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Sr Manager, Portfolio Management - job 5 of 20

Visa is seeking a passionate, authentic, dynamic and results-oriented leader to join the Finance Systems Strategy (FSS) team as the Senior Manager, Finance Systems Portfolio Management. FSS is responsible for driving changes to Finance technology and tools and is currently working directly with the Finance Leadership team to design the future architecture and drive the Finance Technology modernization roadmap.

Visa has established a Finance Velocity Office (FVO) to build a foundation that supports the growth and complexity of our business and improves the day-to-day interactions of our Finance teams. FSS team is working tightly with the broader FVO to implement technology to achieve meaningful, sustainable change and enable long-term growth.

The role involves collaborating with key stakeholders across Finance, IT and the broader business to understand needs, identify improvement opportunities to develop and execute on the roadmap to accelerate our path to building a world-class finance function.

Responsibilities and key success criteria:

  • Translating finance vision for the future into a world-class technology end-state architecture.
  • Development and management of the end-state architecture, and roadmap for the end-state architecture. Design/facilitate sessions for alignment of end-state and roadmap. Work with third-party vendors and consulting companies for the assessments.
  • Development and execution of major roadmap initiatives.
  • Drive strategic decks and communication and develop compelling business cases and use cases as needed to support speedy decisioning by Finance Leadership.
  • Analyze current state and business needs using industry best practices to deliver recommendations.
  • Develop and adopt clear program manager tool kit, methodology and approach to drive standardization across Finance, Product and Technology.
  • Implement and function in an Agile Framework, adopting and implementing Product Lifecycle Management.
  • Support QBR (quarterly business reviews) practices, engage technology partners along the way to optimize portfolio, drive optimization levers, ensure trade-offs and support new investment needs thru clear and compelling business cases, etc.
  • Work closely with Technology partners on the day-to-day execution of roadmap initiatives and ongoing BAU (Fixes, Enhancements).
  • Strategic and forward-looking thinking with a tendency for looking at solutions in a holistic manner.
  • Experience overseeing large, complex, global transformations with a bias for action.
  • Work successfully in a matrixed environment, with an ability to influence without authority by using subject matter expertise and facts.

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 Manager, Portfolio Management, Visa

Visa is looking for a talented and passionate Senior Manager, Portfolio Management to join our dynamic Finance Systems Strategy (FSS) team in Foster City. In this pivotal role, you will be at the forefront of our evolution, helping to shape the future of our Finance technology and tools. With our Finance Leadership team, you will design a world-class technology architecture and drive our Finance Technology modernization roadmap. The Senior Manager will have the exciting opportunity to collaborate with key stakeholders across Finance, IT, and the broader business, identifying innovative improvement opportunities that advance our goals. You will be responsible for translating finance visions into actionable plans, managing the end-state architecture, and facilitating crucial alignment sessions to ensure everyone is on the same page. Additionally, you will lead strategic communications and develop compelling business cases that empower our Finance Leadership to make decisions swiftly. As you analyze the current state and apply industry best practices, your insights will inform our long-term strategies. Implementing an Agile framework and adopting Product Lifecycle Management are essential to this role, as is your ability to operate efficiently in a matrixed environment. The hybrid nature of this position will allow for flexibility while still providing ample opportunities for collaboration and innovation. Join us in making meaningful, sustainable change and support the growth of Visa's finance function today!

Frequently Asked Questions (FAQs) for Sr Manager, Portfolio Management Role at Visa
What are the primary responsibilities of a Senior Manager, Portfolio Management at Visa?

As a Senior Manager, Portfolio Management at Visa, you are tasked with leading the Finance Systems Strategy team, collaborating with stakeholders across Finance and IT to develop and execute the Finance Technology roadmap. Your key responsibilities include translating finance visions into a coherent technology end-state architecture, managing crucial alignment sessions, and creating strategic communications to streamline decision-making processes. Additionally, you'll spearhead the implementation of best practices and support ongoing business reviews to enhance our finance functions.

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What qualifications are needed for the Senior Manager, Portfolio Management role at Visa?

To thrive as a Senior Manager, Portfolio Management at Visa, candidates should possess a strong background in finance technology and large-scale project management. A successful candidate typically holds a degree in finance, business, IT, or a related field with several years of experience in overseeing complex transformations. Skills in Agile methodologies, communication, and the ability to influence without authority are also highly valued to navigate our matrixed work environment.

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How does Visa support career growth for Senior Manager, Portfolio Management?

Visa places a strong emphasis on personal and professional development for its employees, including those in the Senior Manager, Portfolio Management role. Through mentorship programs, ongoing training, and dynamic projects, Visa fosters an environment where you can enhance your skills and take on new challenges that prepare you for advancement within the company.

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What is the work environment like for the Senior Manager, Portfolio Management at Visa?

The work environment for the Senior Manager, Portfolio Management at Visa is collaborative and innovative. The role operates within a hybrid setup, allowing for a combination of in-office and remote work. This flexible approach enhances teamwork and communication while giving you the freedom to contribute to our Finance systems strategy from different locations.

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What impact does the Senior Manager, Portfolio Management have on Visa’s Finance function?

The Senior Manager, Portfolio Management plays a crucial role in shaping Visa’s Finance function by driving enhancements in technology and processes. This position enables you to implement a world-class finance architecture that aligns with the company’s strategic objectives, directly supporting growth and operational efficiency while ensuring our finance teams have the tools they need to excel.

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Common Interview Questions for Sr Manager, Portfolio Management
Can you describe your experience with managing finance technology projects as a Senior Manager?

When answering this question, be sure to highlight specific projects you've managed, the outcomes of those projects, and your approach to using technology to streamline finance functions. Demonstrating your understanding of finance technology trends and best practices will showcase your fit for the Senior Manager role.

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What strategies do you use to influence stakeholders without direct authority?

Begin by discussing the importance of building relationships, leveraging data and facts, and creating compelling narratives to gain buy-in. Outline examples of how you’ve successfully influenced decisions and aligned diverse teams toward a common goal in your previous roles.

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How do you ensure alignment across multiple teams in complex finance transformations?

Focus on your experience with facilitating strategic discussions and alignment sessions. Explain how you use frameworks or tools to drive collaboration and keep communication open between teams to ensure everyone is united in their objectives.

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What role does Agile play in your project management approach?

Discuss how you have implemented Agile methodologies in previous projects, emphasizing benefits such as improved flexibility, faster adaptation to changes, and enhanced team collaboration. Provide specific examples of projects that benefited from your Agile approach.

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Can you provide an example of a successful business case you developed?

Share a detailed story about a business case you crafted, including the problem addressed, solutions proposed, stakeholders involved, and the resulting impact. Highlight your analytical skills and ability to articulate value to support financial decisions.

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How do you handle conflict in a matrixed environment?

Explain your conflict resolution strategies, such as active listening, empathy, and finding common ground. Share a specific instance where you effectively managed a disagreement to achieve a productive resolution in your previous roles.

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In your opinion, what are the key metrics to measure success in finance portfolio management?

Discuss important metrics such as return on investment (ROI), project delivery timelines, alignment with strategic goals, and user satisfaction. Articulate how these metrics guide decision-making and adjustments to the portfolio.

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What approaches do you take to stay updated on finance technology trends?

Mention your methods for continuous learning, such as participating in industry conferences, networking with experts, and following relevant publications. Emphasize how staying educated enhances your capability as a Senior Manager.

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How do you balance short-term and long-term objectives in finance management?

Talk about your methodology for prioritizing projects based on immediate needs while aligning them with broader strategic goals. Emphasize your ability to communicate trade-offs effectively to stakeholders.

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What has been your greatest challenge in finance transformation, and how did you overcome it?

Be prepared to share a challenging experience in a past project, the strategies you implemented to address it, and the lesson learned. This shows your resilience and capacity to grow from difficulties, which is essential for a Senior Manager.

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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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