Plan B Consultancy

Location: Mumbai Company: PlanB Consultancy Experience Required: 5–12 years 🏢 About PlanB Consultancy: PlanB is a fast-growing global consulting firm offering end-to-end Virtual CFO, Legal, Compliance, and Global Expansion services to startups and SMEs. With a vision to incubate 1,000 startups, PlanB acts as a one-stop solution for financial strategy, tax planning, entity structuring, and investment readiness. 🧩 Role Overview: We are seeking a meticulous, resourceful, and execution-driven Operations Manager to drive internal delivery systems, streamline processes, and ensure cross-functional coordination across departments including Finance, Legal, Tech, and Sales. The ideal candidate will bring strong experience in financial operations, compliance, reporting, and stakeholder management. 🔧 Key Responsibilities: Operational Excellence: Design and implement SOPs across departments. Oversee internal process controls and project tracking for client mandates. Manage documentation cycles for entity setup, compliance, audits, and tax filings. Financial Operations: Support Virtual CFO operations including MIS, budgeting, forecasting, and fund utilization tracking. Coordinate and review statutory filings (GST, TDS, Income Tax, ROC). Client Delivery Oversight: Collaborate with CA, CS, and legal teams to ensure timely client delivery. Own documentation lifecycle for investment readiness, due diligence, and data rooms. Team & Vendor Coordination: Supervise a cross-functional team including junior accountants, legal associates, and tech support. Liaise with banks, regulators, auditors, and clients for operational and compliance matters. Reporting & Dashboards: Create operational dashboards and manage escalation matrices. Provide weekly reporting to senior leadership on project status and team productivity. ✅ Ideal Candidate Profile: Semi-qualified CA or B.Com with strong execution experience will also be considered. 5–12 years of experience in finance, compliance, operations, or consulting. Strong knowledge of GST, TDS, ROC, Payroll, and Indian financial compliance frameworks. Hands-on experience with Tally, Excel, MIS, and project management tools. Ability to multitask in a fast-paced, high-growth environment. Prior experience in startups, consulting firms, or financial services is a plus. 🛠 Key Skills: Financial Operations Compliance & Documentation MIS & Reporting Stakeholder Management Process Design & Execution Team Coordination & Communication Tech Adaptability (Excel, Tally, Google Workspace) 🎯 Why Join Us: Direct mentorship from leadership team including CEO & Founders. Exposure to cross-border business structuring and startup ecosystem. High-growth environment with clear ownership and impact. Opportunity to work on cutting-edge compliance and fundraising strategies. 📬 To Apply: Send your updated resume to dhruti.m@planbconsultancy.co with subject: Application for Operations Manager – [Your Name]

📌 Job Title: Executive - Accountant 📍 Location: Mumbai (On-site at client location) 🕒 Experience: 1–2 years (preferably in E-commerce industry) 💼 Employer: PlanB Consultancy About PlanB Consultancy PlanB Consultancy is a dynamic business solutions firm committed to helping startups, SMEs, and growing enterprises streamline their financial and business operations. With expertise in virtual CFO, accounting, and back-office support services, PlanB empowers businesses to focus on scaling while we manage the numbers and compliance. Job Summary We are looking for a detail-oriented and enthusiastic Accounts Executive with 1–2 years of hands-on experience, preferably in the e-commerce sector, to join our finance team. The candidate will be responsible for managing daily accounting tasks, maintaining accurate financial records, and ensuring timely compliance with statutory requirements. The role may also involve working offsite at client locations as needed. Key Responsibility Areas (KRAs) 1. Client-Side Accounts Management Handle daily accounting operations at the client location including data entry, invoicing, and reconciliations Maintain accurate books of accounts on client-approved software (e.g., Tally, Zoho, QuickBooks) Ensure all financial transactions are recorded and updated in a timely manner 2. Statutory Compliance Support Prepare and support filing of GST, TDS, and other statutory returns in coordination with the client Ensure compliance with internal controls and audit readiness of client accounts 3. Reporting & Documentation Generate and share periodic MIS reports, balance sheet summaries, and ledgers as per client requirements Maintain supporting documentation for all accounting entries and client queries 4. Coordination & Communication Act as a key liaison between PlanB’s internal finance team and the client’s management Ensure smooth communication for queries, report submissions, and process clarifications 5. Audit & Month-End Closure Support Assist in month-end closing activities including journal entries, reconciliations, and schedules Support internal or external audits by providing necessary data, clarifications, and backups 6. On-Site Financial Execution Be present at the client’s location as per agreed working hours Ensure all accounting work aligns with client-side processes while adhering to PlanB’s quality standards. 7. Process Adherence & Confidentiality Follow both client and PlanB protocols and maintain confidentiality of sensitive financial data Report any discrepancies or concerns to PlanB supervisors proactively Candidate Requirements Bachelor’s degree in Commerce or Accounting 1–2 years of accounting experience (e-commerce background preferred) Proficiency in extracting reports from softwares like unicommerce, shopify, amazon etc Technical Expertise: Proficiency in Zoho, Advanced Tally and Advanced Excel (pivot tables, VLOOKUP, financial analysis). Sound knowledge of GST, TDS, and other statutory norms. Good communication and coordination skills. Willingness to work full-time from the client’s office. Self-motivated, reliable, and detail-oriented. Why Join PlanB? Work with diverse clients across industries Exposure to real-time business challenges and solutions Supportive team culture with continuous learning opportunities Opportunity to grow within a fast-paced consultancy setup To Apply: Mail CV : dhruti.m@planbconsultancy.co Connect : +91 8451977093

Location: Mumbai/Delhi Company: PlanB Consultancy Experience Required: 5–12 years 🏢 About PlanB Consultancy: PlanB is a fast-growing global consulting firm offering end-to-end Virtual CFO, Legal, Compliance, and Global Expansion services to startups and SMEs. With a vision to incubate 1,000 startups, PlanB acts as a one-stop solution for financial strategy, tax planning, entity structuring, and investment readiness. 🧩 Role Overview: We are seeking a meticulous, resourceful, and execution-driven Operations Manager to drive internal delivery systems, streamline processes, and ensure cross-functional coordination across departments including Finance, Legal, Tech, and Sales. The ideal candidate will bring strong experience in financial operations, compliance, reporting, and stakeholder management. 🔧 Key Responsibilities: Operational Excellence: Design and implement SOPs across departments. Oversee internal process controls and project tracking for client mandates. Manage documentation cycles for entity setup, compliance, audits, and tax filings. Financial Operations: Support Virtual CFO operations including MIS, budgeting, forecasting, and fund utilization tracking. Coordinate and review statutory filings (GST, TDS, Income Tax, ROC). Client Delivery Oversight: Collaborate with CA, CS, and legal teams to ensure timely client delivery. Own documentation lifecycle for investment readiness, due diligence, and data rooms. Team & Vendor Coordination: Supervise a cross-functional team including junior accountants, legal associates, and tech support. Liaise with banks, regulators, auditors, and clients for operational and compliance matters. Reporting & Dashboards: Create operational dashboards and manage escalation matrices. Provide weekly reporting to senior leadership on project status and team productivity. ✅ Ideal Candidate Profile: Semi-qualified CA or B.Com with strong execution experience will also be considered. 5–12 years of experience in finance, compliance, operations, or consulting. Strong knowledge of GST, TDS, ROC, Payroll, and Indian financial compliance frameworks. Hands-on experience with Tally, Excel, MIS, and project management tools. Ability to multitask in a fast-paced, high-growth environment. Prior experience in startups, consulting firms, or financial services is a plus. 🛠 Key Skills: Financial Operations Compliance & Documentation MIS & Reporting Stakeholder Management Process Design & Execution Team Coordination & Communication Tech Adaptability (Excel, Tally, Google Workspace) 🎯 Why Join Us: Direct mentorship from leadership team including CEO & Founders. Exposure to cross-border business structuring and startup ecosystem. High-growth environment with clear ownership and impact. Opportunity to work on cutting-edge compliance and fundraising strategies. CTC: Upto 7 LPA 📬 To Apply: Send your updated resume to dhruti.m@planbconsultancy.co with subject: Application for Operations Manager – [Your Name]