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Sr. Finance Manager - Advisory Services - job 17 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 you'll play a pivotal role in our dynamic Advisory Services Finance team. If you’re a proactive finance guru with a knack for collaboration, this is your opportunity to shine! In this role, you'll work closely with both global and regional Finance teams and essential Advisory operations to support the consolidation of our Advisory Services P&L. Your analytical skills will come to life as you lead long-term planning, forecasting, and budgeting efforts across our portfolios. We are looking for someone who can strategically develop and implement continuous improvements and lead pivotal change initiatives. As the Senior Finance Manager, you will cultivate strong partnerships not only with our Advisory Strategy & Operations teams but also serve as the Finance business partner for our Risk-as-a-Service and Visa University teams. You will be involved in driving efficient revenue planning and insights for core consulting and managed services portfolios. This role is not just about numbers; it’s about impacting the business directly through quarterly reviews, KPI monitoring, and strategic recommendations. If you have robust leadership skills and experience in finance/business partnering in a public company, paired with expertise in FP&A, we want to hear from you! This hybrid role offers flexibility, and your in-office days will be discussed with your Hiring Manager. Join us in making a difference in our Advisory Services!

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

The Senior Finance Manager - Advisory Services will oversee the consolidation of Advisory Services P&L, lead financial analyses, and support long-term planning, forecasting, and budgeting. Collaboration with Finance global and regional teams, as well as Advisory operations and portfolio leaders, is essential to drive effective financial planning and reporting.

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

Candidates applying for the Senior Finance Manager - Advisory Services role should possess strong leadership and finance/business partnering skills, ideally with experience in a public company. A demonstrated ability to collaborate with various FP&A functions is also crucial for success in this role.

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How does the Senior Finance Manager contribute to the operational cadence of Advisory Services?

As a Senior Finance Manager - Advisory Services, you will support the operational cadence by managing efficient revenue planning, and analysis, and insights for core consulting and Visa Managed services portfolios, ensuring smooth financial operations and accurate reporting.

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What skills are important for the Senior Finance Manager in terms of financial reporting?

Integrity and accuracy in monthly financial reporting are paramount for the Senior Finance Manager - Advisory Services. Additionally, strong analytical skills, the ability to provide ad hoc analysis, and effective communication are vital to influencing decision-making based on financial insights.

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What is the work environment like for the Senior Finance Manager - Advisory Services role?

The role of Senior Finance Manager - Advisory Services is hybrid, allowing for a blend of in-office and remote work. Your specific in-office days will be determined in discussions with your Hiring Manager, fostering flexibility while maintaining team collaboration.

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

In your response, highlight specific examples of financial planning and analysis projects you’ve managed. Discuss your methodologies, tools you utilized, and how your work impacted business decisions aligning with the Senior Finance Manager role at Advisory Services.

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How do you handle tight deadlines in a financial reporting environment?

Share examples of how you've successfully managed time and prioritization under pressure. Emphasize strategies that helped you meet deadlines while ensuring accuracy and thoroughness in financial reporting, demonstrating your capability as a Senior Finance Manager.

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What strategies do you use to maintain accuracy in monthly financial reports?

Discuss your systematic approach in setting up checks and balances in your reporting process. You can mention the importance of a collaborative review with team members, leveraging data validation practices to uphold accuracy in financial reporting.

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How have you driven financial analysis to support business initiatives?

Provide a concrete example where your financial analysis directly influenced a key business initiative. Highlight your role in analyzing the data, sharing insights, and the ultimate outcomes of your contributions as it aligns with the responsibilities of a Senior Finance Manager.

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How do you establish partnerships across different teams as a Senior Finance Manager?

Share your experience in building relationships across departments, focusing on communication and collaboration. Explain specific techniques you use to foster trust, facilitate discussions, and ensure all financial objectives align with business strategies.

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What are the key financial metrics you monitor, and why?

Define the financial metrics most relevant to your past roles, explaining how they provide insights into business performance. Relate this back to the Advisory Services context to showcase your understanding of the importance of metrics for strategic decision-making.

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Can you discuss a time when you improved a financial process?

Share a specific incident where you identified inefficiencies in a financial process and the steps you took to improve it. Talk about the tools or methodologies used and the positive outcomes that resulted from your initiatives related to the Senior Finance Manager role.

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What challenges have you faced in financial reporting and how did you overcome them?

Reflect on a specific challenge within financial reporting, detailing your approach to addressing the situation. Highlight your problem-solving skills, adaptability, and the lessons learned that align with maintaining integrity and efficiency in financial reports.

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How do you ensure compliance with financial regulations?

Discuss the frameworks and checks you employ to maintain compliance with financial regulations. Mention your commitment to staying updated with regulatory changes and implementing necessary adjustments to protect the organization, which is crucial for the Senior Finance Manager.

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What role does technology play in your financial analysis processes?

Outline the financial software and technology tools you leverage to enhance analysis efficiency. Discuss how adopting new technologies not only streamlines your processes but also contributes to delivering insightful financial reports, a key aspect of the Senior Finance Manager's responsibilities.

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Full-time, hybrid
DATE POSTED
April 3, 2025

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