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Sr. Finance Manager - Advisory Services - job 18 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 the lead as a Senior Finance Manager in the vibrant city of San Francisco? Join our dynamic Advisory Services Finance team and play a crucial role in shaping our financial strategy. This position is all about collaboration—partnering not only with our global Finance teams but also with Advisory operations and portfolio leaders. As a Senior Finance Manager, you'll dive deep into consolidating Advisory Services' P&L while leading essential financial analyses that steer long-term planning, forecasting, and budgeting for Revenue and Opex across various portfolios. We're looking for a proactive individual with a strong background in finance and business partnering skills, ideally from a public company. You'll be instrumental in establishing enduring partnerships with the Advisory Strategy & Operations teams and acting as a finance business partner for key areas like Risk-as-a-Service (RAAS) and Visa University (VU). Your keen oversight will drive effective financial planning and robust reporting, ensuring we achieve our business goals through insightful analysis and recommendations. This hybrid role offers the flexibility of in-office and remote work, making it an ideal opportunity if you're seeking to balance professional and personal commitments. If you're an analytical thinker with a passion for finance and advisory services, this role will set you on the path for success. We can't wait to see how you can contribute to our continued growth and excellence!

Frequently Asked Questions (FAQs) for Sr. Finance Manager - Advisory Services Role at Visa
What responsibilities does the Senior Finance Manager at Advisory Services have?

The Senior Finance Manager at Advisory Services is responsible for collaborating with Finance global and regional teams, as well as Advisory strategy and operations teams. Key responsibilities include consolidating the Advisory Services P&L, conducting financial analyses for long-term planning and forecasting, and ensuring accurate budgeting of Revenue and Opex across various portfolios. This role also involves establishing strong partnerships with departments like Risk-as-a-Service (RAAS) and Visa University (VU) for effective financial planning.

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

Candidates looking for the Senior Finance Manager position at Advisory Services should possess strong leadership and finance/business partnering skills. Previous experience within a public company is preferred, along with demonstrated experience collaborating with FP&A functions. Moreover, a solid understanding of financial principles and the ability to lead change initiatives are essential for success in this role.

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How does the Senior Finance Manager contribute to the overall financial strategy at Advisory Services?

The Senior Finance Manager plays a pivotal role in shaping the financial strategy at Advisory Services by supporting operational efficiency in revenue planning and analysis. This includes overseeing key performance indicators, conducting quarterly business reviews, and recommending actionable solutions to achieve desired financial outcomes across various consulting and managed services portfolios.

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What tools and systems does a Senior Finance Manager use at Advisory Services?

In the role of Senior Finance Manager at Advisory Services, you will partner with Strategy & Operations and finance transformation teams to ensure data integrity in revenue reporting. This may include interacting with various Finance systems and tools for budgeting, forecasting, and month-end reporting to deliver accurate and insightful financial data that supports business planning.

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

The work culture for the Senior Finance Manager position at Advisory Services is collaborative and dynamic, focusing on strong partnerships across various teams. It's an environment that values proactive problem solving and continuous improvement, where employees are encouraged to bring innovative ideas to the table while balancing professional commitments with a flexible hybrid working model.

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

When answering this question, be sure to highlight specific examples of your experience with financial planning and analysis in a public environment. Discuss any relevant tools you've used, key responsibilities you had, and how your contributions impacted the overall financial strategy of the company.

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How do you support effective budgeting and forecasting processes?

To answer this question effectively, share your experience with developing budgets and forecasts. Discuss your methodologies, how you worked with different departments to gather inputs, and any challenges you faced along with how you overcame them to ensure accurate financial planning.

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What strategies do you use to establish strong partnerships across finance teams?

In your response, emphasize your interpersonal skills and methods for building relationships with cross-functional teams. Mention instances where collaboration led to significant improvements in financial reporting or decision-making, showcasing your ability as a finance business partner.

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Describe a time you improved a financial reporting process. What was the outcome?

Be prepared to detail a specific instance where you identified inefficiencies in financial reporting. Explain the steps you took to improve the process and any quantifiable outcomes, like reduced reporting times or increased accuracy, highlighting your impact on the organization.

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How do you stay informed about industry trends in finance?

Discuss various methods you use to stay updated on finance trends, such as attending seminars, participating in webinars, or subscribing to industry publications. Highlight how this knowledge has benefited your previous roles and contributed to more informed financial decision-making.

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What financial software are you familiar with, and how have you used it in prior roles?

List any financial software you've worked with, such as ERP systems or financial modeling tools. Provide examples of how you've used these technologies to perform analyses, streamline reporting, or improve budgeting processes in your previous roles.

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Can you give examples of key performance indicators you've monitored and how you leveraged them?

In your answer, mention specific KPIs relevant to the finance industry and why they were critical to your role. Explain how you analyzed these metrics to inform decision-making or operational strategies, showcasing your analytical skills.

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Describe a challenging financial analysis project you managed and its result.

Share a detailed account of a challenging project, outlining the goals, challenges faced, and the methods you employed to deliver results. Highlight what you learned and how the outcome improved financial performance or reporting accuracy.

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How do you ensure data integrity in financial reporting?

Explain your processes for ensuring data accuracy, such as regular audits, cross-verification, and utilizing various financial systems. Highlight the importance of data integrity in making informed business decisions and how you maintain high standards in reporting.

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What role do you believe a Senior Finance Manager plays in a company's success?

Emphasize the strategic role that a Senior Finance Manager holds in driving financial performance and supporting business goals. Discuss how effective financial planning, reporting, and analysis can support a company's growth and help navigate market challenges.

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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 2, 2025

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