Website:
planbconsultancy.co
Job details:
Hiring: Client Advisory Associate (VCFO Consulting Practice) | Mumbai
At Plan B Consultancy, our VCFO practice sits at the intersection of finance and decision-making. We don’t just work with numbers. We work with founders - understanding how they think, where they struggle, and how their businesses can be structured better. We are looking for a Client Advisory Associate who wants early exposure to that world. This is not a backend role. This is a front-row seat to how consulting actually works.
What this role really is:
- You will be one of the first points of interaction between the firm and potential clients.
- Before any engagement begins, you help answer a critical question:
- Is this business ready for consulting, and are we the right fit?
- You will speak with founders, understand their businesses, and bring structure to those conversations.
What you will be doing:
- Interacting with founders and business owners to understand their business model and challenges
- Asking structured diagnostic questions (training provided)
- Assessing client fit and readiness for VCFO consulting
- Identifying early red flags or misalignment
- Preparing clear summaries for senior consultants
- Coordinating meetings and ensuring seriousness of discussions
- Maintaining professional follow-ups and communication
- Updating CRM with structured notes and tracking interaction outcomes
What you will learn and why this role stands out:
- How founders think and make decisions
- How consulting firms evaluate businesses before taking them on
- How finance connects with operations, sales, and growth
- How VCFO and advisory engagements are structured
- How real client conversations happen in professional services
- This role is designed as an entry point into consulting, VCFO, and strategic advisory careers.
Who this works for:
- 0–2 years of experience (freshers welcome)
- B.Com / BBA / CA Inter / MBA aspirants
Someone who is:
- Curious about how businesses actually run
- Comfortable speaking with founders
- Strong in communication, especially spoken English
- Logical, structured, and disciplined in thinking
Why this role matters:
You won’t just learn finance. You will learn how businesses are understood, evaluated, and advised. That foundation compounds fast.
Function: VCFO / Business Consulting
Click on Apply to know more.