Analyst, Financial Education Operations

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

Visa understands that operating a successful company includes driving business growth, strong shareholder returns and financial inclusion benefiting global economies. We strive to make a positive and transformative impact on the world, based on the belief that we can do well and do good. The Social Impact & Sustainability (SI&S) team executes on this belief every day, connecting our shared humanity, shared planet and shared communities within and outside of Visa. We strive to place Visa at the forefront of powering the future of commerce for everyone through inclusive financial products, sustainable solutions and corporate citizenship.

Our team focuses on leveraging Visa’s assets, business model and global scale to drive business growth and equitable sustainable economic growth, with a focus on communities at risk of being left behind. We focus on building purpose-driven partnerships that have societal and business benefit, aimed at three key outcomes:

• Support the financial success of small and micro businesses (SMBs), women and underserved communities to expand economic prosperity for individuals and households

• Drive sustainable commerce and support the transition to a low-carbon global economy

• Ensure Visa acts as a responsible corporate citizen in the countries in which we operate and do business

Financial Education is a cornerstone of our financial inclusion strategic pillar. The Financial Education team delivers a product portfolio designed for impact and client needs. The Analyst, Financial Education PMO will drive operational excellence for the Financial Education team. The Analyst will play a critical role in the coordination and completion of strategic initiatives, cross-functional projects, and backend team operations. The Analyst will work closely with the Head of Financial Education, regional Social Impact teams and operational stakeholders to ensure projects are delivered within scope and on time.

The PMO Manager must have excellent organization and communication skills. The role demands meticulous oversight of end-to-end processes, fostering an environment of clarity, speed, scale, and collaboration. This role will ensure the Financial Education team operates efficiently and with excellence through project management of our various workstreams and streamlining how other teams interface with our team. Additionally, the candidate must be able to proactively seek creative solutions and move quickly to implementation, often in the face of ambiguity. This role requires high attention to detail and the ability to manage multiple priorities in a fast-paced environment.

We are looking for a strategic, creative problem solver who can influence without direct authority, lead end-to-end, proactively develop operational systems to address bottlenecks and bend seamlessly between strategic and tactical work. The ideal candidate will be disciplined and truly enjoy operations and project management – possessing a unique mix of operational excellence, strategic thinking, and natural curiosity. 

This role reports to the Head of Financial Education.

Essential Functions:

• Support team project management and drive accountability with Head of Financial Education including team calendar, project deadlines, and key activities to ensure steady progress to achieve quarterly objectives

• Build infrastructure and processes to drive efficient team operations and support of regional strategies

• Co-develop and maintain a Financial Education hub for internal stakeholders

• Support the Financial Education content catalogue and roadmap for content creation and updates including managing our network of content developers

• Drive strategic connectivity between the Financial Education team and other functions through management of an engagement calendar, coordinating monthly All Staff meetings, and delivering our team newsletter

• Design and coordinate the implementation of regular team professional development, ensuring the team actively cultivates its Financial Education subject matter expertise and stays abreast of industry trends

• Support client and partnership sales operations by triaging inbound requests and technical issues, coordinating with internal stakeholders to ensure timely resolution

• Develop new processes as needed to ensure the Financial Education team achieves and delivers on priorities

• Support special projects from inception, including planning to execution with clear communication, outcomes, and responsibilities

• Manage backend operations including budget tracking, vendor processes, and quarterly reporting

This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.

Basic Qualifications:

• 2 or more years of work experience with a Bachelor’s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)

Preferred Qualifications:

• Proven track record in leading end to end project management
• Experience and/or subject matter expertise in Financial Education
• Bilingual in Spanish, French or Arabic, a plus
• Demonstrated success in business operations, with keen eye for process improvement and operational efficiency
• Familiarity with Agile methodology and Scrum Master positions preferred
• Thrive in a fast-paced environment where juggling priorities is your norm but have an eye for detail which keeps your delivery accurate.
• Adept in PowerPoint, Excel and project management tools to drive team accountability and deliverable tracking (e.g., Planner, Notion, Trello, etc.)
• Excellent analytical and problem-solving skills with demonstrated intellectual & analytical rigor
• Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently
• A team player and collaborator, able to work well with a diverse group of individuals in a matrixed global environment, ranging from junior to executive level
• Ability to operate with flexibility and often in the gray

Work Hours: Varies upon the needs of the department.

Travel Requirements: This position requires travel 5-10% of the time.

Mental/Physical Requirements: This position will be performed in an office setting.  The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.  Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 89,900 to 149,550 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.