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 explicit 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: 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.

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 deliv

📌 Senior Associate (Mumbai)
🏢 treelife
📍 Mumbai