Financial Services Expert

2 weeks ago

Sydney, New South Wales, Australia Visory Full time

About Visory

We're on a mission to revolutionize the financial back office into business intelligence. Our platform connects businesses to expert talent and provides them with the tools and insights they need to thrive, ensuring every small and medium-sized enterprise (SME) has access to powerful vision, enabling them to make informed decisions and drive their business forward.

Since our launch in early 2020, we've been transforming how businesses handle their financial management with our team of driven and talented individuals across finance, customer success, product, and engineering. Our diverse and geographically distributed team upholds the highest standards, thriving in a fast-paced, challenging environment with an unrelenting passion for customers and technology.

We value a product-first mindset—one that is not bound by limits and allows us to seek opportunities where others don't.

The Opportunity

As a Technical Support Lead at Visory, you'll play a key role in the Customer Support & Quality team, ensuring the delivery of exceptional and consistent service across back-office finance functions, including bookkeeping, accounts payable, accounts receivable, payroll, and reporting.

In this role, you'll be responsible for ensuring continuous and seamless service delivery by proactively managing overflow work to maintain adherence to SLAs, industry best practices, and Visory's quality standards. You'll collaborate with team members to provide real-time support, ensuring customers have accurate and up-to-date financial information, and assist in seamlessly transitioning high-quality work to Visory's community of Marketplace Experts or other team members.

With your technical expertise, you'll uphold service quality while contributing to operational excellence through ad-hoc projects, driving service improvements, and working with the Platform team to optimise and innovate the Visory Platform.

An average day in this role is a blend of technical problem-solving, client engagement, and continuous improvement, all aimed at delivering high-quality finance services. You can expect to:

  • Meet with your colleagues in the Customer Support & Quality team to provide an update on your work, troubleshoot any issues & understand wider business initiatives
  • Complete overflow tasks, including reconciling accounts, processing payroll, or generating management reports for clients.
  • Execute upon highly technical workflows to resolve complex client finance issues.
  • Assist colleagues with challenging tasks or provide backup for urgent client deliverables.
  • Respond to client queries through the platform, offering clear and timely updates in line with SLAs.
  • Provide guidance on best practices and help clients understand technical financial processes.
  • Review workflows to identify inefficiencies and suggest enhancements to improve accuracy and productivity.
  • Update and maintain client manuals and internal documentation to ensure all information is accurate and up-to-date.
  • Participate in projects, such as developing new reporting methods or testing platform updates.

We're looking for someone who:

  • Is a lateral thinker capable of working with clients to improve back-office finance processes and drive better business outcomes.
  • Has strong problem-solving skills with the ability to address complex financial tasks and operational challenges effectively.
  • Holds extensive bookkeeping experience, including day-to-day reconciliation, payroll, and preparing monthly management reports.
  • Has expertise in cloud accounting platforms, third-party tools, and automation within cloud applications, with the ability to quickly adapt to new technologies.
  • Is experienced in working with complex clients across multiple industry verticals.
  • Has excellent written and verbal communication skills for engaging with clients and internal teams.
  • Holds strong time management and multitasking abilities to handle overflow services and ad-hoc workflows efficiently.
  • Ideally has a Certificate IV in Bookkeeping and/or Financial Services or a Bachelor of Commerce/Business (preferred)

What you might love about working at Visory:

  • We offer a flexible working environment, whether it's picking up the kids from school or taking some time to enjoy the mid-day sunshine.
  • We operate with a high level of autonomy, where you determine how you help us achieve our goals.
  • We are a remote-first team so the role can be based anywhere in Australia or New Zealand but we also try to connect in person frequently to our co-located colleagues, whether this is for coffee or in one of our many workspaces across Australia and New Zealand. Of course, if you prefer an office environment, you can utilise these workspaces as frequently as you like.

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.

What to consider before applying:

  • We're a fast-growing startup—things move quickly, and it can be demanding.
  • At times, we are building the bike while riding it.
  • We won't handhold you—our environment is highly autonomous, but we still work closely as a team.
  • We value unvarnished honesty and embrace continuous feedback.

Our Hiring Process:

  • Our first introduction – 15-20 minute phone call.
  • Online technical assessment - 60 minutes.
  • Getting acquainted and understanding your technical skills – 1 hour MS Teams call or in person.
  • Assessing your team fit - 1 hour MS Teams call or in person.
  • Decision.

  • Senior Financial Governance Expert

    6 days ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    At Insignia Financial, we're committed to creating financial wellbeing for every Australian.We're seeking an experienced Senior Financial Governance Expert to join our team as the Head of Member Delivery. This is a permanent full-time role based in Sydney with hybrid working arrangements.This position will provide holistic insights and reporting to our...

  • Accounting Expert with Financial Acumen

    5 days ago

    Sydney, New South Wales, Australia Recruitment Expert Full time

    Job DescriptionOur client, a reputable recruitment firm, seeks an experienced Intermediate to Senior Accountant to join their team.The ideal candidate will have a strong background in preparing financials of all types, including complex transactions between multiple entities.Prepare and analyze financial statements, including balance sheets, income...

  • Financial Accountant

    1 week ago

    Sydney, New South Wales, Australia Recruitment Expert Full time

    As a dynamic and forward-thinking organization, Recruitment Expert is seeking a highly motivated and experienced Financial Accountant to join their team.About the RoleThe ideal candidate will have a strong background in financial statement preparation, including balance sheets, income statements, and cash flow statements. You will be responsible for ensuring...

  • Financial Services Specialist

    3 weeks ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleThe Finance department at Pepper is a vital component of our team, providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Financial Services Specialist, you will ensure accurate and timely accounting related to the Pepper Lending Systems. This role will also support...

  • Accounting Professional for Financial Expertise

    3 days ago

    Sydney, New South Wales, Australia Recruitment Expert Full time

    Established in the heart of Norwest, Recruitment Expert is a leading firm that provides exceptional support to businesses and individuals alike. We are seeking an experienced Intermediate to Senior Accountant to join our dynamic team.Salary: The competitive salary package starts at $85,000, offering a great opportunity for professional growth and...

  • Financial Services Accountant

    2 weeks ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    Company OverviewPepper Financial Services Group is a leading provider of financial solutions, offering a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.About the RoleWe are seeking a highly skilled Trust Accountant to join our team, responsible for ensuring accurate and timely...

  • Senior Financial Analyst Position in Sydney

    3 weeks ago

    Sydney, New South Wales, Australia Recruitment Expert Full time

    We are seeking a highly motivated and experienced Intermediate to Senior Accountant to join our dynamic team at Recruitment Expert in Sydney.The ideal candidate will have a strong background in preparing financials of all types, including complex transactions between multiple entities.Key Responsibilities:Prepare and analyze financial statements, including...

  • Financial Markets Risk Expert

    4 days ago

    Sydney, New South Wales, Australia IMC Financial Markets Full time

    Unlock new career opportunities at IMC Financial Markets, a leading trading firm renowned for its advanced technology and world-class execution capabilities. We're seeking an exceptional Financial Markets Risk Expert to join our dynamic team.About the RoleThis is a high-profile position where you'll operate closely with our Trading and Technology teams to...

  • Professional Accountant for Financial Expertise

    2 weeks ago

    Sydney, New South Wales, Australia Recruitment Expert Full time

    Accountant Position OverviewWe are seeking a skilled and experienced Accountant to join our dynamic team at Recruitment Expert.Key Responsibilities:Prepare and analyze complex financial statements, including balance sheets, income statements, and cash flow statements.Ensure accurate and timely bookkeeping and financial reporting.Reconcile bank accounts and...

  • Financial Services Accountant

    5 days ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    Pepper Financial Services Group is an integral part of the financial landscape, providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.We are seeking a highly skilled Trust Accountant to join our team, responsible for ensuring accurate and timely accounting related to the Pepper...

  • Accounting Professional

    2 weeks ago

    Sydney, New South Wales, Australia Recruitment Expert Full time

    Our client, Recruitment Expert, is seeking a highly motivated and experienced Intermediate to Senior Accountant to join their dynamic team in Norwest. The ideal candidate will have a strong background in preparing financials of all types, including complex transactions between multiple entities.Key Responsibilities:Prepare and analyze financial statements,...

  • Expert Financial Services Consultant

    4 weeks ago

    Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    We are looking for an experienced Financial Services Consultant to join our team at Click and Connect Online Limited.We require a qualified and skilled Financial Advisor to provide expert financial advice to clients, assisting them in achieving their financial objectives and securing their financial futures.The ideal candidate will have a minimum of 5 years...

  • Financial Services Accountant

    2 weeks ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The Finance department at Pepper Financial Services Group plays a crucial role in providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Trust Accountant, you will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems. This role will...

  • Data Engineer: Cloud Data Solutions Expert

    2 weeks ago

    Sydney, New South Wales, Australia Neilson Financial Services Full time

    Job Title: Data Engineer: Cloud Data Solutions Expert We are seeking a skilled Data Engineer to join our team at Neilson Financial Services. This role will involve designing, building, and maintaining cloud-based data solutions using Azure services such as Azure Data Factory, Azure SQL Database, and Power BI. About the Role:Design, develop, and maintain...

  • Financial Services Expert

    1 week ago

    Sydney, New South Wales, Australia Spriggy Full time

    About the RoleThis is a unique opportunity to join Spriggy, a leading company in AU, as a Financial Services Expert. The role is part of our Member Help team and involves providing fast and efficient service to our growing member base.The position is initially offered on a casual basis, with flexible shift rostering to accommodate your preferred...

  • Financial Services Expert in Seaford

    2 weeks ago

    Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    As the Customer Banking Specialist in our Seaford Branch, you will play a vital role in delivering exceptional customer service and support to more than 10 million personal and small business customers of the Commonwealth Bank of Australia. With a strong focus on building relationships and providing tailored solutions, you will be responsible for having...

  • Financial Analysis Expert

    2 weeks ago

    Sydney, New South Wales, Australia Tal Services Limited Full time

    Welcome to TAL Services Limited, a leading Australian life insurance company that prioritizes people and relationships.We are committed to fostering an inclusive and equitable culture for all our employees. Our goal is to provide the best experience for everyone involved in the recruitment process.At TAL, we value diversity and believe that everyone has a...

  • Financial Services Regulatory Expert

    2 weeks ago

    Sydney, New South Wales, Australia Future You Full time

    About UsAt Future You, we're one of Australia's leading financial services organisations, known for our high-performing and values-led culture.We're a customer-focused team that delivers top-notch legal services to motivated professionals. As part of our dynamic team, you'll be involved in delivering high-quality work with expert colleagues who are...

  • Cloud Transformation Expert for Financial Services

    2 weeks ago

    Sydney, New South Wales, Australia Amazon Full time

    About the RoleAt Amazon, we're seeking an experienced Solutions Architect to drive cloud transformation in the Financial Services sector. As a key member of our Sales, Marketing, and Global Services team, you'll provide expert guidance to our Financial Services customers, helping them optimize their adoption and leverage of AWS technologies.

  • Transformation Expert for Financial Services

    3 weeks ago

    Sydney, New South Wales, Australia KPMG Australia Full time

    Unlock Your Potential in a Dynamic EnvironmentKPMG Australia is a professional services firm dedicated to helping clients succeed in a rapidly changing world. We are seeking an experienced Transformation Expert for Financial Services to join our team.About the RoleWe are looking for a highly skilled and motivated individual to drive business transformation...