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Sr. Finance Manager - Advisory Services - job 2 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

$135000 / YEARLY (est.)
min
max
$120000K
$150000K

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 us at our San Francisco office as a Senior Finance Manager - Advisory Services, where your expertise will play a pivotal role within our dynamic Advisory Services Finance team. In this exciting position, you will have the opportunity to collaborate with global and regional finance teams, as well as advisory strategy and operations teams. Your primary aim will be to consolidate the Advisory Services Profit & Loss statement while leading crucial financial analyses, including long-term planning, forecasting, and budgeting for revenue and operational expenses across various portfolios. We’re looking for someone who is not just a numbers person but someone who can think strategically and lead change initiatives, creating a culture of continuous improvement. To thrive in this role, you’ll need excellent leadership and finance/business partnering skills, ideally accrued in a public company setting. Your responsibilities will range from establishing productive partnerships with key stakeholders like the Risk-as-a-Service and Visa University teams to overseeing the annual financial planning activities for the Advisory Services organization. You will ensure data integrity in revenue reporting and monitor key performance indicators through detailed analyses and insights. With your proactive approach, you will be essential in supporting core consulting and managed services portfolios, ultimately driving effective planning and reporting. This hybrid role offers both in-office and remote working flexibility, and your specific schedule will be discussed with your hiring manager. If you're eager to take your finance career to the next level while working with a collaborative team, we encourage you to apply for this exciting opportunity!

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

As a Sr. Finance Manager - Advisory Services, your key responsibilities will include consolidating the Advisory Services P&L, leading long-term financial planning, forecasting, and budgeting tasks across various portfolios. You will work closely with global finance teams and provide strategic insights to enhance financial decision-making, support business planning, and drive operational efficiency.

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What qualifications do I need to become a Sr. Finance Manager - Advisory Services?

To excel as a Sr. Finance Manager - Advisory Services, candidates typically need a strong background in finance or accounting, usually holding a relevant degree and preferably an advanced qualification such as an MBA or CPA. Significant experience in financial planning and analysis, particularly in a public company, is also crucial for success in this role.

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How does the Sr. Finance Manager - Advisory Services role contribute to the company's success?

The Sr. Finance Manager - Advisory Services is integral to the company's success by ensuring accurate financial reporting, effective operational planning, and strategic insights that guide decision-making. By collaborating with key stakeholders and utilizing data for performance analysis, you can help the company achieve its financial goals and drive growth.

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What skills are essential for a Sr. Finance Manager - Advisory Services to excel?

Essential skills for a Sr. Finance Manager - Advisory Services include strong analytical capabilities, advanced financial modeling skills, and proficiency in budgeting and forecasting. Additionally, excellent communication, leadership, and collaboration skills are vital for establishing effective relationships with various teams and stakeholders.

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What is the work environment like for a Sr. Finance Manager - Advisory Services in our company?

The work environment for a Sr. Finance Manager - Advisory Services at our company is collaborative and dynamic, combining in-office and hybrid work arrangements. You'll be part of a supportive team that values innovation and continuous improvement, allowing you to thrive while contributing to the overall success of the Advisory Services Finance team.

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Common Interview Questions for Sr. Finance Manager - Advisory Services
How do you approach financial forecasting for multiple portfolios?

When forecasting for multiple portfolios, I start by analyzing historical financial data and market trends. I collaborate with respective stakeholders for input and utilize advanced financial models to ensure accuracy. It’s crucial to regularly review and adjust forecasts based on performance and emerging trends.

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Can you describe your experience with P&L consolidation?

Absolutely! My experience with P&L consolidation involves meticulously gathering financial data from various departments to prepare a comprehensive overview of the company’s financial status. I ensure accuracy and transparency in the reporting process while also identifying key insights to drive business decisions.

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What methods do you use to analyze and interpret key performance indicators?

I typically start by selecting relevant KPIs aligned with business objectives. Data visualization tools help in presenting this information clearly, allowing for easy identification of trends and anomalies. I analyze these findings to provide actionable insights that can improve overall business performance.

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How do you handle discrepancies in financial reports?

I approach discrepancies systematically by first conducting a detailed review of the figures involved. I communicate with the relevant teams to gather additional context and work towards confirming the accuracy of the data. Prompt resolution is key to maintaining integrity in financial reporting.

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Describe a time you led a change initiative in finance.

In a previous role, I led a change initiative aimed at improving financial reporting processes. I engaged cross-functional teams to identify pain points, developed a streamlined workflow, and trained staff on new procedures. This initiative resulted in a 30% reduction in reporting time and improved accuracy.

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What is your experience working with financial systems and tools?

I have extensive experience with various financial systems and reporting tools, including SAP and Oracle. I leverage these tools to enhance data analysis and reporting efficiency while ensuring data integrity and seamless integrations with other business systems.

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How do you prioritize tasks and manage deadlines in a finance role?

I prioritize tasks by assessing urgency and impact on business outcomes. I use project management tools to track progress and deadlines, ensuring that all critical deliverables are met on time. Regular communication with my team helps to stay aligned and adjust priorities as needed.

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What do you believe is the most important quality for a Sr. Finance Manager?

The most important quality for a Sr. Finance Manager is strong business acumen. This allows for informed decision-making and strategic insights that drive the organization’s financial health. Coupled with excellent leadership skills, this quality fosters a culture of collaboration and performance within the team.

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How do you support teams in making informed financial decisions?

I support teams by providing them with accurate, timely financial data and analysis that align with their goals. I also conduct training sessions to improve financial literacy within the organization, helping teams understand the financial implications of their decisions.

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What strategies do you employ for effective financial planning?

Effective financial planning involves setting clear goals, understanding market conditions, and engaging stakeholders for input. I utilize advanced forecasting techniques and regularly monitor progress against these plans, making adjustments as necessary to align with changing circumstances.

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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 4, 2025

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