Sr. Finance Manager - Advisory Services - job 10 of 21

As a Senior Finance Manager at Advisory Services, your core responsibilities include consolidating the Advisory Services P&L, managing budgeting and forecasting, and leading financial analyses to ensure effective revenue planning. You'll also support the operational cadence for efficient financial processes, monitor key performance indicators, and recommend solutions aimed at achieving optimal business outcomes.

To excel as a Senior Finance Manager at Advisory Services, candidates should possess a strong background in Finance or a related field, accompanied by significant leadership experience—preferably in a public company. A solid understanding of FP&A functions, business acumen in advisory consulting, and adeptness in financial planning and reporting are also crucial for this role.

In the Senior Finance Manager role at Advisory Services, collaboration is key. You will work closely with global and regional finance teams, Advisory strategy and operations, as well as portfolio leaders. Establishing strong partnerships, especially with Risk-as-a-Service and Visa University teams, will help drive accurate financial planning and reporting.

The Senior Finance Manager position at Advisory Services is a hybrid role, allowing for a blend of in-office and remote work. The specific expectations for days in the office will be determined by your Hiring Manager, offering a balance that suits both professional responsibilities and personal commitments.

Successful candidates for the Senior Finance Manager position at Advisory Services should exhibit strong leadership capabilities, excellent analytical and financial reporting skills, and the ability to drive change initiatives. Strong communication and collaboration skills along with strategic thinking are also essential to navigate the fast-paced finance landscape effectively.

When answering this question, highlight specific experiences where you successfully managed financial planning and analysis tasks, such as budgeting and forecasting. Include metrics or results that showcase your impact on the organization, demonstrating your capability in strategic financial management.

In your response, discuss the importance of open communication and understanding business needs. Provide examples of how you've fostered relationships with different teams, focusing on your methods to align financial goals with overall business objectives and deliver value.

To answer this, emphasize your systematic approach to cross-check data, collaboration with other departments, and utilizing financial systems for integrity in reporting. Mention any tools or methodologies you prefer for maintaining data accuracy and how they have positively influenced prior projects.

In your answer, outline the specific challenge, your role in leading the project, the strategy you implemented to address it, and the eventual outcome. Highlight problem-solving skills and adaptability in your approach to managing complex financial tasks.

Focus on your time management skills and any tools or techniques you utilize to meet deadlines without compromising the quality of your work. Discuss previous experiences that demonstrate your ability to thrive under pressure while ensuring accuracy.

When responding, choose a specific process you improved, detailing the steps you took to identify inefficiencies, how you applied your knowledge to streamline operations, and the benefits that resulted from this improvement.

Discuss your commitment to professional development through courses, certifications, seminars, and workshops. Mention specific technologies you're learning about that could enhance financial management within advisory services and how they relate to the role.

Share your approach towards prioritization based on project urgency, impact, and alignment with organizational goals. Illustrate with examples how you’ve successfully managed competing priorities in the past and how you ensured timely delivery.

Explain your understanding of KPIs in assessing financial performance and decision-making. Provide examples of KPIs you've used effectively to provide insights and drive discussions during quarterly reviews or annual planning.

In your response, highlight your communication skills and ability to translate financial jargon into understandable concepts. Share a specific instance where your clarification made a positive impact and facilitated better decision-making among stakeholders.