About Visory

Visory is building the AI-powered operating system for the financial back office of growing businesses. By combining an agent-first workflow platform, frontier AI, and the judgement of world-class finance experts, we turn financial operations into insight, strategy, and confident decision-making.

We're not Software-as-a-Service. We're Service-as-a-Software. Most software puts tools in customers' hands. We deliver the work itself.

SMBs are the engine of the global economy, yet the financial back office that powers them has been overlooked for decades. Our mission is to change that: to unlock confident growth for millions of businesses and empower them to see what's possible.

The bar is high, the mission ambitious, the work as rewarding as it is hard, and we're just getting started.

About the Role

Insights is how Visory turns clean, reconciled books into better business decisions. Through recurring Insights sessions, we help business owners track performance, benchmark against similar businesses and stay accountable to their financial goals.

AI is what makes this possible at scale. Our AI agents and customer teams keep each client's books accurate and current, so you start every session with numbers you can trust. You will also leverage agents in your own work: to prepare for sessions, surface trends and anomalies, and spot patterns across the client base that no one could find by hand. That leaves your time for the part AI cannot do, which is the conversation with the business owner.

Insights is now an established part of what we deliver, and demand is growing. Your job is to help small and medium business owners understand their numbers and act on them. Most SMBs can't afford a CFO and rarely get this kind of advice. You will sit down with them every month, show them where the business stands, help them set targets and hold them accountable to reaching them.

The Role

Deliver Insights sessions

• Lead monthly Insights sessions for your portfolio of clients, interpreting key financial ratios, performance trends and benchmark data

• Help clients set realistic targets and track progress against them over time

• Turn raw data into a clear business story that leads to action

• Make sure each client's dashboard reflects their key business goals and supports real decisions

Be a trusted advisor

• Act as an accountability partner to business owners and their leadership teams, combining financial insight with commercial judgement and empathy for the pressure of running a business

• Ask the right questions, challenge assumptions and give clear, credible advice

• Support retention and growth by showing clients the tangible value of Insights
  

Improve the product

• Spot recurring trends across the client base and work with Product to improve tools, reports and automation

• Work with customer teams to make sure the underlying data is clean, reconciled and structured for analysis, and that new clients are ready for Insights

• Share what you hear in client conversations so the Insights offering keeps getting better

About You

Experience (required)

• 5+ years of professional experience in finance, accounting, consulting, or business advisory

• Confidence with financial data, including ratios, cash flow and performance metrics, and the ability to turn numbers into action

• Experience advising business owners or senior leaders directly

Communication and presence

• Strong communication and storytelling skills, with the ability to make complex data simple and compelling

Attitude toward AI and technology

• Curiosity about AI, automation and analytics tools

• You don't need AI experience, but you do need a willingness to learn

Judgement and responsibility

• Sound commercial judgement and the knowledge to explain your reasoning

• Personal responsibility for every client relationship in your portfolio

• A strong commitment to quality

Our Culture

We value people who are gritty, humble, optimistic and curious. Our values are:

• 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 first: 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 are a few words from our CEO, Thomas Paule, about what it means to work at Visory.