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Finance Manager - Client Services

Finance Manager - Client Services

VisaMiami, FL, US
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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 t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Client Services Representative

Client Services Representative

WealthfrontMiami, FL, US
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Client Services Representative.The traditional financial industry was not built to put the interests of clients first.At Wealthfront, we're committed to building products and services that are desi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Tax Senior Manager - Private Client Services

Tax Senior Manager - Private Client Services

EisnerAmperMiami, FL, United States
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At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Account Manager- Private Client Services HNW Yacht Practice

Account Manager- Private Client Services HNW Yacht Practice

Marsh & McLennanMiami, FL, US
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Account Manager- Private Client Services HNW Yacht Practice.Established as one of the premier insurance agencies in the USA, Marsh & Mclennan Agency (MMA) is meeting the needs of mid-sized business...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Account Manager

Client Account Manager

7FiguresMiami, FL, US
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Do you have experience as a Client Services Account Manager in a Digital Marketing Agency type of setting where you are managing up to 30 to 50+ different client accounts?.We are looking for Full-T...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Services Navigator (Coordinator) - Hybrid

Client Services Navigator (Coordinator) - Hybrid

United Way MiamiMiami, FL, US
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Hybrid Schedule : 2 days from home and 3 days on-site.Competitive Health Benefits Package.Wellness Program Reimbursements up to $50 / month. Short Term Disability at NO COST.Life Insurance & AD&...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Associate - Private Client Services

Senior Associate - Private Client Services

ECG ResourcesMiami, FL, US
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Top Law Firm in Florida seeks a Senior Associate Attorney to join their private Client Service Group.Engage directly with UHNW clients. Benefit from a collaborative atmosphere, and the opportunity t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Relationship Manager

Client Relationship Manager

AscensusMiami, FL, US
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Client Relationship Manager, Prestige.The Client Relationship Manager, Prestige will work closely with all sales, service, and operations partners to serve as the focal point of contact for new and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Services Project Specialist

Client Services Project Specialist

ApTaskMiami, FL, US
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Company is a worldwide provider of legal services, serving law firms, corporations, financial institutions and government agencieshelping them streamline the administration of business operations.I...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Manager, Client Technologies

Manager, Client Technologies

Cook SystemsMiami, FL, US
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Launch Your Career with Cook Systems.Since 1990, Cook Systemsa certified veteran-owned IT consulting firmhas been helping businesses and professionals grow through innovation, integrity, and invest...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Manager, Federal Tax (Private Client Services)

Manager, Federal Tax (Private Client Services)

Alvarez & MarsalMiami, FL, United States
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Manager, Federal Tax (Private Client Services).Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries.We...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Relationship Manager

Client Relationship Manager

Lumina Agency INCMiami, FL, US
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Lumina Agency Inc is a forward-thinking communications and branding firm dedicated to elevating the presence and voice of organizations across diverse industries. We blend strategic insight with cre...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Services Manager

Client Services Manager

VirtualVocationsHialeah, Florida, United States
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A company is looking for a Client Services Manager to support and consult with clients on their interactive business objectives. Key Responsibilities Provide exceptional customer support and manag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Services Manager - Transportation Engineering

Client Services Manager - Transportation Engineering

Ardurra Group, Inc.Miami, FL, US
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Ardurra is looking to hire an experienced.Transportation Client Services Manager.Ardurra’s Transportation team offers design capabilities ranging from complex multilevel interchanges to urban...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Associate, Payroll Client Services - APAC

Associate, Payroll Client Services - APAC

RemoteMiami, FL, US
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Associate, Payroll Client Services - APAC.Remote is solving modern organizations' biggest challenge navigating global employment compliantly with ease. We make it possible for businesses of all siz...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Service Manager

Client Service Manager

Arthur J Gallagher & CoMiami, FL, US
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At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem : a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Relations Manager

Client Relations Manager

Bloom Partners Talent SolutionsMiami, FL, US
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Client-Facing Commercial Landscape Account Manager.Commercial Landscape Maintenance Company.Bloom Talent Solutions connects exceptional professionals with fantastic opportunities.We're seeking ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Services Associate

Client Services Associate

Norman AlexMiami, FL, United States
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About the job Client Services Associate.Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional licenses are a plus.The role focus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Accounting Services Senior / Supervisor

Client Accounting Services Senior / Supervisor

Kaufman RossinMiami, FL, United States
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Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you!. As one of the top accounting firms in t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Finance Manager - Client Services

Finance Manager - Client Services

VisaMiami, FL, US
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Job Description

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 : The estimated salary range for a new hire into this position is 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.