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 qualified 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

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