Manager – Finance Ops / Accounting Services

• Manage allocation of workflows across your Experts, 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 Experts

• Keep workflows up-to-date so they accurately reflect the scope, frequency, and deliverables for each customer

• Own the quality of all work produced by your Experts

• Review key workflow milestones

• Track error rates, run root-cause analysis, and feed insights to Product & Quality teams

• Act as first point of contact for Expert 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 Bookkeeper and payroll Experts

• 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

• 3+ years leading teams that deliver day-to-day accounting processes (AP/AR, reconciliations, payroll, month-end) — whether inside a finance function (Finance Manager / Financial Controller) or in an outsourced bookkeeping/BPO or public-practice firm serving multiple clients.

• Hands-on mastery of bookkeeping mechanics, payroll compliance, and the controls that keep a back office humming.

• Proven ability to recruit, coach, and motivate bookkeepers in an outsourced or firm environment, driving SLA adherence and quality targets.

• Comfortable running performance reviews, setting clear expectations, and having direct, empathetic conversations when standards slip.

• Deep experience with Xero, KeyPay, and allied apps (Dext, ApprovalMax, etc.).

• Capable of rolling up sleeves to investigate issues or unblock workflows.

• Track record of tightening SLAs, automating manual steps, and standardising documentation and customer manuals.

• Data-literate: you live in dashboards, spot trends early, and translate insights into action.

• Able to step into complex technical discussions with customers (or their auditors) and translate accounting jargon into plain English.

• Experience partnering with commercial and operational stakeholders to solve pain points.

• CA/CPA, BAS Agent or Tax Agent registration.

• 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

• 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

Visory