CMS Business Planning Director

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.

• Financial planning, data analysis and management reporting
  
  

• Lead specialized CMS deals for the regions that require broad coordination efforts across multiple countries or functional areas. e.g. Commercial Only deals, VGS tech enabler deals, etc.
  
  

• Deal workflow management: Lead deal prioritization at structuring stage, support deal modelling where needed, oversee the GIG preparation process, and ensure adherence to requirements during deal approval process.
  
  

• Maintain a deal calendar and conduct weekly sprints to monitor deal progress.
  
  

• Promote early alignment and cross-functional collaboration to prevent multiple revisions and provide a one window service for final approvers.
  
  

• Ensure all parties adhere to checklists, deal structures align with client and Visa requirements, deal clauses are comprehensive, and overall structure is efficient
  
  

• Prepare internal presentations and documents to support the deal approval process
  
  

• Serve as the Center of Excellence for deal best practices and process flow, educating team members and driving efficiencies
  
  

• Prepare regular management reports and presentation documents as required
  
  

• Collaborate closely with Finance, specialized sellers, and account executives to build financial models for client incentive deals and facilitate internal approvals at all levels
  
  

• Responsibilities also include providing historic data for deal initiation sheet creation, updating respective deal trackers, advising account executive and specialized CMS sellers, conducting first level review of deal model output with account owner, specialized sellers, & supporting CMS Sales Leads in preparing client proposals and reviewing contract.
  
  

• Provide in-depth analysis for timely decision making. Analysis would include Revenue Calculations and Incentives tracking.
  
  

• Champion the internal adoption of Visa CRM tool (Dynamics), support Business Planning & Operation (BPO) Lead in driving Dynamics usage by publishing data on deal pipeline in progress and pipeline
  
  

This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.

• BA or BS in Finance, Economics, or Business
• MBA in a Finance or CFA or CPA preferred
• Minimum 10 to 12 years of experience, with significant exposure to business planning, analytics, deals modelling & deal management
• Experience in or significant exposure to the financial services and payments industry required
• Global or multi-national business experience strongly preferred
• Superior analytical and financial analysis skills
• Strategic thinking, strong organization skills, ability to summarize findings from data, curiosity to deep dive on root cause of trends
• Personal presence and ability to clearly communicate, verbally and in writing, compelling messages to senior managers and other stakeholders
• Active listening skills required
• Self confident and hands on, with the ability to operate in a fast paced and constantly changing work environment
• Excellent problem solving skills with a strong focus on clients
• Ability to rally corporate resources and functional experts to drive business objectives
• Strong interpersonal and leadership skills to influence and build credibility with various CEMEA functions and Country teams, in order to work in a matrix organization
• Ability to quickly prioritize, using industry experience and fact based analyses
• Passionate about what you do and fired up about the opportunity to transform payments working for the industry leader
• Strong team player, self motivated and the ability to work independently at coordinating cross functional activities, obtain buy-in and elevate issues at critical junctures appropriately
• Ability to learn quickly, deal with complexity and lead change
• Aptitude to source relevant information and make timely decisions, tolerance for ambiguity
• Expert level Excel and PowerPoint
• Excellent communicator, with strong English written and verbal skills
  
  

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.