Financial Planning & Analysis Senior Analyst
48forty SolutionsSalary not specified
Full Time
Mid-level (3 to 4 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Payments, FintechIndustries
Requirements
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field (MBA preferred)
- 3+ years of experience in financial planning, product analysis, or benefits operations
- Strong knowledge of financial systems and data visualization tools
- Experience in handling P&L statements and budget tracking in a corporate setting
- Excellent analytical, organizational, and communication skills
- Familiarity with payment products, financial benefits, or similar industries
- Excellent project management, communication, and analytical skills
- Proficiency in advanced Excel functions, PowerPoint, and financial modeling
- Ability to work across teams and communicate complex financial data effectively
Responsibilities
- Oversee financial planning and tracking for benefits operations, ensuring all expenses align with the defined budget
- Lead benefits revenue and expense budgeting by analyzing trends, incorporating priorities and challenges and driving cross-functional collaboration to balance global targets and market realities
- Act as a liaison between the Benefits team and Finance to maintain an accurate and detailed P&L for the business
- Manage billing, setup, and related controls for all benefit partnerships in a consistent and standardized manner, including purchase order tracking, top-up approvals, and financial compliance
- Collaborate with Sourcing, Controllership, Accounts Payable, and Finance to track and optimize the budget, expenses, and forecasts
- Provide actionable data-driven insights into costs, redemptions, and overall financial performance of benefit programs
- Ensure accurate reconciliation of invoices and cost allocations within the P&L
- Develop and maintain dashboards and reports to track financial performance of partnerships
- Coordinate with internal tools and systems to align benefit utilization with expenses
- Provide monthly reports showcasing the financial performance of each benefit partnership, including breakdowns by region or country
- Prepare internal monthly business reviews (MBRs) and quarterly business reviews (QBRs) to present financial outlooks and performance trends
- Serve as the primary Finance contact to ensure seamless communication and alignment on financial matters
- Collaborate with benefit vendors and internal teams to streamline processes and improve cost efficiencies
- Leverage AI tools to optimize processes, enhance reporting accuracy, and better serve markets with timely insights and input
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this position remote or on-site?
This is an on-site position.
What is the salary range for this Product Analyst role?
This information is not specified in the job description.
What are the key responsibilities or skills needed for this financial analyst position?
Key responsibilities include overseeing financial planning and tracking for benefits operations, leading budgeting by analyzing trends, acting as a liaison between Benefits and Finance teams, managing billing and controls for partnerships, and providing data-driven insights through dashboards and reports.
What is the company culture like at Visa?
Visa emphasizes a purpose-driven culture focused on uplifting everyone everywhere through innovative payments, with a collaborative environment across Product, Benefits, Finance, Sourcing, and other teams.
What makes a strong candidate for this Product Analyst role?
A strong candidate will have experience in financial analysis, budgeting, P&L management, cross-functional collaboration, and providing data-driven insights, particularly in benefits operations or payments.
Visa
Global digital payment network provider
About Visa
Visa operates a global digital payment network that facilitates electronic payments for millions of people daily. The company connects consumers, businesses, financial institutions, and governments, allowing them to make transactions using Visa cards. Each time a card is used, Visa earns money through transaction, service, and data processing fees. Unlike many competitors, Visa focuses on expanding access to financial services for underserved communities and supporting local economies. The company's goal is to promote financial inclusivity and drive sustainable commerce, ensuring that more people can participate in the global economy.
San Francisco, CaliforniaHeadquarters
1958Year Founded
$55.8MTotal Funding
ANGEL_INDIVIDUALCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees
Benefits
Health Insurance.
Life Insurance.
Dental Insurance.
Disability Insurance.
Accidental Death & Dismemberment Insurance.
Risks
CBDCs could reduce reliance on Visa's payment network.
'Buy Now, Pay Later' services may decrease traditional credit card transactions.
Fintech startups offering zero-fee transactions could pressure Visa's revenue model.
Differentiation
Visa operates a global digital payment network connecting millions daily.
The company focuses on financial inclusivity and sustainability in its operations.
Visa collaborates with central banks on Central Bank Digital Currencies (CBDCs).
Upsides
Visa's partnership with fintechs enhances cross-border payment solutions.
Adoption of blockchain technology could revolutionize digital payments.
AI-driven fraud detection systems are reducing fraudulent activities.
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