VP, Client Delivery

About this role

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…