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Finance Director, North America Advisory Services - job 8 of 19

We are seeking a strong Finance Director to join our team. The NA Advisory Finance team applies a strategic finance advisory model with key stakeholders across muti-functional and cross-geographic teams, while applying data analytics to business and finance decisions, as well as performance measurement. We are an agile, highly visible team that collaborates across the NA region to enable business growth and effective decisioning through strategic thinking, financial expertise, insightful analytics, and thought leadership.

As a director, you will serve as a strategic finance partner to the leaders of our NA Advisory Services business and work closely with other global and cross-functional teams. You will collaborate with senior leadership to develop financial strategies and analytics that enable business decision making for long-term sustainable growth. This role will also support strategic decision making on investments and portfolio level tradeoffs through effective financial analytics. The position involves deriving important insights and effectively communicating with senior leaders across Finance and the business.  The ideal candidate will have a deep expertise in strategic finance, financial business analysis, preferably with a public company, and demonstrated experience collaborating with various functions.

This role sits on the NA Advisory Leadership Team, and requires interpersonal skills to cultivate partnerships across functions, regions, and teams, to drive thought leadership, interrogate business growth assumptions and successfully enact all planning, budgeting, forecasting, and month-end reporting processes, including presenting results and providing insights and analysis to senior business partners and executives.

Essential Functions

Strategic Advice and Business Partnership

  • Establish strong partnerships with leaders of the various Advisory Services business and their respective Strategy & Ops teams to understand reporting needs, and provide strong finance support on revenue, expenses, and headcount
  • Demonstrate a deep knowledge of the strategic priorities and issues confronting the business, including understanding service and product offerings, market dynamics, and underlying drivers
  • Lead the building of business cases to support investments, go-to-market strategies and new service offering launch
  • Combine observed patterns and trends to develop accurate forecasts and be able to triangulate and exercise good judgement and deep business acumen
  • Work closely with sales teams to understand pipeline for products and services, and evaluate penetration, pricing, and opportunities for growth

Financial Management

  • Lead the coordination, organization and execution of key financial planning activities including multi-year strategic planning, annual financial planning, quarterly forecasting and business reviews, pricing analysis, month-end analytics and management reporting
  • Keenly monitor revenue and expense trends through driver-based analytics, and translate findings into succinct narratives for business executives with the aim of providing early signals on performance trends and actionable guidance to help drive desired business outcomes
  • Understand and communicate business levers, and recommend measures to further improve financial results and business margins, while assessing financial risks and opportunities, and evaluating options to optimize return on investments
  • Establish efficient processes and expand strong reporting and analytics capabilities across the broader Advisory business
  • Work closely with the NA Advisory strategy and operations teams to monitor inventory of incentive funds and quasi-incentive funds, including managing allocation and utilization

Project Management

  • Spearhead the identification and implementation of continuous process improvement initiatives that enhance efficiency and effectiveness around financial planning business decision making
  • Execute on a variety of ad-hoc requests and lead special projects
  • Provide decision support to senior finance leadership on investment / project decisions as well as strategic organizational and functional developments

Business Engagement

  • Integration of finance into the business, and develop business acumen depth
  • Tailored, effective presentations, analysis and dialogue with each business partner
  • Dialogue around budget and spend to optimize budget and investments, return-on-investment discipline
  • Robust toolkit to help manage the business and enable management decision making

People and Stakeholder Management

  • Mentor and professionally develop team members, including instilling best practices
  • Cultivate strong relationships and communicate effectively
  • Influence and collaborate across key global and regional business partners and multi-functional stakeholders on a variety of deliverables and activities

This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.

Average salary estimate

$150000 / YEARLY (est.)
min
max
$120000K
$180000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Finance Director, North America Advisory Services, Visa

Are you a strategic thinker with a passion for finance? Join our dynamic team as the Finance Director for North America Advisory Services in Foster City! Here at our company, we are all about collaboration and innovation, driving business growth through insightful financial strategies. As the Finance Director, you'll partner closely with leaders across our Advisory Services, bringing your expertise in financial analysis to support key business decisions. You'll be instrumental in shaping the direction of our financial planning, driving initiatives that enhance efficiency, and improving the overall financial health of our organization. Your role will involve leading the charge on multi-year strategic planning and executing financial reviews, all while communicating complex financial insights clearly and effectively to senior leaders. We look for someone who is not just about numbers but can also build relationships and influence stakeholders across various teams. This is the perfect opportunity for someone with a proven track record in strategic finance, preferably within a public company, who excels in project management and financial management. If you thrive in a fast-paced, agile environment and want to be part of a high-visibility team making real impacts, we want to hear from you! Expect a hybrid work model that allows flexibility while still driving engagement with your colleagues. Join us and help shape the future of financial decision-making in North America Advisory Services!

Frequently Asked Questions (FAQs) for Finance Director, North America Advisory Services Role at Visa
What responsibilities does the Finance Director for North America Advisory Services have?

The Finance Director for North America Advisory Services is responsible for serving as a strategic finance partner, developing financial strategies, conducting performance analytics, and leading financial planning activities. This role focuses on establishing strong partnerships with business leaders, supporting decision-making for investments, and analyzing revenue and expense trends to ensure sustainable growth.

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What qualifications are required for the Finance Director position at North America Advisory Services?

Candidates for the Finance Director position at North America Advisory Services should possess deep expertise in strategic finance and financial business analysis, ideally from a public company background. Proven experience in collaborating with cross-functional teams, strong project management skills, and a solid understanding of financial planning processes are essential for success in this role.

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How does the Finance Director contribute to business growth in North America Advisory Services?

The Finance Director plays a crucial role in driving business growth by collaborating with the Advisory Services leadership to develop robust financial strategies. This includes evaluating market dynamics, providing actionable insights through data analytics, and guiding investment decisions that align with the company’s long-term objectives.

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What kind of environment can a Finance Director expect working in North America Advisory Services?

The environment at North America Advisory Services is dynamic and engaging, characterized by collaboration and strategic thinking. As a Finance Director, you'll be part of a highly visible team that operates in an agile setting, allowing for flexibility in decision-making and a vibrant team culture focused on innovation and performance.

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What tools and skills should a Finance Director be proficient in for the North America Advisory Services role?

A Finance Director in North America Advisory Services should be proficient in financial analysis tools and data analytics software. Skills in strategic financial planning, budgeting, forecasting, and project management are essential. In addition, strong interpersonal skills for stakeholder management and effective communication are crucial for success in engaging with diverse teams.

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Common Interview Questions for Finance Director, North America Advisory Services
What strategies would you employ as a Finance Director to improve financial performance?

To improve financial performance, I would focus on building comprehensive financial models that integrate key business drivers, conducting thorough market analysis, and aligning our financial strategies with the company's long-term goals. Regular monitoring of trends and open communication with stakeholders would also be integral to implementing effective changes.

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How do you handle communication with multiple business teams?

Effective communication involves tailoring my messaging to the specific needs of each team. I prioritize active listening to understand their challenges, ensuring that I provide relevant financial insights to aid decision-making. Building relationships and maintaining transparency also play significant roles in fostering collaboration.

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Can you describe your experience with financial planning and forecasting?

I have extensive experience leading financial planning and forecasting efforts, including setting up multi-year strategic plans and annual budgets. I employ data-driven approaches to project future financial performance while incorporating various scenarios and market conditions to ensure accuracy.

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What is your approach to mentoring team members?

My approach to mentoring involves assessing each team member's strengths and areas for development. I provide constructive feedback and create opportunities for them to take on new challenges, while encouraging a supportive environment that fosters learning and professional growth.

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How do you ensure compliance with financial regulations?

To ensure compliance, I maintain a thorough understanding of relevant financial regulations and best practices. I implement regular trainings for my team, conduct routine reviews of our financial processes, and establish a culture of accountability where compliance is prioritized at all levels.

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What key performance indicators do you focus on as a Finance Director?

As a Finance Director, I focus on KPIs such as revenue growth, profit margins, return on investment, and cash flow metrics. These indicators help gauge the financial health and operational efficiency of the business, guiding decisions that align with strategic objectives.

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Describe a time you had to present complex financial information to stakeholders.

In a recent role, I prepared a comprehensive report on our annual performance metrics. I simplified complex data into key takeaways using visuals and clear narratives, which made it easier for stakeholders to grasp the implications. This approach resulted in valuable feedback and collaborative discussions on our strategy moving forward.

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How do you stay current with financial trends and regulations?

I stay current by engaging with professional networks, attending industry conferences, and subscribing to leading finance publications. Continuous learning is vital in this role, and I actively seek out resources to deepen my knowledge and understanding of evolving financial landscapes.

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What is your experience in collaborating with sales teams?

I have worked closely with sales teams to align financial strategies with sales targets, analyzing pipeline forecasts and identifying growth opportunities. Building a strong rapport with sales allows me to provide tailored financial insights that help optimize pricing strategies and enhance revenue generation.

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How do you prioritize tasks when managing multiple projects?

I prioritize tasks by assessing their urgency and impact on overall financial goals. I utilize project management tools to keep track of deadlines while communicating with my team to ensure that we remain aligned on priorities without compromising quality or efficiency.

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Visa Inc. operates as a payments technology company worldwide. The company facilitates commerce through the transfer of value and information among consumers, merchants, financial institutions, businesses, strategic partners, and government entiti...

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Full-time, hybrid
DATE POSTED
April 3, 2025

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