Job Description

The Finance Manager, Global Client Services, is responsible for a broad range of financial planning and analytics, primarily supporting the management of Client Services Revenue reporting, and performance tracking activities. This role is responsible of leading revenue consolidation for CS and will partner closely with regional and global teams understand revenue performance and deliver various reports and analyses for Client Services and Finance Leaders.

Additionally, the Finance Manager will act as finance business partner for CS Strategic Initiatives Office, leading all finance cycles for the expenses related to this group, including Budget, Outlooks and monthly financial reports.

The successful candidate will foster a culture where optimizing performance is a shared responsibility, linking objectives to incentives and maximizing growth opportunities to achieve strategic and financial goals. Promoting a One Visa mindset across multiple stakeholders, encouraging collaboration, and building strong relationships will be critical for success. Excellent communication skills are essential to convert financial outputs into key business insights.

Essential Functions:

• Conduct detailed analysis to provide insights and narratives for revenue and expenses on Client Services.
• Collaborate with cross-functional teams to gather and validate data, ensuring accuracy and consistency in reporting.
• Coordinate revenue reporting inputs from Regional Finance teams and drive monthly/quarterly reviews.
• Design and implement optimized Revenue planning and analyses processes.
• Develop and maintain financial models to support forecasting and analysis efforts.
• Prepare comprehensive reports and presentations for executive leadership highlighting key findings and recommendations.
• Support ad-hoc analysis and special projects as needed to drive business decisions and strategic initiatives.
• Manage system changes and new revenue planning and reporting tools with Financial Systems Strategy, IT, and Regional Finance teams.
• Strengthen collaboration with stakeholders to ensure coordinated efforts.
• Lead role in cross-functional projects and process enhancements involving Revenue FP&A.

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

Qualifications

Basic Qualifications
• 5 or more years of relevant work experience with a bachelor’s degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD

Preferred Qualifications
• 6 or more years of work experience with a bachelor’s degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD
• Experience in Financial Planning & Analysis, Investment Banking, or Consulting
• MBA, CFA, or a Qualified Accountant degree (ACA, ACCA, CIMA, CPA, or equivalent local qualifications) is a plus.
• Exceptional analytical and quantitative skills with a proactive approach to solving complex business problems through well-structured analyses.
• Ability to handle and prioritize multiple tasks effectively, demonstrating good judgment, organizational skills, and flexibility to work independently.
• Excellent interpersonal and communication skills, including strong written, oral, listening, and presentation abilities.
• Capable of working well under pressure and interacting at all levels as a thought partner.
• Successful experience in working with large data sets and translating data into actionable insights in a clear and concise manner.

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 105,900.00 to 153,550.00 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 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.