Director, Financial Planning Strategy and Playbook

Company Description

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

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. 

Qualifications

Basic Qualifications:

• 10 or more years of work experience with a Bachelor’s Degree or at least 8 years of work experience with an Advanced Degree (e.g. Masters/ MBA/JD/MD) or at least 3 years of work experience with a PhD
• 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:

• 12 or more years of w