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Director, Strategy, Finance Transformation - job 10 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).

What You Should Know About Director, Strategy, Finance Transformation, Visa

As the Director of Strategy for Finance Transformation at our San Francisco office, you'll be stepping into a pivotal role within the Finance Velocity Office, a dynamic team designed to accelerate our journey towards establishing a world-class finance function. Here, we believe in velocity—not just in speed but in strategic direction. As a key leader, your expertise will be crucial in shaping our transformation strategy, enhancing our business operations, and making a significant impact on our finance function. You'll collaborate closely with the Velocity Office Leadership team, diving deep into analysis and developing recommendations that will guide engagement with Transformation working teams and executive stakeholders. This isn't just a role; it's an opportunity to influence and mobilize cross-functional teams while honing our approach and decisions aligned with our Leadership Principles. You'll need a keen analytical mindset and the ability to provide actionable solutions to complex challenges. Reporting directly to the VP of Global Finance Strategy and Transformation and engaging regularly with executive leadership, you'll be at the forefront of initiatives that drive consistency and support our growing business. If you're ready to make a meaningful difference and thrive in an environment that values innovation and teamwork, we want to hear from you!

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

The Director of Strategy for Finance Transformation is responsible for evolving the finance transformation strategy, problem-solving on critical topics, and engaging with stakeholders to communicate updates and drive change management efforts. This role serves as a bridge between various finance functions and ensures alignment with the overall enterprise transformation goals.

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What qualifications are needed for the Director of Strategy, Finance Transformation position?

Candidates should possess extensive experience in developing and operationalizing strategies, implementing transformational change, and strong analytical skills. A background that includes stakeholder engagement, project management, and the ability to mobilize cross-functional teams will be essential for success in this Director role.

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How does the Director of Strategy contribute to the Finance Velocity Office’s goals?

As a key leader in the Finance Velocity Office, the Director of Strategy contributes by developing the transformation strategy, defining and managing key initiatives, and ensuring that the finance function evolves in alignment with business priorities. This person plays a vital role in problem-solving and steering the organization towards achieving its transformation goals.

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What skills are essential for success as the Director of Strategy in Finance Transformation?

Success in this role requires a high degree of analytical rigor, attention to detail, effective communication skills, and the capability to foster collaboration across various finance functions. The ability to influence stakeholders and guide change management initiatives is also critical.

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What does a typical day look like for the Director of Strategy in the Finance Transformation team?

A typical day involves collaborating with leadership on strategic planning, analyzing data to inform decision-making, engaging with stakeholders for updates, and driving change initiatives within the Finance Velocity Office. The director frequently manages project timelines and ensures alignment across all finance functions on ongoing transformations.

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Common Interview Questions for Director, Strategy, Finance Transformation
Can you describe your experience with strategy development in finance transformation?

When answering this question, emphasize specific strategies you've developed and implemented, noting the outcomes and how they impacted the organization. Be sure to connect your experience to the responsibilities of the Director of Strategy, Finance Transformation.

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How do you handle stakeholder management and engagement in a transformation project?

Discuss your approach to engaging stakeholders, including listening to their concerns, providing regular updates, and fostering collaboration. Highlight past experiences where you successfully influenced key stakeholders to achieve project goals.

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What tools or methodologies do you use for tracking metrics and KPIs in transformation programs?

Here, share specific tools you've used for tracking KPIs and how these have helped inform decisions throughout the transformation process. Mention any methodologies like Agile or Lean Six Sigma that you've found effective.

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How do you prioritize competing initiatives in a finance transformation context?

Provide a framework for how you assess the urgency and importance of initiatives, including stakeholder input and business impact. Examples of past prioritization efforts can strengthen your answer.

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Describe a challenging problem you faced in a previous finance role and how you addressed it.

Share a specific challenge, focusing on your problem-solving process, the steps you took to address the issue, and the eventual outcome. Show how your analytical skills contributed to the solution.

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What is your experience with operating model design and implementation?

Discuss any specific projects where you've designed or implemented operating models, the challenges you faced, and the results. Emphasize your ability to work across functions.

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How do you ensure consistent communication and alignment across cross-functional teams?

Talk about your strategies for establishing clear communication channels, including regular updates and feedback loops. Highlight your leadership style and how it fosters collaboration.

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What role does change management play in your strategy for finance transformation?

Outline your understanding of change management and how you apply it to ensure smooth transitions during finance transformation projects. Examples of how you've led change initiatives can be beneficial.

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How do you manage project timelines and deliverable expectations?

Discuss your approach to project management, including how you set realistic timelines, monitor progress, and adjust plans as needed. Share examples of successful project delivery.

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What do you envision for the future of finance transformation in our organization?

Share your insights into emerging trends in finance transformation and how they might apply to the organization. This shows your forward-thinking mindset and alignment with the company's vision.

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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 3, 2025

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