Senior Associate / Manager - Delivery and Engagement: VCFO

Treelife; Maharashtra; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Treelife in Maharashtra seeks a senior delivery lead to own client delivery, timelines, and team coordination across VCFO services. You will act as the face of delivery, building trust with founders and finance heads.

You will manage multi-client engagements, ensure on-time delivery, mentor juniors, and maintain clear decisions, owners and dates. Strong communication and accounting cadence are essential.

Qualifications

• Strong background in client servicing, client delivery, or audit.
• Experience managing high-volume books and multiple client engagements.
• Excellent communication over phone/video and in writing.
• Knowledge of accounting cycles, MIS, month-end close, and tax/compliance coordination.
• Willingness to lead and mentor a delivery team.

Responsibilities

• Own delivery plans and timelines per client, including scope, owners, inputs, reviews, and due dates.
• Drive on-time delivery across monthly close, bookkeeping, MIS, financial reporting, tax/compliance handoffs, budgets and forecasts.
• Flag upcoming statutory dates with the subject-matter owner and ensure timely sign-off.
• Lead the delivery team day-to-day, assign work, coach juniors, and run internal reviews.
• Coordinate delivery queries and escalations end to end with VCFO, accounting, tax and legal.
• Maintain a live view of commitments, overdue items, dependencies, and escalation owners.
• Oversee new-client transitions into VCFO with defined scope, owners, and reporting cadence.

Skills

Client servicing

Delivery management

Team leadership

Client engagement

Communication skills

Accounting knowledge

MIS reporting

Education

CA (Chartered Accountant)

Job description

• Get on client calls regularly - not just when something's on fire. You're the face of delivery for your portfolio.
• Build real working relationships with founders, finance heads and their teams, so trust exists before you ever need it.
• Use calls to understand the client's business rhythm, upcoming pressures and unstated expectations - and feed that back into the delivery plan.
• Run client status reviews and onboarding calls; leave every conversation with clear decisions, owners and dates.

2. Own delivery and timelines

• Build and maintain a delivery plan per client: scope, recurring deliverables, owners, client inputs, review stages, TATs, due dates.
• Drive on-time delivery across monthly close, bookkeeping, MIS, financial reporting, tax/compliance handoffs, budgets and forecasts.
• Flag upcoming statutory dates to the subject-matter owner - a calendar reminder is not technical sign-off.
• Set priorities, allocate work, watch capacity and backlog, remove blockers before they put a commitment at risk.
• Nothing reaches a client unreviewed or incomplete; you close out corrections and open items.

3. Lead the team

• Lead the delivery team day to day - build rapport, set the tone, and be the person they elevate to without hesitation.
• Allocate work fairly across the team, spot overload early, and coach juniors on quality and turnaround habits.
• Run short, regular internal reviews: what's on track, what's stuck, who needs help.
• Keep the team aligned with client promises - everyone knows what was committed and by when.
• Agree realistic timelines and input requirements at kickoff; confirm any change in scope, priority or date with the client and internal lead.
• Raise risks early, with impact and a recovery plan - never announce a missed date after the fact.
• Own delivery queries and escalations end to end, coordinating across VCFO, accounting, tax and legal.
• Maintain one live view of all commitments: status, overdue items, client dependencies, escalation owners.
• Track and improve the numbers: on-time delivery %, TAT adherence, rework, overdue aging, escalation resolution time.
• Lead new-client transitions into VCFO: agreed scope, owners, reporting cadence, contacts, first-delivery plan.

Key requirements:

• Strong background in client servicing, client delivery, or audit is mandatory.
• 6-8 years of experience in a similar field (VCFO services, CA/advisory firm, outsourced finance & accounting, or comparable client-facing finance delivery).
• Qualified CA preferred, but open to candidates with equivalent hands‑on experience managing books at scale.
• Has personally managed high-volume books and multiple concurrent client engagements.
• Has led or managed a team - not just delivered individually.
• Strong phone/video presence; genuinely enjoys client conversations, not just tolerates them.
• Working command of accounting and reporting cycles, MIS, month-end close, and tax/compliance coordination.
• Clear, direct communication - comfortable delivering hard news early, with a plan.

Why this role matters: Our clients feel Treelife through delivery. You are the person who makes "on time, every time" true.