Director, Financial Planning Strategy and Playbook

Visa•San Francisco, CA

1d•Hybrid

About The Position

The Director of Financial Planning Strategy and Playbook will play a critical leadership role in defining and governing Visa’s 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 end‑to-end planning playbook, leads enterprise‑wide 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.

Requirements

10 or more years of work experience with a Bachelor’s 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
Bachelor’s degree in Finance, Accounting, Economics, or a related field

Nice To Haves

12 or more years of work experience with a Bachelor’s 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 enterprise‑scale 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 cross‑functional 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

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 end‑to-end 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 business‑specific flexibility.
Cross‑Functional 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 executive‑level decision‑making 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 day‑to‑day 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.