Finance Business Partner

Overview

Finance Business Partner | Client Advisory — Melbourne, VIC, Australia. Hybrid. Full-time.

Join Visory to transform SME finance with AI and expert insights. Bring your accounting expertise and help us build the future of the industry. Visory empowers SMEs by connecting them with experts to supercharge their back office and deliver financial performance insights.

Primary purpose: The Finance Business Partner is the key and consistent point of contact for their assigned customer group, ensuring their financial back-office runs smoothly while unlocking long-term value from Visory's services. The role guides customers through onboarding, manages ongoing service delivery, resolves major issues, and proactively engages clients with insights to improve retention and renewals. Internally, you will orchestrate a team of cross-functional experts to ensure quality customer experiences.

Responsibilities

• Customer Relationship & Account Health: Serve as the primary relationship owner for a portfolio of Visory customers; proactively engage to ensure high satisfaction, retention, and revenue growth; identify opportunities for service expansion and upsell; advocate for customers and provide feedback to internal teams.
• Onboarding & Change Management: Oversee customer onboarding; guide customers through training, communications, and change management for long-term success.
• Service Quality & Issue Resolution: Be accountable for overall account health; ensure service quality standards are met; act as escalation point for major issues and coordinate with Managers and Experts to resolve challenges.
• Deliver Insights Product: Lead regular meetings to provide insights and advice; use financial data to guide operational improvements; ensure strong adoption and engagement with the Visory Insights product.
• Team Leadership & Collaboration: Lead and mentor a cross-functional team aligned to the customer portfolio; set goals, coach, and foster ownership, data-driven decision-making, and continuous improvement; coordinate resource planning with Functional Leads to meet commitments.

About You

You want to work at a company looking to disrupt an industry that is set in its ways. You want to move quickly, challenge yourself, and grow. You thrive in client-facing roles and prefer engaging with customers to drive business improvement rather than back-office work. You have experience in client relationship management and are eager to deepen your expertise in this area. Your technical accounting background enables you to deliver Visory's Insights product and translate financial data into actionable strategies for SMEs. You excel in problem-solving, collaboration, and leading a team to results. You are passionate about customer success, strategic financial advisory, and leveraging AI-driven solutions to create efficiencies for businesses.

Core Competencies

• Customer-Centric: Build trusted relationships and advocate for customer needs.
• Strategic Thinking: Advise customers on financial back-office efficiencies.
• Collaboration & Leadership: Drive cross-functional collaboration for positive outcomes.
• Problem-Solving & Initiative: Proactively identify issues and own solutions.
• Process-Oriented: Comfortable with structured workflows and process improvements.
• Strong Communication: Clear written and verbal communication of complex ideas.

Skills & Qualifications

• Accounting degree; CA/CPA qualification a plus.
• Experience in customer-facing roles (e.g., Business Advisory, Client Accounting, Virtual CFO, Public Practice Accounting).
• Understanding of financial operations, bookkeeping, or back-office finance workflows.
• Ability to translate complex financial concepts into approachable insights for business owners.
• Data analysis and translating insights into action plans for customers.
• Proficiency with digital tooling and workflow platforms, including Visory core platform and CRM tools (e.g., HubSpot, Salesforce).
• Change management experience, especially helping SMEs transition to new service models.
• Startup experience or running a business is a plus; energy, hunger, humility and intelligence are valued.

Why Join Visory?

• Be part of a high-growth, tech-enabled financial services company reshaping SME back-office operations with hybrid work options.
• Accelerate your career in a customer-focused, strategic role with direct impact on growth and retention.
• Collaborate with experts in finance, product & automation, and customer success.
• Career progression opportunities as Visory scales into new markets.

Next Steps

If you're passionate about helping SMEs unlock the full potential of their financial back-office and want to be at the heart of a growing business, apply today.

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