Finance Director North America Advisory Services

We are seeking a strong Finance Director to join our team. The NA Advisory Finance team applies a strategic finance advisory model with key stakeholders across mutifunctional and crossgeographic teams while applying data analytics to business and finance decisions as well as performance measurement. We are an agile highly visible team that collaborates across the NA region to enable business growth and effective decisioning through strategic thinking financial expertise insightful analytics and thought leadership.

As a director you will serve as a strategic finance partner to the leaders of our NA Advisory Services business and work closely with other global and crossfunctional teams. You will collaborate with senior leadership to develop financial strategies and analytics that enable business decision making for longterm sustainable growth. This role will also support strategic decision making on investments and portfolio level tradeoffs through effective financial analytics. The position involves deriving important insights and effectively communicating with senior leaders across Finance and the business.  The ideal candidate will have a deep expertise in strategic finance financial business analysis preferably with a public company and demonstrated experience collaborating with various functions.

This role sits on the NA Advisory Leadership Team and requires interpersonal skills to cultivate partnerships across functions regions and teams to drive thought leadership interrogate business growth assumptions and successfully enact all planning budgeting forecasting and monthend reporting processes including presenting results and providing insights and analysis to senior business partners and executives.

Essential Functions

Strategic Advice and Business Partnership

• Establish strong partnerships with leaders of the various Advisory Services business and their respective Strategy & Ops teams to understand reporting needs and provide strong finance support on revenue expenses and headcount
• Demonstrate a deep knowledge of the strategic priorities and issues confronting the business including understanding service and product offerings market dynamics and underlying drivers
• Lead the building of business cases to support investments gotomarket strategies and new service offering launch
• Combine observed patterns and trends to develop accurate forecasts and be able to triangulate and exercise good judgement and deep business acumen
• Work closely with sales teams to understand pipeline for products and services and evaluate penetration pricing and opportunities for growth

Financial Management

• Lead the coordination organization and of key financial planning activities including multiyear strategic planning annual financial planning quarterly forecasting and business reviews pricing analysis monthend analytics and management reporting
• Keenly monitor revenue and expense trends through driverbased analytics and translate findings into succinct narratives for business executives with the aim of providing early signals on performance trends and actionable guidance to help drive desired business outcomes
• Understand and communicate business levers and recommend measures to further improve financial results and business margins while assessing financial risks and opportunities and evaluating options to optimize return on investments
• Establish efficient processes and expand strong reporting and analytics capabilities across the broader Advisory business
• Work closely with the NA Advisory strategy and operations teams to monitor inventory of incentive funds and quasiincentive funds including managing allocation and utilization

Project Management

• Spearhead the identification and implementation of continuous process improvement initiatives that enhance efficiency and effectiveness around financial planning business decision making
• Execute on a variety of adhoc requests and lead special projects
• Provide decision support to senior finance leadership on investment / project decisions as well as strategic organizational and functional developments

Business Engagement

• Integration of finance into the business and develop business acumen depth
• Tailored effective presentations analysis and dialogue with each business partner
• Dialogue around budget and spend to optimize budget and investments returnoninvestment discipline
• Robust toolkit to help manage the business and enable management decision making

People and Stakeholder Management

• Mentor and professionally develop team members including instilling best practices
• Cultivate strong relationships and communicate effectively
• Influence and collaborate across key global and regional business partners and multifunctional stakeholders on a variety of deliverables and activities

This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.

Qualifications :

Basic Qualifications
10 or more years of work experience with a Bachelors Degree or at least 8 years of work experience with an Advanced Degree (e.g. Masters/ MBA/JD/MD) or at least 3 years of work experience with a PhD

Preferred Qualifications
12 or more years of work experience with a Bachelors Degree or 810 years of experience with an Advanced Degree (e.g. Masters MBA JD MD) or 6 years of work experience with a PhD
Progressive experience in FP&A corporate finance or experience in strategy/management consulting or investment banking
Graduate undergraduate degree and/or other Financerelated professionally recognized accreditations (e.g. CPA CFA CIMA ACA ACCA)
Outstanding analytical and quantitative skills cando attitude to resolve tough business problems with wellstructured analysis
Highly strategic thinker combined with a strong business acumen and ability to rapidly establish a broad and deep understanding of the payments business landscape
Strong analytical and critical thinking skills to be able to connect the dots and approach issue resolution with a forwardlooking view to anticipate and address problems.
Excellent interpersonal and communication skills including excellent written oral listening and presentational skills and ability to work well under pressure and interact at all levels as a thoughtpartner
Capable of handling and prioritizing multiple tasks possess good judgment and organizational skills able to work independently and collaborate as part of a crossfunctional regional and matrixed organization
Experience with sophisticated financial systems (e.g. Oracle) or data analytics tools (e.g. Tableau) plus experience with building dashboards for selfservice analytics
Experience as a people manager leading teams to achieve excellence in Financial Management and Business Partnerships
High energy and enthusiasm required to partner with multiple stakeholders

Additional Information :

Work Hours: Varies upon the needs of the department.

Travel Requirements: This position requires travel 510 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 180700.00 to 262100.00 USD per year which may include potential sales incentive payments (if applicable). Salary may vary depending on jobrelated 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.

Remote Work :

No

Employment Type :

Fulltime