Financial Insights Advisor

Job description

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 drives strategic conversations. Through recurring insights sessions, you’ll help clients track performance, benchmark against peers, and act as an accountability partner d...