Senior Associate / Manager - Delivery and Engagement: VCFO
- Location
- Mumbai, MH, India
- Work mode
- On-site
- Employment type
- Full-time
About the job
Experience: 6 - 8
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.
- 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.
• Build and maintain a delivery plan per client: scope, recurring deliverables, owners, client inputs, review stages, TATs, due dates.
- 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.
• Lead the delivery team day to day - build rapport, set the tone, and be the person they escalate to without hesitation.
- 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.
• Agree realistic timelines and input requirements at kickoff; confirm any change in scope, priority or date with the client and internal lead.
- 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.
- 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.
• Strong audit background - mandatory.
- 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.
From Piiq Technologies Development Privatelimited's careers page (Keka), checked 29 Oct 2026.
How to apply
- Select Apply on treelife.in. It opens Piiq Technologies Development Privatelimited's own application form in a new tab, run on Keka.
- Fill in the form and upload your résumé there. Jobiwork never sees your application.
- Piiq Technologies Development Privatelimited will reply to you directly. No real employer asks you for money to apply.
Posted 29 Sept 2026 · checked 29 Oct 2026 · Report this job