Finance Systems

2 hours ago

Melbourne, Victoria, Australia Visory Full time
Overview

Join to apply for the Finance Systems & Process Specialist role at Visory.

Location: Melbourne, VIC, Australia. Hybrid work arrangement. Employment type: Full-time. Seniority: Mid-Senior level. Job function: Finance and Sales.

Responsibilities
  • Execute highly technical workflows to resolve complex client finance issues and ensure rapid, accurate delivery.
  • Provide backup support for urgent client deliverables or mentor colleagues through challenging finance tasks.
  • Review and optimise workflows—identify inefficiencies, suggest enhancements and boost accuracy, productivity and SLAs.
  • Maintain documentation—keep client manuals, process maps and internal guides up to date and accessible.
  • Uphold service excellence with real-time quality checks, low error rates and exceptional customer outcomes.
  • Design best-practice processes for bookkeeping, payroll and reporting to drive operational consistency.
  • Collaborate on automation—work alongside Product & Engineering to embed automated checks, API integrations and AI-driven controls.
  • Analyse trends and errors in finance workflows to proactively strengthen training, QA standards and process safeguards.
Qualifications
  • A strong foundation in finance operations, with hands-on experience across bookkeeping, payroll, AP/AR, financial reporting, budgeting, or forecasting.
  • Comfort working with systems and processes—think end-to-end, identifying how each step fits into the bigger picture and where things can be improved.
  • A systems thinking mindset—understand how workflows, people, and technology intersect, and enjoy designing processes that scale.
  • Experience using cloud accounting platforms like Xero or similar tools, and confidence navigating third-party apps or automation tools.
  • Exposure to working with or alongside product and engineering teams, especially in fast-paced or tech-enabled environments.
  • An interest in AI and automation, and how these technologies can improve accuracy, efficiency, and insight across finance workflows.
  • A mindset of continuous improvement, always looking to increase accuracy, consistency, and impact in the way finance services are delivered.
  • You may be a registered BAS or tax agent, or hold a CA or CPA qualification—but we're just as interested in your experience and approach as we are your credentials.
Why join us
  • Build the future of finance operations: design and refine workflows, tools, and standards that underpin a category-defining back-office platform.
  • Work at the intersection of finance, product and AI: collaborate with engineers, product managers, and data teams to embed automation, streamline processes, and elevate service quality.
  • Use your technical expertise for broader impact: apply finance and bookkeeping knowledge to shape how work is delivered across our marketplace—not just for one customer but across hundreds.
  • Grow in a cross-functional, fast-moving environment: be part of a high-performing team that values experimentation, continuous improvement, and practical execution.
  • Flexibility: true hybrid work with regular connection points and meaningful collaboration across the business.

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