Visory
Visory
51 – 200 कर्मचारी
B2BSaaSफिनटेक
Visory एक फिनटेक और B2B SaaS कंपनी है, जो एकीकृत प्लेटफ़ॉर्म, बहीखाता और पेरोल सेवाओं, वित्तीय सलाह तथा उपयोगी अंतर्दृष्टियों के माध्यम से व्यवसायों को वित्तीय प्रदर्शन प्रबंधित करने और बेहतर बनाने में मदद करती है। 2020 में स्थापित Visory विशेषज्ञ सहायता को AI-केंद्रित इंजीनियरिंग पर ध्यान देने के साथ जोड़ती है और अपनी सेवाएँ रिमोट तथा हाइब्रिड कार्य मॉडल के माध्यम से प्रदान करती है। इसकी टीम उन कंपनियों का सहयोग करती है जो रोज़मर्रा के वित्त और व्यावसायिक संचालन के लिए अधिक कुशल, डेटा-आधारित तरीकों की तलाश में हैं।

Insights Partner – VCFO at Visory

Guide Australian small and medium-sized business owners in understanding performance, setting targets, and acting on financial insights. Combine direct advisory work with AI-enabled workflows to help clients make better decisions.

विवरण

  • Run monthly Insights sessions for a portfolio of clients
  • Analyze financial ratios, performance patterns, and benchmark information
  • Help clients establish practical targets and monitor progress over time
  • Translate raw financial data into a clear narrative that drives action
  • Keep client dashboards aligned with business objectives and decision-making needs
  • Serve as an accountability partner to business owners and leadership teams
  • Apply financial expertise alongside commercial judgement and empathy
  • Question assumptions and deliver advice that is clear, credible, and useful
  • Demonstrate the value of Insights to support client retention and growth
  • Spot recurring client trends and partner with Product to improve tools, reporting, and automation
  • Work with customer teams to ensure source data is accurate, reconciled, and analysis-ready
  • Prepare new clients to participate effectively in Insights
  • Bring client feedback into improvements to the Insights offering

आवश्यकताएँ

  • At least five years of professional experience in finance, accounting, consulting, or business advisory
  • Strong command of financial data, including ratios, cash flow, and performance measures, with the ability to turn analysis into action
  • Prior experience advising business owners or senior leaders directly
  • Excellent communication and storytelling skills, including the ability to make complex information accessible and persuasive
  • Interest in AI, automation, and analytics tools
  • Willingness to develop practical knowledge of AI technologies
  • Sound commercial judgement and the ability to explain the reasoning behind recommendations
  • A strong sense of ownership for every client relationship in the assigned portfolio
  • Consistent commitment to high-quality work

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