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Ca/Cpa Finance Business Partner
2 weeks ago
About VisoryVisory empowers SMEs by connecting them with experts to enhance their back office.
It combines a powerful platform, a dedicated team of experts, and actionable business insights to transform financial management for businesses.Voted one of LinkedIn's top startups, Visory uses a blend of people and technology to offer a digital-first finance solution that enables business owners to focus on growth.We are building a cutting-edge platform that combines human expertise with automation, including our proprietary AI agent Delphi, to deliver financial services at scale.Since launching in early 2020, we have been a fast-growing startup committed to reshaping how SMEs manage their financial operations.
Visit us atPrimary Purpose of the RoleThe Finance Business Partner is the main contact for their assigned customer group, ensuring smooth financial back-office operations and unlocking value from Visory's services.
They guide customers through onboarding, manage ongoing service delivery, resolve major issues, and proactively engage clients with insights to improve retention and renewal.Internally, you will coordinate your team of cross-functional experts to ensure quality customer experiences through daily interactions.About YouYou want to disrupt an industry that is set in its ways.
You thrive in a fast-paced environment, challenge yourself, and seek growth.
You are a CA-qualified accountant looking for your next challenge.
You excel in client-facing roles, enjoy engaging with customers to drive their business improvement, and have experience in client relationship management.Your technical accounting skills enable you to deliver Visory's 'Insights' product effectively, leveraging financial data for operational improvements.
You are a problem-solver, highly collaborative, and capable of managing a team to achieve results.
You can translate financial insights into actionable strategies to help SMEs thrive.You are passionate about customer success, strategic financial advisory, and leveraging AI-driven solutions for efficiency.Key Workflow ResponsibilitiesCustomer Relationship & Account HealthServe as the primary relationship owner for a portfolio of Visory customers.Proactively engage with customers to ensure high satisfaction, retention, and revenue growth.Identify opportunities for service expansion and upselling within the customer's financial needs.Advocate for customers, providing feedback to improve services and automation.Onboarding & Change ManagementOversee customer onboarding for a smooth transition.Guide customers through training, communication, and change management for long-term success.Service Quality & Issue ResolutionEnsure account health and service quality standards are met.Act as an escalation point for major issues, coordinating with managers and experts.Deliver Insights ProductLead regular meetings with customers to provide insights and advice aligned with their business goals.Utilize financial data to improve operations and drive performance.Ensure strong adoption and engagement with the Visory Insights product.Team Leadership & CollaborationLead and mentor a cross-functional team aligned with your customer portfolio.Set goals, provide coaching, and foster a culture of ownership and continuous improvement.Coordinate resource planning with functional leads to meet commitments.Core CompetenciesCustomer-Centric : Building trusted relationships and advocating for customer needs.Strategic Thinking : Advising on financial efficiencies.Collaboration & Leadership : Driving cross-functional teamwork.Problem-Solving & Initiative : Proactively resolving issues.Process-Oriented : Working within workflows and improving processes.Strong Communication : Conveying complex ideas clearly.Skills & QualificationsAccounting degree and CA / CPA qualification.Experience in client-facing roles like Business Advisory, Client Accounting, Virtual CFO, or Public Practice Accounting.Team leadership experience.Strong understanding of financial operations and workflows.Excellent communicator with the ability to simplify complex financial concepts.Data analysis skills and ability to translate insights into actions.Proficiency with digital tools, including CRM platforms like HubSpot or Salesforce.Change management experience, especially in helping SMEs transition to new services.Bonus: Experience working in startups or running your own business is a plus.Why Join Visory?
Be part of a high-growth, tech-enabled financial services company reshaping SME back-office management.
We support hybrid working for flexibility.Advance your career in a strategic, customer-focused role with a direct impact on growth and retention.Collaborate with experts across finance, product, automation, and customer success.Enjoy career progression as we expand into new markets.Next StepsIf you're passionate about empowering SMEs through innovative financial solutions and want to be part of a growing business, apply today
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