Financial Operations Manager

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.

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.

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 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 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

• 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.

• 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.