Management Trainee ( CA Qualified )

Mumbai \| Full\-time

About Plan B Consultancy

At Plan B Consultancy, we partner with startups, SMEs, and growth\-stage companies to build strong financial foundations and drive strategic decision\-making. Our Virtual CFO (VCFO) division acts as an extended finance arm for clients \- delivering insights, structure, and clarity in fast\-paced business environments. We are not just accountants \- we are business partners, helping founders understand numbers, improve profitability, and scale sustainably. Our culture emphasizes ownership, analytical thinking, and early leadership development.

About the Role

We are hiring high\-potential finance professionals for a fast\-track leadership role within our VCFO team.

This is not a conventional trainee position. You will take on early responsibility, combining execution with team management, financial review ownership, and client\-facing exposure. You will work closely with Associates, Senior Associates, and Trainees to ensure accurate, timely, and insight\-driven financial reporting for a diverse portfolio of clients.

Key Responsibilities

Lead and manage a team across multiple client engagements

Review monthly financial workflows including closures, reconciliations, and compliance readiness

Drive preparation of MIS reports, financial analysis, and business insights

Analyze

Revenue trends and margins

Cost structures and profitability

Cash flows and working capital

Balance sheet health

Support debt analysis, DSCR, breakeven, and capital structuring

Ensure timelines, quality, and delivery discipline across assignments

Conduct first\-level reviews before final submission to senior leadership

Collaborate with clients and internal teams for issue resolution

Participate in founder/management discussions, contributing financial insights

Mentor junior team members and enhance team capability

Who We’re Looking For

Qualified CA / CMA

0–2 years of post\-qualification experience

Strong understanding of financial statements, MIS, and business finance

Advanced proficiency in Excel and financial analysis

Strong ownership mindset with the ability to manage deadlines

Excellent communication and team coordination skills

Willingness to lead early and take responsibility

What Sets This Role Apart

Fast\-track to leadership within VCFO

Direct exposure to founders and decision\-making

Hands\-on experience across multiple industries

Focus on business thinking, not just accounting

Early team management responsibility

What We Value

Leadership potential

Analytical and review mindset

Ability to manage both people and output

Strong business acumen

Maturity, ownership, and delivery discipline

Why Join Plan B Consultancy?

If you’re looking to move beyond routine accounting into strategic finance and leadership, this role offers a unique platform to accelerate your career in a high\-growth, high\-responsibility environment.

Apply Now

If you're ready to take ownership early and grow into a finance leader, we’d love to hear from you.