▷ 15h Left: Manager, Financial Operations

At Visory, we’re all about empowering businesses to unlock their full potential.

Launched in early 2020, we are a fast growing start up, and we have built Australia and New Zealand’s first digital bookkeeping solution that supports small to medium sized businesses.

We supercharge their financial back‑office by connecting them to a marketplace of certified Bookkeeping and Payroll Experts, backed by our powerful digital platform of best practice workflows.

The result; clean books, oversight of key financial indicators and freedom from their back‑office so they can get back to big picture growth.

💥How you’ll make an impact...

You’ll lead the operational heart of our bookkeeping and payroll function -ensuring accuracy, timeliness, and excellence across every workflow. You’ll bring technical accounting acumen and people leadership together to help our Experts deliver consistent, high‑quality outcomes that empower clients to make smarter business decisions.

If you’re a CA or CPA-qualified professional who thrives at the intersection of finance, technology, and leadership -and you’re ready to disrupt traditional accounting delivery- this role is for you.

⚙️What You’ll Be Doing...

Workflow Management

- Manage allocation of workflows across your Bookkeepers/Experts, balancing capacity, skill, and deadlines
- Monitor daily workflows and ensure every step meets its SLA
- Identify at‑risk tasks early; re‑allocate or escape to keep work on track
- Communicate ad-hoc workflow changes and scope shifts to Experts
- 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 Bookkeeper and Payroll Experts
- 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...

- CA or CPA qualification, with 2+ years post‑qualification experience in Operational Finance (Finance Manager, Financial Controller) or Public Practice, managing end-to-end accounting operations.
- 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, 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.

What you’ll love about working at Visory...

- Shape the Future of Finance Operations: Play a key role in designing the workflows, tools, and standards that power a category-defining back‑office platform for SMEs.
- Work at the Cutting Edge of Finance, Product & AI: Collaborate with product, engineering, and data experts to embed automation, streamline processes, and enhance service quality.
- Thrive in a Flexible, High-Growth Environment: Join a fast-moving, cross‑functional team that values experimentation, continuous improvement, and genuine work-life flexibility across Australia and New Zealand.
- Make a Scaled Impact: Leverage your finance and bookkeeping expertise to influence how work is delivered across our entire marketplace—creating better outcomes for hundreds of businesses.

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