Director, Financial Planning Strategy and Playbook
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Job Location:
San Francisco, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
The Director of Financial Planning Strategy and Playbook will play a critical leadership role in defining and governing Visas global financial planning operating model. This role is responsible for setting the planning strategy -- defining enterprise planning priorities eliminating low-value or redundant activities and identifying structural constraints in the planning operating model -- while converting those insights into scalable repeatable planning frameworks. The Director owns the endtoend planning playbook leads enterprisewide standardization and ensures disciplined consistent execution across regions business units and corporate functions. This role shapes how financial planning informs enterprise decision-making ensuring alignment between financial insights business strategy and executive governance.
Key Responsibilities:
Planning Playbook Ownership & Governance
- Own and evolve the global Planning Playbook across Budget Forecast LRP and Outlook cycles ensuring clarity consistency and efficiency.
- Define and maintain endtoend planning process standards roles & responsibilities decision rights and governance models.
- Act as a central point of accountability for planning process integrity and adherence.
Process Strategy & Continuous Improvement
- Lead process simplification and standardization initiatives to reduce cycle time eliminate duplication and improve planning quality.
- Identify structural process gaps and drive targeted improvements based on stakeholder feedback and cycle retrospectives.
- Partner with FP&A leaders to balance global consistency with necessary regional or businessspecific flexibility.
CrossFunctional Leadership & Change Management
- Navigate and align competing priorities across Corporate Regional and Business Unit FP&A teams often with differing incentives timelines and planning maturity.
- Drive change management and adoption of new or improved planning processes through clear communication enablement and documentation.
- Support executivelevel decisionmaking by ensuring planning frameworks are transparent defensible and well understood.
Tooling & Enablement (in partnership)
- Partner with FSS CIT and Finance Transformation teams to ensure process design is effectively enabled by systems and tools.
- Translate process requirements into clear business needs ensuring tools support -- not dictate -- planning behavior.
- Support training rollout and stabilization of new planning capabilities.
Team Leadership & Development
- Provide daytoday leadership coaching and prioritization for individual contributors within the Playbook & Process team.
- Establish clear deliverables timelines and quality standards for workstreams owned by the team.
- Foster a culture of ownership rigor and continuous improvement.
What Success Looks Like
- Ensure planning processes enable high-quality decision-making around investment prioritization resource allocation and long-range strategic direction.
- Planning processes are simpler clearer and more consistently executed across the enterprise.
- Stakeholders know who owns what when decisions are made and how plans tie together.
- Planning cycles run faster with fewer escalations and less rework.
- The Planning Playbook is a trusted living reference document.
This is a hybrid position. Expectation of days in the 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
- 8 years of experience in FP&A finance strategy or finance transformation roles
- Bachelors degree in Finance Accounting Economics or a related field
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
- Experience leading enterprisescale planning processes (Budget Forecast LRP) in a global organization
- Strong understanding of FP&A operating models governance frameworks and planning methodologies
- Proven ability to lead crossfunctional initiatives and influence without direct authority
- Experience partnering with EPM or finance systems teams
- Excellent written and verbal communication skills with comfort operating at VP/SVP level
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 this position is 178300.00 to 285600.00 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
Key Skills
About Company
Visa (NYSE: V) is a world leader in digital payments, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories. Our purpose is to uplift everyone, everywhere by being the best way to pay and b ... View more
