Overview
This role is an operating, delivery-focused leadership position responsible for consistent, high-quality day-to-day client execution. Working with industry vertical leaders and shared services teams, the VP of Delivery will define and install standards for each industry, including close process, ownership, review, client presentation, timelines, tools, and time management.
Success is measured by fewer missed deadlines, fewer review errors, more predictable capacity, and high client satisfaction.
Responsibilities
- Delivery standards
- Partner with each vertical lead (Hotels, Vacation Rentals, Real Estate, Consumer) to define standard charts of accounts, close checklists, calendars, and service tiers.
- Ensure industry specifics are covered, including trust accounting, USALI reporting, entity-level real estate reporting, and inventory/COGS.
- Maintain a single, version-controlled library of SOPs and templates.
- Ownership and accountability
- Establish clear RACIs for every engagement, coverage, and handoff standards.
- Define an explicit interface between vertical teams and shared services (AP, payroll, billing, tax).
- Review and QA
- Design a tiered review process with defined checklists.
- Run a monthly QA program across verticals.
- Track error rates and rework to identify and fix root causes.
- Client deliverables
- Standardize reporting packages and commentary.
- Publish close timelines by industry.
- Build an early-warning process for at-risk clients.
- Tools and capacity
- Own how practice-management and close tools are used firm-wide.
- Build capacity planning tied to budgets and staffing.
- Identify opportunities for automation and AI-assisted workflows.
- Leadership
- Lead through influence alongside vertical VPs and Directors.
- Report delivery health monthly to the Co-Founders.
- Coach controllers and managers.
What Success Looks Like
- 90 days: Current-state assessment across all verticals, client health view in place, and a documented standard for the first industry.
- 6 months: Standards adopted firm-wide, QA program running monthly, and delivery metrics reported across the firm.
- 12 months: Measurable improvement in on-time delivery and error rates, capacity planning tied to staffing and pricing, and reduced delivery-related churn.
Qualifications
Required
- Bachelor’s degree in Accounting or Finance
- 10+ years of progressive accounting experience, including 5+ years at an outsourced accounting, CAS or fractional CFO firm (ideally $20M–$100M+ in revenue)
- Proven experience standardizing close, review, and QA across many client teams at scale
- Strong command of month-end close, reconciliations, GAAP, and financial reporting
- Track record of driving process and tool adoption across teams you did not directly manage
Preferred
- CPA designation
- Experience with hospitality, vacation rental, real estate, or consumer clients
- Hands-on experience with practice-management platforms (Karbon, Financial Cents, Canopy) and QBO, NetSuite, or Sage Intacct
- Experience leading distributed, multi-country teams and building delivery metrics and capacity models
Compensation & Benefits
- Competitive compensation with a performance-based bonus.
Location