Senior Associate / Manager - Delivery and Engagement: VCFO

TREELIFE VENTURES SERVICES PRIVATE LIMITED; Maharashtra; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Treelife seeks a Senior Associate/Manager for Delivery and Engagement in VCFO to own client delivery plans, timelines, and relationships. You will lead a high-volume, multi-client portfolio with a strong audit background and CA preference.

Responsibilities include client calls, delivery planning, team leadership, and end-to-end escalation management across VCFO, accounting, tax and legal. Join a hands-on, ownership-driven team delivering on time.

Qualifications

• 6-8 years of experience in a client-facing finance role.
• Strong audit background mandatory.
• CA preferred, hands-on experience acceptable.
• Experience managing high-volume books and multiple client engagements.
• Led or managed a team, not just delivered individually.

Responsibilities

• Client calls and relationships: regular client calls, build relationships, feedback into the delivery plan, reviews.
• Own delivery and timelines: delivery plan per client, ensure on-time delivery across monthly close, bookkeeping, MIS, financial reporting, tax/compliance handoffs, budgets and forecasts.
• Lead the delivery team: manage day-to-day, allocate work, coach juniors, internal reviews, align with client promises.
• Handle delivery queries and escalations end-to-end across VCFO, accounting, tax and legal.
• Maintain live view of commitments, track metrics (on-time delivery, turnaround time).
• Oversee new-client transitions into VCFO: scope, owners, reporting cadence, first delivery plan.

Skills

Strong audit background

Client-facing finance

Team leadership

Financial reporting

Communication skills

Education

CA qualification

Big 4 experience

Job description

Senior Associate / Manager - Delivery and Engagement: VCFO

6 - 8

Full-Time

Who are we looking for?

Our VCFO clients don't experience Treelife through a pitch deck - they experience it through delivery. We're looking for the person who owns that experience: the plans, the deadlines, the team, and the client relationships behind them.

He will bring 6-8 years in a client-facing finance role, a strong audit background, and the calm that comes from having managed bigger books - high volume, multiple clients, tight deadlines - ideally with time at a Big 4 or large accounting firm. A qualified CA is preferred, but if the hands-on experience backs it up, we want to hear from you anyway.

You'll own delivery across the VCFO portfolio, lead the team behind it, and be the person clients know by name. This is an ownership role, not a follow-up role.

Key responsibilities:

1. Client calls and relationships

• 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 escalated 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 … ..
• 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 audit background - 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.