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Finance Director, North America Advisory Services - job 17 of 19

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

$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 Finance Director, North America Advisory Services, Visa

Are you ready to take your career to the next level? We're excited to announce an opportunity for a Finance Director to join our vibrant team in Foster City at our North America Advisory Services division. In this role, you'll be right at the heart of the action, working hand-in-hand with senior leaders to shape financial strategies that drive our business forward. Your keen analytical skills will play a pivotal role as you leverage data to provide insights that lead to informed decisions. Whether you're collaborating with cross-functional teams or guiding the financial narrative for major projects, your expertise will shine through in everything you do. You'll have the opportunity to mentor team members, foster relationships across various regions, and engage in various financial planning activities that directly impact our strategic trajectory. This hybrid position offers the chance to work flexibly while maintaining meaningful connections with your peers and stakeholders. If you have a track record in strategic finance and are passionate about enabling business growth through insightful analytics, we want to hear from you! Join us at our North America Advisory Services and be part of a journey that values your contributions and expertise.

Frequently Asked Questions (FAQs) for Finance Director, North America Advisory Services Role at Visa
What are the key responsibilities of the Finance Director at North America Advisory Services?

As the Finance Director at North America Advisory Services, you will hold several vital responsibilities including establishing strong partnerships with business leaders, leading financial planning activities, conducting revenue and expense trend analyses, and mentoring your finance team. This role will also involve the development of business cases for investments and strategic decisions, ensuring alignment with long-term goals, and facilitating efficient processes for reporting and analytics.

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What qualifications are essential for the Finance Director position at North America Advisory Services?

To be successful as a Finance Director at North America Advisory Services, candidates should possess a strong background in strategic finance and financial business analysis. Ideally, applicants will have experience in a public company environment, as well as demonstrated capability in collaboration across various functions. Strong interpersonal skills are also essential, as the role involves engaging effectively with senior leaders and teams across the organization.

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What kind of financial management skills are required for the Finance Director role at North America Advisory Services?

Financial management skills that are crucial for the Finance Director position at North America Advisory Services include expertise in multi-year planning, annual budgeting, and forecasting. The ability to analyze financial trends through driver-based analytics is critical, as well as proficient presentation skills to communicate findings and insights to business executives. You will be responsible for recommending measures to enhance financial results while assessing risks and opportunities.

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How does the Finance Director at North America Advisory Services contribute to business growth?

The Finance Director at North America Advisory Services contributes to business growth by providing strategic financial insights that inform decision-making processes. By developing accurate financial forecasts, leading investment strategies, and aligning with sales teams to assess market dynamics, you'll play a pivotal role in facilitating business objectives and optimizing returns on investments.

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What is the work environment like for a Finance Director at North America Advisory Services?

The work environment for a Finance Director at North America Advisory Services is collaborative and flexible, with a hybrid structure that balances in-office and remote work. This role encourages active engagement with cross-functional teams while fostering a culture of support and professional development, making it an exciting place for dynamic finance professionals to thrive.

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Common Interview Questions for Finance Director, North America Advisory Services
Can you describe your experience with strategic financial planning?

In responding to this question, you should highlight specific projects where you've led financial planning initiatives. Discuss your processes for long-term forecasting and how you've successfully aligned those forecasts with business objectives. Provide examples to demonstrate how your strategic planning has impacted business growth and performance.

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How do you approach financial analysis to inform business decisions?

When addressing this question, focus on your analytical framework โ€” describe the tools and methodologies you use to analyze financial data. Share examples of how your analysis has led to key business decisions and outcomes, showcasing your ability to derive insights from complex datasets.

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What are some challenges you faced in financial management, and how did you overcome them?

Be ready to discuss specific challenges such as budget cuts, financial forecasting inaccuracies, or changing market dynamics. Emphasize your problem-solving skills, articulate the steps you took to address the challenge, and the outcomes of those actions.

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How do you ensure effective communication between finance and other departments?

To answer this, describe your strategies for fostering relationships with cross-functional teams. Discuss how you adapt your communication style based on the audience and share specific examples of successful collaborations that have led to better business outcomes.

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What financial metrics do you focus on when assessing business performance?

Outline the key performance indicators (KPIs) you monitor, such as revenue growth, expense ratios, or return on investment. Discuss why these metrics are critical for understanding overall business health and how you've used this data for informed financial management.

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How do you mentor team members and cultivate talent within your team?

In your response, highlight your mentoring philosophy and share actionable strategies you've employed to develop team members' skills. Provide examples of successes where you've helped team members grow within their roles and add value to the organization.

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Can you give an example of a successful business case you've developed?

Prepare a detailed narrative of a business case you've crafted, focusing on the problem, the solution proposed, the analysis performed, and the resulting impact. This will illustrate your ability to combine financial analysis with strategic insight.

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What role does data analytics play in your financial decision-making process?

Discuss how you've leveraged data analytics to inform your financial decisions, any tools you've utilized for data analysis, and how this has improved your decision-making. Highlight the correlation between data-driven insights and strategic outcomes.

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How would you handle a situation where you disagree with a senior leader's financial decision?

In your response, emphasize the importance of presenting a well-reasoned argument backed by data. Share your approach to raising concerns respectfully while remaining solution-oriented. Provide an example if possible, demonstrating how this led to a positive outcome.

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What strategies do you implement to improve financial processes?

Talk about past initiatives you've led to innovate or streamline financial processes within an organization. Highlight the importance of continuous improvement and provide examples on how you've achieved efficiencies or accuracy in financial reporting.

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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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