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Finance Director, North America Advisory Services - job 4 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

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

Are you ready to take your career to the next level as a Finance Director with our dynamic North America Advisory Services team in Foster City? We are on the lookout for a strong leader who is passionate about strategic finance, data analytics, and fostering cross-functional collaboration. In this role, you will step into a highly visible position where you’ll partner with senior leadership to drive business growth and inform financial decision-making. You will leverage your deep expertise in strategic finance to develop and implement financial strategies that align with our long-term goals. Your insights will be critical in deciphering investment opportunities and optimizing our portfolio. You’re not just crunching numbers; you’ll be building meaningful partnerships across various teams to ensure we understand our business's needs and objectives. As someone who thrives in a fast-paced environment, you’ll lead financial planning activities, monitor performance trends, and provide actionable recommendations that help drive our success. The ideal candidate will possess a rich background in financial analysis, particularly within a public company, and a collaborative spirit that fosters thought leadership. If you're eager to contribute your financial expertise to a forward-thinking team and make a real impact within our organization, we invite you to connect with us and explore this exciting opportunity as a Finance Director at North America Advisory Services.

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

As a Finance Director at North America Advisory Services, your primary responsibilities will include providing strategic financial advice, collaborating with senior leaders to develop financial strategies, executing key financial planning activities, and leading business case development. You'll monitor revenue and expenses, create forecasts, and guide the financial decision-making process to drive business growth.

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

Candidates for the Finance Director role at North America Advisory Services should have extensive expertise in strategic finance and financial business analysis, ideally with experience in a public company. Strong interpersonal skills, the ability to cultivate partnerships across functions, and proven experience with financial planning and analytics are critical. A deep understanding of market dynamics and business drivers is also essential.

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

The Finance Director contributes to business growth at North America Advisory Services by establishing strong financial practices that support effective decision-making. This includes leading financial planning, monitoring performance trends, and influencing investments through insightful analytics and strategic advice to help the business capitalize on opportunities.

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What types of projects does a Finance Director at North America Advisory Services work on?

A Finance Director at North America Advisory Services works on various projects, including developing business cases for new service offerings, conducting pricing analyses, executing financial planning activities, and implementing process improvement initiatives. Additionally, they lead special projects that require financial insights and strategic decision support.

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Can you describe the team dynamics for a Finance Director at North America Advisory Services?

The team dynamics for a Finance Director at North America Advisory Services involve a collaborative and agile environment. You'll engage with multi-functional teams, work closely with senior leadership, and mentor team members. The role requires strong interpersonal skills to build partnerships across regions and functions while influencing key financial decisions.

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Common Interview Questions for Finance Director, North America Advisory Services
How do you approach financial forecasting and budgeting as a Finance Director?

When forecasting and budgeting, it's essential to gather relevant data, understand market trends, and evaluate internal business drivers. Effective communication with cross-functional teams helps ensure accuracy and alignment. Presenting forecasts to stakeholders should be backed with insights and actionable recommendations to facilitate decision-making.

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What methods do you use to analyze financial performance?

I typically employ driver-based analytics to monitor key financial metrics and identify trends. This involves translating complex data into simplified narratives that highlight performance indicators. Cleary presenting these insights enables business executives to make informed decisions based on financial realities.

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Can you share an example of how you've contributed to strategic business planning?

Certainly! In a previous position, I led the financial planning process that integrated strategic initiatives across departments. I facilitated workshops to gather input from stakeholders, which informed accurate budget allocations and helped us prioritize projects based on potential ROI and strategic fit.

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How do you ensure alignment between finance and other business functions?

Ensuring alignment involves building strong relationships and maintaining open communication with business leaders. Regular check-ins and collaborative planning sessions help to align our financial goals with operational objectives, fostering a culture of partnership and shared accountability.

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What tools and technologies do you find essential for financial analysis?

I consider advanced analytical tools, such as business intelligence platforms and enterprise resource planning systems, essential for effective financial analysis. These tools help streamline data collection, enhance reporting capabilities, and enable in-depth analytics, ultimately supporting better business decisions.

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Describe your experience with mentoring team members in a finance role.

In my previous roles, I've made mentoring a priority by fostering a supportive environment where team members can grow their skills. This includes providing ongoing feedback, sharing best practices, and encouraging them to take on challenging projects, which ultimately boosts their confidence and capability.

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How do you manage financial risks and uncertainty?

Managing financial risks involves conducting thorough risk analyses and developing contingency plans. I rely on scenario modeling to evaluate potential outcomes and prepare proactive strategies to mitigate uncertainties. Maintaining clear communication with stakeholders during volatile times also helps manage expectations.

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What is your approach to presenting financial insights to senior leaders?

My approach to presenting financial insights to senior leaders is to focus on clarity and relevance. I aim to distill complex data into key takeaways that directly align with their strategic priorities, utilizing visual aids to enhance understanding. Providing actionable recommendations ensures that my insights drive effective decision-making.

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How do you assess the financial impact of new business initiatives?

When assessing the financial impact of new business initiatives, I conduct detailed cost-benefit analyses combined with market assessments. This involves evaluating potential revenue streams, cost implications, and alignment with overall business strategy to provide a comprehensive view of the initiative's feasibility.

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What steps do you take to support investment decisions?

To support investment decisions, I analyze historical data, project potential returns, and evaluate risks associated with each investment opportunity. Creating detailed business cases with financial projections allows stakeholders to see the tangible benefits and risks, aiding in informed decision-making.

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Full-time, hybrid
DATE POSTED
April 4, 2025

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