Director, Financial Planning Strategy and Playbook

About Us Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters – to you, to your community, and to the world. Progress starts with you. Job Description Role Summary The Director of Financial Planning Strategy and Playbook will play a critical leadership role in defining and governing Visa’s global financial planning operating model. This role is responsible for setting the planning strategy -- defining enterprise planning priorities, eliminating low-value or redundant activities, and identifying structural constraints in the planning operating model -- while converting those insights into scalable, repeatable planning frameworks. The Director owns the end‑to‑end planning playbook, leads enterprise‑wide standardization, and ensures disciplined, consistent execution across regions, business units, and corporate functions. This role shapes how financial planning informs enterprise decision-making, ensuring alignment between financial insights, business strategy, and executive governance. Key Responsibilities: Planning Playbook Ownership & Governance Own and evolve the global Planning Playbook across Budget, Forecast, LRP, and Outlook cycles, ensuring clarity, consistency, and efficiency. Define and maintain end‑to‑end planning process standards, roles & responsibilities, decision rights, and governance models. Act as a central point of accountability for planning process integrity and adherence. Process Strategy & Continuous Improvement Lead process simplification and standardization initiatives to reduce cycle time, eliminate duplication, and improve planning quality. Identify structural process gaps and drive targeted improvements based on stakeholder feedback and cycle retrospectives. Partner with FP&A leaders to balance global consistency with necessary regional or business‑specific flexibility. Cross‑Functional Leadership & Change Management Navigate and align competing priorities across Corporate, Regional, and Business Unit FP&A teams, often with differing incentives, timelines, and planning maturity. Drive change management and adoption of new or improved planning processes through clear communication, enablement, and documentation. Support executive‑level decision‑making by ensuring planning frameworks are transparent, defensible, and well understood. Tooling & Enablement (in partnership) Partner with FSS, CIT and Finance Transformation teams to ensure process design is effectively enabled by systems and tools. Translate process requirements into clear business needs, ensuring tools support -- not dictate -- planning behavior. Support training, rollout, and stabilization of new planning capabilities. Team Leadership & Development Provide day‑to‑day leadership, coaching, and prioritization for individual contributors within the Playbook & Process team. Establish clear deliverables, timelines, and quality standards for workstreams owned by the team. Foster a culture of ownership, rigor, and continuous improvement. What Success Looks Like Ensure planning processes enable high-quality decision-making around investment prioritization, resource allocation, and long-range strategic direction. Planning processes are simpler, clearer, and more consistently executed across the enterprise. Stakeholders know who owns what, when decisions are made, and how plans tie together. Planning cycles run faster with fewer escalations and less rework. The Planning Playbook is a trusted, living reference document. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager. Qualifications Basic Qualifications • 8+ years of experience in FP&A, finance strategy, or finance transformation roles • Bachelor’s degree in Finance, Accounting, Economics, or a related field Preferred Qualifications • Experience leading enterprise‑scale planning processes (Budget, Forecast, LRP) in a global organization • Strong understanding of FP&A operating models, governance frameworks, and planning methodologies • Proven ability to lead cross‑functional initiatives and influence without direct authority • Experience partnering with EPM or finance systems teams • Excellent written and verbal communication skills, with comfort operating at VP/SVP level U.S. Applicants Only The estimated salary range for this position is $178,300.00 to $ 285,600.00 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. 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 protect veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with the EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code. If you thrive on rapid growth and enjoy working alongside positive, driven teammates, you’ll feel right at home here. Help us to uplift everyone, everywhere. Whether you’re starting your career, pushing your capabilities or are a seasoned professional, learn how we can partner to reimagine the world. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. At Visa, we are driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Our evolving technology keeps us at the heart of the digital economy, connecting people to 80+ million businesses worldwide. Backed by a resilient, proven model, our expanding network fuels growth—for Visa and for your career. Your journey starts here — discover how we hire Ready to take the next step? Learn more about life at Visa, explore our hiring process and get first-hand insights by hearing directly from our recruiters about what to expect. Apply with confidence today! Learn our recruiting process