Director, Corporate Functions and Marketing Expense Planning

Our Finance Velocity Office was designed to accelerate our path to building a world-class finance function. This function is shaping our transformation strategy improving our business operations and enhancing the impact we make as a function. Why velocity Velocity is about both speed and strategy focused on accelerating in a given direction. We will hone our approach think big and decide quickly living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day-to-day interactions of our Finance teams.

The Director Corporate Functions and Marketing Expense Planning will be a key leader in the Planning Center of Excellence (COE). Reporting to the Head of Expenses COE (Sr. Director) this person is responsible for enabling and supporting corporate function and marketing business partners through comprehensive financial planning and analysis (FP&A). This role oversees routine FP&A activities including financial analysis monthly reporting and baseline planning. The position supports a broad range of corporate functions including Finance Legal People Corp Affairs Corp Services Risk and Marketing.

Essential Functions

Corporate Functions and Marketing FP&A - Enable Corporate Functions and Marketing business partners by standardizing central models (for example mobility models) and managing Operating Expense baseline for Corporate Functions and Marketing (1st level variance analysis monthly reporting baseline planning for all MYPs). Drives standardization in approach to Corp Functions and Marketing budget and generates the Baseline Spend including standard guidance as established e.g. T&E growth efficiency targets etc. Seed baseline forecasts and initial level of detail based on roll-forward of existing contracted / obligated expenses. Manage global standardized D&A forecasting processes

Financial Insights and Reporting - Coordinate with the Reporting Shared Serviced Center (SSC) to prepare routine and ad-hoc reports. Provide actionable insights and strategic recommendations to support decision-making processes across the organization.

Cross-functional Collaboration - Work closely with various departments to optimize budget allocations and ensure alignment with overall business objectives. Leverage strong communication skills to present complex financial information clearly and concisely to diverse stakeholders.

Adaptive Planning - Quickly adjust expense planning strategies in response to changes in the business environment market conditions and organizational priorities maintaining high performance and resilience.

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 8-10 years of experience with an Advanced Degree (e.g. Masters MBA JD MD) or 6 years of work experience with a PhD
Minimum of 8 to10 years of experience in financial planning and analysis preferably within a corporate or matrixed environment
Strong analytical and problem-solving skills with the ability to interpret complex financial data and provide actionable insights
Proficiency in financial modeling data analysis and financial software (for example Excel SAP Oracle)
Deep understanding of financial principles budgeting and expense management
Excellent verbal and written communication skills to present complex financial information clearly and concisely
Demonstrated ability to align expense planning with overall business objectives and provide strategic recommendations
Strong project management skills including the ability to oversee multiple initiatives simultaneously
Experience supporting multiple corporate functions such as Legal HR Risk and Corporate Service in a strategic finance capacity
Professional certifications such as CPA or CFA
Experience in the financial services industry with knowledge of industry-specific trends and challenges
Proven track record of leading and developing high-performing teams in a global environment
Familiarity with advanced forecasting techniques and statistical modeling for baseline expense planning
Experience with implementing or optimizing financial planning systems and processes
Demonstrated ability to influence and collaborate with senior leadership across various functions and regions

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 180700 to 262100 USD 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 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 :

Full-time