Sanjay is a highly accomplished senior management professional, an enterprising leader, business navigator, co-pilot, technology enabler, financial strategist, growth catalyst & change agent with more than two decades of leadership experience in diversified Manufacturing & Service Sectors. He brings 25+ years of experience working with Indian & MNC Corporation-listed & unlisted having annual revenue range from US$30MM - US$6BN across Healthcare, Non Ferrous Metals, Construction & Engineering, Real Estate, Telecommunication, Pharma-Capsules & Machineries, Paper & Floriculture. He is specialised in driving revenue growth & improving profitability, developing financial strategies, M&A, fundraising, taxation, controlling, budgeting & strategic planning, business restructuring & turnaround, incubating growth strategies, execution of tactical plans, re-engineering of internal processes & systems to improve productivity/controls & institutionalizing planning & forecasting processes to drive profitable growth. Career Highlights Prior to his career in finance & business consulting, he held senior management roles as CFO with Surya Hospitals India, Indigo Metals, Fortis Healthcare & Al Fara’a Construction & Industrial Group, where he was instrumental in transforming business and bringing significant value through superior governance, focused commercial guidance and strategic business decision support. He also held senior & mid management position with Vodafone India, Tata Communication (VSNL), ACG Worldwide (Associated Capsules Group), Deccan Flora base Ltd and Mahadev Paper Corporation. Sanjay is a Chartered Accountant from The Institute of Chartered Accountants of India, Post Graduate in Finance and Graduate in Commerce & Law from Mohanlal Sukhadia University, Udaipur.

1. SANJAY BOKADIA
FCA, LLB, M.COM, B.COM
25 Years of Experience in Diversified Business Sectors
Healthcare | Nonferrous Metals | Construction & Engineering | Telecommunication | Pharma Ancillary | Paper
Honesty | Integrity | Commitment | Excellence | Accountability

2. Sanjay is a highly accomplished senior management professional, an enterprising leader, business
navigator, co-pilot, technology enabler, financial strategist, growth catalyst & change agent with more than
two decades of leadership experience in diversified Manufacturing & Service Sectors.
He brings 25+ years of experience working with Indian & MNC Corporation-listed & unlisted having
annual revenue range from US$30MM - US$6BN across Healthcare, Non Ferrous Metals, Construction &
Engineering, Real Estate, Telecommunication, Pharma-Capsules & Machineries, Paper & Floriculture.
He is specialised in driving revenue growth & improving profitability, developing financial strategies,
M&A, fundraising, taxation, controlling, budgeting & strategic planning, business restructuring & turnaround,
incubating growth strategies, execution of tactical plans, re-engineering of internal processes & systems to
improve productivity/controls & institutionalizing planning & forecasting processes to drive profitable growth.
Career Highlights
 Prior to his career in finance & business consulting, he held senior management roles as CFO with Surya
Hospitals India, Indigo Metals, Fortis Healthcare & Al Fara’a Construction & Industrial Group, where he
was instrumental in transforming business and bringing significant value through superior governance,
focused commercial guidance and strategic business decision support.
 He also held senior & mid management position with Vodafone India, Tata Communication (VSNL), ACG
Worldwide (Associated Capsules Group), Deccan Flora base Ltd and Mahadev Paper Corporation.
Sanjay is a Chartered Accountant from The Institute of Chartered Accountants of India, Post Graduate in
Finance and Graduate in Commerce & Law from Mohanlal Sukhadia University, Udaipur.
PROFESSIONAL CREDENTIALS
INTEREST
SDGs/ESG
Tree Plantation
Nature/Forest
Child Nutrition
Animal Welfare
Healthcare
Education
Economics
Tax Policies
Fiscal Policies
Tax Treaties
Stock Investing

3. EXPERIENCE HIGHLIGHTS
 25+ years of experience in Controllership, Business Partnering, Finance & Accounting
Operations, Internal Controls, Systems, Processes & Policies, Cost & Budget Controls.
 Outstanding skills in strengthening Stakeholders Relations, People & Organisation
Development, Capability Building, Technology Up-gradation & Processes Digitization.
 Expert in Contract Negotiation, Development & Execution of Financial Strategies, Financial
Plans, Business Models, Long Rage Strategic Business Plan & Project Feasibility Study.
 Strong operational & problem-solving capabilities with strategic outlook, highly analytical &
decisive, hands on approach to and provided authentic leadership to cross functional team.
 Led multiple projects in Fund Raise ($1BN+), M&A/Business Alliance (10+ Deals), IPO
Planning & Preparation, Tax Planning, Financial Transformation & Business Restructuring.
 Extensive experience in FP&A, Budgeting, Strategic Planning, Forecasting, AOPs, Cost &
Pricing Analysis, MIS Reporting, KPIs Tracking, Cost & Profitability Management.
 Expert in Internal Audit, Process Audit, Revenue Assurance, Process Re-engineering-R2R,
P2P & O2C, Fiscal & Productivity Tool Design & Execution & Risk Management.
 Subject matter expert in INDAS, IFRS, USGAAP, SOX, IFC, RCM, ERM, DTAA, Transfer
Pricing, RBI, FEMA, SEBI, SEC, Financial Modelling, DD, Valuations & Compliance’s.
 Managed Cost Accounting/Reporting, Capital Budgeting, Treasury, FX Risk, Procurement,
Legal & Secretarial, Cash Flow & Working Capital Management, General Insurance & IT.
• Stakeholder Relations
• People Leadership
• P&L Management
• Strategic Planning
• Fundraising
• M&A, JV & O&M
• Business Restructuring
• Risk Management
• Taxation
• Contract Negotiation
• Budgeting & AOPs
• Business Turnaround
• Planning & Forecasting
• Financial Reporting
• MIS & Board Reporting
• Treasury & Banking
• Fx Risk Management

4. VALUE PROPOSITIONS
 Highest level of honesty & integrity, commitment & excellence of services with 100% accountability. Hands
on approach, eye for details, flexibility and willing to walk extra miles to exceed client expectations.
 Demonstrated capabilities in supporting rapid growth, profitability management as well as turnaround,
including establishment of sound corporate governance practices & risk management framework.
 Experience in multiple domain to add tremendous value by independent & unbiased
consultation/guidance. Provide data, facts and value based advisory support on critical and complex
business issues.
 Outstanding commercial acumen with the ability to bring significant value through superior governance,
focused commercial guidance, detailed business planning & strategic business decision support.
 Ability to bring best policies and practices to strengthen business and financial operation & process
controls. Take pride in developing team skills and capabilities to strengthen the organisation’s foundation.
 Available 24x7 for client business support for matters, that need immediate attention, guidance & action.
Experienced back-end finance support team, as and when required by the client at actual payroll cost.
 Pro-Bono leadership advisory support to Start-Ups (pre-revenue stage & non funded) for 3 months
and SMEs (annual revenue/turnover < 5 CR) for 1 months.
 Reasonable and affordable professional fee model (fixed, variable & result based) with flexible payment
options, as mutually agreed.

5.  Virtual CFO/Controller – Extensive Scope/Coverage based on business needs & complexities
 Virtual Internal Audit Manager – Driving & Leading Internal Audit Plan & Program Management
 Virtual Investor & External Stakeholder Relations- Pre-Agreed Scope
 Virtual Compliance Manager – Income Tax, GST, Payroll & MCA/ROC, etc.
 Virtual Treasury Manager – Taking Care of Treasury, Banking & Cash Flow Management
 Virtual FP&A Manager – Financial Planning, Business Analysis, Budgeting & Monthly Forecasting
VIRTUAL & BOARD REPRESENTATION SERVICES
 Virtual Tax Manager – Taking Care of Direct & Indirect Tax Reporting & Compliance Activities
 Board Observer/Representation- On behalf of HNIs, PE & VC Investors

6.  Development of Processes, Policies, SOPs, DOA, IFC, RCM, Process Digitization/Automation
 Development of Long Range Business Plans, Financial Models, Pricing & Cost Models
 Development of Financial Projections, CMA Data, Information Memorandum & Board Presentation
 Cash Flow Planning & Forecasting, Working Capital Cycle Improvements/Efficiency Management
 Development of Budget Plan, Format, Metrics, Business Assumptions, KPIs & Budget Finalization
 Design & Development of MIS Systems, CEO Dash Board & KPI Identification & Reporting
 Cost Control & Optimizations Projects –Analysis, Identification, Assessment, Planning & Execution
PROJECT BASED SERVICES
 Internal Audit, Special Purpose Audit, Process Audit & Revenue Assurance Policy/Process Review
 Setting up Cost Accounting & Reporting System, Cost Centers, Cost Analysis & Allocation
 Tax Planning, Tax Research, DTAA Analysis, Transaction & Contract Structuring, Tax Opinion

7.  Formulation of Business Strategies & Execution Support
 Business Restructuring & Turnaround - Strategy, Planning & Execution
 Investor Relations, Communication & Market Capitalization Enhancement
 Revenue Growth & EBITDA Improvement - Strategy, Planning & Execution
 Procurement & Supply Chain Efficiency Improvement
BUSINESS CONSULTING & PROJECT MANAGEMENT
 Business Expansion & Diversification - End to End Project Management
 IPO Planning & Preparation - Project & Program Management (Planning to Listing)
 Merger & Acquisition, Corporate/Legal Entity Restructuring (Merger/De-Merger)
 Fund Raising - Debt & Equity, Debt Refinancing (To Reduce Interest Cost & Restructure Debt Tenure)
 Debt Restructuring/Debt Settlement (OTS)
 Start-Up Funding (HNIs, PE & VC)

8.  STOCK/INVENTORY & FIXED ASSETS AUDIT
Specialized team with minimum 5 years of experience in stock and fixed asset verification/audit across diversified
industries (Managed by Associate firm under qualified & experienced CA/CMA)
SPECIAL ASSIGNMENT/OUTSOURCING SOLUTIONS
 INCOME TAX, GST & MCA/ROC COMPLIANCES
Income Tax, TDS & GST Returns, MCA/ROC Compliance’s, Annual Returns Filing & Corporate Secretarial Compliances
(Managed by Associate firm under qualified & experienced CA/CS)
 INTERNAL AUDIT- LEAD/PROGRAM MANAGER
Deployment of experienced resource (10+ years of PQE) to lead Audit Plan & Program Management, Audit Coordination,
Monitor Walk-Through & Audit Progress, Audit Quality & Performance Review, Review Audit Findings and Observations,
Getting Auditee Feedback, Coordinate Audit Meetings, Audit Sign Off & AC Presentation
 COMPLETE OUTSOURCING: (MINIMUM 1 YEAR CONTRACT)
Permanent deployment of experienced resource to manage Tax & Statutory Compliance’s, Treasury & Banking
Operation, Investor Relations & Communication (Under supervision of partner with 20 years of experience)
 MONTH END SUPPORT: (MINIMUM 1 YEAR CONTRACT)
Permanent deployment of experienced resource for 5-7 days for Monthly Book Closing, Reconciliation, Provision, Estimates
Accounts Finalization, MIS Preparation, Variance Analysis & Performance Commentary.

9. Sanjay Bokadia, CA, B.Com
CA SANJAY BOKADIA
Mumbai Office:
701, Skyline Oasis, Premier Road, Vidhya Vihar-West,
Mumbai - 400086
Mobile: +91 98673 74066
Email: sanjaybokadia@yahoo.co.in
CONTACTS