VP, Client Delivery

Attivo Partners

10h • $210,000 - $260,000 • Remote

About The Position

Attivo Partners is a fast-growing finance and accounting consulting firm headquartered in San Francisco, with teams serving venture-backed emerging-growth clients across the United States. The firm provides fractional CFO and accounting services to companies from inception through more than $50 million in revenue.

The VP, Client Delivery is a senior, hands-on leader accountable for the quality, consistency, and profitability of finance and accounting services across the client portfolio. The role combines leadership of client service teams with VP Finance-level technical expertise. The VP oversees engagement delivery, approves key client deliverables, serves as the senior escalation point for client executives, provides technical finance leadership, manages and develops the delivery team, and owns Learning & Development. Working as a peer to the partners and internal CFO, this person takes day-to-day oversight, escalations, and staffing decisions off their plates. The position may offer a path to the leadership team for the right person.

The role is remote, with New York City and the San Francisco Bay Area preferred. Travel is required at least twice a year for all-staff retreats and regional meetups, with additional client travel as needed. The position reports to a Partner and is full-time and exempt. The listed salary range is $210,000–$260,000, with a target annual bonus of 15–25%.

Requirements

• Polished executive presence and clear, authoritative communication with founders, CEOs, CFOs, and boards.
• Ability to push back confidently on scope, quality, and expectations using data, numbers, and sound judgment.
• Direct but diplomatic communication, including delivering difficult messages while maintaining relationships.
• Ability to manage up and influence experienced, strong-willed senior leaders.
• Composure under pressure with demanding clients and stakeholders, low ego, and openness to feedback.
• Strong ownership, issue resolution, and recommendation-making skills.
• Disciplined follow-through and documentation, including written recaps and tracked commitments.
• Strong organization and ability to manage multiple clients, deadlines, and priorities without losing detail.
• Hands-on leadership, including reviewing work and stepping in on technical issues.
• Ability to build structure from ambiguity and thrive in fast-paced, high-growth environments.
• Commercial thinking that accounts for scope, margin, and client value as well as technical work.
• Interest and skill in coaching and developing people.
• High integrity and discretion with confidential client and employee information.
• Curiosity and adaptability, including ability to learn client systems, industries, and tools such as AI.
• Bachelor's degree in Accounting, Finance, Business, or a related field.
• 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.
• Experience leading delivery for a portfolio of clients at a professional services or consulting firm, ideally one with 200 to 1,000 people, including serving as the senior escalation point for C-suite clients.
• At least 5 years managing mid-to-large teams, ideally including managers and individual contributors; typically 5–10 direct reports and 20–50+ 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 knowledge of SaaS metrics.
• Understanding of engagement economics, including scoping, pricing, margin, utilization, and resourcing across a multi-client portfolio.
• Experience with NetSuite, including multi-entity operations, consolidations, and multi-currency; QuickBooks Online; advanced Excel or Google Sheets modeling; and AI tools such as Claude, ChatGPT, or Copilot in finance workflows.

Nice To Haves

• Active or inactive CPA, MBA, or master's degree in Accounting or Finance.
• Experience at an outsourced accounting, fractional CFO, or finance consulting firm; Big 4 or national firm background; or in-house VP Finance or Controller experience at a VC-backed company.
• Industry experience in SaaS and technology, fintech, life sciences or biotech, marketplaces or e-commerce, or hardware or deep tech.
• Familiarity with Rillet, Campfire, Puzzle, Bill.com, Ramp, Brex, Rippling, Gusto, Justworks, Double, Stripe, Chargebee, Maxio, HubSpot, FP&A or 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.

Responsibilities

• Oversee end-to-end delivery across all client accounts, ensuring work is timely, within scope, and meets quality standards.
• Review and approve key client deliverables, including close packages, consolidated financial statements, forecasts, and board and investor reporting.
• Track and regularly report delivery KPIs, including quality, timeliness, utilization, and client health, to the Partner.
• Identify delivery risks and address them proactively with mitigation plans.
• Serve as the senior escalation point for delivery issues and resolve timeliness, quality, and responsiveness concerns with client executives.
• Lead scope, budget, and quality discussions with founders, CEOs, and CFOs; manage scope creep and unreasonable requests professionally.
• Partner with Attivo CFOs and partners on engagements and support complex or at-risk accounts, including clients at risk of termination.
• Maintain a small portfolio of client engagements to remain connected to the work, team, and client experience.
• Provide senior technical guidance on close processes, consolidations, revenue recognition, stock compensation, leases, audits, tax and compliance, cash forecasting, and SaaS metrics.
• Build and review financial models, cash and runway forecasts, KPI dashboards, and other decision-support analysis.
• 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.
• Manage the delivery team, including the Client Onboarding Lead and Resource Manager.
• Work with the Resource Manager on staffing and capacity decisions, client assignments, workload balancing, and rebalancing as client needs change.
• Coach and develop team members, hold regular one-on-ones and performance conversations, and participate in hiring.
• Create standard, repeatable delivery processes from ad hoc work, including close checklists, review workflows, and onboarding playbooks.
• Work with the team on resourcing models, delivery metrics, and service improvements.
• Collaborate on Learning & Development content, scheduling, and execution; help build a consistent program for technical accounting and client-facing skills.
• Occasionally lead or present internal training sessions, lunch-and-learns, and team meetings.
• Collaborate with partners and business development to scope new work, join pitches where technical expertise is useful, and ensure smooth sales-to-delivery transitions.
• Interview and assess candidates for delivery and accounting roles, including conducting 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 adopting new tools and 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.

Benefits

• Health, dental, and vision insurance, with 100% coverage for employees on the base plan and 70% coverage for additional family members.
• Flexible Spending Accounts.
• 401(k) participation.
• Three weeks of PTO.
• Voluntary life insurance and disability plans.
• Work-from-home allowance.
• Mentorship, training, and professional development opportunities.
• Flexible work culture; primary caregivers and others who need flexible schedules or reduced hours are encouraged to apply. Benefits may be prorated for part-time hires.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive