Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Sr. Finance Manager - Advisory Services image - Rise Careers
Job details

Sr. Finance Manager - Advisory Services - job 4 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

$145000 / YEARLY (est.)
min
max
$130000K
$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

Join our dynamic team at [Your Company Name] as a Senior Finance Manager in our Advisory Services in beautiful San Francisco! We’re on the hunt for an exceptional Senior Finance Manager who is proactive and ready to make a significant impact on our finance team. In this role, you will collaborate with global and regional finance teams, alongside Advisory global strategy and operations teams, making you a vital part of the partnership with portfolio leaders. Your main focus will be to help consolidate the Advisory Services P&L, lead comprehensive financial analyses related to long-term planning, forecasting, and budgeting of both revenue and operating expenses across all portfolios. We’re looking for someone who can work strategically, spearhead continuous improvement initiatives, and effectively lead change. If you have strong leadership capabilities, excellent finance and business partnering skills, ideally paired with experience in a public company, we want to hear from you! You will establish partnerships with our Advisory Strategy & Operations and serve as the finance business partner for Risk-as-a-Service (RAAS) and Visa University (VU) teams, ensuring effective financial planning and reporting. Plus, you will monitor key performance indicators and help support quarterly business reviews. This hybrid position offers flexibility, with in-office expectations to be confirmed by your Hiring Manager. Bring your expertise and drive to our innovative Advisory Services team today!

Frequently Asked Questions (FAQs) for Sr. Finance Manager - Advisory Services Role at Visa
What are the main responsibilities of a Sr. Finance Manager in Advisory Services at [Your Company Name]?

The Senior Finance Manager in Advisory Services at [Your Company Name] is responsible for collaborating closely with various global and regional finance teams while leading the consolidation of Advisory Services P&L. This role involves extensive financial analyses, including long-term planning, forecasting, and budgeting for revenue and OPEX. You will also partner with different teams to ensure effective financial planning and accurate reporting, monitor key performance indicators, manage FP&A responsibilities, and support annual financial planning activities.

Join Rise to see the full answer
What qualifications are needed for the Sr. Finance Manager position in Advisory Services?

To qualify for the Sr. Finance Manager position at [Your Company Name], candidates should possess strong leadership and finance/business partnering skills, with a preference for experience gained within a public company. A deep understanding of financial planning and analysis functions is vital, alongside a strong business acumen related to advisory consulting and managed services practices. Proven experience in collaborating with strategy and operations teams is also essential.

Join Rise to see the full answer
How does the Sr. Finance Manager support business planning efforts in Advisory Services?

In the Advisory Services team at [Your Company Name], the Sr. Finance Manager plays a crucial role in supporting annual and operational cadence for efficient revenue planning. This involves conducting thorough analyses and providing insightful recommendations based on financial data, ensuring that strategies align with business objectives. By monitoring and reporting on key performance indicators, this role contributes to driving desired business outcomes and advising teams on potential improvements.

Join Rise to see the full answer
What type of analysis is expected from the Sr. Finance Manager in this role?

The Sr. Finance Manager at [Your Company Name] is expected to perform various financial analyses, such as long-term planning, forecasting, and budgeting. Additionally, you will engage in ad hoc analysis and management reporting to provide actionable insights for decision-making within the Advisory Services. This analysis is integral for effective financial oversight and ensuring every portfolio meets its performance goals.

Join Rise to see the full answer
Is the Sr. Finance Manager position a remote job?

The Sr. Finance Manager position in Advisory Services at [Your Company Name] is a hybrid role, allowing for a blend of remote work and time spent in the office. While specific expectations regarding in-office days will be confirmed with your Hiring Manager, this flexibility is designed to help employees achieve a better work-life balance while maintaining high performance in their roles.

Join Rise to see the full answer
Common Interview Questions for Sr. Finance Manager - Advisory Services
Can you describe your experience with financial planning and analysis as a Sr. Finance Manager?

When answering this question, be specific about your past roles and responsibilities in financial planning and analysis. Discuss tools and methods you've used, your involvement in forecasting, and how your insights have driven business strategies. Highlight any particular successes or challenges you’ve overcome in previous positions.

Join Rise to see the full answer
How do you ensure accuracy in financial reporting?

Detail your processes for verifying data integrity and maintaining accuracy in financial reports. Discuss how you collaborate with various teams to cross-verify data, your approach to monitoring discrepancies, and any systems or software tools you utilize to support precise reporting.

Join Rise to see the full answer
What strategies do you implement for budget management?

Share specific strategies that have worked for you in managing budgets effectively. This could include your methods for tracking expenses against revenue, techniques for involving teams in the budgeting process, and how you adjust forecasts based on changing business conditions.

Join Rise to see the full answer
How do you analyze and interpret financial KPIs?

Explain your approach to identifying critical KPIs and what metrics you consider essential for performance analysis. Share methods you use for interpreting data trends and how those insights inform decision-making within the business.

Join Rise to see the full answer
Describe your leadership style and how it relates to financial management.

Be sure to highlight your leadership philosophy and connect it to your financial management capabilities. Discuss how you foster teamwork, mentorship, and collaboration to achieve financial objectives, while also maintaining a focus on accuracy and accountability.

Join Rise to see the full answer
Can you provide an example of how you led a financial change initiative?

Share a specific example that showcases your leadership in initiating and executing a financial change. Discuss the motivations behind the change, how you engaged stakeholders, and the impact the initiative had on the overall financial strategy.

Join Rise to see the full answer
How do you approach forecasting in uncertain economic conditions?

Discuss how you adapt your forecasting methods to account for uncertainties. Talk about various scenarios you consider and the approaches you take to mitigate risk while allowing for flexibility in plans.

Join Rise to see the full answer
What experience do you have working with cross-functional teams?

Highlight your experience in collaborating with teams across different functions, especially in strategic planning or financial decision-making. Provide examples that showcase your communication skills and ability to influence outcomes in a team setting.

Join Rise to see the full answer
How do you keep up with industry trends that impact financial management?

Explain your practices for staying informed about industry trends, whether through continued education, networking with other finance professionals, or regular review of relevant publications. Discuss how you apply this knowledge to your work as a Sr. Finance Manager.

Join Rise to see the full answer
What tools and systems do you prefer for financial reporting?

Discuss any financial reporting tools and systems you are most comfortable with, emphasizing your experience with budgeting or forecasting software. Share how these systems have improved your workflow and the accuracy of your financial operations.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted 14 days ago

Join Visa as a Manager in Corporate Communications to shape compelling narratives and engage audiences globally.

Photo of the Rise User
Posted 14 days ago

Join Visa as a Staff Data Engineer to leverage your data expertise in a hybrid role focused on enhancing risk and fraud prevention solutions.

Photo of the Rise User
Charles Schwab Hybrid US, Gwinnett County, GA; Georgia, Peachtree Corners, GA
Posted 5 days ago

As a Financial Consultant at Schwab, you will empower clients with financial guidance and build lasting, trust-based relationships.

Photo of the Rise User
Louis Dreyfus Company Remote Ho Chi Minh City, Vietnam
Posted 6 days ago

Step into a pivotal role at Louis Dreyfus Company, where your expertise in treasury operations and cash management will drive our financial success.

Photo of the Rise User
Posted 13 days ago

Join Northwestern Medicine as a Financial Counselor, where you will support patients in navigating financial options in a patient-first healthcare setting.

Photo of the Rise User
Nextdoor Remote San Francisco, CA
Posted 13 days ago
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Social Impact Driven
Passion for Exploration
Reward & Recognition
Maternity Leave
Paternity Leave
401K Matching
Paid Holidays
Paid Sick Days
Paid Time-Off
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance

As a key member of Nextdoor, Inc., you will drive strategic financial initiatives and enhance operational performance through rigorous analysis and modeling.

Sugarbug Dental & Orthodontics Hybrid Oxnard, California, United States
Posted 11 days ago

We are seeking a Finance/Administration expert to enhance patient care through effective financial management in our dental practice in Oxnard, California.

Photo of the Rise User

Join Henry Ford Health as a Financial Analyst to provide critical financial insights and support operational leaders in their decision-making processes.

Photo of the Rise User
Peach Finance Remote Oakland, CA/ Remote (US)
Posted 12 days ago

Peach seeks a Vice President of Finance to lead financial strategy and operations while building an in-house finance team from scratch.

Photo of the Rise User

Join Evergreen Nephrology as a Manager, Strategic Finance, where your expertise will help drive better kidney care outcomes through effective financial strategies.

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...

11981 jobs
MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 4, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY