Treelife | Senior Associate / Manager - Delivery and Engagement: VCFO

Key responsibilities

• We're looking for the person who owns that experience: the plans, the deadlines, the team, and the client relationships behind them.
• Why this role matters: Our clients feel Treelife through delivery.
• You'll own delivery across the VCFO portfolio, lead the team behind it, and be the person clients know by name.
• Build real working relationships with founders, finance heads and their teams, so trust exists before you ever need it.
• 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.
• Lead the delivery team day to day - build rapport, set the tone, and be the person they escalate to without hesitation.
• 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.
• Working command of accounting and reporting cycles, MIS, month-end close, and tax/compliance coordination.
• 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.
• Own delivery and timelines
• 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.
• 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.
• Raise risks early, with impact and a recovery plan - never announce a missed date after the fact.

Requirements

• Strong audit background - mandatory.
• Strong phone/video presence; genuinely enjoys client conversations, not just tolerates them.
• 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.
• Experience: 6 - 8 years

Treelife Ventures Services Private Limited

Treelife is a Mumbai firm that handles finance, tax, legal and compliance work for startups, investors and growing businesses under one roof. It was started by Jitesh Agarwal, a chartered accountant, and Garima Mitra, a lawyer, who left corporate jobs to set it up. Agarwal leads the virtual CFO, tax and regulatory work, and Mitra the transactions, contracts and compliance side. For startups the firm offers virtual CFO services, legal support, secretarial and FEMA compliance, and tax and regulatory advice. For investors it sets up alternative investment funds and supports investments and exits, and for companies working across borders it covers India entry, overseas set-up, transfer pricing and set-up in GIFT IFSC. Its head office is at Bandra Kurla Complex in Mumbai, with further offices in Delhi and Bengaluru. The firm's legal name is Treelife Ventures Services Private Limited.

Finance hiring at Treelife is based in Mumbai and covers financial due diligence, tax, and the virtual CFO practice, where teams run finance and accounts operations for several startup clients at once. Roles range from senior executive and associate to manager, asking for about two to eight years of experience. The due diligence and tax roles call for a qualified Chartered Accountant, with three to five years of experience for the tax manager post. A senior VCFO delivery and engagement role prefers a CA but is open to candidates with strong hands-on experience, while the more junior VCFO roles welcome M.Com, B.Com and semi-qualified CA candidates, preferably from a CA firm.

• Industry: Finance, tax, legal and compliance services for startups, investors and funds, including virtual CFO work, AIF set-up, India entry and GIFT IFSC set-up
• Headquarters: Mumbai, India (Bandra Kurla Complex)
• In India: Head office at Bandra Kurla Complex in Mumbai, with offices in Delhi (Jhandewalan Extension) and Bengaluru (MG Road)