Website:
planbconsultancy.co
Job details:
Hiring: Client Advisory Associate | 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/ female preferred)
• 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.