CA Fresher - (Virtual CFO Domain)

Super Tribe; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Mentorship

Founder exposure

Fast-track growth

Job summary

Plan B Consultancy in Mumbai is seeking a Management Trainee for VCFO to join a fast-paced finance advisory practice. Fresh CA graduates will gain early ownership, interact with founders, and lead select engagements under senior supervision.

You will work on financial closures, MIS, and business insights while developing client-facing reporting and strategic analysis skills in a growth-focused setup.

Qualifications

• Qualified Chartered Accountant (CA) – Freshers are encouraged to apply.
• Articleship exposure in Virtual CFO (VCFO), Business Finance, or Financial Advisory.

Responsibilities

• 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.

Skills

Financial analysis

Excel

Stakeholder management

Leadership potential

Analytical thinking

Communication

Education

CA Fresher

VCFO articleship

Tools

MS Excel

Job description

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