Financial Insights Advisor

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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.

How You’ll Make An Impact

In this newly created role, you’ll deliver Visory’s Insights offering – leveraging a suite of tools and dashboards powered by historical business context and clean, reconciled financial data to drive strategic conversations. Through recurring insights sessions, you’ll help clients track performance, benchmark against peers, and act as an accountability partner driving clients and their leadership teams towards their financial goals. This role combines analytical thinking, commercial acumen, and demonstrating executive presence to bring clarity and confidence to every client conversation.

What You’ll Be Doing

Client Insights Delivery

• Lead monthly insights sessions with clients, interpreting key financial ratios, performance trends, and benchmark data.
• Guide clients to set realistic targets and track progress against these metrics over time.
• Translate raw data into meaningful business narratives that drive action and performance improvement.
• Ensure each client’s dashboard reflects their key business goals and delivers true decision‑making value.

Data & Analysis

• Partner with Bookkeeping and Product teams to ensure the underlying financial data is clean, reconciled, and structured for analysis.
• Use Visory’s benchmarking capabilities to compare client performance against similar businesses and uncover improvement opportunities.
• Identify recurring trends across the client base and work with Product to enhance tools, reports, and automation.

Advisory & Relationship Management

• Act as a strategic partner to clients — blending financial insight with commercial judgement and empathy for the pressure that comes with running a business.
• Maintain a strong executive presence: ask the right questions, challenge assumptions, and offer clear, credible advice.
• Support retention and upsell by demonstrating the tangible business value of the Insights service.

Internal Collaboration

• Work closely with the Visory service team to ensure seamless onboarding, accurate data and client readiness for insights delivery.
• Collaborate with Product and Operations to improve product value, data consistency, and overall client experience.
• Share feedback loops from client conversations to continuously refine the Insights product.

We’re Looking For Someone Who Has

• 5+ years of professional experience in accounting, financial analysis, business advisory, or data analytics.
• Comfort with financial data – ratios, cash flow, and performance metrics; the ability to translate numbers into action.
• Strong communication and storytelling skills; able to make complex data simple and compelling.
• An ability to engage senior business owners and challenge client assumptions.
• Curiosity about technology, automation, and analytics tools.

Why You Would Join Us

• A real problem to solve: “Bookkeeping and payroll” sounds simple, sometimes ‘boring’ and ‘administrative’; in reality, it’s a rich, complex space with big unsolved problems. If you like working on hard problems with real‑world upside, you’ll enjoy it here.
• Ownership and autonomy: We hire smart and driven people, giving them space to own problems end to end.
• Build, not just maintain: You’ll help shape our product and ways of operating.
• Career growth in a high‑bar team: You’ll work with people who care about getting better – as operators, as leaders, and as humans. You have access to opportunities that stretch you.
• Meaningful impact: Your work matters to SMEs. You’ll see the direct impact of your work in customer stories and outcomes.
• No two days the same: We move fast – you’ll work across different problems, customers, and teams, so there’s always something new to learn, build or improve.

Our Culture

We hire people who are:

• Humble
• Curious

A few things that matter to us

• Flock to problems: We run toward issues, not away from them. When something’s broken, we get curious, gather the right people, and work the problem together.
• Give energy: We aim to be the people others want in the room – prepared, constructive, and generous with our knowledge and time.
• Think customer: We start with the business owner and work backwards. We care about their outcomes, not just our internal process.
• Step into the arena: We value people who take ownership, show agency, make calls with imperfect information, and are willing to be accountable.

Curious to learn more?

Here are a few words from our CEO, Thomas Paule, about what it means to work at Visory.

Interview Process

• Recruiter screen – short intro with our Talent team to understand your background and fit.
• Hiring manager interview – deeper dive into you, your experience and how you work.
• Technical interview / case – role‑specific discussion or exercise based on real scenarios.
• Motivations & values interview – conversation with cross‑functional team members to explore how you align with how we work at Visory.

We may include an informal coffee chat (in person or virtual) before we dive into the formal process. We also complete reference checks during the process before making an offer.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Finance and Sales

Referrals increase your chances of interviewing at Visory by 2x.

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