Management Trainee - CA (VCFO )

Hiring: Management Trainee – VCFO | Mumbai

Plan B Consultancy is looking for ambitious finance professionals who are ready to build a career in strategic finance and business advisory.

If you're a newly qualified Chartered Accountant with strong articleship exposure in the VCFO domain and are looking for a role that offers early ownership, founder interaction, and leadership opportunities, this role is for you.

What You'll Do

• Manage execution for assigned client portfolios within our VCFO practice.
• Review monthly financial closures, reconciliations, and MIS reports for accuracy and completeness.
• Prepare and review management reports with financial insights, commentary, and key business observations.
• Analyse revenue trends, profitability, margins, working capital, cash flow, and overall financial performance.
• Support financial modelling, debt servicing analysis, breakeven analysis, and capital structure reviews.
• Coordinate with internal teams and clients to ensure timely delivery of finance engagements.
• Conduct first-level reviews before submissions to senior management.
• Participate in discussions with founders and management teams, supporting strategic decision-making through financial insights.
• Mentor junior team members while ensuring high-quality deliverables and adherence to timelines.

Who We're Looking For

• Qualified Chartered Accountant (CA) – Freshers are encouraged to apply
• Articleship exposure in Virtual CFO (VCFO), Business Finance, or Financial Advisory
• Strong understanding of financial statements, MIS reporting, budgeting, forecasting, and business finance
• Excellent analytical and problem-solving skills
• Advanced proficiency in Microsoft Excel
• Strong communication and stakeholder management skills
• High ownership, curiosity, and willingness to learn in a fast-paced consulting environment
• Leadership potential and the ability to take responsibility early in your career

Why Join Plan B Consultancy

• Fast-track career growth in the VCFO consulting space
• Direct exposure to founders, startups, SMEs, and growth-stage businesses
• Opportunity to work on strategic finance, MIS, financial planning, and business advisory
• High learning environment with early ownership and client-facing responsibilities
• Mentorship from experienced finance professionals

Department: VCFO / Business Finance

Employment Type: Full-Time

If you're a CA Fresher with relevant VCFO articleship experience and are looking to accelerate your career in business finance and consulting, we'd love to hear from you.