At Visory, we are on a mission to transform 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 that every small and medium-sized enterprise (SME) has access to the power of vision, enabling them to make informed decisions and drive their business forward.

Since our launch in early 2020, we've been revolutionising 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

Our Implementation Leads play a crucial role in our business, and it’s their mission to fine-tune customer files, systems and procedures, and to set our customers up for success.

As an Implementation Lead, you'll take charge of the initial implementation and optimisation of client files, working hand-in-hand with business owners as they embark on their journey with Visory. You'll also collaborate closely with our Growth team to design and scope top-tier service delivery for our prospective clients.

We’re looking for someone who has:

• Extensive technical bookkeeping knowledge of different finance processes including reconciliation, AP & AR, monthly management reporting and budget and cashflow forecasting
• Experience working across a portfolio of clients, or experience working in large complex businesses
• A passion for tidying up messy files! You love finding new ways to optimise systems and refine processes or cleaning up historical bookkeeping work, utilising your excellent attention to detail
• Experience with multiple modern accounting software systems like Xero, MYOB and Quickbooks, and other related third party software tools
• A deep understanding of SMEs financial back-office functions
• The ability to work remotely and use online messaging and video conferencing to engage with clients
• A Certificate IV in Bookkeeping and/or Financial Services or a similar qualification

What you might love about working at Visory:

• You will get to work with a team of highly aligned Bookkeepers in an environment that fosters collaboration and knowledge sharing
• A flexible working environment, whether it’s picking up the kids from school or taking some time to enjoy the mid-day sunshine.
• High autonomy where you determine how you help us achieve our goals
• Remote first: We are a remote first team so the role can be based anywhere in Australia. We 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 work spaces 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 start-up that is growing very quickly
• We are new at this and looking to experiment, likely making a few inevitable mistakes along the way (which is ok!)
• At times, we are building the bike while riding it
• We have a highly autonomous environment. However, this doesn’t mean we don’t work as a team
  
• We offer unvarnished honesty and love continuous feedback

Our Hiring Process:

• Our first introduction – 30 minute phone call
• Online technical assessment - 60 minutes
• Getting acquainted and understanding your skills – 1 hour MS Teams call
• Culture and values interview - 1 hour MS Teams call
• Decision

Department

Customer - Bookkeeping & Payroll

Locations

Melbourne

Remote status

Fully Remote

Employment type

Full-time