VP, Client Delivery

Join the Rapidly Growing Team at Attivo Partners! Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you! Why Attivo? Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue. What We Offer: - Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings. - Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities. - Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally. - Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life. Our Values: - Lasting Relationships: We build solid and enduring connections with our clients and team members. - Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results. - Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation. - Collaboration-First: We prioritize teamwork and believe the best solutions come from working together. - Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive. Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together! Role Overview: The VP, Client Delivery is a senior, hands-on leader accountable for the quality, consistency, and profitability of the finance and accounting work Attivo provides to its portfolio of VC-backed, high-growth clients. This role pairs leadership of our client service teams with VP Finance-level technical expertise. They will oversee all client engagements so work is on time, in scope, and meets our quality standards; serve as the senior escalation point for client executives; act as the firm's senior technical finance resource; and lead and develop the team, including ownership of all Learning & Development. Working as a peer to our partners and internal CFO, you will take day-to-day oversight, escalations, and staffing decisions off their plates so they can focus on growing the firm. For the right person, this role offers a path to the leadership team. Responsibilities: Client Delivery & Quality Oversight (~30%) - Oversee end-to-end delivery across all Attivo client accounts so 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, before they reach the client. - Track delivery KPIs such as quality, timeliness, utilization, and client health, and report on them regularly to the Partner. - Identify delivery risks early and address them proactively with clear mitigation plans. Client Relationships & Escalations (~25%) - Serve as the senior escalation point for delivery issues, resolving timeliness, quality, and responsiveness concerns directly with client executives. - Lead difficult conversations about scope, budget, and quality with founders, CEOs, and CFOs in a professional and authoritative way, and hold the line on scope creep and unreasonable asks. - Partner with Attivo CFOs and partners on client engagements, and support them on complex and at-risk accounts, including clients 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%) - Serve as the senior technical resource for 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 that help clients make informed 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 alongside the Resource Manager assisting in staffing and capacity decisions, assigning team members to clients, balancing workloads, and rebalancing as client needs change. - Coach and develop team members, hold regular one-on-ones, run performance conversations, and take part in hiring. - Turn ad hoc work into standard, repeatable delivery processes, such as close checklists, review workflows, and onboarding playbooks. - Work with the team on resourcing models, delivery metrics, and service improvements. Learning & Development (~10%) - Collaborate on Learning & Development initiatives, including content development, scheduling, and execution. - Assist in building a consistent, high-impact program that strengthens 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 the partners and business development team to scope new work, join pitches when technical finance expertise helps, and 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 such as rolling out new tools, adopting AI in delivery work, and documenting processes. - Act as a visible leader and culture carrier for a remote team, and model Attivo's values. - Contribute to content, webinars, or industry events that build Attivo's brand with startup and VC audiences. Requirements: - Polished executive presence, with the ability to communicate clearly and with authority to founders, CEOs, CFOs, and boards - Confident pushing back on scope, quality, and expectations using data, numbers, and sound judgment rather than opinion - Direct but diplomatic: delivers hard messages honestly while keeping relationships intact - Skilled at managing up and influencing experienced, strong-willed senior leaders - Steady and composed under pressure with demanding clients and stakeholders, with a low ego and openness to feedback - Strong sense of ownership: resolves issues rather than escalating them, and brings recommendations rather than questions - Disciplined about follow-through and documentation, including written recaps and tracked commitments - Highly organized, with the ability to manage many clients, deadlines, and priorities without dropping details - Hands-on leader who gets into the details, reviews the work, and steps in on technical issues - Builds structure from ambiguity and thrives in fast-paced, high-growth environments - Commercial thinker who weighs scope, margin, and client value alongside the technical work - Enjoys coaching and developing people, and is a steadying presence 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 of others doing the work) - 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 or 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 Nice to Have: - 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 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 and development program, and using AI to automate close, reporting, or analysis - CMA, CFA, NetSuite certification, or PMP What Success Looks Like: - First 30 days: Build relationships with the partners, internal CFO, delivery team, and key clients; review every active account; agree on decision rights with the Partner; and begin personally reviewing key deliverables and handling routine escalations. - By 60 days: Serve as the main escalation point for delivery, with partners and the CFO no longer pulled into routine scope, staffing, or quality questions; launch a delivery KPI dashboard; start at least one process improvement; and deliver or schedule the first Learning & Development session. 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 Salary Range: $210,000 - $260,000 Target Annual Bonus: 15–25% Position Status: Full-Time, Exempt Benefits Benefits for full-time employees include: Health, Dental, and Vision Insurance (100% coverage for employees on base plan, 70% coverage for additional family members), participation in Flexible Spending Accounts and 401(k), 3 weeks PTO, voluntary Life Insurance & Disability plans, and work-from-home allowance. Primary caregivers and others requiring a flexible work schedule or reduced hours are encouraged to apply; benefits may be prorated for part-time hires. Final Notes Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply. Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come *exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at [email protected].