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Director, Strategy, Finance Transformation - job 4 of 20

The 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.

The Director of Strategy will serve as a key leader for the Finance Velocity Office. This person requires experience in developing and operationalizing strategy and implementing transformational change. This person will work closely with the Velocity Office Leadership team to conduct detailed analysis, develop recommendations, and lead engagement with Transformation working teams and executive level stakeholders. This role requires high degree of analytic rigor, attention to detail and ability to influence and mobilize cross-functional teams.

This role reports to the VP, Global Finance Strategy and Transformation and will have frequent interaction with the SVP, Chief Velocity Office, the Finance Leadership Team, and Executive level stakeholders.

Essential Functions:

  • Strategy: Works with leadership team to proactively evolve the Finance Transformation strategy, identify issues and ensure progress against key priorities
  • Problem-solving: Lead analyses to drive decision-making on critical strategic topics. Proactively identify issues and provide recommendations on solutions, leveraging input from cross-functional teams.
  • Stakeholder Engagement & Change Management:  Define governance structure, proactively engage with, and provide updates to key stakeholders including CEO, Finance Leadership Team. Partner with Comms, COS team and HR on communications approach for employees. Ensure alignment to broader enterprise transformation efforts
  • Metrics and Tracking: Develop milestones and KPIS for overall program. Provide KPI reporting for regular meetings and on an ad hoc basis as needed. Deliver and report on milestone progress
  • As-needed leadership engagement: Prepare for and support FVO leadership to drive ad hoc leadership meetings as requested, to support program delivery and acceleration
  • Operating Model transformation
    • Operating model design and implementation strategy: Define & manage cross-functional approach & transition activities across all Finance Functions for the Operating Model transformation.
    • Implementation playbook: Develop and implement a playbook with relevant subject matter experts to enforce standardized protocols and consistent documentation to support operating model transition across Visa Finance including Centers of Excellence and Shared Services.
    • Mobilization of implementation teams: Work with Functional Leaders to identify key resources, onboard team, build capabilities and support team to rollout strategy. Manage cross-functional teams at center and in Functions to problem solve and ensure consistent approach to delivering changes.
    • Project Management: Drives program cadence, steering resources and business stakeholders (including Finance Leadership team, working teams, Real Estate, HR) against robust timelines and deliverables. Will own development of detailed plans and ensure delivery of the overall Organization transformation roadmap. Be the ‘glue’ that keeps the Velocity Office informed and organized on the Organization workstream
    • Accountability over select key initiatives: drive and deliver key workstreams as needed to pressure test, bolster, or drive critical deliverables e.g. the creation of SLAs, knowledge transfer program, location readiness, etc.
  • FP&A Transformation: Support selected workstreams across the Forecast to Plan program

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 and site).

Average salary estimate

$175000 / YEARLY (est.)
min
max
$150000K
$200000K

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 Director, Strategy, Finance Transformation, Visa

As the Director of Strategy for Finance Transformation at a leading company located in San Francisco, you’ll play an essential role in steering our Finance Velocity Office towards building a top-notch finance function. This office is all about accelerating our transformation strategy, enhancing our business operations, and boosting the overall impact of our finance teams. Your mission, should you choose to accept it, is to drive strategic initiatives that ensure our finance function evolves rapidly while staying aligned with our Leadership Principles. You'll be collaborating closely with the Velocity Office Leadership team, diving deep into data analysis, crafting insightful recommendations, and engaging with executive-level stakeholders. This position is essential for developing our finance transformation strategy and managing change across cross-functional teams. With a focus on problem-solving and stakeholder engagement, you’ll be defining governance structures and ensuring our teams are aligned with broader enterprise transformation initiatives. You will develop KPIs to track our progress and keep everyone in the loop regarding our milestones and deliverables. Moreover, you’ll oversee the implementation of our operating model transformation, ensuring that all Finance Functions are harmonized and moving in sync towards our company’s goals. This role, based in a hybrid setting, allows for flexibility while requiring you to be present in the office for at least three days a week. If you’re ready to lead the charge in finance transformation and make a tangible impact, we invite you to explore this exciting opportunity with us!

Frequently Asked Questions (FAQs) for Director, Strategy, Finance Transformation Role at Visa
What are the primary responsibilities of the Director of Strategy at the Finance Transformation office?

The Director of Strategy for the Finance Transformation office is responsible for evolving the finance transformation strategy, leading detailed analyses to aid decision-making, developing recommendations for improvements, and engaging with executive-level stakeholders. This role requires a focus on stakeholder engagement, problem-solving, project management, and ensuring alignment with enterprise-wide transformation efforts.

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What qualifications do you need to apply for the Director, Strategy position in the Finance Transformation Office?

Candidates for the Director, Strategy position should have significant experience in developing and implementing transformational change strategies within finance functions. A strong background in analytics, change management, and stakeholder engagement is crucial, along with excellent communication skills and the capability to mobilize cross-functional teams effectively.

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How does the Director of Strategy contribute to the operating model transformation at the Finance Velocity Office?

The Director of Strategy plays a critical role in the operating model transformation by designing the implementation strategy, defining cross-functional approaches, and leading transition activities across all finance functions. They are also responsible for developing and executing a playbook that standardizes protocols, ensuring a seamless transition across the organization.

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What is the expected work environment for the Director of Strategy at the Finance Transformation office?

The Director of Strategy position is hybrid, meaning that employees are expected to work both remotely and in the office. They will be required to be in the office at least three days a week as determined by leadership, which encourages team collaboration while offering flexibility.

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What makes the Finance Velocity Office a unique opportunity for a Director of Strategy?

The Finance Velocity Office is unique as it focuses on speed and strategy, aiming to transform the finance function significantly. With a dedicated team that fosters global consistency and collaboration, this role allows the Director to make impactful changes and drive innovation within the finance landscape, contributing to the overall growth of the company.

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Common Interview Questions for Director, Strategy, Finance Transformation
Can you explain your experience with developing and implementing finance transformation strategies?

When answering this question, discuss specific instances where you've successfully created and executed finance transformation strategies. Highlight the methods you used, the outcomes achieved, and how your proactive leadership played a role in overcoming challenges.

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How do you approach stakeholder engagement in a finance transformation context?

When addressing this, emphasize your strategies for identifying and involving key stakeholders throughout the transformation process. Explain how you build trust, maintain communication, and ensure alignment with the broader organizational goals.

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What tools and metrics do you use to measure the success of finance transformation initiatives?

Discuss the specific Key Performance Indicators (KPIs) you have implemented in past roles. Ensure you illustrate your experience with quantifiable goals and how you adapt metrics based on changing project dynamics.

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Describe a time when you had to influence a cross-functional team. How did you achieve this?

Share a real-life scenario where you effectively influenced a cross-functional team. Focus on your communication style, the strategies you employed, and the impact your efforts had on achieving desired outcomes.

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What role does communication play in finance transformation, and how do you ensure effective communication?

Articulate the importance of clear and consistent communication throughout the finance transformation process. Share examples of communication strategies you have employed that facilitated transparency and maintained team cohesion.

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How do you handle resistance to change from finance team members during transformation projects?

Explain your approach to addressing resistance by fostering an open dialogue, providing training, and showcasing the benefits of the transformation. Highlight your experiences in calming concerns and motivating teams toward accepting change.

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Can you provide an example of how you have developed an implementation playbook in your previous roles?

You should detail the steps you took to create an implementation playbook, including collaboration with other experts, documenting processes, and standardizing protocols. Discuss how this playbook was utilized and its impact on the finance team.

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What strategies do you use to ensure that finance transformation initiatives stay on track?

Outline your project management techniques, such as setting milestones, using project management tools, and regularly reviewing progress with stakeholders. Provide an example of a time when these strategies led to successful project delivery.

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How do you prioritize projects when managing multiple finance transformation initiatives?

Talk about the criteria you use to assess project importance based on business needs and strategic goals. Discuss your methods for balancing various initiatives while ensuring that key priorities are met without sacrificing quality.

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What do you believe are the key traits of a successful Director of Strategy in finance transformation?

Reflect on your insights into leadership qualities such as adaptability, analytical thinking, communication, and teamwork. Connect these traits to specific outcomes you've observed in your career or the finance field.

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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 4, 2025

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