About Visory

At Visory, we are on a mission to transform the financial back office into business intelligence. Our platform connects businesses to expert talent and provides them with the tools and insights they need to thrive, ensuring that every small and medium-sized enterprise (SME) has access to the power of vision, enabling them to make informed decisions and drive their business forward.

Since our launch in early 2020, we've been revolutionising how businesses handle their financial management with our team of driven and talented individuals across finance, customer success, product, and engineering. Our diverse and geographically distributed team upholds the highest standards, thriving in a fast-paced, challenging environment with an unrelenting passion for customers and technology.

We value a product-first mindset—one that is not bound by limits and allows us to seek opportunities where others don’t.

The Opportunity

With experience as a Senior Bookkeeper, you’ll play a key role in the Customer Support & Quality team, ensuring the delivery of exceptional and consistent service across back-office finance functions, including bookkeeping, accounts payable, accounts receivable, payroll, and reporting.

In this role, you'll be responsible for ensuring continuous and seamless service delivery by proactively managing overflow work to maintain adherence to SLAs, industry best practices, and Visory’s quality standards. You’ll collaborate with team members to provide real-time support, ensuring customers have accurate and up to date financial information, and assist in seamlessly transitioning high quality work to Visory’s community of Marketplace Experts or other team members.

With your technical expertise, you’ll uphold service quality while contributing to operational excellence through ad-hoc projects, driving service improvements, and working with the Platform team to optimise and innovate the Visory Platform.

An average day in this role is a blend of technical problem-solving, client engagement, and continuous improvement, all aimed at delivering high-quality finance services. You can expect to:

• Meet with your colleagues in the Customer Support & Quality team to provide an update on your work, troubleshoot any issues & understand wider business initiatives
• Complete overflow tasks, including reconciling accounts, processing payroll, or generating management reports for clients.
• Execute upon highly technical workflows to resolve complex client finance issues.
• Assist colleagues with challenging tasks or provide backup for urgent client deliverables.
• Respond to client queries through the platform, offering clear and timely updates in line with SLAs.
• Provide guidance on best practices and help clients understand technical financial processes.
• Review workflows to identify inefficiencies and suggest enhancements to improve accuracy and productivity.
• Update and maintain client manuals and internal documentation to ensure all information is accurate and up-to-date.
• Participate in projects, such as developing new reporting methods or testing platform updates

We’re looking for someone who:

• Is a lateral thinker capable of working with clients to improve back-office finance processes and drive better business outcomes.
• Has strong problem-solving skills with the ability to address complex financial tasks and operational challenges effectively.
• Holds extensive bookkeeping experience, including day-to-day reconciliation, payroll, and preparing monthly management reports.
• Has expertise in cloud accounting platforms, third-party tools, and automation within cloud applications, with the ability to quickly adapt to new technologies.
• Is experienced in working with complex clients across multiple industry verticals
• Has excellent written and verbal communication skills for engaging with clients and internal teams.
• Holds strong time management and multitasking abilities to handle overflow services and ad-hoc workflows efficiently.
• Ideally has a Certificate IV in Bookkeeping and/or Financial Services or a Bachelor of Commerce/Business (preferred)

What you might love about working at Visory:

• We have a flexible working environment, whether it’s picking up the kids from school or taking some time to enjoy the mid-day sunshine. 
• We operate with a high level of autonomy where you determine how you help us achieve our goals
• We are a remote first team so the role can be based anywhere in Australia or New Zealand but we also try to connect in person frequently to our co-located colleagues, whether this is for coffee or in one of our many workspaces across Australia and New Zealand. Of course, if you prefer an office environment you can utilise these work spaces as frequently as you like.

Our Values:

• People First – Empathy and humility over all else
• No limits mindset - Fear of failure? It’s low around here. When we fail, we fail fast
• Honesty - Constructive confrontation and continuous feedback is key
• Results driven - We are output focused and don’t respect superficiality
• Resilience - We value grit: perseverance is our “middle name”
• Integrity - We always do what’s right, not what’s convenient

What to consider before applying:

• We’re a fast-growing startup—things move quickly, and it can be demanding.
• At times, we are building the bike while riding it.
• We won’t handhold you—our environment is highly autonomous, but we still work closely as a team.
• We value unvarnished honesty and embrace continuous feedback.

Our Hiring Process:

• Our first introduction – 15-20 minute phone call
• Online technical assessment - 60 minutes
• Getting acquainted and understanding your technical skills – 1 hour MS Teams call or in person
• Assessing your team fit - 1 hour MS Teams call or in person
• Decision