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Sr. Finance Manager - Advisory Services - job 1 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

Are you ready to take your finance career to the next level? We're on the lookout for a dynamic Senior Finance Manager to join our vibrant Advisory Services Finance team in the heart of San Francisco! In this pivotal role, you'll be working closely with global and regional Finance teams, as well as Advisory strategy and operations teams, and collaborating with portfolio leaders. Your excel-based skills will shine as you support the consolidation of Advisory Services P&L, while leading crucial financial analyses that include long-term planning, forecasting, and budgeting for Revenue and Opex across all portfolios. Here at our company, we value proactive thinking and strong leadership, traits that you will need to develop and implement continuous improvement initiatives and drive change effectively. If you're someone who thrives in a collaborative environment and has experience with FP&A functions, especially in a public company, we want to hear from you! Your day-to-day will involve forming essential partnerships with teams like Risk-as-a-Service and Visa University to ensure seamless financial reporting. You’ll be supporting operational cadences and annual planning activities, monitoring key performance indicators, and contributing to quarterly business reviews. Your strategic insight will help us meet our business goals while maintaining data integrity in our Finance systems. With a hybrid work model in place, you can enjoy flexibility while making a meaningful impact in the world of Advisory consulting and managed services. Are you ready to make a difference? Let's connect!

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

As a Sr. Finance Manager in Advisory Services, you'll engage in a variety of key responsibilities including collaborating with global Finance teams, leading financial analyses, and supporting the consolidation of the Advisory Services P&L. You'll be focused on forecasting and budgeting for Revenue and Opex across multiple portfolios, along with managing traditional FP&A tasks such as month-end close and management reporting.

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What qualifications are needed for the Sr. Finance Manager position at Advisory Services?

To be considered for the Sr. Finance Manager role at Advisory Services, candidates should possess strong leadership skills, along with a background in finance or business partnering, ideally in a public company setting. Moreover, experience with FP&A functions, excellent analytical skills, and a strategic mindset are essential for success in this role.

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What is the work environment for the Sr. Finance Manager at Advisory Services?

The Sr. Finance Manager position at Advisory Services offers a hybrid work environment, allowing for a mix of in-office and remote work. This flexibility empowers you to balance your professional responsibilities with personal commitments while engaging in impactful teamwork and financial initiatives.

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How does the Sr. Finance Manager contribute to the financial planning process at Advisory Services?

In the role of Sr. Finance Manager, your contribution to the financial planning process is crucial. You will support annual financial planning activities, monitor KPIs, and provide insights during quarterly business reviews. Your strategic recommendations and operational efficiencies will enhance the accuracy of financial reporting and planning across teams.

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What skills are essential for success in the Sr. Finance Manager role at Advisory Services?

Essential skills for success in the Sr. Finance Manager role at Advisory Services include strong analytical and strategic thinking capabilities, effective communication skills for collaboration with various teams, and the ability to drive change initiatives. It's also important to have a deep understanding of finance concepts and business acumen in consulting and managed services.

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

When discussing your experience with financial planning and analysis, focus on specific projects you've managed, methodologies you've used, and the impact your work had on organizational goals. It's beneficial to mention any tools or software you've used, as well as how you ensured accuracy and data integrity.

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How do you prioritize tasks during peak financial periods?

Answering this question effectively involves discussing your time management strategies, how you assess urgency vs. importance, and any approaches you use to align your workload with team objectives. Share specific examples where you successfully managed competing deadlines.

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What strategies do you employ to ensure accurate financial reporting?

In response, outline your processes for reviewing data, collaborating with other teams, and double-checking figures before finalizing reports. Highlight any systems or checks you have in place to maintain integrity and accuracy in reporting.

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Describe a challenging financial analysis project and how you handled it.

When describing a challenging financial analysis project, focus on the scope, the challenges faced, and the steps you took to overcome them. Discuss the outcomes and what you learned from the experience to show your problem-solving abilities.

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How do you ensure collaboration with cross-functional teams?

Share techniques you use to foster collaboration, such as scheduling regular check-ins, utilizing collaborative tools, and being open to feedback. Cite specific instances where effective collaboration led to improved financial outcomes.

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What financial software are you experienced with?

When addressing this question, list the financial software you have utilized and elaborate on your proficiency levels, and how these tools aided in your financial analysis and reporting tasks. This demonstrates your readiness to excel in a tech-savvy role.

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How do you stay updated on financial regulations and best practices?

Highlight your commitment to professional development by mentioning specific resources like industry publications, seminars, or networking. Discuss how you incorporate this knowledge into your work to maintain compliance and best practices.

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In what ways have you contributed to continuous improvement initiatives?

Provide examples of processes you've improved or implemented that enhanced efficiencies or accuracy. Discuss outcomes, such as time saved or errors reduced, showcasing your proactive approach to continuous improvement.

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How would you approach building relationships with non-finance teams?

Talk about your communication strategies, like simplifying financial jargon and actively seeking input from non-finance colleagues. Emphasize your belief in teamwork and the importance of fostering strong interdepartmental relationships.

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What is your approach to change management in finance?

Discuss your experiences with change management strategies, demonstrating how you lead by example, facilitate training, and embrace open communication to ensure acceptance of new processes among teams.

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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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