Job details

Finance Director, North America Advisory Services - job 2 of 19

Get a free resume review

We are seeking a strong Finance Director to join our team. The NA Advisory Finance team applies a strategic finance advisory model with key stakeholders across muti-functional and cross-geographic teams, while applying data analytics to business and finance decisions, as well as performance measurement. We are an agile, highly visible team that collaborates across the NA region to enable business growth and effective decisioning through strategic thinking, financial expertise, insightful analytics, and thought leadership.

As a director, you will serve as a strategic finance partner to the leaders of our NA Advisory Services business and work closely with other global and cross-functional teams. You will collaborate with senior leadership to develop financial strategies and analytics that enable business decision making for long-term sustainable growth. This role will also support strategic decision making on investments and portfolio level tradeoffs through effective financial analytics. The position involves deriving important insights and effectively communicating with senior leaders across Finance and the business. The ideal candidate will have a deep expertise in strategic finance, financial business analysis, preferably with a public company, and demonstrated experience collaborating with various functions.

This role sits on the NA Advisory Leadership Team, and requires interpersonal skills to cultivate partnerships across functions, regions, and teams, to drive thought leadership, interrogate business growth assumptions and successfully enact all planning, budgeting, forecasting, and month-end reporting processes, including presenting results and providing insights and analysis to senior business partners and executives.

Essential Functions

Strategic Advice and Business Partnership

Establish strong partnerships with leaders of the various Advisory Services business and their respective Strategy & Ops teams to understand reporting needs, and provide strong finance support on revenue, expenses, and headcount
Demonstrate a deep knowledge of the strategic priorities and issues confronting the business, including understanding service and product offerings, market dynamics, and underlying drivers
Lead the building of business cases to support investments, go-to-market strategies and new service offering launch
Combine observed patterns and trends to develop accurate forecasts and be able to triangulate and exercise good judgement and deep business acumen
Work closely with sales teams to understand pipeline for products and services, and evaluate penetration, pricing, and opportunities for growth

Financial Management

Lead the coordination, organization and execution of key financial planning activities including multi-year strategic planning, annual financial planning, quarterly forecasting and business reviews, pricing analysis, month-end analytics and management reporting
Keenly monitor revenue and expense trends through driver-based analytics, and translate findings into succinct narratives for business executives with the aim of providing early signals on performance trends and actionable guidance to help drive desired business outcomes
Understand and communicate business levers, and recommend measures to further improve financial results and business margins, while assessing financial risks and opportunities, and evaluating options to optimize return on investments
Establish efficient processes and expand strong reporting and analytics capabilities across the broader Advisory business
Work closely with the NA Advisory strategy and operations teams to monitor inventory of incentive funds and quasi-incentive funds, including managing allocation and utilization

Project Management

Spearhead the identification and implementation of continuous process improvement initiatives that enhance efficiency and effectiveness around financial planning business decision making
Execute on a variety of ad-hoc requests and lead special projects
Provide decision support to senior finance leadership on investment / project decisions as well as strategic organizational and functional developments

Business Engagement

Integration of finance into the business, and develop business acumen depth
Tailored, effective presentations, analysis and dialogue with each business partner
Dialogue around budget and spend to optimize budget and investments, return-on-investment discipline
Robust toolkit to help manage the business and enable management decision making

People and Stakeholder Management

Mentor and professionally develop team members, including instilling best practices
Cultivate strong relationships and communicate effectively
Influence and collaborate across key global and regional business partners and multi-functional stakeholders on a variety of deliverables and activities

This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.

Average salary estimate

$150000 / YEARLY (est.)

min

max

$120000K

$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 Finance Director, North America Advisory Services, Visa

As the Finance Director for North America Advisory Services, based in Foster City, you will embark on an exciting journey with a dynamic finance team that embodies strategic partnership and insight-driven analysis. In this role, you will leverage your financial expertise to collaborate closely with various leaders across the NA region, aiming to drive growth and informed decision-making. Your insights will guide the Advisory Services business by establishing strong partnerships and understanding their unique reporting needs, while also leading multi-year strategic planning, budgeting processes, and financial forecasting. You’ll engage with senior executives, providing them with clear financial narratives that highlight trends and suggest actionable strategies for improvement. It’s not just about numbers; you’ll be at the forefront, building business cases, assessing market dynamics, and helping to navigate through complex financial decisions. You’ll mentor team members and establish efficient workflows, enhancing the overall financial management capabilities. The ideal candidate will combine their expertise in strategic finance with a knack for people management and stakeholder engagement, as you will need to communicate effectively and influence decisions across multi-functional teams. This hybrid position offers flexibility, with the exact in-office expectation to be finalized by your Hiring Manager. Join us in this role and apply your passion for finance to drive meaningful change in our Advisory Services business!

Frequently Asked Questions (FAQs) for Finance Director, North America Advisory Services Role at Visa

What are the primary responsibilities of the Finance Director at North America Advisory Services?

The Finance Director at North America Advisory Services is responsible for strategic finance partnership across various business segments. Key duties include leading financial planning activities, developing financial strategies, overseeing budgeting and forecasting processes, and guiding senior leadership through insightful analytics and business reports to drive effective decision-making.