Senior Accountant

Visory

119d

About The Position

Visory empowers SMEs by connecting them with experts to supercharge their back office. It’s where a powerful platform, a dedicated customer team, and actionable business insights come together in one place to transform how growing 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. Our deep investment in AI and workflow automation, including our proprietary AI agent Delphi, empowers our team to seamlessly deliver financial services at scale. Launched in early 2020, Visory is a fast-growing, well-funded start-up with an expanding team located in the United States, Canada, Brazil, Australia, and New Zealand.

Requirements

Operational Finance Experience (Finance Manager, Financial Controller, Bookkeeping Manager,etc.) 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, QBO, 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.

Nice To Haves

CA or CPA qualification is a nice to have!

Responsibilities

Manage allocation of workflows across your team, 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 your team
Keep workflows up-to-date so they accurately reflect the scope, frequency, and deliverables for each customer
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
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
Lead, coach, and develop a team of Bookkeepers and Payroll Officers
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
Ensure Experts keep customer documentation, manuals, and process notes current
Champion consistent process adherence and version control across the team