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Director, Strategy, Finance Transformation - job 13 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

Join us at the Finance Velocity Office as the Director of Strategy, Finance Transformation, where your expertise will help shape the future of our finance function! Located in beautiful San Francisco, this role is all about enhancing business operations and accelerating our transformative strategy. You will be part of a dedicated team, focusing on global consistency and collaborative engagement within Finance to create a strong foundation that supports our evolving business. As the Director of Strategy, you'll collaborate with our leadership team to continuously refine our finance transformation strategies, tackle complex challenges, and drive decision-making through detailed analyses. You'll engage directly with executive stakeholders and ensure smooth communication across all levels, bringing creativity and a results-oriented mentality to the table. In this dynamic role, you will develop key performance indicators and metrics to track the progress of our initiatives while working closely with cross-functional teams to implement our strategic vision. Whether you are preparing for leadership meetings, or driving projects that improve our operating model, your ability to influence and unite teams will be crucial to your success. If you thrive in a fast-paced environment and enjoy problem-solving with a collaborative spirit, this is the place for you. Join us and be the driving force behind our finance transformation story!

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

The Director, Strategy, Finance Transformation is responsible for evolving the finance transformation strategies, leading thorough analyses for decision-making, and engaging with key stakeholders including the CEO and Finance Leadership Team. This role also involves the development of KPIs, metrics tracking, and overseeing communication strategies to align with broader enterprise transformations.

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

Candidates for the Director, Strategy, Finance Transformation role should possess significant experience in operationalizing strategy and implementing transformative change. Additionally, strong analytical skills, attention to detail, and the capability to engage and mobilize cross-functional teams are essential.

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How does the Director, Strategy, Finance Transformation contribute to the Finance Velocity Office's goals?

The Director, Strategy, Finance Transformation plays a crucial role in driving the Velocity Office's vision by developing strategies, ensuring execution continues to meet objectives, and enhancing collaboration across finance functions to support growth and complexity within the business.

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What kind of projects does the Director, Strategy, Finance Transformation manage?

In the Director, Strategy, Finance Transformation role, you will manage projects related to operating model design, implementation playbooks, performance tracking, and overall program delivery, ensuring alignment between finance functions and broader organizational goals.

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Is the Director, Strategy, Finance Transformation position hybrid, and what does that mean?

Yes, the Director, Strategy, Finance Transformation position is hybrid, meaning that employees split their time between remote work and in-office presence. Employees are expected to work from the office at least three days a week as determined by leadership, promoting flexibility while ensuring collaborative team efforts.

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Common Interview Questions for Director, Strategy, Finance Transformation
How do you approach developing a finance transformation strategy?

To develop a finance transformation strategy, I begin with a thorough analysis of existing processes and stakeholder inputs. I consider industry best practices and benchmarks, ensuring that the strategy aligns with both short-term objectives and long-term organizational goals.

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Can you describe a time you led a successful transformational change initiative?

Absolutely! In my previous role, I spearheaded a major shift in our forecasting process, which involved cross-functional collaboration. We identified bottlenecks and streamlined communication, resulting in a 30% reduction in cycle time and increased stakeholder satisfaction.

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What methodologies do you use to engage stakeholders effectively?

I employ a mix of stakeholder mapping and regular communication touchpoints to ensure all voices are heard. Customizing my approach to meet the preferences of various stakeholders helps build trust and gather the necessary buy-in for successful transformations.

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How do you ensure alignment between finance teams during a transformation initiative?

Ensuring alignment requires clear communication and a shared vision. I facilitate workshops and regular update meetings where team members can voice concerns, share feedback, and align on objectives, creating a cohesive approach to transformation.

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What key performance indicators do you believe are critical in finance transformation?

Critical KPIs include efficiency metrics, forecasting accuracy, cost reductions, and stakeholder engagement scores. These indicators provide insights into how well the transformation is progressing and highlight areas that need further focus.

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How do you prioritize tasks when managing multiple projects?

Prioritization comes down to understanding the business impact and deadlines of each project. I leverage project management tools and frameworks like the Eisenhower Matrix to categorize tasks and focus on what is most urgent and essential to the overall strategy.

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Describe your experience with stakeholder change management.

My experience with stakeholder change management includes developing communication plans, actively listening to concerns, and creating educational resources to guide stakeholders through transitions, ensuring they feel supported throughout the process.

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What tools or software do you rely on for analytics in finance?

I often use data visualization tools like Tableau or Power BI alongside spreadsheet software for detailed analyses. These tools help derive insights quickly and present data in easily understandable formats for stakeholders.

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How do you motivate teams during a challenging transformation process?

To motivate teams, I focus on celebrating small wins and maintaining transparent communication about progress and setbacks. Encouraging collaboration and recognizing individual contributions fosters a positive environment even during challenging times.

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What is your vision for finance transformation in the next three to five years?

My vision for finance transformation involves leveraging advanced analytics, increasing automation, and enhancing team capabilities to create a more agile finance function that not only supports business goals but also drives innovation within the organization.

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Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)
Photo of the Rise User
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Work/Life Harmony
Transparent & Candid
Growth & Learning
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Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)

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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