Finance Manager – Client Services

Visa; Miami (FL); Hybrid; USD 129,000 - 187,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Visa is seeking a Finance Manager, Global Client Services, to lead revenue analytics and planning in a hybrid Miami-based role. You will partner with Regional and Global finance to track Client Services revenue, build financial models, and deliver insights to senior leadership.

The position emphasizes collaboration, data-driven decision making, and clear communication of complex results. The ideal candidate brings 6+ years of FP&A or related experience, advanced degree or CPA/CFA, and

Qualifications

• Bachelor's degree required or higher; MBA/CFA/CPA preferred.
• 6+ years of work experience with a Bachelor's degree or 4+ years with an Advanced degree.
• MBA, CFA, or qualified accountant degree is a plus.
• Exceptional analytical and quantitative skills with a proactive approach to solving complex business problems through well-structured analyses.
• Excellent interpersonal and communication skills, including strong written, oral, listening, and presentation abilities.
• Ability to handle and prioritize multiple tasks effectively, demonstrating good judgment, organizational skills, and flexibility to work independently.

Responsibilities

• Conduct detailed revenue and expense analysis for Client Services.
• Coordinate revenue reporting inputs from Regional Finance teams and drive monthly/quarterly reviews with business partners
• Prepare and deliver 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
• Design and implement optimized Revenue planning and analyses processes
• Develop and maintain financial models to support forecasting and analysis efforts
• Collaborate with cross-functional Global and Regional teams to gather and validate data, ensuring accuracy and consistency in reporting
• Strengthen collaboration with stakeholders to ensure coordinated efforts on multi functional projects

Skills

Analytical skills

Quantitative analysis

Communication skills

Time management

Stakeholder collaboration

Education

Bachelor's Degree

Advanced degree (MBA, CFA, etc.)

PhD

Job description

Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

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. This includes performance tracking and partnering with the business to produce insights that influence better financial outcomes. This role is responsible for leading revenue analytics and reporting for Client Services and partners closely with Regional and Global business and finance teams understand revenue performance and deliver results to the Client Services Leadership Team.

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.
• Coordinate revenue reporting inputs from Regional Finance teams and drive monthly/quarterly reviews with business partners
• Prepare and deliver 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
• Design and implement optimized Revenue planning and analyses processes
• Develop and maintain financial models to support forecasting and analysis efforts
• Collaborate with cross-functional Global and Regional teams to gather and validate data, ensuring accuracy and consistency in reporting
• Strengthen collaboration with stakeholders to ensure coordinated efforts on multi functional projects

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 Bachelors 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 Bachelors 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:

129,200.00 to 187,350.00 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.