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Senior Financial Consultant

2 months ago


San Francisco, California, United States Visa Full time
Job Overview

Company Overview:
Visa stands as a premier authority in the realm of payments and technology, facilitating over 259 billion transactions securely across a global network that encompasses consumers, merchants, financial institutions, and governmental bodies in more than 200 nations and territories annually. Our vision is to unite the world through innovative, convenient, reliable, and secure payment solutions, empowering individuals, businesses, and economies to flourish while driven by a shared mission – to uplift everyone, everywhere by being the optimal method to transact.

Position Summary:
This pivotal role is essential for the consolidation of both projected and actual revenue, along with conducting variance analysis, submitting cost of volumes, and supporting Data Processing revenue (DPF). Responsibilities also include aiding in the posting of FANF, TIF, and SIF.

The selected candidate will report to the Revenue Consolidation Lead, with a focus on revenue consolidation and DPF reporting. This individual will be a vital member of the highly regarded NA Revenue FP&A team, collaborating across a matrixed organization to actualize and deliver month-end reporting, support budgeting, forecasting, and enhance financial models.

Key Responsibilities:

  • Oversee month-end processes. Analyze monthly and quarterly outcomes, identify and interpret significant variances, trends, and insights, and present key findings to management.
  • Participate in Planning, Budgeting, and Forecasting activities aligned with regional and global standards.
  • Integrate observed patterns and trends to create precise forecasts, demonstrating sound judgment.
  • Acquire knowledge of Visa's financial reporting systems, execute data queries, develop financial frameworks, and support finance technology initiatives.
  • Contribute to ad hoc, monthly, quarterly, and yearly analyses of Market and Client trends for use by all supported departments during Executive reviews.
  • Assess existing models and identify opportunities to introduce new tools and enhance efficiencies (e.g., self-service dashboards).
  • Collaborate and coordinate with a diverse range of stakeholders (e.g., Corporate Finance, FP&A, Strategy, Controllership, etc.).
  • Responsible for the submission of Data Processing Fees.

Work Environment:
This is a hybrid role, allowing employees to alternate between remote and office work. Employees in hybrid positions are expected to work from the office 2-3 designated days a week, as determined by leadership, with a general expectation of being in the office 50% or more of the time based on business requirements.

Qualifications:

Basic Qualifications:
• A minimum of 5 years of relevant experience with a Bachelor's Degree, or at least 2 years of experience with an Advanced Degree (e.g., Masters, MBA, JD, MD), or no experience with a PhD.

Preferred Qualifications:
• 6 or more years of experience with a Bachelor's Degree, or 4 or more years of relevant experience with an Advanced Degree, or up to 3 years of relevant experience with a PhD.
• Foundational knowledge of multi-party economic models (issuers, acquirers, processors, interchange, merchants, cardholders, etc.) and performance measurement and reporting.
• Experience in budgeting, forecasting, and business performance analytics.
• Ability to translate complex analyses into insightful business narratives.
• High proficiency in Excel with a proven ability to enhance processes through automation and end-to-end efficiencies; additional experience with complex financial systems (e.g., Hyperion, Tableau, PowerBI) is advantageous.
• Capability to work independently and collaboratively within a cross-functional, global, and matrixed team.
• Detail-oriented with exceptional planning and time management skills.

Additional Information:
Work Hours: Varies based on departmental needs.
Travel Requirements: This position may require travel 5-10% of the time.
Mental/Physical Requirements: This role will be performed in an office environment, requiring the incumbent to sit and stand at a desk, communicate in person and via telephone, and frequently operate standard office equipment such as telephones and computers.

Visa is an Equal Employment Opportunity 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.