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Sr. Finance Manager - Advisory Services - job 15 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

$140000 / YEARLY (est.)
min
max
$120000K
$160000K

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

Join us at our San Francisco office as a Senior Finance Manager in Advisory Services! We’re looking for a proactive and highly skilled individual to become a vital part of our dynamic Advisory Services Finance team. In this role, your primary focus will be on fostering collaboration across our global Finance and Advisory strategy teams as well as key portfolio leaders. You will have the responsibility of consolidating Advisory Services P&L while leading essential financial analyses, encompassing long-term planning, forecasting, and budgeting for both Revenue and Opex across our various portfolios. This position demands a strategic mindset and a knack for continuous improvement, plus the capability to spearhead change initiatives. If you possess strong leadership qualities and finance/business partnering skills—especially with experience in a public company—you're just the candidate we’re searching for. You’ll be working alongside teams within Risk-as-a-Service (RAAS) and Visa University (VU), driving effective financial planning and reporting. This role will also involve monitoring key performance indicators, supporting quarterly business reviews, and contributing solutions to meet desired outcomes. With responsibilities covering traditional FP&A and OPEX management, from budgeting to month-end close, your attention to detail is paramount. If you thrive in a fast-paced environment and are eager to develop a deep understanding of the Advisory consulting and managed services landscape, we’d love to see what you bring to the table!

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

As a Sr. Finance Manager in Advisory Services, you will be responsible for consolidating P&L, overseeing financial analyses, and supporting budgeting and forecasting activities within the Advisory Services organization. This role involves collaboration with various global and regional finance teams to ensure accurate financial planning and reporting, as well as leading change initiatives to drive continuous improvement.

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What qualifications are essential for the Sr. Finance Manager position in Advisory Services?

The ideal candidate for the Sr. Finance Manager role in Advisory Services should possess strong leadership and finance/business partnering skills. Additionally, experience in a public company is preferred, alongside demonstrated capabilities in collaborating with FP&A functions. A solid understanding of financial reporting, budgeting, and analysis is crucial for success in this role.

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How does the Sr. Finance Manager collaborate with other teams in Advisory Services?

The Sr. Finance Manager collaborates closely with Advisory Strategy & Operations teams and acts as a finance business partner for initiatives like Risk-as-a-Service and Visa University. This partnership is essential for effective and accurate financial planning, analysis, and insights across various consulting and managed service portfolios.

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What does the financial planning process look like for a Sr. Finance Manager in Advisory Services?

The financial planning process for a Sr. Finance Manager in Advisory Services involves annual financial planning, monitoring key performance indicators, and supporting quarterly business reviews. You will also play a role in analyzing revenue planning, ensuring data integrity, and recommending solutions to meet business performance goals.

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What skillsets are beneficial for a Sr. Finance Manager in the Advisory Services space?

Beneficial skillsets for a Sr. Finance Manager in Advisory Services include strategic planning, advanced analytical abilities, excellent communication, and collaboration skills. A deep business acumen in advisory consulting practices will help support effective financial decision-making and operational efficiency.

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

In answering this question, discuss specific projects or roles where you have been responsible for financial planning and analysis. Highlight your approach to budgeting, forecasting, and analyzing financial performance metrics, and provide examples of how your insights influenced business decisions.

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How do you ensure data integrity in financial reporting?

To effectively respond, emphasize your methods for maintaining data accuracy, such as regular audits, reconciliations, and collaboration with IT or systems teams. Discuss how you leverage financial systems to support accurate revenue reporting.

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Describe a time when you had to manage multiple priorities in a finance role.

Use the STAR method (Situation, Task, Action, Result) to showcase an example where you handled multiple financial projects. Discuss how you organized your tasks, prioritized urgent work, and successfully met deadlines while maintaining quality.

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What is your approach to forecasting revenue and expenses?

Share the methodologies you employ when forecasting revenue and expenses, like historical data analysis or market trends. Discuss any tools or software you use to enhance forecasting accuracy and how you adjust forecasts based on changing business conditions.

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How do you communicate financial concepts to non-financial stakeholders?

When answering, emphasize your ability to simplify complex financial terms and concepts. Provide examples of how you've successfully conveyed financial information to non-financial teams, ensuring clarity and engagement without losing essential details.

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Give an example of a successful financial report you've created.

Highlight a specific financial report that had a significant impact. Discuss the data you included, how you structured it, and how the report was received by stakeholders, emphasizing any resulting actions taken based on your findings.

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What experience do you have with budgeting processes?

Share your specific experiences with budgeting cycles, including any methodologies or software tools you utilized. Discuss how you collaborate with different departments to gather information and ensure alignment with the company's financial goals.

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How do you adapt to changes in financial regulations or standards?

Emphasize your proactive approach to staying updated on financial regulations and standards through ongoing education or professional networks. Provide examples of how you've successfully adapted financial practices in response to regulatory changes.

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What strategies do you use for effective financial analysis?

Discuss analytical methods and tools you commonly use, such as variance analysis or trend analysis. Highlight how you derive actionable insights from your analyses to support business decisions, showing your value as a strategic partner.

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How do you handle discrepancies in financial data?

In your response, explain your systematic approach to identifying and resolving discrepancies. Share examples of how you investigate issues, the tools you use for error detection, and steps you take to prevent future occurrences.

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Full-time, hybrid
DATE POSTED
April 3, 2025

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