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Sr. Finance Manager - Advisory Services - job 11 of 21

We are seeking a very strong and proactive Senior Finance Manager to join our Advisory Services Finance team. This role is responsible for collaborating across Finance global and regional teams, Advisory global strategy and operations teams and portfolio leaders.

The Senior finance manager will support the consolidation of Advisory Services P&L and lead several financial analyses including long-term planning, forecasting, and budgeting of Revenue and Opex across all portfolios. This role requires the ability to work strategically, develop and implement continuous improvement, and lead change initiatives.

The ideal candidate will have strong leadership and finance/business partnering skills, preferably with a public company, and demonstrated experience collaborating with various FP&A functions.

Essential Functions:

  • Establish strong partnerships with Advisory Strategy & Operations and act as Finance business partner for Risk-as-a-Service (RAAS) and Visa University (VU) teams to drive effective and accurate financial planning and reporting
  • Support the operational cadence for running efficient revenue planning, analysis and insights for Core consulting and Visa Managed services portfolios
  • Support annual financial planning activities for Advisory Services organization
  • Monitor key performance indicators, support quarterly business reviews, and recommend solutions to achieve desired business outcomes
  • Partner with Strategy & Operations, Finance transformation and systems teams to ensure data integrity of Revenue reporting for all portfolios through Finance systems
  • Manage traditional FP&A and OPEX responsibilities of budgeting and forecasting, month-end close, reporting, and business planning support
  • Ensure integrity and accuracy in monthly financial reporting
  • Ad hoc analysis and management reporting
  • Acquire and maintain a depth of strong business acumen in Advisory consulting and managed services practices.

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

Average salary estimate

$135000 / YEARLY (est.)
min
max
$120000K
$150000K

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 Sr. Finance Manager - Advisory Services, Visa

Are you ready to take your career to the next level? We are looking for a dynamic Sr. Finance Manager - Advisory Services to join our vibrant team in San Francisco. In this role, you’ll dive into the depths of financial strategy, collaborating with global finance teams, Advisory operations, and portfolio leaders to ensure smooth sailing for our Advisory Services P&L. Your proactive approach will be key as you lead critical financial analyses, covering everything from long-term planning and forecasting to budgeting for Revenue and Opex across all portfolios. We want someone who thrives on building strong partnerships, particularly with our Risk-as-a-Service (RAAS) and Visa University (VU) teams, helping them navigate accurate financial planning and insightful reporting. You'll be the backbone that supports efficient revenue planning and operational cadence. And let’s not forget the thrill of annual financial planning and monitoring key performance indicators to drive the business forward. This is more than just number crunching; it's about leading change initiatives and enhancing core consulting and managed services through strategic insights. You’ll also ensure that our financial reporting retains its integrity, making it easy to trust in our data. If you possess strong leadership skills and a knack for FP&A functions, particularly in a public company setting, we would love to see you take part in shaping the future of finance in advisory services!

Frequently Asked Questions (FAQs) for Sr. Finance Manager - Advisory Services Role at Visa
What are the primary responsibilities of a Sr. Finance Manager - Advisory Services at our company?

The Sr. Finance Manager - Advisory Services plays a crucial role in overseeing the consolidation of the Advisory Services P&L. This includes leading financial analyses such as long-term planning, forecasting, and budgeting for Revenue and Opex. Additionally, they establish strong partnerships with various teams, support annual financial planning, monitor key performance indicators, and ensure data integrity in financial reporting.

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What qualifications are required for the Sr. Finance Manager - Advisory Services role?

Candidates for the Sr. Finance Manager - Advisory Services position should have substantial experience in finance and business partnering, preferably in a public company environment. Strong leadership capabilities, familiarity with FP&A functions, and the ability to develop and implement strategic initiatives are also essential qualifications for this role.

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How does the Sr. Finance Manager - Advisory Services impact financial planning and reporting?

The Sr. Finance Manager - Advisory Services significantly impacts financial planning and reporting by leading the operational cadence for revenue planning and analysis. Their role ensures accurate financial insights that shape the strategic direction of the company, directly influencing outcomes across various portfolios.

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What skills are important for success as a Sr. Finance Manager - Advisory Services?

Success in the Sr. Finance Manager - Advisory Services position requires strong analytical skills, excellent communication, and the ability to build relationships across teams. Leadership skills and a profound understanding of finance principles, especially in advisory services and managed services, are critical for driving effective financial planning.

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Is the Sr. Finance Manager - Advisory Services position remote or hybrid?

This position for the Sr. Finance Manager - Advisory Services is hybrid, which means you will have the flexibility of working from home while also being expected to spend some days in the office. The specific days in-office will be determined by your Hiring Manager.

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Common Interview Questions for Sr. Finance Manager - Advisory Services
Can you explain your experience with financial planning and analysis in a corporate environment?

When responding to this question, highlight your previous roles that involved financial planning and analysis. Discuss specific tools or methodologies you used to develop forecasts and budgets, showcasing your ability to adapt to different financial environments.

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Describe a successful financial project you led and the outcome.

In your answer, outline the project’s goal, your role, the challenges faced, and the results achieved. Emphasize how your leadership contributed to the project’s success and any financial efficiencies gained.

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How do you ensure accuracy in financial reporting?

Explain the processes you implement to maintain data integrity in financial reporting. Discuss strategies like regular audits, leveraging technology for accuracy, and collaborating with cross-functional teams to verify financial data.

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What strategies do you use for effective financial analysis?

Discuss methods you find effective for financial analysis, such as employing KPIs or utilizing business intelligence tools. Highlight how you turn data into strategic recommendations that align with business goals.

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How do you prioritize your tasks when managing multiple financial projects?

Share your approach to prioritization, such as assessing the impact of each project on company objectives. Mention any tools or techniques you use to keep organized and on track with deadlines.

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Can you discuss an experience where you had to lead a change initiative?

When addressing this question, recount a specific change initiative you've led. Discuss what prompted the change, your role in facilitating it, the challenges encountered, and the overall result of the initiative.

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What experience do you have in collaborating with cross-functional teams?

Describe instances where you've worked with teams outside of finance. Emphasize your communication skills and the positive outcomes achieved through collaboration in delivering financial solutions.

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How do you stay updated with trends in financial markets and regulatory changes?

Illustrate your commitment to professional development by mentioning resources you follow, such as industry publications, webinars, or professional networks. This shows your proactive approach in staying informed.

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What tools and software are you proficient in for financial analysis?

List specific financial software and tools you are experienced with, such as Excel, ERP systems, or BI tools. Highlight any advanced capabilities you possess that can enhance analysis and reporting.

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What metrics do you think are essential in measuring the success of a finance team?

Mention critical metrics such as accuracy in forecasting, adherence to budgets, and timely reporting. Discuss how these metrics align with business strategy and demonstrate the effectiveness of the finance team.

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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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