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Management Consultant, Finance Transformation

Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

Job Description

Our 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 team is driving global consistency and operate 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.
  • Modernize our processes to enable better, faster decision making and drive more timely insights for our clients and business partners.
  • Implement technology to evolve how we work together to achieve meaningful, sustainable change and enable our long-term growth agenda.
  • Ensure a clear and measurable set of KPIs against our Finance OKRs and Scorecard to track, report and recognize key milestones and impact statements for our work product.

As a Management Consultant you will serve as a strategic partner to the Finance Velocity Office Program. This role requires interpersonal skills to influence and cultivate partnerships across functions, regions, and teams, to drive thought leadership, and successfully enact detailed financial analysis, business case development and performance tracking. This role will leverage detailed analysis to generate insights, make recommendations and be expected to develop effectively communicate through various mediums (e.g., presentations) to program leaders and executives. The ideal candidate has a background in finance transformation and/or financial analysis, preferably with a public company, management consulting firm and has proven results collaborating with team members and supported functions.

Essential Functions:

Problem solving and analysis

  • Lead analyses to drive decision-making on critical strategic topics. Proactively identify issues and provide recommendations on solutions, leveraging input from cross-functional teams
  • Performs business process mapping/flowcharting when evaluating end to end financial processes.
  • Builds near and long-term views for growth that align with business strategy and data.

Project management

  • Manages project workstreams within broader initiatives.
  • Creates project deliverables to cement the results of the project in various mediums
  • Supports business case development for key initiatives, ad hoc requests, and special projects.
  • Establish efficient processes for quarterly and monthly performance reporting

Stakeholder engagement and communications

  • Establishes and maintains relationships with a broad base of key stakeholders (i.e., executives and staff) in the business and serves as a key point of contact for issues.
  • Acquires and maintains a deep understanding of the strategies, priorities, and issues of the business.
  • Design and deliver compelling presentations to effectively illustrate findings, ideas and recommendations, tailored to various audiences including CEO, CFO, Finance Leadership Team and Executive Committee and Broader Finance.

Implementation support

  • Identifies and implements changes that improve efficiency and effectiveness of operational decision making.
  • Enable management by providing timely, accurate information
  • Understand business drivers and recommend measures to further improve results

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 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

Qualifications

Basic Qualifications:
• 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD
• 2-3 years of experience in management consulting required
Preferred Qualifications:
• 5+ years of work experience with a Bachelor’s Degree with at least 2+ years of relevant experience in a well-disciplined organization where best practices are integral to the management of the business
• Must have the ability to perform business process mapping/flowcharting as the company will be evaluating end to end financial processes through various assessments
• Advanced skills in creating compelling narratives, visually appealing and content rich PowerPoint presentations that will support executive level reporting
• Strong project management skills to lead workstreams within broader initiatives
• Ability to create a variety of deliverables for in-flight projects that can range from process flows, roadmaps, slide decks, policy documents, etc.
• Ability to gather and write business requirements as well perform user acceptance testing as part of system and tool implementation projects
• Proactive, strategic thinker
• Superior problem-solving skills with ability to communicate effectively with executive management
• Must be detail oriented to ensure accuracy and quality of output
• Experience performing financial analysis and modeling with strong financial acumen
• Excellent interpersonal skills.
• Ability to work effectively with other functional areas and understand the operational and cultural issues relevant to achieving superior results
• Client focused with tenacity to resolve issues and conflicts
• High energy and enthusiasm required to partner with multiple stakeholders
• Able to work in a dual reporting matrix environment

Additional Information

Work Hours: Varies upon the needs of the department.

Travel Requirements: This position requires travel 5-10% of the time.

Mental/Physical Requirements: This position will be performed in an office setting.  The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.  Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 124,600.00 to 180,650.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Average salary estimate

$152625 / YEARLY (est.)
min
max
$124600K
$180650K

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 Management Consultant, Finance Transformation, Visa

Are you ready to make an impact in the world of finance? Join Visa as a Management Consultant in our Finance Transformation team based out of the vibrant city of San Francisco, CA! At Visa, we believe in connecting the world through innovative payment solutions and we need your expertise to help us achieve our goal of building a world-class finance function. In this role, you'll dive deep into our Finance Velocity Office, where speed meets strategy, as you partner with executives across different regions to improve our business operations and enhance our overall effectiveness. You'll be leading insightful analyses, developing detailed business cases, and tracking performance—all crucial offerings that will shape the future of our finance operations. Collaboration is key! You’ll need to establish relationships not only within our finance team, but also across various departments, fostering an environment where great ideas can blossom. Your ability to create compelling PowerPoint presentations and narrative-based insights will be imperative as you share findings with stakeholders, including senior management. The ideal candidate will bring a background in finance transformation and management consulting, along with strong analytical skills and problem-solving abilities. If you have a knack for making data-driven decisions and can communicate effectively with both peers and executives, we can’t wait to have you on our team. Join Visa today and be part of a company that champions diversity and inclusion, while redefining the way the world pays. Let's uplift everyone, everywhere together!

Frequently Asked Questions (FAQs) for Management Consultant, Finance Transformation Role at Visa
What are the key responsibilities of a Management Consultant at Visa?

As a Management Consultant at Visa, your role involves leading analyses to drive decision-making on critical strategic topics, performing business process mapping, and managing project workstreams. You will also be responsible for stakeholder engagement, communicating findings effectively, and supporting business case development for key initiatives.

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What qualifications are required for the Management Consultant position at Visa?

To qualify for the Management Consultant position at Visa, you need at least 5 years of relevant work experience or a combination of advanced education with work experience. Additionally, experience in management consulting along with strong project management and financial analysis skills are essential.

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How does the Management Consultant role support finance transformation at Visa?

The Management Consultant plays a critical role in supporting finance transformation at Visa by implementing modern processes, leveraging technology, and defining KPIs to track performance. This role helps ensure that finance operations are efficient and aligned with Visa’s growth strategies.

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What skills are preferred for a Management Consultant at Visa?

Preferred skills for a Management Consultant at Visa include advanced proficiency in PowerPoint for creating compelling presentations, strong analytical capabilities, and excellent interpersonal skills. Experience in business process mapping and the ability to work within dual reporting structures are also key.

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What is the working environment like for a Management Consultant at Visa?

The working environment for a Management Consultant at Visa is hybrid, allowing you to split your time between remote work and the office. Collaboration is fundamental, as you will be engaging with a variety of stakeholders both in person and virtually.

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Common Interview Questions for Management Consultant, Finance Transformation
Can you describe your experience with financial analysis related to transformation projects?

When answering this question, provide specific examples of projects where you utilized financial analysis. Detail how your analysis impacted decision-making and contributed to successful transformations, and be sure to mention any key metrics or outcomes.

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How do you prioritize tasks in project management?

Discuss your approach to project management, focusing on how you assess project urgency and importance. Highlight tools or methodologies you've used, like Agile or Kanban, to stay organized and stay on track.

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What strategies do you employ to engage stakeholders in a project?

Engaging stakeholders requires communication and empathy. Share how you ensure regular updates, gather feedback, and adapt your strategies to meet their needs. Utilize examples from previous roles where your engagement led to successful outcomes.

Join Rise to see the full answer
Describe a time when you had to influence a team or executive decision.

Use the STAR method (Situation, Task, Action, Result) to outline a scenario where you successfully influenced a decision. Highlight your analysis, presentation skills, and the results of your effort.

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What methods do you use for business process mapping?

Discuss your familiarity with tools like Visio or Lucidchart for mapping processes. Explain your methodology for identifying inefficiencies and how you translate process maps into actionable insights.

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How do you handle conflicts within project teams?

Share your strategies for conflict resolution, such as active listening and finding common ground. Provide a relevant example where you successfully mediated a conflict to restore team harmony.

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What is your experience with creating compelling presentations for executive audiences?

Emphasize your skills in crafting narratives and designing visually appealing slides. Mention any specific frameworks you follow to ensure your presentations are engaging and effectively communicate key points.

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How do you assess the success of a finance transformation initiative?

Detail your approach to defining success metrics at the start of a project, focusing on KPIs relevant to finance operations. Discuss how you track and report on these metrics throughout the project lifecycle.

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

Highlight your reliance on data to drive insights and decisions. Share examples where data analysis influenced your recommendations, showcasing your analytical skills and attention to detail.

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How do you stay updated on industry trends and best practices?

Discuss your dedication to professional development, such as attending workshops, subscribing to industry publications, or participating in networking events to keep abreast of the latest in finance transformation and consulting.

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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
December 17, 2024

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