprise reporting, performance management, analytics or corporate strategy
6-8 years leadership experience
Bachelor’s degree in Finance, Economics, Business, Analytics or related field
Must be able to travel occasionally
Ability to work onsite in Corporate or Campus location may be required
Must be able to meet critical thinking and problem solving aspects
Must be able to work more than 40 hours per week when business needs warrant
Able to access information using a computer
What we offer:
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
Entertainment and retail discounts
Non-exempt employees are eligible for overtime pay
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