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Sr. Finance Manager - Advisory Services - job 14 of 21

We are seeking a very strong and proactive Senior Finance Manager to join our Advisory Services Finance team. This role is responsible for collaborating across Finance global and regional teams, Advisory global strategy and operations teams and portfolio leaders.

The Senior finance manager will support the consolidation of Advisory Services P&L and lead several financial analyses including long-term planning, forecasting, and budgeting of Revenue and Opex across all portfolios. This role requires the ability to work strategically, develop and implement continuous improvement, and lead change initiatives.

The ideal candidate will have strong leadership and finance/business partnering skills, preferably with a public company, and demonstrated experience collaborating with various FP&A functions.

Essential Functions:

  • Establish strong partnerships with Advisory Strategy & Operations and act as Finance business partner for Risk-as-a-Service (RAAS) and Visa University (VU) teams to drive effective and accurate financial planning and reporting
  • Support the operational cadence for running efficient revenue planning, analysis and insights for Core consulting and Visa Managed services portfolios
  • Support annual financial planning activities for Advisory Services organization
  • Monitor key performance indicators, support quarterly business reviews, and recommend solutions to achieve desired business outcomes
  • Partner with Strategy & Operations, Finance transformation and systems teams to ensure data integrity of Revenue reporting for all portfolios through Finance systems
  • Manage traditional FP&A and OPEX responsibilities of budgeting and forecasting, month-end close, reporting, and business planning support
  • Ensure integrity and accuracy in monthly financial reporting
  • Ad hoc analysis and management reporting
  • Acquire and maintain a depth of strong business acumen in Advisory consulting and managed services practices.

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

Average salary estimate

$140000 / YEARLY (est.)
min
max
$120000K
$160000K

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 Sr. Finance Manager - Advisory Services, Visa

If you're an experienced finance professional looking to take your career to the next level, we have an exciting opportunity for you at our company! We're on the hunt for a Senior Finance Manager - Advisory Services who will join our dynamic Finance team in San Francisco. In this vital role, you'll collaborate with both regional and global teams, particularly in our Advisory Services division, to support various financial initiatives. Your main focus will be on consolidating the Advisory Services P&L while leading insightful analyses involving long-term planning, forecasting, and budgeting of Revenue and OPEX across all projects. We value strategic thinkers who can seamlessly implement improvements and lead initiatives that drive our business forward. If you possess stellar leadership and finance/business partnering skills, ideally with experience in a public company setting, you'll fit right in. As a Senior Finance Manager, you'll establish strong partnerships, monitor key performance indicators, and endorse effective financial planning practices. We're looking for someone who thrives in a collaborative environment and is ready to dive deep into financial reporting and analysis. This hybrid position offers flexibility, so you'll be expected to spend some days in the office based on your Hiring Manager's confirmation. Join us on this journey and be a part of something great!

Frequently Asked Questions (FAQs) for Sr. Finance Manager - Advisory Services Role at Visa
What are the essential responsibilities of the Senior Finance Manager - Advisory Services at our company?

As a Senior Finance Manager - Advisory Services, you'll be responsible for overseeing and consolidating the Advisory Services P&L, engaging in financial analyses, and supporting budgeting and forecasting processes. You will collaborate closely with various teams to ensure accuracy in financial planning, monitor KPIs, and provide strategic insights that drive effective business outcomes.

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What qualifications are needed for the Senior Finance Manager - Advisory Services position?

To qualify for the Senior Finance Manager - Advisory Services role, candidates should ideally possess a strong finance background, with significant experience in financial planning and analysis (FP&A), particularly with public companies. Candidates should have demonstrated leadership abilities and robust business partnering skills to effectively collaborate with teams across the organization.

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How does the Senior Finance Manager - Advisory Services contribute to the company’s overall strategy?

The Senior Finance Manager - Advisory Services plays a crucial role by providing insights and analyses that shape the company's financial strategy. By supporting revenue planning, monitoring KPIs, and recommending solutions for improved outcomes, this role directly influences the strategic direction and operational efficiency of our Advisory Services.

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What is the work environment like for the Senior Finance Manager - Advisory Services position?

The Senior Finance Manager - Advisory Services role operates in a hybrid work environment, allowing for a blend of in-office engagement and remote work flexibility. Your exact days in the office will be confirmed by your Hiring Manager, ensuring you maintain a balance that suits both personal and professional commitments.

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What skills are necessary for success as a Senior Finance Manager - Advisory Services?

Success in the Senior Finance Manager - Advisory Services position requires exceptional analytical skills, strong leadership capabilities, and a proactive approach to financial management. You should possess excellent communication skills to effectively partner with various teams, alongside a deep understanding of financial reporting and the ability to drive strategic financial initiatives.

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Common Interview Questions for Sr. Finance Manager - Advisory Services
Can you describe your experience with financial planning and analysis as a Senior Finance Manager?

When answering this question, consider providing specific examples of your past FP&A experiences, highlighting the types of analyses you've conducted, and discussing how these experiences have contributed to effective decision-making within your organization.

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How do you ensure accuracy in financial reporting?

Discuss your methods for maintaining data integrity, such as implementing checks and balances in your reporting processes, collaborating with relevant teams to validate data, and continuously refining your reporting techniques based on feedback and findings.

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What strategies do you employ to lead financial change initiatives?

Share your approach to change management, including how you engage stakeholders, communicate changes effectively, and measure the success of new initiatives. Examples of past successes will strengthen your response.

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How do you prioritize tasks as a Senior Finance Manager?

Talk about your organizational skills and how you utilize tools or strategies to manage your workload efficiently. Emphasize your ability to balance multiple projects while ensuring that critical deadlines are met.

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Describe your collaboration with non-financial teams—how do you ensure their needs are met?

Illustrate your approach to fostering strong relationships with cross-functional teams. Highlight how you communicate complex financial concepts in a digestible way to facilitate effective collaboration and meet their needs.

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What role do KPIs play in your financial management strategy?

Explain how you identify, monitor, and act on key performance indicators, emphasizing their importance in guiding your financial strategies and helping stakeholders understand business performance.

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Can you provide an example of how you resolved a financial issue in a previous role?

Use the STAR technique (Situation, Task, Action, Result) to describe a specific challenge you faced, what actions you took to resolve it, and the positive outcome that followed.

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How do you approach annual financial planning activities?

Discuss your comprehensive understanding of financial planning processes, including how you gather data, evaluate trends, and involve relevant stakeholders to develop realistic and strategic financial plans.

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What tools or systems do you find most effective for financial analysis?

List software or analytical tools that you have used (such as Excel, SAP, or Tableau) and explain how these tools have helped you enhance your financial analyses and reporting.

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How do you handle tight deadlines while ensuring quality in financial deliverables?

Share your time management tactics, and emphasize the importance of clear prioritization and maintaining consistent communication with team members in order to meet deadlines without sacrificing quality.

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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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