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Sr. Finance Manager - Advisory Services - job 12 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 a passionate finance expert looking to make a significant impact? We're thrilled to offer an exciting opportunity for a Senior Finance Manager in Advisory Services at our San Francisco office. In this role, you'll be at the heart of financial strategy, collaborating with global and regional Finance teams, and working alongside Advisory operations leaders. Your primary focus will be on consolidating Advisory Services P&L while leading various financial analyses, including long-term planning, forecasting, and budgeting for both Revenue and Opex across numerous portfolios. You'll be expected to devise and implement continuous improvements, driving change initiatives that elevate our financial practices. The perfect fit for this role is someone with robust leadership abilities, finance/business partnering skills, and experience in public companies. You'll work closely with different FP&A functions, ensuring that you not only meet but exceed financial goals. By establishing strong partnerships with teams like Risk-as-a-Service (RAAS) and Visa University (VU), you'll help facilitate accurate financial planning and insights. This hybrid role allows flexibility while ensuring valuable collaboration with colleagues in the office. Ready to unleash your potential and drive success within our Advisory Services finance team? Join us in shaping the future of financial operations!

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

As a Senior Finance Manager in Advisory Services, your main responsibilities include collaborating with global finance teams, consolidating Advisory Services P&L, and leading financial analyses like forecasting and budgeting across all portfolios. You'll also monitor key performance indicators, support annual planning, and partner with various operational teams to enhance financial reporting integrity.

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

Candidates for the Senior Finance Manager role should possess strong leadership qualities, effective finance/business partnering skills, and a solid understanding of FP&A functions. Experience with public companies is preferred, along with the ability to manage budgeting, forecasting, and month-end close responsibilities.

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How does the Advisory Services Senior Finance Manager role contribute to financial planning?

The Senior Finance Manager in the Advisory Services team plays a crucial role by driving accurate and effective financial planning for various portfolios. By analyzing long-term planning and providing insights, you ensure that the organization meets its financial goals and supports strategic decision-making.

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What is the work environment like for the Senior Finance Manager at Advisory Services?

The Senior Finance Manager position at Advisory Services offers a hybrid work environment, blending both in-office collaboration and remote flexibility. This setup allows you to maintain effective communication with your team while enjoying the benefits of a work-life balance.

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What skills are essential for success as a Senior Finance Manager at Advisory Services?

Success as a Senior Finance Manager in the Advisory Services team requires strong analytical skills, leadership abilities, and financial acumen. You'll need to communicate effectively, collaborate across departments, and implement continuous improvements to enhance financial reporting and planning.

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

Absolutely! When answering this question, you should detail your previous roles related to FP&A, highlight specific projects where you led financial planning efforts, and share results that demonstrate your ability to drive financial success.

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How do you manage budgeting processes and ensure accuracy in financial reporting?

In your response, emphasize your methodologies for overseeing budgeting processes, the use of financial tools for accuracy, and any techniques you use to validate financial data, showing your thorough understanding of financial control mechanisms.

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What strategies have you implemented to enhance financial performance in your previous roles?

Share concrete examples of strategies you've employed to improve financial performance, such as optimizing Opex or enhancing revenue forecasting. Providing metrics and outcomes will illustrate your impact on the organization.

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How do you collaborate with cross-functional teams in your role as a finance leader?

Discuss your approach to building relationships with cross-functional teams, your communication style, and how you've successfully contributed to collaborative projects that achieved financial goals.

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Describe a challenging financial analysis project you've managed and the outcome.

Provide a detailed account of a particularly challenging project, focusing on your problem-solving skills and the positive outcomes. Make sure to explain the analytical methods you used and how this experience shaped your ability to manage similar challenges.

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How do you ensure data integrity in financial reporting?

Address your practices for maintaining data integrity, such as regular audits, employing technology, and cross-checking data sources. This speaks to your diligence and attention to detail.

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What tools or software do you prefer for financial analysis and reporting?

List the financial tools you're familiar with and explain why you prefer them. Mention their impact on your efficiency and accuracy in financial reporting and analysis, showcasing your technical expertise.

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How do you stay updated on financial regulations and industry trends?

Discuss your commitment to continuous learning through professional development courses, attending conferences, or following reputable finance publications. This will show your proactive approach to keeping current in the finance sector.

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What steps would you take to implement process improvements in financial operations?

Describe your method for identifying process improvements, which might include collecting feedback, performing data analysis, and testing new processes. This indicates your forward-thinking and leadership qualities.

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How do you handle tight deadlines in financial reporting?

Highlight your time management strategies, prioritization skills, and how you communicate with your team to ensure deadlines are met without compromising accuracy. Stress the importance of teamwork and accountability.

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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...

8880 jobs
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Full-time, hybrid
DATE POSTED
April 3, 2025

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