Financial Operations Manager

The Role

Visory isn’t a traditional firm with billable-hour spreadsheets, we’re a tech-first platform rewriting how finance work gets done for SMEs. Our platform blends AI-powered workflows, real-time dashboards, and a global bench of vetted Experts so SMEs can access CFO-level rigour without the big business price tag.

As our team Manager, you’ll own the day-to-day delivery engine for a team of bookkeeping & payroll Experts. Drive workflow completion to SLA, safeguard technical quality, and grow a high-performing team so Visory customers receive accurate insights, on-time, every time.

With Visory, you will be helping small-to-mid-market businesses tap enterprise-grade finance ops—and doing it at startup speed. If you’re excited to blend people and operational leadership with tech to disrupt professional services, this is the role for you.

The Responsibilities

Workflow Management

- Manage allocation of workflows across your Experts, 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 Experts
- Keep workflows up-to-date so they accurately reflect the scope, frequency, and deliverables for each customer

Quality Ownership

- Own the quality of all work produced by your Experts
- Review key workflow milestones
- Track error rates, run root-cause analysis, and feed insights to Product & Quality teams

Technical Support & Escalations

- Act as first point of contact for Expert 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

Skills & Experience

Operational Finance or Public Practice Experience

- You’re an Accountant with Operational Finance (Finance Manager, Financial Controller) or Public Practice Experience. Either way, you have 2+ years coordinating teams that deliver day-to-day accounting processes (AP/AR, reconciliations, payroll, month-end.)
- Hands-on mastery of bookkeeping mechanics, payroll compliance, and the controls that keep a back office humming.

Bookkeeping-team leadership

- Proven ability to recruit, coach, and motivate bookkeepers & other functional teams (quality assurance, payroll services)in an outsourced or firm environment, driving SLA adherence and quality targets.
- Comfortable running performance reviews, setting clear expectations, and having direct, empathetic conversations when standards slip.

Cloud accounting native

- Deep experience with Xero, MYOB and allied apps (KeyPay,Dext, ApprovalMax, etc.).
- Capable of rolling up sleeves to investigate issues or unblock workflows.

Process-improvement mindset

- Track record of tightening SLAs, automating manual steps, and standardising documentation and customer manuals.
- Data-literate: you live in dashboards, spot trends early, and translate insights into action.

Customer-facing confidence

- Able to step into complex technical discussions with customers (or their auditors) and translate accounting jargon into plain English.
- Experience partnering with commercial and operational stakeholders to solve pain points.

Our Values

- People First – Empathy and humility over all else
- No limits mindset - Fear of failure? It’s low around here. When we fail, we fail fast
- Honesty - Constructive confrontation and continuous feedback is key
- Results driven - We are output focused and don’t respect superficiality
- Resilience - We value grit: perseverance is our “middle name”
- Integrity - We always do what’s right, not what’s convenient

Our Hiring Process

- Our first introduction – 30 minute phone call
- Getting acquainted and understanding your skills – 1 hour MS Teams call
- Online technical assessment - 60 minutes
- Culture and values interview - 1 hour MS Teams call
- Decision

Please note that sometimes our emails might go to your junk mail – please check there if you haven’t heard from us.

You can find more information about Visory at www.visory.com.au

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