Who are we looking for

Our VCFO clients dont experience Treelife through a pitch deck - they experience it through delivery. Were 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.

Youll 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 somethings on fire. Youre 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 clients 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 escalate 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: whats on track, whats stuck, who needs help.
- Keep the team aligned with client promises - everyone knows what was committed and by when.

4. Manage client expectations

- 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.

5. Run delivery governance





- 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:

- Solid 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. Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Sr Associate / Manager - Delivery and Engagement: VCFO (Mumbai)
🏢 Treelife Consulting
📍 Mumbai