Strategic Deal Insights & AI Process Excellence Lead

PowerToFly; Greater London; On-site; GBP 110,000 - 150,000; Full time

Job summary

Visa seeks a Senior Manager, Strategic Deal Insights & Process Excellence to lead analysis of client deals, profitability, and MI governance. You will design AI-driven processes, own the MI database, and deliver executive reporting for senior leadership across Europe.

You will partner with CI Ops, FP&A, and commercial teams to optimise deal performance, leverage AI tools, and implement standardized methodologies for revenue allocations and data tracking.

Qualifications

• Degree educated in a quantitative field such as Finance, Economics, Mathematics, Statistics, or Engineering.
• Professional qualification preferred: CIMA, ACA, ACCA, CFA, or MBA.
• Advanced proficiency in Excel, VBA, PowerPoint, and Power BI; working knowledge of SQL and Python beneficial.
• Strong understanding of AI applications in finance, with advanced skills in enterprise AI tools for automation, data extraction, summarisation, and analytics.
• Ability to analyse, interpret, and improve complex financial models, presenting insights through clear visualisations (charts, graphs, dashboards).
• High level of computer literacy including experience with bespoke data repositories (e.g. GARP, GBI).

Responsibilities

• Lead analysis and reporting on client contract performance using GARP, assessing deals against business case plans in partnership with client engagement teams.
• Analyse net yields and client profitability across portfolio dimensions (domestic vs cross-border, CNP, regulated markets) to identify opportunities to enhance profitability.
• Communicate financial risks and upsides to decision-makers; provide commercial insight for new deals, challenging modelling assumptions to ensure robust projections.
• Deliver European yield analysis and reporting on yield compression to EDR (Regional President, European CFO, GCMs).
• Design and implement AI-driven solutions to eliminate inefficiencies across MI workflows, from deal structuring to post-deal tracking.
• Oversee automated deal reporting to deliver insights to senior leadership; drive step-change improvements in executive-level reporting for EDR and GPIC.
• Own the deal MI database, ensuring completeness, integrity, and traceability of all contracted deals.
• Expand MI coverage for pre- and post-contract tracking, using AI to derive insights from structured and unstructured data.
• Define and standardise methodologies for revenue/incentive allocations, model reconciliations, and backend data analysis.
• Deliver reporting for GPIC and senior finance stakeholders: monthly Win/Loss, quarterly Non-Compliance, Deal Pipeline, and annual Post-Mortem Analysis.
• Create compelling executive slide decks that guide stakeholders through analysis and recommendations; present to senior leaders at EDR.
• Serve as European lead for MI workstreams on Global DPT and deal standardisation projects.
• Implement deal upload, tracking, and dashboard strategies for the deal performance tracking system; collaborate with tech teams on data views and Europe-specific insights.
• Manage historic model uploads to DPT, monitor status, and validate KPIs for system integration accuracy.
• Partner with CI Ops, FP&A, Sales Excellence, AEs, Cluster CFOs, and commercial stakeholders to deliver deal performance reporting.
• Act as trusted advisor on deal insights and MI processes; lead relationships with Revenue & Commercial Operations, Global Projects, and third-party vendors.
• Drive adoption of AI-enabled processes and global transformation projects such as DPT through training, guidance, and best-practice leadership; provide project management aligned to strategic objectives.

Skills

Excel

VBA

PowerPoint

Power BI

SQL

Python

AI in finance

GARP

Data visualization

Education

Bachelor's degree in Finance/ Economics/ Mathematics

CIMA

ACA/ACCA/CFA/MBA

Tools

SQL

Python

Power BI

Microsoft Copilot

Claude

ChatGPT

Job description

Visa seeks a Senior Manager, Strategic Deal Insights & Process Excellence to lead analysis of client deals, profitability, and MI governance. You will design AI-driven processes, own the MI database, and deliver executive reporting for senior leadership across Europe.

You will partner with CI Ops, FP&A, and commercial teams to optimise deal performance, leverage AI tools, and implement standardized methodologies for revenue allocations and data tracking.