About Visory 

Visory empowers SMEs by connecting them with experts to supercharge their back office. It’s where a powerful platform, a dedicated customer team, and actionable business insights come together in one place to transform how growing businesses manage their financial performance.

Voted one of LinkedIn’s top startups, Visory uses a blend of people and technology to provide a digital-first finance solution that allows business owners to focus on big-picture business growth.

Our deep investment in AI and workflow automation, including our proprietary AI agent Delphi, empowers our team to seamlessly deliver financial services at scale.

Launched in early 2020, Visory is a fast-growing, well-funded start-up with an expanding team located in the United States, Canada, Brazil, Australia, and New Zealand.

What You'll Be Doing...

Workflow Management

• Manage allocation of workflows across your team, balancing capacity, skill, and deadlines

• Monitor daily workflows and ensure every step meets its SLA

• Identify at-risk tasks early; re-allocate or escalate to keep work on track

• Communicate ad-hoc workflow changes and scope shifts to your team

• Keep workflows up-to-date so they accurately reflect the scope, frequency, and deliverables for each customer

Quality Ownership

• Own the technical accuracy and compliance of all work produced under your team

• Review key workflow milestones and submissions

• Track error rates, run root-cause analysis, and feed insights to Product & Quality teams

Technical Support & Escalations

• Act as first point of contact for technical questions on bookkeeping, payroll, or platform nuances

• Support Business Performance Partners (BPPs) with complex, customer-facing technical issues—join calls when needed

• Investigate significant errors; craft remediation plans and confirm fixes

People Leadership

• Lead, coach, and develop a team of Bookkeepers and Payroll Officers

• Run regular 1:1s, feedback loops, and performance reviews

• Build clear career pathways and foster a customer-centric mindset

• Manage Expert performance; address under-performance promptly

Documentation & Process Governance

• Ensure Experts keep customer documentation, manuals, and process notes current

• Champion consistent process adherence and version control across the team

We’re looking for someone who has...

•  Operational Finance Experience (Finance Manager, Financial Controller, Bookkeeping Manager,etc.) or Public Practice, managing end-to-end accounting operations. (CA or CPA qualification is a nice to have!)

• Deep technical expertise in bookkeeping, payroll compliance, and accounting controls—with the confidence to review, problem-solve, and mentor others on complex issues.

• Proven leadership experience, capable of coaching and managing performance across bookkeeping, payroll, or outsourced finance teams.

• Fluency in cloud accounting systems like Xero, QBO, MYOB, and integrated tools such as KeyPay, Dext, and ApprovalMax; skilled at troubleshooting and workflow optimisation.

• A process improvement mindset—driven by data, automation, and continuous improvement to enhance accuracy, tighten SLAs, and standardise documentation.

Why You Would Join Us

• A real problem to solve: “Bookkeeping and payroll” sounds simple, sometimes ‘boring’ and ‘administrative’; in reality, it’s a rich, complex space with big unsolved problems. If you like working on hard problems with real-world upside, you’ll enjoy it here.

• Ownership and autonomy: We hire smart and driven people, giving them space to own problems end to end.

• Build, not just maintain: You’ll help shape our product and ways of operating.

• Career growth in a high-bar team: You’ll work with people who care about getting better – as operators, as leaders, and as humans. You have access to opportunities that stretch you.

• Meaningful impact: Your work matters to SMEs. You’ll see the direct impact of your work in customer stories and outcomes.

• No two days the same: We move fast - You’ll work across different problems, customers, and teams, so there’s always something new to learn, build or improve.

Our Culture

We hire people who are:

• Gritty

• Humble

• Optimistic

• Curious

A few things that matter to us:

• Flock to problems: We run toward issues, not away from them. When something’s broken, we get curious, gather the right people, and work the problem together.

• Give energy: We aim to be the people others want in the room – prepared, constructive, and generous with our knowledge and time.

• Think customer: We start with the business owner and work backwards. We care about their outcomes, not just our internal process.

• Step into the arena: We value people who take ownership, show agency, make calls with imperfect information, and are willing to be accountable.

Curious to learn more? Here's a few words from our CEO, Thomas Paule about what it means to work at Visory.

Interview Process

• Recruiter screen – Short intro with our Talent team to understand your background and fit.

• Hiring manager interview – Deeper dive into you, your experience and how you work.

• Technical interview / case – Role-specific discussion or exercise based on real scenarios.

• Motivations & values interview – Conversation with cross-functional team members to explore how you align with how we work at Visory.

We may include an informal coffee chat (in person or virtual) before we dive into the formal process. We also complete reference checks during the process before making an offer.