Senior Financial Analyst

Visa•Miami, FL

11d•$109,800 - $175,700•Hybrid

About The Position

The Senior Financial Analyst will serve as a strategic finance partner for the Client Services Organization, supporting business leaders through financial planning, forecasting, performance analysis, and decision-support analytics. This individual will deliver actionable insights, drive financial rigor, and help the organization make informed investment and resource allocation decisions. The successful candidate will possess strong analytical capabilities, exceptional business acumen, and the ability to effectively communicate financial insights to both finance and non-finance stakeholders. AI-Enabled Finance Demonstrate proficiency in leveraging AI-powered tools and analytics solutions to improve productivity, generate insights, automate repetitive tasks, and enhance decision-making. Apply AI technologies responsibly and effectively in financial analysis, forecasting, reporting, and business case development. Continuously identify opportunities to modernize finance processes through emerging technologies, data analytics, generative AI, and automation capabilities. Partner with business and technology teams to promote adoption of AI-enabled finance solutions while maintaining governance, data integrity, and compliance standards. Financial Planning & Analysis Lead budgeting, forecasting, and outlook processes for assigned team. Develop and maintain financial models that support strategic planning and investment decision-making. Perform scenario planning, sensitivity analysis, and long-range forecasting. Analyze revenue, expense, headcount, and operational performance trends. Business Partnership Serve as a trusted advisor to business leaders and functional teams. Partner with stakeholders to evaluate strategic initiatives, investments, and business opportunities. Provide recommendations to optimize financial performance and resource allocation. Support workforce planning and organizational investment decisions. Reporting & Analytics Prepare monthly, quarterly, and annual management reporting packages. Conduct variance analysis versus budget, forecast, prior year, and strategic plans. Develop KPI dashboards and performance metrics that enable informed decision-making. Synthesize complex financial information into concise executive-level presentations. Process Improvement & Automation Identify opportunities to improve finance processes, reporting efficiency, and data quality. Drive automation and standardization of recurring analyses and reports. Leverage modern analytics tools to improve forecasting accuracy and decision support. Collaborate with Finance Transformation and Data teams to enhance reporting capabilities. Cross-Functional Collaboration Collaborate effectively with Accounting, HR, Operations, Product, Technology, Risk, Client Services, and other business partners. Support business reviews, planning cycles, and executive presentations. Participate in strategic projects and ad hoc analyses as required.

Requirements

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
5 or more years of relevant work experience with a Bachelor's Degree in Finance, Accounting, Economics, Business, or a related field; or 3 or more years of experience with an Advanced Degree (e.g., MBA, Master's degree).
6+ years of experience in FP&A, corporate finance, strategic finance, or business finance.
Strong financial modeling, forecasting, budgeting, and analytical skills.
Advanced Microsoft Excel and PowerPoint capabilities.
Ability to influence business decisions through fact-based analysis and executive communication.
Demonstrated success operating in a fast-paced, matrixed environment.
Experience using AI-enabled productivity, analytics, or finance tools.

Nice To Haves

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 with Oracle EPM, Hyperion, SAP, Anaplan, Adaptive Planning, or similar platforms.
Experience using Power BI, Tableau, or other data visualization tools.

Responsibilities

Serve as a strategic finance partner for the Client Services Organization, supporting business leaders through financial planning, forecasting, performance analysis, and decision-support analytics.
Deliver actionable insights, drive financial rigor, and help the organization make informed investment and resource allocation decisions.
Demonstrate proficiency in leveraging AI-powered tools and analytics solutions to improve productivity, generate insights, automate repetitive tasks, and enhance decision-making.
Apply AI technologies responsibly and effectively in financial analysis, forecasting, reporting, and business case development.
Continuously identify opportunities to modernize finance processes through emerging technologies, data analytics, generative AI, and automation capabilities.
Partner with business and technology teams to promote adoption of AI-enabled finance solutions while maintaining governance, data integrity, and compliance standards.
Lead budgeting, forecasting, and outlook processes for assigned team.
Develop and maintain financial models that support strategic planning and investment decision-making.
Perform scenario planning, sensitivity analysis, and long-range forecasting.
Analyze revenue, expense, headcount, and operational performance trends.
Serve as a trusted advisor to business leaders and functional teams.
Partner with stakeholders to evaluate strategic initiatives, investments, and business opportunities.
Provide recommendations to optimize financial performance and resource allocation.
Support workforce planning and organizational investment decisions.
Prepare monthly, quarterly, and annual management reporting packages.
Conduct variance analysis versus budget, forecast, prior year, and strategic plans.
Develop KPI dashboards and performance metrics that enable informed decision-making.
Synthesize complex financial information into concise executive-level presentations.
Identify opportunities to improve finance processes, reporting efficiency, and data quality.
Drive automation and standardization of recurring analyses and reports.
Leverage modern analytics tools to improve forecasting accuracy and decision support.
Collaborate with Finance Transformation and Data teams to enhance reporting capabilities.
Collaborate effectively with Accounting, HR, Operations, Product, Technology, Risk, Client Services, and other business partners.
Support business reviews, planning cycles, and executive presentations.
Participate in strategic projects and ad hoc analyses as required.