Sr Manager, Portfolio Management - job 3 of 20

As a Senior Manager, Portfolio Management at Visa, your responsibilities will include translating the finance vision into a world-class technology architecture, developing and managing the end-state architectural roadmap, and executing major initiatives. You will facilitate alignment sessions across teams and work with third-party vendors for assessments. Your role will also involve driving strategic communications, analyzing current state needs, and implementing Agile methodologies while supporting quarterly business reviews.

Candidates for the Senior Manager, Portfolio Management position at Visa should have extensive experience in managing complex global transformations, ideally within finance technology. A strong background in project management, preferably with Agile techniques, is essential. Moreover, applicants should showcase their ability to work in a matrixed environment and influence teams without direct authority. Relevant academic qualifications in finance, business, or technology are typically expected.

The Senior Manager, Portfolio Management plays a crucial role in Visa's Finance Technology modernization by collaborating with Finance and IT stakeholders to identify improvement opportunities and to develop a comprehensive roadmap. This involves analyzing existing processes against industry best practices and ensuring that the proposed changes support the strategic goals of the organization, ultimately facilitating the modernization of finance systems and tools.

The work environment for the Senior Manager, Portfolio Management at Visa is hybrid, offering flexibility in office presence. This dynamic role requires collaboration with various teams, allowing for a mix of in-office and remote work. Emphasis is placed on teamwork, innovation, and strategic thinking, ensuring that team members can thrive in both environments.

The Senior Manager, Portfolio Management at Visa will be deeply involved in several strategic initiatives, including the development of major roadmap initiatives tailored to enhance finance technology. Responsibilities include driving optimization levers, advocating for new investments through compelling business cases, and facilitating quarterly business reviews to align efforts across the finance and technology landscape.

When answering this question, focus on specific projects you've managed, particularly detailing how they align with finance technology initiatives. Discuss methodologies used, your role in stakeholder engagement, and the outcomes achieved, highlighting your understanding of both technology and finance.

For this question, emphasize your communication skills and methods for fostering teamwork. Discuss strategies you've used in the past, such as regular alignment meetings, cross-functional workshops, and shared objectives that engage stakeholders from both finance and technology.

When asked about Agile experience, highlight your understanding of Agile principles and the tools you’ve utilized. Provide examples of how you successfully implemented Agile in past projects, detailing your role in facilitating sprints, retrospectives, and how it supported better project outcomes.

Discuss your systematic approach to managing large transformations, including stakeholder management, risk identification, and employing best practices. Highlight examples of how you’ve adapted strategies to different regions or cultures and influenced outcomes positively.

To address this, you could talk about prioritization frameworks you've leveraged, like RICE or MoSCoW, and how you've assessed and communicated trade-offs to stakeholders. Provide an example that showcases your decision-making process and its results.

Share a specific incident where you needed to persuade or influence a team member or stakeholder. Detail the methods you employed, such as presenting data-driven insights or leveraging your subject matter expertise, and explain the outcome.

Mention specific portfolio management tools and software you're familiar with, such as JIRA, Asana, or Microsoft Project. Discuss how you utilize these tools to track progress, manage resources, and ensure transparency with stakeholders.

Explain your metrics for assessing the success of initiatives, such as ROI, stakeholder satisfaction, or timeline adherence. Provide a past example where you effectively measured project success and adapted your approach based on those findings.

Demonstrate your knowledge of Visa’s specific finance technologies and systems. Discuss how they are positioned to support business growth and any industry trends that may impact Visa’s finance technology strategy.

Share insights on emerging trends in finance technology, such as the use of AI, automation, and data analytics. Discuss how these trends might shape the future of finance at Visa and the importance of proactive planning in adapting to these changes.