Director, Enterprise Performance Management

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.

Essential Duties And Responsibilities

• Own the design, implementation, and continuous improvement of SEI's Business Performance Management Framework, including rolling 1-, 2-, and 5-year planning horizons.
• Define and maintain a standardized common vocabulary for material revenue, cost and productivity drivers across business units and shared services.
• 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, ensuring focus on key drivers and predicted quarterly/annual outcomes.
• Establish recurring sign-off mechanism to ensure divisions are on track for quarterly and annual targets, with remediation plans when not on track.
• Maintain a detailed inventory of growth and productivity initiatives including cost, timing, and expected value.
• Prepare the annual Capex budget in conjunction with department heads
• Analyze investments in budget owners' Capex requests, ensuring payback targets are achievable before requests are submitted for approval
• Review and monitor capital expenditure, investments, and strategic projects to ensure budget and forecast alignment.
• Oversee measurement of value-capture monthly or quarterly against estimates and maintain a scorecard of predicted vs. actual impact.
• 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.

Job Skills

• 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.

Work Experience

• 10-12 years of progressive experience in FP&A, enterprise reporting, performance management, analytics or corporate strategy
• 6-8 years leadership experience.

Education

• Bachelor's degree in Finance, Economics, Business, Analytics or related field

Other

• Must be able to travel occasionally should a business need arise. For most roles travel would not be common. Travel may involve plane, car or metro. In accordance with ADA policies, reasonable accommodations regarding travel limitations can be provided. Travel will be more common for roles such as