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Sr. Finance Manager - Advisory Services - job 8 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

We are looking for a dynamic and proactive Senior Finance Manager to join our Advisory Services team in San Francisco. At our company, we believe in fostering collaboration and innovation, and the ideal candidate will resonate with this ethos. In this role, you will work hand-in-hand with global finance and regional teams, as well as our Advisory strategy and operations teams, ensuring we have a keen overview of the financial landscape across various portfolios. Your expertise will be vital as you support the consolidation of Advisory Services' P&L, spearhead financial analyses including forecasting and budgeting for Revenue and Opex. This position calls for a leader who can not only maintain accuracy and integrity in our financial reports but also drive initiatives for continuous improvement and change. You'll get to partner with other key teams to ensure our financial planning is effective and insightful. If you have a solid background in finance business partnering, ideally within a public company, and are eager to impact our diverse portfolios, then we'd love to hear from you. Plus, this hybrid role offers the flexibility of working both remotely and in the office. Don't miss this fantastic opportunity to take your finance career to new heights with us!

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

As a Senior Finance Manager in our Advisory Services, you'll play a crucial role in collaborating with global and regional finance teams, supporting the P&L consolidation, and leading financial analyses such as long-term planning and forecasting. You'll ensure accurate financial planning and reporting for our Risk-as-a-Service and Visa University teams, while also managing traditional FP&A functions and providing insights that drive strategic decisions.

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What qualifications are required for the Senior Finance Manager position in San Francisco?

We're looking for candidates with a strong background in finance, preferably with experience in a public company. The ideal Senior Finance Manager should possess leadership skills, a proven track record in finance business partnering, and familiarity with FP&A functions. Strong analytical abilities and a deep business acumen in advisory consulting are essential to succeed in this role.

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How does the Senior Finance Manager role support the Advisory Services organization?

The Senior Finance Manager actively supports the Advisory Services organization by overseeing the annual financial planning processes, monitoring key performance indicators, and providing insights during quarterly business reviews. You will also partner closely with the Strategy & Operations teams to ensure data integrity for revenue reporting and address any emerging financial challenges.

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What is the work environment like for a Senior Finance Manager in this role?

In this role as a Senior Finance Manager at our Advisory Services, you can expect a hybrid work environment that combines flexibility with collaborative in-person engagements. You will work with passionate teams who are committed to driving effective financial planning and organizational growth through innovation.

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What opportunities for growth does the Senior Finance Manager position offer?

Joining us as a Senior Finance Manager in Advisory Services offers numerous growth opportunities. You'll gain exposure to high-level strategic discussions, enhance your leadership skills, and contribute to innovative financial processes. This position is designed to challenge you while providing an environment that supports professional development and career advancement.

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

When answering this question, highlight specific examples from your past roles where you led financial planning and analysis initiatives. Discuss the tools you used, how you ensured accuracy, and the impact your work had on the business outcomes. Tailor your response to reflect your strategic thinking and problem-solving skills.

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What strategies do you use to build effective partnerships across teams?

To build strong partnerships, I focus on open communication and understanding the unique challenges faced by different teams. I encourage regular check-ins and collaborative brainstorming sessions that allow for sharing insights and aligning on objectives. Consider sharing a specific example where your strategic partnerships led to improved financial outcomes.

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How do you ensure data integrity in financial reporting?

Ensuring data integrity is paramount in my approach. I implement strong data verification processes and foster a culture of accountability within my team. By regularly cross-referencing reported data and collaborating with IT or systems teams, I ensure accuracy. Share a relevant example from your past experience that demonstrates your attention to detail.

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Describe a time when you had to lead a change initiative within your team?

Choose a specific change initiative that had a measurable impact. Discuss how you approached the change, communicated effectively with your team, and handled any resistance. Highlight the outcomes and what you learned from the experience, reflecting on your leadership capabilities.

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How do you prioritize multiple financial projects with tight deadlines?

I prioritize projects based on urgency and strategic importance. Using project management tools, I keep track of deadlines and regularly communicate with stakeholders to adjust priorities as needed. Share an example where your prioritization skills led to successful project completion.

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What methods do you utilize for budgeting and forecasting?

My budgeting and forecasting methods involve a blend of historical data analysis and market research. I collaborate closely with relevant teams to gather insights and adjust assumptions accordingly. Highlight your competency with specific tools or techniques that enhance the accuracy of your forecasts.

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Can you discuss your approach to performance measurement in finance?

In performance measurement, I focus on establishing relevant KPIs aligned with company goals. I regularly review performance metrics and engage in constructive discussions with the team to encourage transparency. Provide a specific instance where your approach to performance measurement positively impacted decision-making.

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How do you handle discrepancies in financial reports?

Handling discrepancies requires thorough investigation. I first identify the source of the discrepancy, analyze the data involved, and collaborate with the necessary teams to rectify the issue. Illustrate this with a previous experience where your problem-solving skills were key in resolving a financial reporting issue.

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What experience do you have with financial systems and tools?

I have extensive experience working with financial systems such as SAP and Oracle, along with performance management tools like Adaptive Insights. Share specific examples of how you've utilized these tools to enhance reporting efficiency and data analysis.

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Why are you interested in the Senior Finance Manager role at our Advisory Services?

When addressing this question, express your enthusiasm for joining a forward-thinking team and contributing to impactful financial strategies. Mention specific aspects of the Advisory Services sector that resonate with your career values, and how you believe your background aligns with the company’s goals.

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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...

11642 jobs
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Full-time, hybrid
DATE POSTED
April 3, 2025

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