Ca/Cpa Finance Business Partner
3 days ago
About Visory Visory empowers SMEs by connecting them with experts to supercharge their back office.
It's where a powerful platform, a dedicated team of experts, and actionable business insights come together in one place to transform how businesses manage their financial performance.Voted one of LinkedIn's top startups, Visory uses a blend of people and technology to provide a digital-first finance solution that allows business owners to focus on big-picture business growth.We are building a cutting-edge platform that blends human expertise with automation.
Our deep investment in AI and workflow automation, including our proprietary AI agent Delphi, empowers our experts to seamlessly deliver financial services at scale.Since launching in early 2020, we have been a fast-growing startup company committed to reshaping how SMEs manage their financial operations.
Visit us at Purpose of the Role The Finance Business Partner is the key and consistent point of contact for their assigned customer group, ensuring their financial back-office runs smoothly while unlocking long-term value from Visory's services.
The Business Performance Partner is accountable for guiding customers through onboarding, managing ongoing service delivery, resolving major issues, and proactively engaging clients with insights and advice to improve retention and renewal outcomes.Internally, you will orchestrate your team of cross-functional experts to ensure quality customer experiences through their daily interactions with VisoryAbout You You want to work at a company looking to disrupt an industry that is set in its ways.
You want to move quickly, challenge yourself, and grow.
You are a CA-qualified accountant looking for your next challenge.
You thrive in client-facing roles and prefer engaging with customers to help drive their business improvement rather than being buried in a back-office role.
You have experience in client relationship management and are eager to deepen your expertise in this area.Your technical accounting background enables you to effectively deliver Visory's 'Insights' product, leveraging financial data to guide businesses on operational improvements.
You excel in problem-solving, are highly collaborative and can manage a team to results.
You can translate financial insights into actionable strategies that help SMEs thrive.You are passionate about customer success, strategic financial advisory, and leveraging AI-driven solutions to create efficiencies for businesses.Key Workflow Responsibilities Customer Relationship &
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