VP, Client Delivery

Overview

This senior, hands-on leadership role is accountable for the quality, consistency, and profitability of finance and accounting services delivered to a portfolio of VC-backed, high-growth clients. The position combines client service leadership with VP Finance-level technical expertise, overseeing engagements to ensure work is delivered on time, in scope, and to quality standards.

Responsibilities

Client Delivery & Quality Oversight (~30%)

• Oversee end-to-end delivery across client accounts to ensure work is on time, in scope, and meets quality standards.
• Serve as the final reviewer and approver of key client deliverables, including close packages, consolidated financial statements, forecasts, and board and investor reporting.
• Track delivery KPIs (quality, timeliness, utilization, and client health) and report regularly to the Partner.
• Identify delivery risks early and implement clear mitigation plans.

Client Relationships & Escalations (~25%)

• Act as the senior escalation point for delivery issues, addressing concerns related to timeliness, quality, and responsiveness with client executives.
• Lead difficult conversations about scope, budget, and quality with founders, CEOs, and CFOs; maintain control over scope creep and unreasonable asks.
• Partner with internal CFOs and partners on client engagements, including support for complex and at-risk accounts (including accounts at risk of termination).
• Maintain a small portfolio of client engagements to stay close to the work, the team, and the client experience.

Technical Finance Leadership (~20%)

• Provide senior technical guidance to the team, CFOs, and partners on:
  • Month-end and year-end close
  • Multi-entity consolidations
  • Revenue recognition (ASC 606)
  • Stock comp (ASC 718)
  • Leases (ASC 842)
  • Audits, tax, and compliance
  • Cash forecasting and SaaS metrics
• Build and review financial models, cash and runway forecasts, KPI dashboards, and other analysis to support informed client decisions.
• Make day-to-day technical accounting judgments on revenue recognition, accruals, consolidations, and reconciliations within GAAP and firm standards.
• Lead financial audits and oversee compliance filings, including 1099s, 3921s, Delaware franchise tax, state filings, and sales tax.

Team Management, Development & Process Improvement (~15%)

• Manage the delivery team, including the Client Onboarding Lead and the Resource Manager.
• Work with the Resource Manager on staffing and capacity decisions, team assignments, workload balancing, and rebalancing as client needs change.
• Coach and develop team members through regular one-on-ones, performance conversations, and participation in hiring.
• Convert ad hoc work into standard, repeatable delivery processes (e.g., close checklists, review workflows, onboarding playbooks).
• Collaborate on resourcing models, delivery metrics, and service improvements.

Learning & Development (~10%)

• Collaborate on Learning & Development initiatives, including content development, scheduling, and execution.
• Help build a consistent, high-impact program strengthening both technical accounting skills and client-facing skills.
• Occasionally lead or present at internal training sessions, lunch-and-learns, and team meetings.

Additional Responsibilities

• Collaborate with partners and business development to scope new work; join pitches when technical finance expertise is needed; ensure smooth transitions from sales to delivery.
• Interview and assess candidates for delivery and accounting roles, including technical interviews.
• Identify emerging client needs and trends and contribute ideas for new or improved service offerings.
• Provide input on delivery capacity, headcount needs, and resourcing forecasts during business planning.
• Participate in firm initiatives, including rolling out new tools, adopting AI in delivery work, and documenting processes.
• Serve as a visible leader for a remote team and model core values.
• Contribute to content, webinars, or industry events focused on startup and VC audiences.

Requirements

• Polished executive presence with the ability to communicate clearly and with authority to founders, CEOs, CFOs, and boards.
• Ability to push back on scope, quality, and expectations using data, numbers, and sound judgment.
• Direct but diplomatic communication style; delivers hard messages while preserving relationships.
• Skilled at managing up and influencing experienced, strong-willed senior leaders.
• Steady and composed under pressure with demanding clients and stakeholders; low ego and open to feedback.
• Strong ownership mindset: resolves issues rather than escalating them; brings recommendations instead of only questions.
• Disciplined follow-through and documentation practices, including written recaps and tracked commitments.
• Highly organized with the ability to manage many clients, deadlines, and priorities without dropping details.
• Hands-on leadership approach: reviews work and steps in on technical issues.
• Ability to build structure from ambiguity and thrive in fast-paced, high-growth environments.
• Commercial thinking balancing scope, margin, and client value alongside technical work.
• Enjoys coaching and developing people; provides stability for the team.
• High integrity and discretion with confidential client and employee information.
• Curious and adaptable, quick to learn new client systems, industries, and tools (including AI).

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• CPA (active or inactive) and/or MBA or master’s in Accounting/Finance strongly preferred.
• Hands-on ownership of finance at the VP Finance or Controller level in early-stage, VC-backed companies, including end-to-end month-end close, multi-entity consolidations, audits, and financial statements (not only oversight).
• Experience leading client delivery for a portfolio of clients at a professional services or consulting firm (ideally 200 to 1,000 people), including serving as the senior escalation point for C-suite clients.
• 5+ years managing mid-to-large teams, ideally leading managers as well as individual contributors (typically 5 to 10 direct reports and 20 to 50+ indirect reports), including fully remote teams.
• Full people-leadership responsibility including hiring, performance management, final review of client deliverables, training and mentoring, and resourcing.
• Track record delivering strategic finance for VC-backed companies, including forecasting, cash and runway models, SaaS metrics, and board/investor reporting.
• Strong US GAAP knowledge, including ASC 606, ASC 718, and ASC 842, and deep SaaS metrics knowledge.
• Understanding of engagement economics, including scoping, pricing, margin, utilization, and resourcing across a multi-client portfolio.
• NetSuite (including multi-entity, consolidations, and multi-currency) and QuickBooks Online; advanced Excel/Google Sheets modeling; experience using AI tools (e.g., Claude, ChatGPT, Copilot) in finance workflows.

Preferred Qualifications

• Experience at an outsourced accounting, fractional CFO, or finance consulting firm; Big 4 or national firm background; or in-house VP Finance/Controller experience at a VC-backed company.
• Industry experience in SaaS and technology, fintech, life sciences/biotech, marketplaces/e-commerce, or hardware/deep tech.
• Familiarity with tools including Rillet, Campfire, Puzzle, Bill.com, Ramp, Brex, Rippling, Gusto, Justworks, Double, Stripe, Chargebee, Maxio, HubSpot, FP&A/BI tools, Carta, Avalara, or Anrok.
• Experience building or scaling service offerings, or turning custom work into packaged, repeatable products.
• Fundraising execution experience, including data rooms, diligence, and investor Q&A.
• Workers’ Comp and EDD audit experience, and hands-on HR, benefits, and payroll operations.
• Experience building a Learning & Development program, and using AI to automate close, reporting, or analysis.
• CMA, CFA, NetSuite certification, or PMP.

Location

• Remote — NYC & San Francisco Bay Area, preferred
• Ability to travel at least two times a year for All-Staff Retreats & Regional Meetups, plus client travel as needed (e.g., for escalations)

Reports To

• Partner

Compensation & Benefits

Salary Range

• $210,000 - $260,000

Target Annual Bonus

• 15–25%

Position Status

• Full-Time, Exempt

Benefits

Full-time benefits include:

• Health, Dental, and Vision Insurance (100% coverage for employees on base plan; 70% coverage for additional family members)
• Flexible Spending Accounts and 401(k)
• 3 weeks PTO
• Voluntary Life Insurance & Disability plans
• Work-from-home allowance
• Benefits may be prorated for part-time hires
• Primary caregivers and others requiring a flexible work schedule or reduced hours are encouraged to apply

What Success Looks Like

• First 30 days: Build relationships with partners, internal CFO, delivery team, and key clients; review every active account; agree on decision rights with the Partner; begin personally reviewing key deliverables and handling routine escalations.
• By 60 days: Serve as the main escalation point for delivery; launch a delivery KPI dashboard; start at least one process improvement; deliver or schedule the first Learning & Development session.

Additional Information

This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice.

The organization is an equal opportunity employer committed to a diverse workplace. People from diverse racial, ethnic, and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are encouraged to apply.