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Director - Finance Strategy & Portfolio Management

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

Visa is seeking a passionate, authentic, dynamic and results-oriented leader to join the Finance Systems Strategy (FSS) team as the Director, Finance Systems Strategy and Portfolio Management. FSS is responsible for managing Finance technology and tools and is currently working directly with the Finance Leadership team to design the future architecture and drive the Finance Technology modernization roadmap. 

Visa has established a broader Finance Velocity Office (FVO) to build a foundation that supports the growth and complexity of our business and improves the day-to-day interactions of our Finance teams. FSS team is working tightly with the broader FVO to implement technology to evolve how we work together to achieve meaningful, sustainable change and enable our long-term growth agenda.

This is a people leader role, reporting to the Senior Director, Finance Systems Strategy. The role involves collaborating with key stakeholders across Finance, IT and the broader business to understand needs, identify improvement opportunities to develop and execute on the roadmap to accelerate our path to building a world-class finance function.

Essential Functions:

  • Translating finance vision for the future into a world-class technology end-state architecture.
  • Support development and management of the end-state architecture, and roadmap for the end-state architecture.
  • Support development and execution of major roadmap initiatives.
  • Develop compelling business cases and use cases as needed to support speedy decisioning by Finance Leadership.
  • Design/facilitate sessions for alignment of end-state and roadmap. Work with third-party vendors and consulting companies for the assessments.
  • Analyze current state and business needs using industry best practices to deliver recommendations.
  • Manage execution of portfolio of roadmap workstreams - project plans, analysis, deliverables, trackers, and other key project artifacts.
  • Work closely with Technology partners on the day-to-day execution of roadmap initiatives and ongoing BAU (Fixes, Enhancements)
  • Strategic and forward-looking thinking with a tendency for looking at issues in a holistic manner. 
  • Experience overseeing large, complex, global transformations with a bias for action.
  • Work successfully in a matrixed environment, with an ability to influence without authority and instead use subject matter expertise and facts. 

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 2-3 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:
• 10 or more years of work experience with a Bachelor’s Degree or at least 8 years of work experience with an Advanced Degree (e.g. Masters/ MBA/JD/MD) or at least 3 years of work experience with a PhD

Preferred Qualifications:
• 12 or more years of work experience with a Bachelor’s Degree or 8-10 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 6+ years of work experience with a PhD
• MBA strongly preferred.
• Financial Services and Technology Consulting experience preferred.
• Experience designing and executing a finance transformation.
• Experience working on global, multi-stakeholder initiatives, focused on improving the customer experience.
• Exceptional collaboration and partnership skills in a global, matrixed environment with cross-functional teams.

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 176,900.00 to 256,500.00 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

$216700 / YEARLY (est.)
min
max
$176900K
$256500K

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What You Should Know About Director - Finance Strategy & Portfolio Management, Visa

Join Visa as the Director of Finance Strategy & Portfolio Management, where you will have the opportunity to play a pivotal role in shaping the finance technology landscape of one of the world's leading payments companies. Located in beautiful Foster City, CA, this role is perfect for a passionate leader who thrives on collaboration and innovation. The Finance Systems Strategy (FSS) team is on an exciting journey to modernize finance technology and tools, working closely with key stakeholders to design state-of-the-art architecture that supports Visa's growth. In this dynamic position, you will lead the charge in translating a visionary finance future into an actionable roadmap, enabling seamless collaboration between finance, IT, and business units. You'll be at the forefront of evaluating operational needs, driving impactful change, and ensuring alignment across the organization. This hybrid role allows flexibility while also emphasizing the importance of in-office teamwork. With responsibilities ranging from developing compelling business cases to managing a portfolio of critical initiatives, your strategic mindset will make a significant difference in Visa's finance function. If you are ready to make an impact and drive meaningful, sustainable change in a thriving environment, we encourage you to consider this opportunity at Visa – where we're not just about payments, but about empowering individuals and businesses everywhere.

Frequently Asked Questions (FAQs) for Director - Finance Strategy & Portfolio Management Role at Visa
What responsibilities does the Director of Finance Strategy & Portfolio Management at Visa have?

The Director of Finance Strategy & Portfolio Management at Visa is responsible for translating finance visions into a comprehensive technology architecture, developing major roadmap initiatives, and collaborating with diverse stakeholders. This includes managing project plans, analyzing current states using best practices, and working with consulting firms to ensure alignment. Your role also entails leveraging your strategic thinking to oversee global transformations, ensuring that the finance teams are enabled for sustainable success.

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What qualifications are preferred for the Director - Finance Strategy & Portfolio Management position at Visa?

Visa prefers candidates for the Director - Finance Strategy & Portfolio Management position to have 12 or more years of experience with a Bachelor’s Degree, or advanced academic credentials like an MBA. Experience in financial services, technology consulting, and a track record of executing finance transformations are highly valued. Exceptional skills in collaboration and partnership within a global, matrixed environment also stand out in this role.

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How does the Director of Finance Strategy & Portfolio Management at Visa contribute to finance modernization?

As the Director of Finance Strategy & Portfolio Management at Visa, you will spearhead efforts to implement technology that revolutionizes how finance teams operate. You'll work closely with technological partners and manage a portfolio of projects that drive finance modernization, facilitating actionable steps to ensure a world-class finance function that adapts to the growing complexities of the business.

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What type of work environment can a Director - Finance Strategy & Portfolio Management expect at Visa?

Visa promotes a hybrid work environment for the Director - Finance Strategy & Portfolio Management role, allowing a mix of remote and office-based work. This balanced approach encourages collaboration while offering flexibility, with a general guideline of 50% of office presence. This setup not only meets business needs but also fosters a community-focused workplace that values teamwork and innovation.

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What are the key skills for success as the Director of Finance Strategy & Portfolio Management at Visa?

To excel as the Director of Finance Strategy & Portfolio Management at Visa, strategic and forward-thinking skills are crucial. You should possess the ability to look at challenges holistically, manage complex, global transformations effectively, and demonstrate the capacity to influence without authority. Strong collaboration, communication, and analytical skills will also be essential in driving initiatives that enhance the finance function.

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Common Interview Questions for Director - Finance Strategy & Portfolio Management
Can you explain your experience with finance transformation projects?

When answering this question, highlight specific finance transformation projects you've led, detailing your role, the challenges you faced, and the successful outcomes achieved. Focus on your ability to collaborate across teams and how you utilized technology to bring about meaningful improvements.

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How do you approach stakeholder engagement in a matrixed environment?

Discuss your strategies for successfully engaging stakeholders by showcasing your communication skills, flexibility in addressing diverse needs, and your previous experiences in balancing competing priorities. Use examples to illustrate how these engagements led to successful project outcomes.

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What methods do you use to develop a compelling business case?

Share your structured approach in developing business cases, emphasizing the importance of data analysis, understanding stakeholder needs, and aligning your proposals with strategic objectives. Give an example of a successful business case you've presented and its impact.

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Describe a time when you led a project team through a significant organizational change.

Provide a detailed example, explaining the change at hand, your leadership role, the strategies you implemented to guide the team, and the eventual results. Highlight your ability to navigate resistance and maintain morale throughout the change process.

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What experience do you have with global initiatives?

When discussing your experience with global initiatives, share examples that illustrate your understanding of cross-cultural dynamics, your adaptability in diverse working environments, and how your contributions led to significant results. Mention any geographical specifics that were relevant.

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How do you prioritize project demands when resources are limited?

Explain your decision-making process when faced with resource constraints, such as assessing project value against strategic goals, and how you ensure alignment across stakeholders. Discuss frameworks or tools you use for effective prioritization.

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In what ways can technology significantly improve finance operations?

Outline various ways technology can enhance finance operations, such as automating routine tasks, providing real-time data analysis, and facilitating better decision-making. Use specific examples from your past experiences to substantiate your points.

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How do you ensure alignment on project objectives across various teams?

Discuss your techniques for creating consensus among teams, such as regular communication, setting shared goals, and leveraging influence without authority to foster collaboration. Provide examples of how this approach resulted in successful project alignment.

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What leadership style do you adopt when managing project teams?

Identify your leadership style and how it effectively engages team members during projects. Discuss the importance of flexibility, listening to team input, and creating an inclusive environment that encourages innovation and accountability.

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What systems or tools have you used for project management in your previous roles?

Discuss the project management systems and tools you've used, their benefits, and how they've contributed to project success. Mention specific software you've expertise with, and relate them to your role in achieving objectives in finance strategy.

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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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