1.
SANJAY BOKADIA
FCA, LLB, M.COM, B.COM
FINANCE, STRATEGY, M&A, FUNDRAISING & TAX CONSULTANT
25+ Years of Experience in Diversified Business Sectors
Healthcare | Metals | Construction & Engineering | Telecommunication | Pharma Ancillary | Paper

2.
Sanjay is a highly accomplished finance & business management professional, a visionary, energetic, lifelong learner,
hands on, team builder, co-pilot, business navigator, growth catalyst, technology enabler & change agent with strategic
mindset, analytical thinking, quality conscious, eye for details, focused, determined, decisive and led by examples.
He brings 25+ years of experience in manufacturing & service sectors with Indian & MNC corporation- listed &
unlisted across Healthcare, Metals, Construction & Engineering, Telecommunication, Pharma Ancillary & Paper.
He possess demonstrated capabilities in managing rapid growth, P&L as well as turnaround, while keeping a close eye
on governance & organizational development. Apt in establishing business partnership, influencing decisions &
developing actionable insights to deliver stellar results with outstanding leadership skills in strengthening stakeholder
relations, people & organisation development, capability building, technology up-gradation, processes
digitization & Improvements. Champion in driving revenue growth, improve profitability, leading growth
initiatives, participating in business planning & strategic decision making with CEO & the Board.
Career Highlights
 Prior to his career in finance & business consulting, he held senior management roles as CFO with Surya Hospitals,
Indigo Metals, Fortis Healthcare & Al Fara’a 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, 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

3.
EXPERIENCE & SUBJECT MATTER EXPERTISE
 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
Growth & Strategy
P&L Management
Financial Strategies
Fund Raise & Cash Flow
Merger & Acquisition
Business Restructuring
Risk Management
Tax Planning & Compliance
Contract Negotiation
Strategic Planning
Budgeting & AOPs
Planning & Forecasting
Financial Reporting
MIS/Business Analysis
Internal Audit

4.
VALUES, COMMITMENT & COMPETENCIES
 Honesty, integrity, commitment & excellence with 100% accountability for the assigned projects. Hands on
approach, eye for details, flexibility & willing to walk extra miles to exceed client expectations.
 Multi-domain & diversified industry experience to bring thought provoking consultation & guidance. Provide
data, facts and value based advisory support on critical and complex business issues.
 Demonstrated capabilities in supporting rapid growth, profitability management as well as turnaround,
including establishment of sound corporate governance practices & risk management framework.
 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 & 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 business support and enabling commercial and business decision making support for
complex and critical matters, that need immediate attention, guidance & action.
 Experienced back-end finance support team, available on short notice, as and when required by the client
to meet specific assignment/business needs.
 Pro-Bono leadership advisory and consulting support to Start-Ups (pre-revenue stage & non funded)
and SMEs (annual revenue/turnover < 5 CR) for 3 months.

5.
Measure impact through tangible improvement
in revenue, profits, cash flow, operational
effectiveness & process efficiencies
Measurable Impact on Business Metrics
Each project is directly led by
senior partner (CA with 20+
Years of Experience)
Personalized Services
Result based fee model with
flexible payment terms
Value For Money
Work as your integral part of management team
Responsibility & Accountability
CFO SERVICES
CFO SERVICES - VALUE PROPOSITIONS WITH FLEXIBLE ENGAGEMENT MODELS

6.
 DEVELOPMENT OF BUSINESS PLAN
 FINANCIAL & REVENUE MODELS
 FINANCIAL PROJECTIONS
 DESIGN MIS SYSTEM / DASH BOARD
 CMA DATA PREPARATION
 INFORMATION MEMORANDUM (IM)
 DEVELOPMENT OF SOPs & DOA
 COST ACCOUNTING SYSTEM
 PROCESS DOCUMENTATION (R2R, P2P
& OTC)
 SOX PROCESS DOCUMENTATION
 BUDGET FORMAT & MATRICS
 COMPLIANCE OUTSOURCING
OTHER SERVICES
 INTERNAL AUDIT
 PROCESS AUDIT
 FORENSIC AUDIT
 SPECIAL PURPOSE AUDIT
 COMPLIANCE AUDIT
 INVESNTORY AUDIT
 FIXED ASSET AUDIT
 IFC AUDIT SUPPORT
 DEVELOPMENT OF RCM
 FINANCIAL DUE DILIGENCE
 TAX DUE DILIGENCE
 AUDIT COORDINATION SUPPORT
RISK ADVISORY
 TAX RESEARCH & ANALYSIS
 TAX ADVISE & OPINION
 TAX PLANNING & STRATEGY
 TRANSACTION STRUCTURING
 LEGAL ENTITY STRUCTURING
 INCOME TAX COMPLIANCE
 GST COMPLIANCE
 TRANSFER PRICING SUPPORT
 WITHHOLDING TAX
 DTAA ANALYSIS & OPINION
 TAX ASSESSMENT SUPPORT
 TAX AUDIT SUPPORT
TAX ADVISORY
ADVISORY SERVICES

7.
 Development of Cost & Profit Improvement Plans & 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
SPECIAL PROJECT ADVISORY & MANAGEMENT SUPPORT
 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 Advisory (OTS)
 Cost Control & Optimizations Projects –Analysis, Identification, Assessment, Planning & Execution

8.
CA SANJAY BOKADIA
Mumbai-India
Mumbai Central | Jogeshwari | Vidya Vihar
Mobile: +91 98673 74066
Email: sanjaybokadia@yahoo.co.in
CONTACTS