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Sr. Finance Manager - Advisory Services - job 9 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 financial expertise to the next level? Join our team as a Senior Finance Manager for Advisory Services in the vibrant city of San Francisco! We’re looking for someone who possesses a proactive mindset and strong leadership skills to contribute to our Advisory Services Finance team. In this pivotal role, you’ll partner collaboratively with global and regional finance teams, along with Advisory strategy and operations divisions. You’ll be at the forefront of consolidating the Advisory Services P&L while driving extensive financial analyses, including forecasting, budgeting, and long-term planning of Revenue and Opex across all portfolios. If you thrive in a dynamic environment and have a knack for implementing continuous improvements and leading change initiatives, we want to hear from you! Your responsibilities will include establishing connections with the Advisory Strategy & Operations teams, managing the operational cadence of our revenue planning efforts, and supporting our annual financial planning activities. Additionally, you'll monitor key performance indicators, facilitate quarterly business reviews, and create insightful recommendations to enhance business outcomes. As a Senior Finance Manager at our company, your strategic input will be invaluable in driving effective and accurate financial planning and reporting. Embrace the opportunity to lead in a hybrid work environment, with flexibility regarding in-office expectations confirmed by your Hiring Manager. Let’s work together to make an impact!

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

As a Senior Finance Manager at Advisory Services, your primary responsibilities will include collaboration with global finance teams and leaders, managing the consolidation of the Advisory Services P&L, and leading comprehensive financial analyses like long-term planning and forecasting of Revenues and Opex. You will also ensure data integrity in financial reporting, oversee budgeting, and drive business improvements across our consulting and managed services portfolios.

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What qualifications are required for the Senior Finance Manager position at Advisory Services?

For the Senior Finance Manager position at Advisory Services, candidates should possess strong finance and business partnering skills, ideally with experience in a public company setting. A robust understanding of FP&A functions and a depth of business acumen in advisory consulting and managed services practices are critical. Leadership experience and the capacity to implement continuous improvements are also essential.

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How does the Senior Finance Manager contribute to financial planning at Advisory Services?

The Senior Finance Manager at Advisory Services plays a crucial role in financial planning by supporting annual financial planning activities, collaborating with various teams for effective revenue planning, and conducting detailed forecasting analysis. Monitoring key performance indicators and recommending solutions to achieve desired business outcomes further enhance the effectiveness of financial planning efforts.

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What is the work environment like for a Senior Finance Manager at Advisory Services?

The work environment for a Senior Finance Manager at Advisory Services is hybrid, offering flexibility in working from home and the office. The specific expectation of days in the office will be confirmed by your Hiring Manager, allowing for a balance that promotes both productivity and collaboration across teams.

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What kind of financial analysis will a Senior Finance Manager conduct at Advisory Services?

In the role of Senior Finance Manager at Advisory Services, you will conduct a variety of financial analyses, including long-term planning, revenue forecasting, budgeting, and month-end reporting. Additionally, you will perform ad hoc analyses to support management reporting, ensuring accuracy and integrity in all financial data.

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Common Interview Questions for Sr. Finance Manager - Advisory Services
Can you explain your approach to financial forecasting as a Senior Finance Manager?

To answer this question effectively, you should outline your structured approach to gathering data, collaborating with stakeholders for insights, and utilizing historical data to project future financial scenarios. Highlight your strategic thinking and analytical skills to demonstrate your capability in delivering accurate forecasts.

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How do you manage competing priorities in financial planning?

When asked about managing competing priorities, focus on your organizational skills and your ability to assess the urgency and impact of each task. Provide examples of how you've successfully balanced multiple projects, perhaps using project management tools or strategies to ensure timely delivery of financial reports.

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Describe a time when you had to recommend a financial strategy. What was your approach?

In your response, share a specific example where you analyzed financial data and market trends to make informed recommendations. Highlight your data analysis methodologies, the collaborative process with other departments, and the positive outcomes that resulted from your recommendations.

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What tools and systems are you familiar with for financial reporting?

Here, discuss any financial software (like Excel, SAP, or Oracle) or reporting systems you have used in previous roles. Highlight your proficiency in utilizing these tools for budgeting, forecasting, and financial analysis, and how they contributed to enhancing efficiencies or accuracy in reporting.

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How do you ensure the accuracy of financial data?

To address accuracy in financial data, discuss the processes you implement for verification, such as cross-checking figures, regular reconciliation, and maintaining strong documentation. Share your commitment to integrity in reporting and how this standard impacts overall business decisions.

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What methods do you use to communicate complex financial information to non-financial stakeholders?

Discuss your ability to simplify complex financial data into clear, concise presentations suited for non-financial stakeholders. Mention the use of visual aids, storytelling techniques, and the importance of relating financial metrics to broader business goals.

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How do you foster collaboration between finance and operational teams?

Explain the strategies you use to facilitate open communication channels between finance and operational teams. This may include regular meetings, joint planning sessions, or collaborative software tools that encourage engagement and alignment on key objectives.

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What do you believe are the key performance indicators for a finance manager?

Here, emphasize the importance of KPIs such as revenue growth, profitability margins, forecast accuracy, and operating expense management. Discuss how these indicators help guide strategic decision-making and operational efficiencies within the team.

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Can you provide an example of how you led a financial change initiative?

Respond with a relevant experience where you led a financial change initiative, detailing your steps in identifying the need for change, collaborating with relevant parties, and implementing solutions. Highlight the measurable impact of your efforts on the organization's financial performance.

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What is your experience with compliance and regulatory financial reporting?

Discuss your knowledge and experience with compliance and regulatory standards, particularly how you've ensured adherence to financial regulations in past roles. This could include familiarity with GAAP or IFRS standards and how you've navigated compliance challenges successfully.

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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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