Lead Bookkeeper - Melbourne - Visory

    Visory
    Visory Melbourne

    1 week ago

    Default job background
    Description

    About 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.

    The Opportunity

    As a Technical Scoping Lead, you'll play a pivotal role in assessing customer financials, identifying workflows, and delivering actionable recommendations. Your efforts will directly impact customer satisfaction, onboarding efficiency, and ongoing service alignment.

    Key Responsibilities:

    • Completing technical Scoping for Prospective Customers: Review prospective customer files to identify workflows tailored to their needs. Evaluate financial data to establish onboarding workflows for a clean and accurate financial baseline. Present findings to Account Executives to support financial health checks.
    • Completing Re-scoping for Existing Customers: Assess current workflows to ensure alignment with evolving customer needs. Identify gaps or inefficiencies and recommend workflow adjustments.
    • Collaborating and Reporting: Partner with Sales and Onboarding teams to align on findings and recommendations. Document and share scoping outcomes clearly to ensure seamless team communication. Provide insights that improve onboarding, service alignment, and product development.

    Requirements:

    • Strong analytical skills and attention to detail.
    • Experience in financial assessment, customer support, or a related field.
    • Excellent communication and collaboration skills.
    • Ability to manage multiple priorities and meet deadlines in a dynamic environment.

    What You Might Love About Working at Visory

    We have a flexible working environment, whether it's picking up the kids from school or taking some time to enjoy the mid-day sunshine. We operate with a high level of autonomy where you determine how you help us achieve our goals. We are a remote-first team, so the role can be based anywhere in Australia or New Zealand. 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.

    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
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