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 skilled 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 qualified 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 quick.

Function: VCFO / Business Consulting

📌 Executive Business Development Mumbai
🏢 Social Donut
📍 Mumbai