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Senior Director, Finance Systems Strategy - Portfolio Management

Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

Job Description

Visa is seeking a passionate, authentic, dynamic and results-oriented leader to join the Finance Systems Strategy (FSS) team as the Senior Director, Technology Strategy and Roadmap. FSS is responsible for managing Finance technology and tools and is currently working directly with the Finance Leadership team to design the future architecture and drive the Finance Technology modernization roadmap.

Visa has established a broader Finance Velocity Office (FVO) to build a foundation that supports the growth and complexity of our business and improves the day-to-day interactions of our Finance teams. FSS team is working tightly with the broader FVO to implement technology to evolve how we work together to achieve meaningful, sustainable change and enable our long-term growth agenda.

This is a role reporting to the VP, FSS, a leader in the Finance Velocity Team. The role involves collaborating with key stakeholders across Finance, IT and the broader business to understand needs, identify improvement opportunities to develop and execute on the roadmap to accelerate our path to building a world-class finance function.

Responsibilities and key success criteria:

  • Serve in a pivotal role to translate finance vision for the future into a world-class technology end-state architecture.
  • Develop and manage the roadmap for the end-state architecture and support development and execution of major technology roadmap initiatives.
  • Develop compelling business cases and use cases as needed to support speedy decisioning by Finance Leadership.
  • Design/facilitate sessions for alignment of end-state and roadmap. Work with third-party vendors and consulting companies for the assessments.
  • Analyze current state and business needs using industry best practices to deliver recommendations.
  • Develop and adopt clear Agile methodology and approach to drive standardization and transparency across Finance and Technology, adopting and implementing Product Lifecycle Management.
  • Define, lead QBR (quarterly business reviews) practices, engage technology partners along the way to optimize portfolio, drive optimization levers, ensure trade-offs and support new investment needs through clear and compelling business cases, etc.
  • Work closely with Technology partners on the day-to-day execution of roadmap initiatives and ongoing BAU (Fixes, Enhancements).
  • Stand up and govern change control processes to enhance quality and add rigor.
  • Provide burst capacity for managing strategic transformation initiatives (as needed).
  • Ability to manage small, lean team of Program Managers for high impact, process improvement/change programs with critical Tech/Systems implementation component.
  • Drive creation of strategic PowerPoint decks, partnering closely with broader program leadership on executive level communications.
  • Strategic and forward-looking thinking with a tendency for looking at issues in a holistic manner.
  • Experience overseeing large, complex, global transformations with a bias for action.
  • Work successfully in a matrixed environment, with an ability to influence without authority and instead use subject matter expertise and facts.

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

Qualifications

Basic Qualifications:
• 12 or more years of relevant work experience with a Bachelors Degree or at least 10 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD)

Preferred Qualifications:
• 15 or more years of work experience with a Bachelors Degree or 12 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
• Agile Program Management experience required.
• MBA strongly preferred.
• Technology Consulting experience preferred.
• Experience designing and executing a finance transformation.
• Experience working on multi-stakeholder initiatives, focused on improving the customer experience.
• Exceptional collaboration and partnership skills in a global, matrixed environment with cross-functional teams.

Additional Information

Work Hours: Varies upon the needs of the department.

Travel Requirements: This position requires travel 5-10% of the time.

Mental/Physical Requirements: This position will be performed in an office setting.  The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.  Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 200,000 to 312,500 per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Average salary estimate

$256250 / YEARLY (est.)
min
max
$200000K
$312500K

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What You Should Know About Senior Director, Finance Systems Strategy - Portfolio Management, Visa

Visa is on the lookout for a passionate and dynamic leader to step into the role of Senior Director, Finance Systems Strategy - Portfolio Management in Foster City, CA. As a vital member of the Finance Systems Strategy (FSS) team, you’ll be at the helm of transformative changes, helping to reshape our finance technology landscape. Imagine spearheading initiatives that directly impact how finance professionals collaborate, innovate, and streamline operations across the globe! Your role will involve working closely with key stakeholders across Finance, IT, and beyond, ensuring that we understand their needs while driving the modernization roadmap forward. You will lead the charge in developing compelling business cases, optimizing the end-state architecture, and facilitating crucial alignment sessions to keep us on track. With excellent Agile program management skills, you’ll foster standardization and transparency while developing engaging PowerPoint presentations for executive-level communications. If you have at least 12 years of relevant experience and a knack for overseeing complex transformations in a matrix environment, we want to hear from you! Joining Visa means being part of a company that not only values your expertise but also works toward creating a better way for everyone to pay and be paid. Life at Visa is all about making an impact together, and we're excited to explore how you can help us achieve our mission.

Frequently Asked Questions (FAQs) for Senior Director, Finance Systems Strategy - Portfolio Management Role at Visa
What are the responsibilities of the Senior Director, Finance Systems Strategy - Portfolio Management at Visa?

The Senior Director, Finance Systems Strategy - Portfolio Management at Visa serves a crucial role by developing and managing the technology roadmap, translating finance vision into actionable strategies. You’ll collaborate with Finance, IT, and various stakeholders to identify needs, drive standardization, and enhance operational effectiveness. Your responsibilities also include developing business cases, managing change control processes, and leading a dedicated team of program managers.

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What qualifications are needed to be a Senior Director, Finance Systems Strategy at Visa?

To qualify for the Senior Director, Finance Systems Strategy position at Visa, candidates should have at least 12 years of relevant work experience, a Bachelor’s degree, or an advanced degree such as an MBA. Preferred qualifications include extensive experience in Agile program management, technology consulting, and finance transformation projects, alongside exceptional collaboration skills within a matrixed environment.

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What is the hybrid work environment like for the Senior Director, Finance Systems Strategy role at Visa?

The Senior Director, Finance Systems Strategy role at Visa is a hybrid position, meaning you can expect a mix of remote work and in-office collaboration. The specific days in the office will be confirmed by your Hiring Manager, promoting a flexible yet collaborative workspace that aligns with the company’s innovative spirit.

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How does the Senior Director, Finance Systems Strategy at Visa contribute to the company’s mission?

In the role of Senior Director, Finance Systems Strategy at Visa, you’ll play a pivotal part in advancing the company's mission to uplift everyone, everywhere through secure and innovative payment solutions. By modernizing finance systems and ensuring collaborative, efficient operations, your leadership will enable the Finance team to drive significant business impacts and align with Visa’s overarching goals.

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What can candidates expect in terms of travel requirements for the Senior Director, Finance Systems Strategy position at Visa?

Candidates for the Senior Director, Finance Systems Strategy position at Visa should be prepared for occasional travel, as this role requires travel 5-10% of the time. This flexibility allows for essential interactions with stakeholders and partners while still supporting Visa's goal of enhancing its finance technology ecosystem.

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Common Interview Questions for Senior Director, Finance Systems Strategy - Portfolio Management
Can you explain your experience with Agile Program Management in Finance systems?

When discussing your experience in Agile Program Management, provide specific examples of how you've implemented Agile methodologies in finance projects, focusing on the outcomes you've achieved and how these methodologies enhanced collaboration and efficiency within cross-functional teams.

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How do you approach building a technology roadmap for Finance systems?

When answering, outline your process for building a technology roadmap, including stakeholder engagement, identifying business needs, and aligning IT strategies with financial goals. Highlight your experience in creating compelling business cases and utilizing industry best practices.

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What are some key metrics you use to measure the success of Finance technology initiatives?

In your response, emphasize how you use key performance indicators (KPIs) like cost reduction, process improvement metrics, user satisfaction scores, and overall impact on financial reporting accuracy. Discuss how these metrics tie back to broader business objectives.

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Describe a challenging collaboration scenario you've faced and how you handled it.

Share a specific situation where differing stakeholder priorities emerged, focusing on how you facilitated discussions to align interests and find solutions. Emphasize your negotiation skills and the successful outcomes of the collaboration.

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How do you ensure effective change management during finance system transformations?

To ensure effective change management, discuss your approach to stakeholder communication, training, and support during transitions. Highlight your experience working with change control processes and how you’ve engaged teams to adapt to new systems.

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What experience do you have with vendor management in a finance context?

When answering, detail your history of working with third-party vendors. Describe your approach to selecting, managing, and optimizing vendor relationships, ensuring alignment with financial project goals and technology enhancements.

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Can you provide an example of a successful finance transformation project you've led?

Share a specific example of a finance transformation project, focusing on your role, the strategies you implemented, and the measures of success achieved. Highlight challenges, solutions, and lessons learned throughout the process.

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How do you handle tight deadlines while maintaining quality in finance projects?

Discuss your time management strategies, prioritization techniques, and team collaboration methods. Provide an example of how you successfully navigated a tight deadline without compromising the quality of deliverables in a finance project.

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What is your approach to stakeholder engagement in finance projects?

Outline your strategies for stakeholder engagement, including regular communication, feedback loops, and collaborative planning sessions. Highlight how these practices lead to better project outcomes and stronger working relationships.

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How do you stay current with industry trends in finance technology?

Share your commitment to professional development, mentioning how you follow industry publications, attend conferences, and participate in professional organizations. Emphasize how you apply these insights to your role as a Senior Director at Visa.

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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
March 19, 2025

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