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Sr. Finance Manager - Advisory Services - job 5 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

$125000 / YEARLY (est.)
min
max
$100000K
$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 the next step in your finance career? Join our dynamic team as a Senior Finance Manager for Advisory Services here in sunny San Francisco! In this pivotal role, you'll collaborate with various teams, including Finance global and regional teams, Advisory global strategy, and portfolio leaders. Your knack for strategic thinking will shine as you support the consolidation of the Advisory Services P&L. You’ll dive deep into financial analyses, tackling everything from long-term planning to forecasting and budgeting for both Revenue and Opex across all portfolios. We’re looking for someone who doesn’t just crunch numbers but can lead change initiatives and drive continuous improvement across the board. Your leadership skills will be crucial as you partner with teams like Risk-as-a-Service (RAAS) and Visa University (VU) to ensure accurate financial planning and reporting. You'll also play a key role in managing operational cadence for revenue planning, ensuring everything runs smoothly. Our ideal candidate will have a proven track record in finance/business partnering, especially within a public company, and will demonstrate strong capabilities in collaborating with FP&A functions. If you’re excited about making a significant impact while honing your finance expertise in a supportive environment, this hybrid position could be your perfect match!

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

As a Senior Finance Manager at Advisory Services, your main responsibilities include collaborating with global finance teams and portfolio leaders, supporting the consolidation of the Advisory Services P&L, and leading financial analyses such as long-term planning, forecasting, and budgeting. You will also monitor key performance indicators and ensure financial integrity in reporting, all while partnering with operational teams to drive effective financial planning.

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What qualifications are required for the Sr. Finance Manager position at Advisory Services?

To qualify for the Sr. Finance Manager role at Advisory Services, candidates should have strong leadership and finance/business partnering skills, preferably gained in a public company setting. Experience in financial planning and analysis (FP&A) functions, along with a solid understanding of managing budgets and forecasting, is essential for success in this position.

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How does the Sr. Finance Manager contribute to long-term planning at Advisory Services?

The Sr. Finance Manager plays a critical role in long-term planning at Advisory Services by leading financial analyses and supporting annual financial planning activities. By establishing partnerships with various teams, you'll ensure that strategic financial goals align with operational initiatives, resulting in effective and accurate financial outcomes for the company.

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What skills are essential for a successful Sr. Finance Manager at Advisory Services?

Essential skills for a successful Sr. Finance Manager at Advisory Services include strong analytical abilities, leadership skills, and effective communication. You should excel in financial modeling, have a deep understanding of budgeting and forecasting, and possess the capability to drive continuous improvement initiatives within the finance function.

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What should candidates expect from the work environment as a Sr. Finance Manager at Advisory Services?

Candidates can expect a hybrid work environment as a Sr. Finance Manager at Advisory Services. This setup combines the flexibility of working from home with the collaborative atmosphere of in-office work. Team dynamics are strong, and the environment is designed to promote synergy among finance and operations teams.

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

In your response, highlight specific projects where you've led FP&A efforts, detailing your approach to budgeting, forecasting, and variance analysis. Emphasize how your strategies improved financial insights and reporting accuracy within an organization, showcasing the impact of your contributions.

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How do you establish effective partnerships with operational teams as a Sr. Finance Manager?

Discuss the importance of communication and collaboration. Share examples of how you built relationships with operational teams, focusing on mutual benefits. Describe how these partnerships led to successful financial planning and improved business outcomes.

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What methods do you use to ensure data integrity in financial reporting?

Explain your process for validating data accuracy in financial reporting. Touch on your experience with financial systems and software, as well as the checks and balances you implement to ensure that the data you present is reliable and supports decision-making.

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Describe a time when you had to lead a change initiative in finance.

Share a specific example where you identified a need for change within the finance function. Discuss how you planned and executed this change, including any challenges you faced and how you overcame them. Highlight how your leadership influenced team buy-in and the overall outcomes.

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What is your approach to budgeting and forecasting in a rapidly changing environment?

Explain your flexible budgeting and forecasting strategies. Highlight the importance of scenario analysis and adaptability in your role, ensuring that your financial plans remain relevant amid changing business conditions.

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How do you monitor and evaluate key performance indicators?

Describe the KPIs you typically focus on and your methodology for monitoring them. Discuss how you use these indicators to gauge performance and drive strategic decisions within the finance team and across the organization.

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How would you handle a discrepancy in financial reporting?

Provide an example of how you would approach investigating a discrepancy. Discuss your step-by-step process, emphasizing accuracy, timeliness, and communication with relevant stakeholders while maintaining transparency.

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What experience do you have with financial compliance in a public company?

Discuss your familiarity with financial regulations and compliance requirements applicable to public companies. Highlight specific instances where you ensured adherence to these regulations and the methodologies you employed to monitor compliance.

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How do you prioritize tasks and manage deadlines as a Sr. Finance Manager?

Describe your time management strategies, whether it includes using project management tools or prioritizing based on business impact. Discuss how you balance urgent versus important tasks while ensuring accountability within your team.

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What techniques do you employ to motivate and lead your finance team?

Discuss your leadership style and specific techniques you use to inspire your team, such as setting clear expectations, fostering open communication, and recognizing achievements. Share how this creates a positive team culture that leads to productive outcomes.

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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 4, 2025

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