Visa-posted 12 days ago
Full-time • Mid Level
Hybrid • Foster City, CA
5,001-10,000 employees

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.

  • 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
  • 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
  • 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.
  • Medical
  • Dental
  • Vision
  • 401 (k)
  • FSA/HSA
  • Life Insurance
  • Paid Time Off
  • Wellness Program
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