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Finance Director, North America Advisory Services - job 14 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

$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 Finance Director, North America Advisory Services, Visa

Join us at our Foster City office as a Finance Director for North America Advisory Services, where we are excited to welcome a driven professional ready to take on a pivotal role within our dynamic team. In this strategic position, you'll partner with leaders across various Advisory Services sectors and play an integral part in crafting financial strategies that resonate with our business goals. Your focus will be on utilizing data analytics to steer business decisions and enhance performance measurement while promoting growth across the North American region. As a Finance Director, you'll work closely with senior leadership, collaborating with global and cross-functional teams to communicate actionable insights derived from financial analytics. You'll have the chance to lead financial planning activities, drive budgeting processes, and manage forecasts, translating findings into impactful narratives for executive decision-makers. Your experience and financial acumen will help guide conversations around investments and support service offerings that meet market demands. Moreover, as a part of the NA Advisory Leadership Team, your role requires exceptional interpersonal skills to cultivate partnerships that drive thought leadership and assist in navigating complex financial landscapes. If you're eager to enhance financial decision-making processes and foster collaborative environments, this role offers the perfect platform for you to make a significant impact on our business trajectory and empower teams to achieve outstanding results.

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

As a Finance Director at North America Advisory Services, you will be charged with leading strategic financial planning, collaborating with senior leadership to develop financial strategies, conducting comprehensive financial analysis, and generating actionable insights to assist in decision-making. Your role will require you to establish partnerships across Advisory Services, oversee budgeting and forecasting processes, and manage financial reporting that will contribute to sustainable growth.

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What qualifications do I need to be a Finance Director at North America Advisory Services?

Candidates for the Finance Director position at North America Advisory Services should possess a strong foundation in strategic finance, often with a background working for public companies. Expertise in financial business analysis, outstanding interpersonal and communication skills, and the ability to partner effectively with various functional teams are critical. A deep understanding of market dynamics and the ability to navigate complex financial exercises will also be key to success in this role.

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What skills are essential for a Finance Director in North America Advisory Services?

Essential skills for a Finance Director in North America Advisory Services encompass strong analytical capabilities, business acumen, and collaboration skills. You will need to demonstrate proficiency in financial planning tools, have a keen understanding of revenue and expense management, and possess the ability to present complex financial narratives clearly. Being proactive in building relationships with stakeholders and providing strategic insight will be equally important.

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How does the Finance Director contribute to the performance of North America Advisory Services?

The Finance Director plays a critical role in enhancing the performance of North America Advisory Services by integrating financial insights into business strategies. By leading financial planning, fostering partnerships with business leaders, and providing analytical insight on investments, your leadership will help identify growth opportunities, optimize financial operations, and drive strategic initiatives that support the business's long-term goals.

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What does collaboration look like for the Finance Director at North America Advisory Services?

Collaboration for the Finance Director at North America Advisory Services is multifaceted, involving close interactions with leadership across Advisory Services and cross-functional teams. You will be expected to engage in open dialogues about budgeting, develop tailored financial presentations, and provide insightful analysis that supports investment decisions. By working effectively with various stakeholders, you'll not only advance financial operations but also influence key organizational strategies.

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Common Interview Questions for Finance Director, North America Advisory Services
How do you approach financial forecasting and budgeting as a Finance Director?

In your response, emphasize your systematic approach to financial forecasting and budgeting, explaining the analytical methods you employ to ensure accuracy and relevance. Discuss how you monitor trends, gather supervisor insights, and engage with multiple departments to form a comprehensive view that supports strategic business goals.

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Can you describe a time when you identified a significant financial risk and how you addressed it?

When answering, recount a specific scenario where you detected a financial risk. Detail the evaluation methods you used to analyze the situation, the steps you took to mitigate the risk, and the outcome—showing how your interventions benefitted the organization and strengthened financial standing.

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What strategies do you use to ensure effective collaboration with non-financial departments?

It's crucial to communicate your collaborative strategies that build relationships with non-financial departments. Highlight your approach in using language that resonates with stakeholders, simplifying financial concepts, and utilizing financial data to help departments align their objectives with organizational goals.

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How do you ensure that your financial analyses provide value to business leaders?

Explain the importance of tailoring your financial analyses to meet the unique needs of business leaders. Discuss how you focus on actionable insights, present data in an easily digestible format, and link financial performance metrics back to strategic goals, ensuring clarity and relevance.

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What role does data analytics play in your decision-making process as a Finance Director?

Describe how you rely on data analytics to reinforce your decision-making as a Finance Director. Explain your methods for gathering, analyzing, and interpreting financial data and how you leverage these insights to make well-informed strategic recommendations.

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How do you communicate complex financial concepts to stakeholders who may not have a finance background?

Highlight your techniques for simplifying complex financial concepts, such as using clear visuals, analogies, and engaging narratives. Emphasize the importance of understanding your audience and ensuring discussions promote clarity in communication.

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What experiences do you have with investment analysis and portfolio management?

Share relevant experiences where you've conducted investment analyses or managed portfolios. Detail the analytical processes you undertook, your criteria for assessing investment opportunities, and how your evaluations aligned with the organization’s financial strategies.

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How do you stay updated with financial regulations and market trends?

Discuss the importance of continuous learning in your field and your strategies for staying updated with financial regulations and market trends, such as attending industry conferences, subscribing to financial journals, and engaging with professional networks.

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Describe your experience with financial planning activities such as long-term and annual budgeting.

Share a comprehensive overview of your hands-on experience with various financial planning activities, including specifics about your role in long-term strategic planning, annual budgeting, and quarterly forecasting. Be sure to mention how you ensure these processes align with broader business strategies.

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What metrics do you believe are critical in assessing financial performance and why?

Identify key metrics that you consider critical in assessing financial performance, such as revenue growth, profit margins, return on investment (ROI), and customer acquisition costs. Discuss why these metrics are vital to understanding the health of the business and how you use them to drive growth.

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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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