Director, Resource-Led Planning COE Lead

Visa•Austin, TX

1d•Hybrid

About The Position

As a result of recommendations from Visa’s Finance Velocity Office (responsible for shaping our transformation strategy, business operations and enhancing the impact we make as finance), Visa is standing up a Planning COE to serve all FP&A teams globally. The creation of a Planning COE will drive efficiencies and enable productivity gains across the organization. Centralization is not just a single co-located team or systems, it is a set of common practices, end-to-end processes with clear roles & responsibilities, common systems and data sources, and a defined operating model/structure. This person will spearhead the development and execution of strategies to enhance workforce forecast capabilities by partnering closely with the People Team and will design and implement end-to-end connected processes across headcount, workforce planning, and related domains, driving innovation and excellence in our planning methodologies. This role will require close partnership with FP&A to link Visa's workforce strategy to measurable financial impacts across Visa-wide.

Requirements

10 or more years of work experience with a Bachelor’s Degree
at least 8 years of work experience with an Advanced Degree (e.g. Masters/ MBA/JD/MD)
at least 3 years of work experience with a PhD
Minimum of 8–10 years of experience in financial planning and analysis, preferably within a corporate or matrixed environment.
Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights
Proficiency in financial modeling, data analysis, and financial software (e.g., Excel, SAP, Oracle)
Deep understanding of financial principles, budgeting, and expense management
Excellent verbal and written communication skills to present complex financial information clearly and concisely
Demonstrated ability to align expense planning with overall business objectives and provide strategic recommendations
Strong project management skills, including the ability to oversee multiple initiatives simultaneously
Demonstrated ability to influence and collaborate with senior leadership across various functions and regions

Nice To Haves

12 or more years of work experience with a Bachelor’s Degree
8-10 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
6+ years of work experience with a PhD
Experience supporting multiple corporate functions such as Legal, HR, Risk, and Corporate Service in a strategic finance capacity
Professional certifications such as CPA or CFA
Experience in the financial services industry, with knowledge of industry-specific trends and challenges
Proven track record of leading and developing high-performing teams in a global environment
Familiarity with advanced forecasting techniques and statistical modeling for baseline expense planning
Experience with implementing or optimizing financial planning systems and processes

Responsibilities

Partner with the People Team to enhance workforce forecast capabilities and ensure the completeness of existing headcount, including cost center mapping.
Develop and manage models for scaled headcount (e.g., Customer Service, Shared Services Centers), program resource planning (e.g., Technology), and revenue-related resource planning, ensuring seamless integration with related systems and processes.
Lead the strategy for headcount data cleansing and ensure accuracy within the financial system.
Establish and enforce robust reporting, data governance, and quality control processes for all headcount data to support financial planning.
Design and establish end-to-end connected processes across headcount, workforce planning, and related functions.
Implement seamless workflows that integrate various planning domains to ensure efficiency and accuracy in workforce management.
Continuously evaluate and refine processes to adapt to organizational changes and emerging best practices.
Spearhead the development, management, and reporting of models for all revenue-related resourcing, including advisory services and marketing development funds.
Design and implement advanced models and allocation methodologies for Shared Services Center (SSC) solutions and collaborate with Real Estate for effective demand planning.
Serve as the Planning COE liaison, facilitating effective cross-functional collaboration.