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Finance Director, North America Advisory Services - job 1 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

$175000 / YEARLY (est.)
min
max
$150000K
$200000K

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

At Foster City, we’re excited to open our doors to a new Finance Director in our North America Advisory Services team! In this pivotal role, you’ll be stepping into a vibrant environment where strategic finance and collaborative problem-solving are at the heart of what we do. As a Finance Director, you’ll be a key player in bridging finance and business strategy, partnering closely with our NA Advisory Services leaders and engaging with cross-functional global teams. Here, we firmly believe that success comes from combining insightful analytics with strategic thinking, and your expertise will shine through as you derive essential insights that drive business growth. You’ll take ownership of financial planning and analysis—everything from budget forecasting to performance measurement. Your role isn’t just about crunching numbers; it’s about delivering the narrative behind those numbers to our senior leaders, making complex financial data accessible and understandable. A vital aspect of your position will involve leading the charge on strategic financial initiatives, advising on investments, and supporting our portfolio-level decision-making process. You’ll also cultivate partnerships across various functions, ensuring everyone is aligned and informed. We’re looking for someone with deep expertise in strategic finance and a knack for mentoring others, who can seamlessly integrate finance into business conversations. If you’re ready to help shape the financial future of our Advisory Services business while contributing to an agile and dynamic team, we want to hear from you!

Frequently Asked Questions (FAQs) for Finance Director, North America Advisory Services Role at Visa
What are the primary responsibilities of a Finance Director at Foster City?

As a Finance Director at Foster City, your primary responsibilities will include shaping and executing financial strategy for the North America Advisory Services team. You will partner with senior leaders to develop insightful analytics that support long-term business growth, oversee financial planning activities including annual forecasts and strategic planning, and manage financial performance through driver-based analytics. Your role will entail deriving insights from financial trends and effectively communicating these findings to guide business decisions.

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What qualifications are required for the Finance Director position at Foster City?

To qualify for the Finance Director position at Foster City, candidates should possess significant expertise in strategic finance and financial business analysis, preferably in a public company setting. A proven track record in collaboration with multi-functional teams and a deep understanding of financial planning processes, including budgeting and month-end reporting, is essential. Strong interpersonal and communication skills are also vital for fostering partnerships across different teams and regions.

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How does the Finance Director contribute to strategic decision-making at Foster City?

In the role of Finance Director, you will play a crucial part in strategic decision-making at Foster City by providing financial insights that inform investment strategies and operational improvements. You’ll be responsible for building business cases for new service offerings and evaluating financial risks and opportunities. Your analytical skills will help translate complex financial data into actionable business narratives for senior leaders, driving informed decision-making across the organization.

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What does a typical day look like for a Finance Director in North America Advisory Services at Foster City?

A typical day for a Finance Director in North America Advisory Services at Foster City will involve a mix of collaboration and analysis. You may spend your morning reviewing financial reports, followed by meetings with business leaders to discuss strategy and financial performance. You'll be actively involved in mentoring your team and presenting insights to senior executives, ensuring the finance function effectively supports business growth initiatives. With a focus on continuous improvement, you’ll often lead special projects aimed at enhancing efficiency in financial planning and analysis.

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What is the work culture like in the Finance team at Foster City?

The work culture in the Finance team at Foster City is characterized by collaboration, innovation, and a strong commitment to professional development. As part of a highly visible team, you’ll find that open communication and a shared focus on strategic objectives are at the heart of our operations. The team embraces an agile approach, encouraging creativity and proactive problem-solving, making it an ideal environment for a Finance Director to thrive and make impactful contributions.

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Common Interview Questions for Finance Director, North America Advisory Services
Can you describe your experience with financial planning and analysis?

In responding to your experience with financial planning and analysis, share specific instances where you managed budgets or forecasts. Discuss your approach to developing financial models and any tools you’ve used for analytics. Highlight your ability to translate data into strategic insights and how these influenced business decisions.

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How do you establish partnerships with cross-functional teams?

When discussing how you establish partnerships, emphasize your communication skills and your proactive approach to collaboration. Provide examples of how you built relationships with teams by understanding their challenges and aligning financial strategies to their objectives, showcasing the mutual benefits of such collaborations.

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What methods do you use to monitor financial performance?

For monitoring financial performance, highlight the techniques you employ for analytics, such as driver-based models. Discuss how you analyze revenue and expense trends, and explain how you present this information clearly to stakeholders, ensuring that the insights prompt actionable decisions.

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How do you handle budgeting challenges?

Addressing budgeting challenges involves a mix of strategic foresight and flexibility. Share your process for identifying potential pitfalls early and how you adapt forecasts based on business needs. Perhaps cite specific examples where your proactive management led to successful outcomes despite initial constraints.

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What is your approach to mentoring team members?

When asked about mentoring, speak to your philosophy of development by sharing how you identify individual strengths and areas for growth. Provide examples of how you implemented training, shared best practices, and fostered an environment of continuous learning and feedback.

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How do you ensure effective communication with senior executives?

Effective communication with senior executives requires clarity and succinctness. Discuss your methods for distilling complex financial information into digestible insights. Provide details on how you prepare presentations and reports that highlight key findings and actionable recommendations.

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Can you explain a complex financial concept to a non-financial stakeholder?

When explaining complex financial concepts, focus on breaking down terminologies into relatable context. Choose a relevant example and describe how you would present it in a way that aligns with the stakeholder’s interests, making sure to link it back to their objectives.

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What experience do you have with investments and portfolio management?

Provide an overview of your experience with managing investments and portfolio decisions. Discuss how you evaluate investment opportunities and the methodologies you use for risk assessment and return optimization, illustrating your thought process with real-world scenarios.

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How do you stay updated with market dynamics and financial trends?

Staying updated involves continuous learning and engagement with industry resources. Share your habits around reading financial publications, attending workshops, and networking with other finance professionals. Discuss how this knowledge informs your strategic planning and decision-making.

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What skills do you consider essential for the Finance Director role?

Essential skills for the Finance Director role include strong analytical abilities, strategic thinking, and excellent communication skills. You should also emphasize the importance of leadership qualities like mentoring, collaboration, and the ability to influence decision-making processes in a complex organization.

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Full-time, hybrid
DATE POSTED
April 4, 2025

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