Plan B Consultancy | Mumbai | Full time

About the Role

We are looking for a Senior Finance Associate - VCFO to take ownership of review quality across accounting, reconciliations, compliance support, working papers, and MIS readiness across multiple client engagements.

This is a review-led role, not purely execution. You will review the work of Associates and Trainees, identify gaps, strengthen documentation, and ensure every client file is accurate, complete, and ready for management review.

Key Responsibilities
Review ledger scrutiny, trial balance grouping, and account classification.
Review bank reconciliations, balance sheet schedules, and supporting workings.
Review and support GST, TDS, PF, ESI and related compliance workings.
Ensure client files are accurate, complete, and analysis-ready before handover.
Identify classification errors, unreconciled balances, missing entries, and follow-up gaps.
Guide Associates and Trainees on working-paper quality and documentation standards.




Maintain review trackers, escalation discipline, and overall file hygiene.
Support basic tax-planning notes and quality checks where required.

What We're Looking For
CA Intermediate / CMA Intermediate
2–4 years of relevant experience
Articleship exposure in Internal Audit, Statutory Audit, Taxation
Exposure in VCFO / Global Accounting
Strong accounting and reconciliation fundamentals.
Experience in reviewing financial workings and client deliverables.
Proficiency in Excel and Tally / Zoho.
Solid spoken and written English.
Structured approach with robust follow-up and ownership.

Why This Role A role for finance professionals who want to move beyond routine accounting into review, client finance operations, quality control, and decision-ready financial reporting across multiple businesses.

📌 Semi Qualified Ca Mumbai
🏢 Plan B Consultancy
📍 Mumbai