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Director, Strategy, Finance Transformation - job 5 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

$155000 / YEARLY (est.)
min
max
$130000K
$180000K

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

Are you ready to take the helm as the Director of Strategy for the Finance Transformation team at our cutting-edge San Francisco office? In this exhilarating role, you'll be at the forefront of creating a world-class finance function that not only enhances our business operations but also embodies our core Leadership Principles with speed and strategy. Your expertise in developing and operationalizing transformative strategies will be crucial as you work closely with the Velocity Office Leadership team. You'll conduct detailed analyses and craft recommendations that will steer our transformation initiatives, collaborating with executive-level stakeholders to ensure we're consistently aligned in our goals. This position isn’t just about leading a department; it's about engaging and mobilizing cross-functional teams to foster a culture of collaboration and innovation. From implementing a robust governance structure and developing KPIs to engaging with key stakeholders, your every action will contribute to the broader enterprise transformation efforts. If you're equipped with a high degree of analytic rigor and a passion for change management, this is the opportunity to elevate your career while redefining finance operations on a global scale. Join us in creating impactful solutions and driving our vision forward in this hybrid role, balancing remote work and in-office collaboration. Let’s accelerate the future of finance together at our vibrant San Francisco location!

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 team?

As the Director of Strategy at the Finance Transformation team, your primary responsibilities will include evolving the Finance Transformation strategy, leading detailed analyses to inform decision-making, defining governance structures, and ensuring engagement with key stakeholders. You will also develop metrics and KPIs to track the program’s progress and support the operating model transformation by managing cross-functional teams and overseeing the delivery of key initiatives.

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

To qualify for the Director of Strategy position within the Finance Transformation team, candidates typically need extensive experience in strategy development and operational change. A background in finance, strong analytical skills, and proven leadership experience with cross-functional teams are essential. Additionally, familiarity with change management practices and strategy implementation in finance functions can greatly enhance your candidacy.

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How does the Director of Strategy engage with stakeholders in the Finance Transformation team?

In the role of Director of Strategy, stakeholder engagement is pivotal. You'll proactively engage with various stakeholders, including the CEO, Finance Leadership Team, and Communications teams, to share updates, align on strategies, and ensure that all initiatives are in sync with the enterprise transformation efforts. Strong communication skills and the ability to influence are key to fostering these relationships.

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What is the work environment like for the Director of Strategy at the Finance Transformation team?

The work environment for the Director of Strategy at the Finance Transformation team is hybrid, allowing flexibility between remote work and in-office collaboration. Employees are expected to work onsite for 3+ days a week, engaging closely with the Velocity Office Leadership team and other departments, creating a dynamic atmosphere for innovation and teamwork.

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What role does project management play for the Director of Strategy in the Finance Transformation team?

Project management is a crucial aspect of the Director of Strategy role, as you'll drive the program cadence, manage resources and business stakeholders, and ensure delivery against robust timelines. You'll be responsible for developing detailed plans to guide the organization transformation roadmap, acting as the glue that keeps all efforts organized and on track.

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Common Interview Questions for Director, Strategy, Finance Transformation
Can you describe your experience in developing and operationalizing a transformation strategy?

When answering this question, focus on a specific example where you led a transformation initiative. Highlight your process for analyzing current operations, identifying key issues, and implementing change strategies. Be sure to mention any collaboration with cross-functional teams and the measurable outcomes of your efforts.

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How do you prioritize tasks when managing multiple projects in a fast-paced environment?

Discuss your approach to prioritization, emphasizing the importance of aligning tasks with strategic goals. Mention tools or methods you use, such as the Eisenhower Matrix or agile methodologies, to ensure you're focused on high-impact projects while adapting to changing priorities as needed.

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What strategies would you use to engage executives and stakeholders effectively?

Effective engagement requires a clear communication style tailored to the audience. Share how you would present data-driven insights and strategic recommendations in a manner that resonates with executives. Highlight the importance of regular updates and fostering open dialogue to maintain alignment and support.

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How would you approach change management within the Finance Transformation team?

Describe your change management philosophy, including the importance of stakeholder involvement and communication. Discuss specific steps you would take, such as establishing a governance structure, creating training programs, and collecting feedback to ensure that changes are understood and embedded throughout the organization.

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What metrics do you believe are essential for tracking the success of finance transformation initiatives?

Discuss key performance indicators (KPIs) such as time-to-completion for projects, cost savings, efficiency improvements, and employee satisfaction. Emphasize how tracking these metrics can provide insights into the effectiveness of the transformation efforts and support data-driven decision-making.

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How do you handle conflicts within cross-functional teams?

Conflict resolution requires active listening and empathy. Discuss how you would first seek to understand the perspectives of all parties involved before finding common ground. Describe your collaborative approach to problem-solving and how you strive to maintain a positive team environment.

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What tools and methodologies do you prefer for project management in a transformation context?

Mention specific tools, such as Asana, Trello, or Gantt charts, along with methodologies like Agile or Waterfall, that you’ve successfully applied in managing transformation projects. Illustrate how these tools help keep teams organized, facilitate updates, and ensure timelines are met.

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Can you give an example of how you’ve successfully led a cross-functional initiative in the past?

Provide a concrete example where you led a cross-functional project. Detail your role, the challenges faced, the strategies implemented to navigate these challenges, and the positive outcomes achieved, ensuring to highlight your leadership and collaborative skills in the process.

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How do you ensure alignment between finance transformation initiatives and broader organizational goals?

Discuss your methods for maintaining alignment, such as regular check-ins with leadership teams, incorporating stakeholder feedback, and ensuring that finance objectives are clearly linked to the company's strategic vision. This connection reinforces the importance of finance initiatives in driving overall company success.

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What is your understanding of the importance of an operating model in finance transformation?

Articulate that an operating model acts as a blueprint for how finance functions operate. Discuss its role in defining processes, governance structures, and resource allocation. Stress that a well-designed operating model is essential for efficiency, clarity, and supporting seamless transformation within finance operations.

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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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