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Sr. Finance Manager - Advisory Services

Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

Job Description

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.

Qualifications

Basic Qualifications:

  • 8 or more years of relevant work experience with a Bachelor’s Degree or at least 5 years of work experience with an Advanced degree (e.g. Masters/MBA /JD/MD), or a minimum of 2 years of work experience with a PhD

 

Preferred Qualifications:

  • 9 or more years of experience with a Bachelor’s Degree or 7 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD) or PhD with 3 years of experience
  • Advanced level of Excel and PowerPoint required
  • Consulting or corporate strategy experience a plus
  • Able to rapidly establish a broad and deep understanding of the consulting services landscape
  • Enjoys an environment that is fast-paced, rapidly changing, and customer service-oriented
  • Converts complex analyses into revealing business storylines
  • Strong interpersonal and team building skills. Ability to work with a diverse team and influence/drive change across functional and business boundaries
  • Proven ability to take charge of complex tasks with minimal direction and develop new strategies and new ways of approaching business challenges independently
  • Previous finance and sales experience in high tech is desirable
  • Strong process orientation, project management, planning, and organization skills, including ability to handle multiple projects simultaneously in a fast-paced environment
  • Excellent verbal, written and presentation communication skills
  • Self-starter with unquestionable integrity
  • Highly detail-oriented

Additional Information

Work Hours: Varies upon the needs of the department.

Travel Requirements: This position requires travel 5-10% of the time.

Mental/Physical Requirements: This position will be performed in an office setting.  The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.  Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 142,200 to 206,350 per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Average salary estimate

$174275 / YEARLY (est.)
min
max
$142200K
$206350K

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

At Visa, we are on the lookout for a dynamic and proactive Sr. Finance Manager - Advisory Services to join our exceptional Advisory Services Finance team based in San Francisco, CA. In this pivotal role, you'll engage in collaboration across numerous global and regional finance teams, truly making your mark by supporting the consolidation of the Advisory Services P&L. Your analytical skills will shine as you lead financial analyses including long-term planning, forecasting, and budgeting—critical for managing Opex and revenue across various portfolios. We’re looking for a candidate who possesses flawless leadership and finance/business partnering skills, ideally with experience in a public company. You’ll establish strong working relationships with the Advisory Strategy & Operations teams and serve as a finance business partner for Risk-as-a-Service and Visa University teams. You'll also support annual financial planning, monitor key performance indicators, and be a vital contributor to quarterly business reviews. With your exceptional abilities in Excel and PowerPoint, you'll manage traditional FP&A responsibilities such as budgeting and forecasting while ensuring that our financial reporting maintains its integrity and accuracy. If you thrive in a fast-paced environment and can simplify complex analyses into compelling business narratives, then this might be the perfect opportunity for you to make an impact at Visa, where we are dedicated to uplifting everyone, everywhere.

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

The Sr. Finance Manager - Advisory Services at Visa is responsible for various crucial functions including financial analyses, long-term planning, forecasting, budgeting of revenue, and Opex across portfolios. The role requires developing strong partnerships within the organization and ensuring accurate financial planning and reporting, contributing to quarterly business reviews, and maintaining data integrity in revenue reporting.

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What qualifications are preferred for the Sr. Finance Manager position at Visa?

Visa prefers candidates with at least 9 years of experience with a Bachelor’s Degree or 7 years with a Master’s (MBA, JD, or MD), along with strong leadership and finance/business partnering skills. Advanced Excel and PowerPoint capabilities are essential, and experience in consulting or corporate strategy is a plus.

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What skills are essential for a successful Sr. Finance Manager at Visa?

To excel as a Sr. Finance Manager at Visa, you will need strong interpersonal and team-building skills, project management capabilities, and the ability to handle multiple projects in a fast-paced environment. You should also have excellent verbal, written, and presentation skills, along with a knack for converting complex analyses into business storylines.

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How does the Sr. Finance Manager role contribute to Visa's Advisory Services?

The Sr. Finance Manager - Advisory Services plays a pivotal role by working closely with Advisory Strategy & Operations teams to drive effective financial planning and reporting, ensuring that financial outcomes align with Visa’s strategic goals, while supporting overall financial health and performance.

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What is the expected work environment for the Sr. Finance Manager at Visa?

The Sr. Finance Manager position at Visa is hybrid, meaning you'll enjoy flexibility with a mix of remote and in-office work. The working environment is fast-paced and promotes collaboration across multiple teams. You can expect to engage dynamically in a vibrant office setting in San Francisco.

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

When answering this question, elaborate on specific planning and forecasting processes you've led, how you approached developing budgets, and the outcomes. Highlight your role in supporting financial decision-making and strategy implementation at previous companies.

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How would you approach working with diverse teams within the organization?

Share examples of how you've successfully collaborated with different functional teams, the techniques you've used to foster communication and understanding, and any challenges you've overcome in the process, emphasizing your interpersonal skills and commitment to teamwork.

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What strategies do you use for budgeting and forecasting?

Detail methodologies you prefer for accurate budgeting and forecasting, such as involving stakeholders, analyzing past performance, and using financial modeling. Provide a concise example of a successful budgeting cycle you've managed.

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How do you ensure accuracy in financial reporting?

Mention the steps you take to verify data integrity in financial reports, such as cross-checking figures, employing review processes, and using financial systems. Relate a scenario where your attention to detail contributed to accurate reporting.

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Can you give an example of a time you influenced a financial decision?

Describe a specific instance where your analysis led to a critical financial decision or change. Discuss how you presented your data and insights, and the impact it had on the business.

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What experience do you have with project management in finance?

Detail your project management experience, including tools used and methodologies followed. Provide examples of finance-based projects you've led, focusing on achieving goals within timelines and collaborating with diverse teams.

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How do you handle tight deadlines and pressure?

Discuss your time management techniques, prioritization skills, and how you maintain composure under pressure. Offer an example that illustrates your effectiveness in a high-stress situation.

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What is your approach to continuous improvement in financial processes?

Discuss your commitment to enhancing financial processes by proactively identifying areas for improvement, gathering team feedback, and leveraging technology or best practices to achieve efficiency. Cite cases where you've led process improvement initiatives.

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How familiar are you with financial software and tools?

Share your proficiency with common financial software (like Excel, Power BI, etc.) and how you've effectively utilized them in your previous roles. Mention any advanced tools you've used for financial analysis or reporting.

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Why do you want to work for Visa as a Sr. Finance Manager?

Craft a personalized response that connects your professional goals and values with Visa's mission. Mention specific aspects of the company culture or values that resonate with you, showcasing your enthusiasm for contributing to Visa's success.

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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
March 19, 2025

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