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Consultant, Finance Transformation

Company Description

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.

Job Description

Our Finance Velocity Office was designed to accelerate our path to building a world-class finance function. This function is shaping our transformation strategy, improving our business operations and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day-to-day interactions of our Finance teams.

As a key member of the Finance Velocity Office, this role will serve as a Consultant on the Finance Organization workstream. This person will work closely with the Velocity Office Leadership team and Program Leader for the Organization workstream to conduct detailed analysis, develop recommendations and lead preparation of presentations for working teams and executive level stakeholders. This role requires high level of analytic rigor, attention to detail and ability to influence and mobilize cross-functional teams.

This role reports to the Director, Finance Transformation and will have frequent interaction with the Finance Velocity Office Leadership and Portfolio Management Team, the Finance Leadership Team and Executive level stakeholders.

Essential Functions:

  • Strategy: Works with leadership team to proactively evolve the Finance strategy, identify issues and ensure progress against key priorities
  • Process: Develop and manage templates, processes and methodologies to ensure consistency across transformation
  • Project planning and delivery: support on delivery of project plans providing targeted support to deliver implementation
  • Stakeholder engagement: Establishes and maintains relationships with a broad base of key stakeholders (i.e., executives and staff) as part of delivery of targeted activities/analysis
  • Executive communications and presentations: Design and deliver compelling presentations to effectively illustrate findings, ideas and recommendations, tailored to various audiences including CEO, CFO, Finance Leadership Team and Executive Committee and Broader Finance
  • Problem-solving & analysis: Lead analyses to drive decision-making on critical strategic topics. Proactively identify issues and provide recommendations on solutions, leveraging input from cross-functional teams
  • As-needed leadership engagement: Prepare for and support leadership to drive ad hoc leadership meetings as requested, to support program delivery / acceleration

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 3+ set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

Qualifications

Basic Qualifications:
5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD

Preferred Qualifications:
• 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD
• 5 or more years of work experience with a Bachelor’s Degree or at least 3 years of work experience with an Advanced degree (e.g. Masters/MBA /JD/MD) in Finance, Project management, Management Consulting, or related fields
• 2-3 years of experience in management consulting required
• 8+ years of work experience with a Bachelor’s Degree
• 2 to 4 years of relevant experience in a well-disciplined organization where best practices are integral to the management of the business
• Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.)
• Must be detail oriented to ensure accuracy and quality of output
• Exceptional collaboration and partnership skills in a global, matrixed environment with cross-functional teams
• Self-starter, results oriented individual with the ability to “roll up their sleeves”
• Ability to anticipate issues before they arise and work to proactively support resolution
• Proven track record of driving results, even when faced with ambiguous circumstances
• Exceptional personal accountability and the highest of ethical standards

Additional Information

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 124,600.00 to 180,650.00 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.

Average salary estimate

$152625 / YEARLY (est.)
min
max
$124600K
$180650K

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 Consultant, Finance Transformation, Visa

If you're ready to take the next step in your career, consider joining Visa as a Consultant in Finance Transformation in San Francisco, CA. At Visa, we’re not just about transactions; we’re about transforming the financial landscape and making a genuine impact across the globe. Our Finance Velocity Office is a dynamic team dedicated to shaping our transformation strategy and improving our business operations. As a Consultant, you’ll work closely with senior leadership to conduct detailed analyses that inform critical business decisions and shape the trajectory of our finance function. You’ll get to flex your analytical muscles, develop templates and procedures to ensure consistency, and deliver compelling presentations to stakeholders ranging from the Finance Leadership Team to our CEO. This role is ideal for someone who is detail-oriented and possesses a knack for influencing and mobilizing cross-functional teams. The scope of work also includes engaging with a broad range of stakeholders, ensuring that our projects are aligned with strategic priorities. So, if you thrive in a fast-paced, collaborative environment and are eager to be part of shaping the future of finance at a world-leading company, Visa is the perfect place for you. Let’s uplift everyone, everywhere together, and make an impact with your career every day in this innovative role!

Frequently Asked Questions (FAQs) for Consultant, Finance Transformation Role at Visa
What are the main responsibilities of a Consultant, Finance Transformation at Visa?

As a Consultant in Finance Transformation at Visa, your primary responsibilities will include conducting detailed analyses to support the Finance Strategy and enhancing operational consistency. You will work closely with the Velocity Office Leadership team to develop and manage templates and processes while engaging with key stakeholders to deliver presentations that illustrate your recommendations effectively.

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What qualifications are needed for the Consultant role at Visa?

To qualify for the Consultant, Finance Transformation role at Visa, candidates should ideally have 5 or more years of relevant work experience with a Bachelor’s Degree, or less experience with an advanced degree. Management consulting experience is highly preferred, along with strong communication skills and an ability to manage complex stakeholder relationships.

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What skills are essential for a Consultant, Finance Transformation at Visa?

Essential skills for the Consultant, Finance Transformation position at Visa include outstanding analytical abilities, exceptional written and verbal communication skills, attention to detail, and a collaborative spirit. A proven track record of driving results and the ability to proactively identify solutions in ambiguous situations will also be crucial.

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What kind of work environment can a Consultant at Visa expect?

Consultants in Finance Transformation at Visa work in a hybrid environment, combining both remote and in-office work. This allows for flexibility, but team members are expected to be in the office at least 3 days a week to facilitate collaboration and communication with their peers and leadership.

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What is the typical career progression for a Consultant at Visa?

At Visa, a Consultant in Finance Transformation can expect to gain significant insights and experience that may lead to higher managerial roles within the Finance department. The experience gained in this role can lead to opportunities in senior consultancy positions, project management, or even transformational leadership roles as you further your career.

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Common Interview Questions for Consultant, Finance Transformation
How do you approach analyzing complex financial data?

When analyzing complex financial data, it's important to break down the information into smaller, manageable parts. I focus on identifying key metrics and trends that align with the project goals. I then use data visualization techniques to present findings in a way that is actionable and easily understandable for stakeholders.

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Can you describe a time you influenced a team decision?

Influencing a team decision involves clear communication and a thorough understanding of the dynamics at play. I often gather data-driven insights and present them in meetings, ensuring that I articulate the benefits and potential outcomes of my recommendations. Providing a compelling narrative helps rally support from team members.

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What project management methodologies are you familiar with?

I am well-versed in various project management methodologies, including Agile, Waterfall, and Lean. Utilizing these frameworks allows me to adapt to different project requirements and ensure timely delivery while maintaining quality standards.

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How would you handle conflicting priorities from different stakeholders?

Handling conflicting priorities requires excellent communication and negotiation skills. I would first listen to the concerns of all stakeholders involved, then work towards finding a common ground that addresses the most critical needs prioritized by the overall business strategy.

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What strategies do you use for effective presentation to executives?

For effective presentations to executives, I focus on clarity and conciseness. I tailor my presentations to the audience by prioritizing key points, using visuals to illustrate complex data, and preparing to address potential questions. It's all about making the information relatable and actionable.

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How do you ensure consistency in processes while managing multiple projects?

To ensure consistency across multiple projects, I utilize standardized templates and processes. Documenting each phase of the project and establishing clear lines of communication among team members helps maintain focus and quality, regardless of the number of active projects.

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Describe a situation where you had to anticipate and solve a problem.

I once noticed potential delays in a project timeline due to unforeseen dependencies. By proactively assessing the risk and communicating with the relevant parties early on, we were able to adjust our resources and timelines accordingly, which minimized the impact on the overall project delivery.

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What role does analytics play in your decision-making process?

Analytics is fundamental in my decision-making process. I rely on data to validate assumptions and guide strategic directions. By integrating both qualitative insights and quantitative data, I can present a well-rounded set of options to senior leadership.

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How would you describe your collaboration style in cross-functional teams?

My collaboration style in cross-functional teams is highly inclusive. I believe in creating an environment where every voice is heard, and diverse perspectives contribute to better problem-solving. I facilitate regular check-ins and feedback sessions to keep everyone aligned and engaged.

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Can you give an example of how you have developed financial templates?

In a previous role, I developed a financial forecasting template that streamlined reporting processes. This involved consulting stakeholders to understand their needs and iteratively refining the template to ensure it provided clear insights and metrics that were relevant to multiple teams.

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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
December 18, 2024

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