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 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 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:
• Robust 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.

📌 Senior Associate (Mumbai)
🏢 treelife
📍 Mumbai